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

SharePoint agreement tracking for extensions and signatures

Jul 20, 2026

SharePoint agreement tracking breaks with extensions. Use a Placements list + Agreements list (one per version) plus Power Automate to log sent/signed dates.

LinkedIn outbound lead generation for consultants: a 4–6 month outreach playbook

Jul 20, 2026

A 4–6 month LinkedIn outbound playbook for consultants. Covers ICP, market testing, curated messaging, and weekly execution. Get the pattern.

How to fix missing variant prices in Google Merchant Center (Shopify)

Jul 20, 2026

Google Merchant Center missing variant prices block your Shopping ads. Learn how to diagnose the issue in GMC, fix it in Shopify, and get your feed approved.

Airtable inventory baseline: cutoff date method

Jul 20, 2026

Fix negative Airtable inventory with a baseline stock take and cutoff date method. See the exact table structure, formulas, and depletion logic.

OpenTable automation stack for multi-location restaurant retention (checklist)

Jul 17, 2026

OpenTable integration for multi-location restaurants — connect guest data to email, CRM, and reviews to automate welcomes, birthdays, and lapsed-guest reactivation.

AI coworkers: a practical playbook for role-based agents in Notion

Jul 17, 2026

Learn what AI coworkers are and how to build role-based agents in Notion with least-privilege permissions, cost guardrails, explicit triggers, and review.

Notion intranet for nonprofits: onboarding + tool hub

Jul 17, 2026

Build a Notion intranet for nonprofits: one place for policies, onboarding checklists, and tool links. See the 7-step implementation guide here.

Notion coaching portal: how to track member progress + monthly metrics

Jul 17, 2026

Build a Notion coaching portal that tracks member progress, monthly check-ins, and metrics. Includes a ready-to-copy database blueprint for coaches.

Bullhorn MCP Server: Safely Connect Claude/ChatGPT to Bullhorn Data

Jul 17, 2026

Learn what a Bullhorn MCP server is, how it connects Claude/ChatGPT to Bullhorn safely, and which read-only tools, auth, logging, and guardrails to ship first.

Supabase vs BigQuery for 200k+ Airtable migrations (agency decision guide)

Jul 16, 2026

Supabase vs BigQuery for large datasets: Supabase wins for day-to-day ops (auth, RLS, CRUD). BigQuery wins for analytics at scale. See how agencies choose.

Notion AI agents: task extraction + daily email digests (2 examples)

Jul 16, 2026

Learn to build two Notion AI agents: a meeting task extractor and a daily email digest. Covers triggers, permissions, guardrails, and a 4-week rollout.

Billing webhook not firing on plan changes

Jul 16, 2026

Billing webhook not firing on plan changes? Confirm delivery, trace the failure mode, reconcile charges, and communicate to customers clearly. Get the checklist.