Workflow Automation and AI Blog from Connex

A NYC performing arts nonprofit was running its operation across 10+ disconnected tools. Here's how they automated proposals, invoicing, and client intake.

European trucking firm: 5,000 monthly leads, automated recruitment pipeline with Zapier — 130–160 hours of manual work eliminated. See how Connex built it.

Learn how to build a reliable AllMoxi ↔ Sibelink API integration for catalog and order sync—with pagination, error handling, and retry logic built in.

Learn how sales hiring for small business growth can unlock revenue capacity, clarify the first sales role, and keep operations and automation on track.

A nonprofit stress-tested its GoFundMe Pro, Zapier, and Mailchimp automation before 35,000 contacts. See the 6 fixes the pre-launch audit uncovered.

Learn a safe JobTread Wave integration: auto-create Wave invoices from JobTread in draft mode, handle customer exceptions, and avoid expense-sync pitfalls.

Notion setup session automation gives consultants the right context before upsell calls, reducing repeated questions and improving handoffs to sales.

Set up QuickBooks invoicing with a lightweight project workflow: draft invoices, approval steps, and status sync—without buying a heavy PM suite.

Podcast production workflow checklist: prep guests, fix audio/lighting, record fast, and hand off cleanly so you publish consistent episodes every time.

Is the automation consultant market shrinking? It depends—AI changed the work. Here’s how consultants can pivot to packaging + managed automation.

Learn how to automate a ZoomInfo to ACT CRM integration using tags, dedupe checks, and clean field mapping—so new prospects land in ACT without spreadsheets.

Build one master task database in Notion and use linked views for each team. Get a clean property set, view templates, and rollout tips that scale.