Workflow Automation and AI Blog from Connex

ActiveCampaign tags not applying in your Make + Airtable pipeline? Get the troubleshooting checklist — connection errors, permissions, and error handlers explained.

Lost paid-search attribution in your Velocify–Encompass handoff? This playbook shows how to recover GCLID and fire offline conversions with Zapier or Make.

Make AI agents can be your fastest path to partner pipeline. Get a ready-to-run webinar format, live build script, and MDF-backed promotion plan.

Automate school attendance tracking with Sawyer + Notion. A crawl-walk-run rollout that works even without an attendance API. Get the full plan.

Fix cross-channel conversion tracking in Looker Studio. Use this 3-phase UTM checklist to standardize events across Google Ads, Meta, Bing, and LinkedIn.

Brex moving integrations in-house could disrupt your workflows. Here’s the practical checklist to audit dependencies, build fallbacks, and stay operational.

HIPAA compliant intake portal for retreat centers requires two-system architecture. Learn to separate PHI from hospitality data and avoid compliance failures.

A 2-day hands-on AI training boot camp for operations, sales, and marketing teams. Build real AI workflows, not just AI knowledge. Run remote or in-person.

Notion team spaces can feel confusing at first — open, closed, or private? Get the recommended architecture and dashboard setup for a 6-person team.

AffinityQuest to Salesforce NPSP migration guide using Data Loader. Learn field mapping, ISO 8601 dates, and stage picklist transforms for nonprofits.

AI isn't replacing writers at content agencies — it's compressing grunt work so humans do more of what matters. Here's how forward-thinking agencies make it work.

Stop updating Hive project statuses by hand. This guide shows you how to automate status updates by phase date ranges — with guardrails and sandbox testing.