Workflow Automation and AI Blog from Connex

Managing Notion teamspaces and permissions gets hard fast in one space. Learn scalable teamspace + group patterns and migration steps that keep links intact.

Build a reliable Netlify form to QuickBooks invoice Zapier workflow. Trigger from Netlify form submissions (not email parsing) to prevent duplicate invoices.

Build a client reschedule workflow that emails a rebooking link, cancels the original booking, returns credit, and logs an audit trail for service calls.

Set up a Zoho Forms vendor document upload automation that sends every submission to the right OneDrive folder, with no duplicate vendor folders.

Build a scheduling form that creates Google Calendar events, Trello cards, and QuickBooks customers automatically, capturing customer info once, not 3 times.

Build audit-ready lot number traceability in Airtable for medical devices: deduct inventory by lot, block double-withdrawals, and create QR audit trails.

Set up an AI answering service that logs calls, captures lead details, and triggers CRM follow-ups with Zapier. Includes requirements and a starter build plan.

Set up one Harvest project per Hive client, assign consultants, and set billable rates so time tracking works and every engagement shows up on timesheets.

Fix Smokeball Outlook contact sync deduplication with fallback matching (email, then name, then phone) so updates hit existing contacts instead of duplicates.

A Power Automate checklist for ingesting quarterly Excel files from OneDrive into SQL Server, with validation, upserts, run logging, and safe reruns.

Learn what Notion workers are, when to use them, and how to build, secure, deploy, and estimate cost for a worker on Notion’s developer platform.

Build an estate operations platform in Notion + Microsoft 365. Use phased workflows for SOPs, work orders, reporting, and (later) QuickBooks and Power Automate.