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.

Posts

How a Global Nonprofit Automated Document Workflows in Airtable

How a Global Nonprofit Automated Document Workflows in Airtable

Jun 10, 2025

Elizabeth Glaser Foundation automated research and design approvals in Airtable. Status tracking, deadline reminders, and SharePoint integration included.

How UNCF Automated Event Requests in Hive with One Smart Form

How UNCF Automated Event Requests in Hive with One Smart Form

Jun 10, 2025

UNCF marketing team automated event project creation in Hive using form detection and smart workflows. Built in 4 hours with full training.

Automating Employee Onboarding on Growing Teams with Tally, Zapier, and Notion

Automating Employee Onboarding on Growing Teams with Tally, Zapier, and Notion

Jun 10, 2025

Art gallery automated onboarding for 300+ employees using Tally forms, Zapier webhooks, and Notion database. Department-specific workflows included.

How a UK Bakery Automated Shopify Orders with Airtable Workflows

How a UK Bakery Automated Shopify Orders with Airtable Workflows

Jun 4, 2025

Harry Batten bakery automated 150+ monthly Shopify orders into Airtable using PipeDream. Custom cake orders organized by delivery date automatically.

Slack Drip Campaigns? Yes, and They Skyrocketed Member Engagement

Slack Drip Campaigns? Yes, and They Skyrocketed Member Engagement

May 23, 2025

Professional network automated member onboarding and trial conversions using Slack, Zapier, and HubSpot. Native Slack campaigns that feel personal.

How We Automated 1,000+ Monthly Book Deliveries for a Faith-Based Nonprofit

How We Automated 1,000+ Monthly Book Deliveries for a Faith-Based Nonprofit

May 23, 2025

Faith-based nonprofit automated book fulfillment using WooCommerce, Givebutter, and Airtable. Recurring donations and inventory tracking included.

How a Global Marketing Team Started Automating Lead Flow With Zapier

How a Global Marketing Team Started Automating Lead Flow With Zapier

May 23, 2025

Global B2B team learned how to connect LinkedIn, Marketo, and Microsoft Dynamics with Zapier. Step-by-step walkthrough for enterprise adoption.

How Hive Simplified Project Setup for a Growing Consultancy

How Hive Simplified Project Setup for a Growing Consultancy

May 12, 2025

See how a social impact consultancy automated project creation in Hive from HubSpot deals, including subprojects and templates. Real case study.

Cognito Forms to Charity Tracker: Zapier Flow Streamlined 850+ Applications

Cognito Forms to Charity Tracker: Zapier Flow Streamlined 850+ Applications

May 12, 2025

Zakat Fund saved 1,200+ hours automating Cognito Forms to Charity Tracker with Zapier. Custom workflow for 850 Ramadan applications.

How Kitty of Angels Streamlined Cat Rescue Operations with Automation and Airtable

How Kitty of Angels Streamlined Cat Rescue Operations with Automation and Airtable

May 12, 2025

Kitty of Angels scaled from 177 to 400+ cats using a custom Airtable portal with Softr and Zapier. See how automation transformed their operations.

Automating QuickBooks-generated Email Body Invoices into… QuickBooks

Automating QuickBooks-generated Email Body Invoices into… QuickBooks

May 6, 2025

Eliminate manual data entry from QuickBooks-generated email invoices. AI-powered automation extracts data and creates bills automatically in QuickBooks.

The Email Validation Filter: Your Insurance Policy Against LinkedIn Conversion Failures

The Email Validation Filter: Your Insurance Policy Against LinkedIn Conversion Failures

Apr 17, 2025

Prevent silent LinkedIn conversion failures with email validation filters in Zapier. Essential safeguard for HubSpot-LinkedIn integrations.