Workflow Automation and AI Blog from Connex

How one association piloted Actionstep automation services for law firms—5 templates, group training, and optional 1:1 support—to roll out to 125 member firms.

Property management automation works best with a database-first lead tracker and Make automations for intake, stage updates, dedupe, and daily reporting. Get the blueprint.

Set up a Metricool approval workflow for your restaurant group — roles, brand access, and a 4-week rollout plan that keeps content moving. Get the setup guide.

A small diagnostics company automated bill-of-materials inventory in Airtable, eliminating manual lot lookups and building a compliant audit trail. Here is how.

Fix GoHighLevel calendar buffer time and stop duplicate appointments by treating each booking as a bundle with a shared appointment_id for idempotent syncing.

Learn a practical Claude + Make workflow to automatically classify, name, and route real estate documents into the right Google Drive folders.

Compare Fathom vs Notion meeting recorder to choose the right workflow. Review capture methods, accuracy, sharing, and a consent checklist to decide fast.

Build a best-in-class automation tools stack with 5 focused layers: deliverability, CRM, enrichment, orchestration, and AI—plus a real-world example.

A workspace readiness sprint helps Notion consultants score and reach the right workspaces in 1–2 weeks. Get the signals, outreach templates, and incentive model.

Zapier Lead Pass is shifting from Slack channels to a partner portal. Here's what changed in V2 and V3, why volume drops happen, and how to keep leads flowing.

Learn how the Hermes AI memory layer cuts token costs for inbox triage agents by persisting routing rules across sessions, not re-sending them every run.

Planning a BambooHR ADP integration? Get real pricing ranges, implementation timelines, and a scoping checklist to help you scope it right.