Workflow Automation and AI Blog from Connex

Build a scheduling form that creates Google Calendar events, Trello cards, and QuickBooks customers automatically, capturing customer info once, not 3 times.

Learn what Notion workers are, when to use them, and how to build, secure, deploy, and estimate cost for a worker on Notion’s developer platform.

Build an estate operations platform in Notion + Microsoft 365. Use phased workflows for SOPs, work orders, reporting, and (later) QuickBooks and Power Automate.

Set up one Harvest project per Hive client, assign consultants, and set billable rates so time tracking works and every engagement shows up on timesheets.

Fix Smokeball Outlook contact sync deduplication with fallback matching (email, then name, then phone) so updates hit existing contacts instead of duplicates.

Fix missing Zoom meeting IDs in automation pipelines with a root-cause checklist, logging, backfill steps, and guardrails to prevent silent failures.

A Power Automate checklist for ingesting quarterly Excel files from OneDrive into SQL Server, with validation, upserts, run logging, and safe reruns.

Ringba annotations missing? Follow this step-by-step debug flow across Ringba, Pabbly, and Pipedream to find gaps, fix filters, and prevent repeats.

Microsoft 365 nonprofit scheduling automation: connect intake, eligibility review, self-scheduling, waitlists, SMS reminders, and RBAC on one Microsoft stack.

Build an automated crawler that finds broken links and missing images, logs each issue to Notion, and routes fixes to an owner, so you skip the manual audits.

Fix missing fields and duplicates when sending Facebook Lead Ads to Jobber via Zapier. Learn mapping, dedupe, and update flows to stop manual data entry.

Plan a BambooHR to CSI payroll integration with a one-way sync, scheduled runs + manual push, and effective-dated changes that land in the right pay period.