Notion coaching portal: how to track member progress + monthly metrics
Build a Notion coaching portal that tracks member progress, monthly check-ins, and metrics. Includes a ready-to-copy database blueprint for coaches.
Workflow Automation and AI Blog from Connex
Explore business process automation insights, expert tips, and real-world case studies. Learn how to automate workflows, integrate apps, and boost efficiency.
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Bullhorn MCP Server: Safely Connect Claude/ChatGPT to Bullhorn Data
Learn what a Bullhorn MCP server is, how it connects Claude/ChatGPT to Bullhorn safely, and which read-only tools, auth, logging, and guardrails to ship first.
AI coworkers: a practical playbook for role-based agents in Notion
Learn what AI coworkers are and how to build role-based agents in Notion with least-privilege permissions, cost guardrails, explicit triggers, and review.
Notion intranet for nonprofits: onboarding + tool hub
Build a Notion intranet for nonprofits: one place for policies, onboarding checklists, and tool links. See the 7-step implementation guide here.
Supabase vs BigQuery for 200k+ Airtable migrations (agency decision guide)
Supabase vs BigQuery for large datasets: Supabase wins for day-to-day ops (auth, RLS, CRUD). BigQuery wins for analytics at scale. See how agencies choose.
Notion AI agents: task extraction + daily email digests (2 examples)
Learn to build two Notion AI agents: a meeting task extractor and a daily email digest. Covers triggers, permissions, guardrails, and a 4-week rollout.
Billing webhook not firing on plan changes
Billing webhook not firing on plan changes? Confirm delivery, trace the failure mode, reconcile charges, and communicate to customers clearly. Get the checklist.
BambooHR Marketplace Partnership vs Referral: A Playbook for Integration Providers
Compare BambooHR Marketplace vs referral partnerships for integration providers. Covers OAuth requirements, security review, listing fees, and a hybrid model.
How to migrate Clipfolio dashboards to Looker Studio (nonprofit playbook)
Planning a Clipfolio to Looker Studio migration? Use this nonprofit playbook to inventory clips, rebuild data sources, validate metrics, and deploy to TVs.
How to automate Google review responses with AI (with human approval)
Learn how to automate Google review responses with AI while keeping humans in the loop. Covers Zapier, Make, and 3 trigger options. Get the workflow.
Fix Gmail email threading + quote context in AI replies
Gmail email threading breaks when RFC headers are missing. Set Message-ID, In-Reply-To, References, and threadId — then add quoted context. See the checklist.
Fix Failed AI: an audit & rescue playbook for broken agents
AI agents breaking in production? This fix failed AI playbook covers the 6-step rescue audit: stabilize, diagnose, instrument, remediate, and govern.
