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

Fix Failed AI: an audit & rescue playbook for broken agents

Fix Failed AI: an audit & rescue playbook for broken agents

Jul 15, 2026

AI agents breaking in production? This fix failed AI playbook covers the 6-step rescue audit: stabilize, diagnose, instrument, remediate, and govern.

Squarespace form emails → Make mailhook → JobNimbus (no Squarespace access workaround)

Squarespace form emails → Make mailhook → JobNimbus (no Squarespace access workaround)

Jul 14, 2026

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

How to Fix Call Concurrency Limits in RingCentral Call Queues

Jul 14, 2026

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

How to automate 24-hour appointment confirmation phone calls with AI

Jul 14, 2026

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

Twilio A2P campaign registration: step-by-step + common rejects

Jul 13, 2026

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 in Make.com: structured prompting, tools, and multi-agent workflows

Jul 13, 2026

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)

How to automate InvestNext signups into GoHighLevel (Zapier webhook + email fallback)

Jul 13, 2026

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)

Notion CRM for wedding fairs: contacts, events, tasks & follow-ups (template workflow)

Jul 13, 2026

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

AI workflow for auto-naming and filing Drive documents

Jul 13, 2026

Learn how to build an AI file organization workflow for Google Drive: ledger-based matching, confidence scoring, and an audit trail.

The Future of SaaS Subscriptions vs Custom-Built Stacks (Claude Code)

The Future of SaaS Subscriptions vs Custom-Built Stacks (Claude Code)

Jul 10, 2026

SaaS subscription sprawl is pushing teams toward custom-built, AI-assisted stacks. See the build vs. buy framework and when Claude Code changes the economics.

QuickBooks product not searchable by SKU? How to fix item setup so invoicing works

QuickBooks product not searchable by SKU? How to fix item setup so invoicing works

Jul 10, 2026

QuickBooks product not searchable by SKU? Fix it by enabling SKU tracking, confirming the SKU field is right, and validating the item is active and invoice-eligible.

How to Send External Metrics to Notion Databases (API, Zapier, Make)

How to Send External Metrics to Notion Databases (API, Zapier, Make)

Jul 10, 2026

Learn how to push external KPIs into a Notion database using the Notion API, Zapier, or Make. Covers schema design, idempotency, and rate-limit handling.