Workflow Automation and AI Blog from Connex

Plan an Airtable to Softr migration without disrupting operations. Map dependencies, test privately, validate workflows, and cut over on your schedule.

How a branded-merchandise company used Make and Pipedrive to automate self-serve store onboarding: next-step emails, 24-hour reminders and a 48-hour drip.

How a 3-tech equipment service business turned AI-answered calls into a technician dispatch board in Airtable that sorts calls, routes them, and closes jobs.

Build Notion nonprofit program management databases for clients, checkpoints, attendance, and events, with practical permissions and reporting views.

Build a practical Cognito to Notion CRM integration with Zapier, CSV migration, Gmail filtering, and views that keep quotes, owners, and follow-ups organized.

A small nonprofit connected fundraiser, school, and sponsor sign-up forms to Salesforce with Zapier, merged duplicate workflows, and added error alerts.

Set up a Wise recipient ID for team payments: point it at a Wise balance, update the payroll ledger, notify your approver, and test before the next payroll run.

Redfin Follow Up Boss lead assignment automation can route claimed leads to the right agent, capture property details, and scale Gmail authentication.

Lucid Process Accelerator process documentation helps teams centralize approved workflows, govern every change, and give builders automation-ready context.

A cleaning company's Zapier automation for review requests stopped after a sender-address change. One call traced the fault upstream, and the Zap never changed.

Build Zapier Next-Gen Zaps with Claude to automate daily content digests, email only when new posts appear, add AI summaries, and control task costs.

ViaCSV is a free, AI-assisted CSV importer for apps like Pipedrive and Attio. Here's what it fixes, what it can't, and what to sort out before you import.