How to migrate Clipfolio dashboards to Looker Studio (nonprofit playbook)
Planning a Clipfolio to Looker Studio migration? Use this nonprofit playbook to inventory clips, rebuild data sources, validate metrics, and deploy to TVs.
Workflow Automation and AI Blog from Connex
Explore business process automation insights, expert tips, and real-world case studies. Learn how to automate workflows, integrate apps, and boost efficiency.
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Workflow Automation
How to automate Google review responses with AI (with human approval)
Learn how to automate Google review responses with AI while keeping humans in the loop. Covers Zapier, Make, and 3 trigger options. Get the workflow.
Fix Failed AI: an audit & rescue playbook for broken agents
AI agents breaking in production? This fix failed AI playbook covers the 6-step rescue audit: stabilize, diagnose, instrument, remediate, and govern.
Fix Gmail email threading + quote context in AI replies
Gmail email threading breaks when RFC headers are missing. Set Message-ID, In-Reply-To, References, and threadId — then add quoted context. See the checklist.
Squarespace form emails → Make mailhook → JobNimbus (no Squarespace access workaround)
No Squarespace access? Forward form emails to a Make mailhook, parse fields, dedupe by email, then upsert contacts and log activities in JobNimbus.
How to Fix Call Concurrency Limits in RingCentral Call Queues
RingCentral call queue concurrency limits: find the cap (queue settings, transfer behavior, SIP trunk) and fix it with this step-by-step load-test checklist.
How to automate 24-hour appointment confirmation phone calls with AI
Build AI appointment confirmation calls that reach leads 24 hours before their visit, capture outcomes, and sync Airtable and Calendly with Zapier.
Twilio A2P campaign registration: step-by-step + common rejects
How to register a Twilio A2P 10DLC campaign, avoid common rejections, and get SMS working in Zapier. Includes templates and a pre-submit checklist.
Make AI agents in Make.com: structured prompting, tools, and multi-agent workflows
Make AI agents let your automation workflows decide which tools to use—no hard-coded branching. Learn structured prompting, guardrails, and multi-agent patterns.
How to automate InvestNext signups into GoHighLevel (Zapier webhook + email fallback)
Build an InvestNext GoHighLevel integration in Zapier: catch webhooks (or email fallback) to create/update contacts, dedupe by email, and link fund opportunities.
Notion CRM for wedding fairs: contacts, events, tasks & follow-ups (template workflow)
Learn how to build a Notion CRM for wedding fairs and event businesses — 4 linked databases, auto-generated task checklists, and follow-up tracking.
AI workflow for auto-naming and filing Drive documents
Learn how to build an AI file organization workflow for Google Drive: ledger-based matching, confidence scoring, and an audit trail.
