Extract tasks from Notion AI meeting transcripts (no dupes)
Notion AI agents extract tasks from meeting transcripts without duplicates. Set up your databases, trigger, and upsert logic with this step-by-step guide.
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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How a New York Nonprofit Replaced 5 Fragmented Spreadsheets with One Student Database — and Cut Reporting Prep Time in Half
NYC nonprofit replaced 5 spreadsheets with one Airtable database. Connex built enrollment, attendance, and alumni tracking in a 4-month engagement.
How a Mid-Sized Travel Call Center Cut Manual Call Review from 8 Hours a Day to Under 1 with AI + Zoho CRM
A travel call center cut manual call review from 8 hrs to under 1 hr/day using AI + Zoho CRM automation. Here's how the system was built and the results.
Recover GCLID for Velocify→Encompass lead attribution (Zapier/Make playbook)
Lost paid-search attribution in your Velocify–Encompass handoff? This playbook shows how to recover GCLID and fire offline conversions with Zapier or Make.
Fix broken ActiveCampaign tagging in Make (checklist)
ActiveCampaign tags not applying in your Make + Airtable pipeline? Get the troubleshooting checklist — connection errors, permissions, and error handlers explained.
Automating School Attendance with Sawyer + Notion
Automate school attendance tracking with Sawyer + Notion. A crawl-walk-run rollout that works even without an attendance API. Get the full plan.
UTM Tracking: Fix Multi-Platform Conversion Reporting in Looker Studio (Checklist)
Fix cross-channel conversion tracking in Looker Studio. Use this 3-phase UTM checklist to standardize events across Google Ads, Meta, Bing, and LinkedIn.
Make AI Agents Webinar Playbook (with Make MDF co-marketing)
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.
Brex Moving Integrations In‑House: What Customers Should Do Next
Brex moving integrations in-house could disrupt your workflows. Here’s the practical checklist to audit dependencies, build fallbacks, and stay operational.
HIPAA intake portal architecture for retreat centers
HIPAA compliant intake portal for retreat centers requires two-system architecture. Learn to separate PHI from hospitality data and avoid compliance failures.
AI Training Boot Camp for Teams: 2-Day Workshop to Become AI Native
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: best practices for a 6-person team
Notion team spaces can feel confusing at first — open, closed, or private? Get the recommended architecture and dashboard setup for a 6-person team.
