Workflow Automation and AI Blog from Connex

Automate receipts and invoicing workflows for train and airline tickets: batch processing, PDF templates, and fixes for Zapier loop timing delays.

Notion page permissions are page-level, not block-level. Learn how spaces, sub-pages, locked pages, and forms work so you can share content safely.

Set up Notion time tracking with one Tasks database, a Projects database, and linked views. Log work sessions across every project without duplicate task lists.

Plan a Confluence to Notion migration without breaking permissions or governance. Use this enterprise checklist for discovery, pilots, rollout, and cleanup.

Automate monthly Salesforce exports from S3 + Google Sheets: pull daily files from S3, calculate member status in Sheets, and generate a weekly CSV in Drive.

Airtable + Fillout to Supabase + Next.js migration playbook: map schema and record IDs to UUIDs, rebuild form logic, retire Zaps, and cut over safely.

Learn a practical Zapier Tables costume tracking system that stays updated as students enroll, drop, or transfer—plus a simple 3-session implementation plan.

A 10-person 401(k) advisory firm used Airtable, Zapier, and Calendly to automate appointment tracking and caller payroll, cutting 3–4 hours of month-end work.

Notion Plus vs Business plan for 90 users: pricing math, feature differences (SSO, AI meeting notes, agents), and a rollout path to upgrade when needed.

Notion invoice tracking without duplicate data entry: keep Salesforce and QuickBooks as the source of truth and run collections from a synced Notion view.

Build a Notion meeting notes database that auto-summarizes and extracts next steps with AI autofill, then surface the right meetings anywhere using linked views.

Outlook rules that move emails into subfolders make Zapier miss them. Trigger on the right folder, add a Zapier Email Parser backup, and backfill misses safely.