Workflow Automation and AI Blog from Connex

A Virginia landscaping company lost leads because call transcripts never reached JobNimbus. See how Make automations closed the gap over 3.5 years.

How a multi-office senior home care company automated 42 weekly CRM reports into BigQuery and one live Looker Studio dashboard using Pipedream.

See how a ~80-person UK signage manufacturer used Quickbase and SharePoint to launch rollout programmes from a template and track every site in one dashboard.

Zapier next-gen Zaps migration checklist: audit existing Zaps, map connection and API dependencies, and add governance controls before you migrate.

Learn how to automate a QuickBooks ShipStation invoice integration, trigger orders at the right stage, map SKUs and addresses, and test fulfillment safely.

Build a Notion operations system to replace Asana and spreadsheets: six connected databases, field report forms, rollups, and campaign views your team will use.

Too unique for automation? Turn custom workflows into repeatable triggers, clear handoffs, and safer decisions without forcing a rigid process.

BambooHR pension report automation: generate compliant CSVs right after payroll, validate required fields, and deliver the files securely over SFTP.

See how AI operations agents for small teams can handle development, support, SEO, and task handoffs while founders keep human QA and customer conversations.

Compare Replit vs Notion CRM for email, dashboards, templates, meeting notes, and AI workflows, then choose the setup that fits your business.

Notion database for contract manufacturers: a practical checklist for schema, searchable fields, capability tagging, and HubSpot sync before a trade show.

Unify tasks in Notion from Basecamp, Gmail, and Slack with one Tasks database, linked views, and automated intake. See the schema, views, and Zaps to use.