Notion + Microsoft 365 for estate operations: Phase 1 blueprint
Build an estate operations platform in Notion + Microsoft 365. Use phased workflows for SOPs, work orders, reporting, and (later) QuickBooks and Power Automate.
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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Microsoft 365 nonprofit scheduling automation (intake + waitlists)
Microsoft 365 nonprofit scheduling automation: connect intake, eligibility review, self-scheduling, waitlists, SMS reminders, and RBAC on one Microsoft stack.
How to Automatically Find Broken Links and Missing Images
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 Facebook Lead Ads to Jobber in Zapier (No Duplicates)
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.
BambooHR to CSI payroll integration: one-way sync + timing
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.
Automated receipts and invoicing for travel tickets
Automate receipts and invoicing workflows for train and airline tickets: batch processing, PDF templates, and fixes for Zapier loop timing delays.
Notion Page Permissions: Spaces, Pages, Forms, Visibility
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.
How to Build Unified Time Tracking in Notion (Tasks + Projects)
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.
Confluence to Notion migration checklist (enterprise)
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
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 → Supabase + Next.js migration playbook
Airtable + Fillout to Supabase + Next.js migration playbook: map schema and record IDs to UUIDs, rebuild form logic, retire Zaps, and cut over safely.
Costume tracking in Zapier Tables (no more paper)
Learn a practical Zapier Tables costume tracking system that stays updated as students enroll, drop, or transfer—plus a simple 3-session implementation plan.
