# Workflow Automation

Posts

How to build a break-fix AI ops agent to troubleshoot Zapier + Airtable failures (Zeke playbook)

How to build a break-fix AI ops agent to troubleshoot Zapier + Airtable failures (Zeke playbook)

Jul 30, 2026

Learn how to build a break-fix AI ops agent that monitors Zapier + Airtable failures, diagnoses root causes, and proposes safe fixes with human approval gates.

Automate a CXO content production workflow end-to-end (blueprint + naming conventions)

Automate a CXO content production workflow end-to-end (blueprint + naming conventions)

Jul 29, 2026

End-to-end blueprint for content production workflow automation: phases, triggers, naming conventions, and tool handoffs from intake to publishing and reporting

BlueWatch to Notion: Sync bookings, inventory, and CRM with Zapier webhooks

BlueWatch to Notion: Sync bookings, inventory, and CRM with Zapier webhooks

Jul 29, 2026

Sync BlueWatch bookings, inventory, and CRM data into Notion using Zapier webhooks or Make. Step-by-step integration guide for surf schools and tour operators.

Hiring AI-savvy ops help to unblock growth (ops vs AI ops vs agency)

Hiring AI-savvy ops help to unblock growth (ops vs AI ops vs agency)

Jul 29, 2026

Hiring "AI-savvy ops" to unblock growth? This guide defines AI operations and shows when to hire ops, an AI ops specialist, or an agency—plus what to delegate first.

How a ~65-Person Youth Soccer Nonprofit Automated 150+ Monthly Donations Across Three Systems — and Stopped Losing Records

How a ~65-Person Youth Soccer Nonprofit Automated 150+ Monthly Donations Across Three Systems — and Stopped Losing Records

Jul 29, 2026

How a ~65-person youth soccer nonprofit automated 150+ monthly donations across HubSpot, QGive, and QuickBooks — saving 8 hrs/week of manual entry.

Riverside podcast recording workflow: episode portal + producer-mode checklist

Riverside podcast recording workflow: episode portal + producer-mode checklist

Jul 29, 2026

Repeatable Riverside podcast recording workflow: episode portal, outline prep, Producer Mode, and clean handoff so editing starts immediately.

Case study: Association pilot program to roll out Actionstep automations to 125 law firms

Case study: Association pilot program to roll out Actionstep automations to 125 law firms

Jul 28, 2026

How one association piloted Actionstep automation services for law firms—5 templates, group training, and optional 1:1 support—to roll out to 125 member firms.

How a Small Diagnostics Company Automated Its Bill-of-Materials Inventory — and Stopped Counting Parts by Hand

How a Small Diagnostics Company Automated Its Bill-of-Materials Inventory — and Stopped Counting Parts by Hand

Jul 27, 2026

A small diagnostics company automated bill-of-materials inventory in Airtable, eliminating manual lot lookups and building a compliant audit trail. Here is how.

Property management automation: database-first lead tracker

Property management automation: database-first lead tracker

Jul 27, 2026

Property management automation works best with a database-first lead tracker and Make automations for intake, stage updates, dedupe, and daily reporting. Get the blueprint.

Best-in-class automation tools stack (AI automation framework + example)

Best-in-class automation tools stack (AI automation framework + example)

Jul 24, 2026

Build a best-in-class automation tools stack with 5 focused layers: deliverability, CRM, enrichment, orchestration, and AI—plus a real-world example.

The Zap That Kept Crashing: How a Media Publisher Fixed a Google Sheets–HubSpot Sync in One Session

The Zap That Kept Crashing: How a Media Publisher Fixed a Google Sheets–HubSpot Sync in One Session

Jul 22, 2026

A small media publisher's Google Sheets–HubSpot Zap crashed on every run. A Connex consultant fixed 7 issues in 35 minutes and got it live.

They Were Re-Entering Every Job Twice. Two Zaps Fixed It.

They Were Re-Entering Every Job Twice. Two Zaps Fixed It.

Jul 22, 2026

A US process-server firm re-entered every job into three systems by hand. Two Zaps fixed it: ServManager to QuickBooks invoices and bills, automatically.