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.
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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.
Notion task management for dev teams: databases, automations, and a lightweight knowledge base
See practical Notion automation examples for dev teams: a Tasks database, an Incidents tracker, and lightweight runbooks, plus alerts for blocked work.
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.
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.
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 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.
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