Notion progress tracking: how to build progress bars, rollups, and charts in a company dashboard
Learn how to track task progress in Notion using relations, rollups, and progress bars — then build a simple company dashboard with charts and rings.
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.
Posts
All
AI Agents
AI extraction
AI Recruiting
API Keys
API Rate Limits
Automation Basics
Case Study
Content Automation
Cost Optimization
Data integration
Data Migration
Document Generation
Email parsing
Invoicing Automation
Lead Generation
Lead nurturing
Meeting Notes
Notion Permissions
Notion Tips
OAuth
Partner programs
Podcast Production Workflow
Project Management
Purchase Orders
Recruiting Platforms
Reporting
Subscription validation
Time Tracking
Video Post
Voice AI
Webhooks
Work orders
Workflow Automation
When to Use Third-Party Automation vs Native Notion Automations
Learn when to use native Notion database automations versus third-party tools like Zapier and Make for your workflow automation needs.
How to Automate Jobber Scheduling with Zapier (Distance-Based Job Grouping)
Learn how to automate Jobber scheduling with Zapier: batch unscheduled jobs, group by distance, text customers to confirm, and update jobs via the Jobber API.
Motivosity API to Monday.com: debugging 403 errors and pending approvals
Learn how to troubleshoot Motivosity API 403 errors and design a workflow that sends suggestion data to Monday.com before approval using Zapier.
How to export Notion proposals to PDF (without properties)
Learn how to export a Notion proposal to a clean, client-ready PDF—including how to hide properties, reduce layout issues, and improve formatting.
How to consolidate Asana and Slack tasks into one Notion to-do list
Learn a simple system to pull tasks and messages from client tools like Asana and Slack into one Notion to-do list, so you can work from a single dashboard.
How to Build a Secure Notion Client Portal (Multi-Tenant) Without Duplicate Databases
Learn how to build a secure Notion client portal using linked databases and filtered views. Give each client access to their own data — no duplicate databases.
Fixing Zapier Outlook Connection Errors (Legacy Deprecation): Step-by-Step
Microsoft deprecated legacy Outlook connections in Zapier. Learn how to reconnect, handle admin consent in Microsoft Entra, and restore broken Zaps.
Moving from Pages to Databases in Notion: A Practical Guide
Learn when and how to transition from page-based organization to database-based workflows in Notion for better automation and collaboration.
Notion Slack notifications: what changed and 5 workarounds
Notion Slack notifications changed for many teams. Learn what likely changed, what is still supported, and 5 practical workarounds using automations.
PracticePanther to Notion: Zapier sync for law firms
Learn a simple, one-way Zapier setup to sync PracticePanther clients, matters, invoices, and payments into Notion, with rollups that track AR without manual work.
Notion Vendor Portal: Hide Fields and Track Changes
Build a Notion vendor portal without exposing private properties. Learn a safe database split pattern plus an audit log event database to track every status change.
