Checklist: migrate Make.com scenarios for monday.com API (legacy → v2)
Your monday.com Make API migration checklist: inventory affected scenarios, run a pilot, bulk-update with find/replace, and roll back if anything breaks.
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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Automate Outlook email orders into your CRM with AI (step-by-step)
Automate Outlook email orders into your CRM with AI field extraction, Make.com, and human review. Cut manual order entry, reduce errors, and scale faster.
Zapier Solution Partners: When to Build a Private App (and What to Ask For)
Learn zapier solution partner program (benefits + requirements), and how to decide between a public Zapier integration, a private app, or a partner-built connector.
Make AI Agents Governance: Audit Logs, Limits, and Access Control (Make Enterprise)
Learn how Make Enterprise governance controls—audit logs, team credit caps, and credential requests—keep AI agents safe, visible, and predictable.
Notion onboarding system for a small agency team (essential vs comprehensive)
How a small agency sets up Notion for its first ops hire: essential tasks, client wiki, and call notes in 5-10 hours, plus a comprehensive expansion plan.
Automating product categorization at scale with Zapier (Wix guide)
Learn how to automate product categorization at scale in your Wix store using Zapier and a mapping table. Covers taxonomy, rules, AI classification, and QA.
SMS Job Scheduling for Field Service: Batch by Distance, Send Time Slots, Confirm by Text
SMS-based job scheduling for field service lets dispatch batch jobs by proximity, send time-window texts, and auto-confirm. Get the workflow checklist.
Normalize status labels before your customer service phone bot speaks
How to normalize upstream status labels so your customer service phone bot gives clear, consistent scheduling updates instead of confusing internal labels.
Notion operations hub for schools: playbooks, trackers, and parent comms
Build a Notion operations hub for schools with playbooks, student trackers, parent communication logs, and follow-up tasks—so nothing falls through.
Prevent duplicate records in Zapier automations
Stop duplicate records in Zapier by normalizing strings, searching by stable IDs first, adding fallback searches by name, and monitoring before reducing delays.
Notion setup for multi-client email campaigns
Notion email campaign management: build a Clients → Campaigns → Emails database with rollups and a lightweight review workflow for multi-client teams.
How to cut Pipedream costs by moving high-volume workflows to Pabbly (step-by-step)
Step-by-step playbook for pipedream cost reduction: move high-volume workflows to Pabbly Connect while keeping Pipedream for what it does best.
