How consulting agencies can transition to agentic workflows (without breaking delivery)
Learn how consulting agencies can transition to agentic workflows without breaking delivery—what to automate, where to add AI agents, and a 5-stage rollout plan.
# Workflow Automation
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AI Agents
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OAuth
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Podcast Production Workflow
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Workflow Automation
Shopify post-purchase SMS review requests: 5-star rating gate + Google review link
SMS review request automation for Shopify stores: send a post-purchase rating link via text, then route only happy customers to your Google review page.
From Spreadsheet Chaos to 24/7 Operations: How a Language Access Nonprofit Built a System Their Linguist Network Could Actually Use
See how a language access nonprofit replaced spreadsheets with an Airtable portal and automated invoicing — recovering 150+ staff hours per year.
How a Chicago Bankruptcy Firm's Client Intake Automations Silently Broke — and Were Fixed Before a Hard Deadline
Three Zapier workflows at a bankruptcy law firm stopped firing when Pipedrive updated its API. See how Connex identified and fixed the issue in one session.
How a Small Credit Repair Business Automated Client Notifications Across 5 Tools — Without a Developer
A small credit repair firm automated client notifications across Credit Repair Cloud, Zapier, Chargebee, Shopify, and Calendly. See the workflow.
How a Mid-Sized Countertop Manufacturer Replaced Their Status-Inquiry Phone Queue with an AI Voice Agent
How a mid-sized countertop manufacturer replaced their inbound status-inquiry phone queue with an AI voice agent connected to Moraware. Read the case study.
How a Multi-Location Restaurant Group Automated Guest Engagement Across 9 Locations with AI + Zapier
A Canadian restaurant group with 9 locations automated Google review responses, website chatbots, and social media inboxes using Zapier and AI. Here's how.
Building a custom code shop for automation agencies (a playbook)
Custom code solutions for automation agencies: a playbook to productize offers, run scoped delivery (QA + release), and scale beyond fragile Zaps.
How to fix missing variant prices in Google Merchant Center (Shopify)
Google Merchant Center missing variant prices block your Shopping ads. Learn how to diagnose the issue in GMC, fix it in Shopify, and get your feed approved.
SharePoint agreement tracking for extensions and signatures
SharePoint agreement tracking breaks with extensions. Use a Placements list + Agreements list (one per version) plus Power Automate to log sent/signed dates.
Zapier client access for solution partners: setup, limits, and June security changes
How to set up Zapier client access for solution partners: Pro vs Team/Enterprise, email constraints, and connection ownership after the June security update.
OpenTable automation stack for multi-location restaurant retention (checklist)
OpenTable integration for multi-location restaurants — connect guest data to email, CRM, and reviews to automate welcomes, birthdays, and lapsed-guest reactivation.
