# Workflow Automation

Posts

Fix a Broken Zapier to QuickBooks Integration Fast

Fix a Broken Zapier to QuickBooks Integration Fast

Sep 14, 2026

Fix a broken Zapier QuickBooks integration fast: diagnose auth, mapping, and replay issues, prevent duplicates, and safely retry or escalate in 60 minutes.

AI Interview Agents for Process Documentation Playbook

AI Interview Agents for Process Documentation Playbook

Sep 14, 2026

Learn how an AI interview agent can capture process knowledge fast, add the right metadata, and turn documentation into automation-ready workflows.

Apollo outreach automation for B2B prospecting: Apollo vs Clay + HubSpot handoff

Apollo outreach automation for B2B prospecting: Apollo vs Clay + HubSpot handoff

Sep 14, 2026

Apollo outreach automation for B2B prospecting helps you enrich leads, find contacts, and run a 3-email sequence—then sync qualified replies into HubSpot.

Move a Dental Clinic From Trello to a Notion Content Calendar

Move a Dental Clinic From Trello to a Notion Content Calendar

Sep 11, 2026

How to move a dental clinic from Trello to a Notion content calendar — with the right permissions, database setup, and a clean 2-person pilot rollout.

Notion + Asana integration: hub setup that actually works

Notion + Asana integration: hub setup that actually works

Sep 11, 2026

Build a Notion hub that syncs with Asana without duplicate tasks. Get the right architecture, a cleanup checklist, and integration pitfalls to avoid.

They Produced 24 Pieces of Content Per Cycle. Most of the Work Was Still Being Done by Hand.

They Produced 24 Pieces of Content Per Cycle. Most of the Work Was Still Being Done by Hand.

Sep 11, 2026

A content agency produced 24 assets per cycle, all routed by hand. See how Connex automated their intake, file routing, and production handoffs.

Fix multi-unit rental application submission workflows

Fix multi-unit rental application submission workflows

Sep 10, 2026

Automate multi-unit rental application workflows: prevent wrong units, enforce unit selection, validate submissions, and reduce manual review with clean data.

Slack-first AI agents with Notion as a knowledge hub

Slack-first AI agents with Notion as a knowledge hub

Sep 10, 2026

Build Slack-first AI agents with Notion as your knowledge hub. Learn a practical architecture, triggers, permissions, cost controls, and activity logs.

Four Tools, One Mess: Replacing Salesforce with Airtable CRM

Four Tools, One Mess: Replacing Salesforce with Airtable CRM

Sep 9, 2026

Four tools, no single source of truth. See how Connex migrated a consulting firm from Salesforce and Pardot into a single Airtable CRM with Make automation.

Google Ads offline conversion uploads not showing

Google Ads offline conversion uploads not showing

Sep 9, 2026

Google Ads offline conversion uploads not showing? Use this checklist to verify customer ID, conversion action, windows, schedules, and where to validate results.

How to add external users to Notion AI agents

How to add external users to Notion AI agents

Sep 9, 2026

Learn how to add external users to Notion AI agents, choose guest vs member access, and troubleshoot the most common permission issues.

Migrate Make.com scenarios to n8n: audit + PRD checklist

Migrate Make.com scenarios to n8n: audit + PRD checklist

Sep 9, 2026

Migrate Make.com scenarios to n8n without breaking production. Use this audit + PRD checklist to inventory modules, credentials, errors, and rebuild safely.