A three-warehouse distributor replaced visual stock checks with a replenishment workflow that records inventory movements, calculates reorder points, creates purchasing alerts, and presents location-level dashboards using Google Sheets, AppSheet, Apps Script, and Looker Studio.
A facilities services firm needed to stop vendor agreements from renewing without review. The implemented workflow combines Microsoft Forms, SharePoint, Power Automate, and DocuSign to schedule reviews, assign owners, document decisions, obtain signatures, and archive executed terms.
A fictional packaging distributor replaces scattered supplier emails and spreadsheets with structured document intake, controlled reviews, DocuSign signature requests, secure file storage, and automated expiry reminders. Airtable and Make provide a central record of requirements, submissions, approvals, exceptions, and renewal activity.
A growing facilities services provider replaced email-based vendor onboarding with structured intake, document collection, approval tasks, reminders, and completion evidence across Google Forms, Airtable, Make, and Gmail. The resulting workflow gave Procurement, Finance, Legal, and IT one consistent process while retaining human control over sensitive decisions.
An 85-person consulting firm replaced incomplete emailed purchase requests with structured intake, controlled records, conditional approvals, document folders, reminders, and status reporting across Google Workspace. The implementation preserved human authority over spending, security, legal, and procurement decisions.
A fictional equipment distributor replaced email-based credit approvals with an Airtable workflow connected to Xero, Zapier, and Google Drive. The implementation centralizes applications, documents, approval evidence, exposure exceptions, expiry dates, review reminders, and operational reporting while leaving every credit decision with authorized employees.
A fictional equipment manufacturer connects milestone submissions, approval decisions, QuickBooks Online invoices, payment updates, disputes, and reminders. Google Sheets provides the operational register, n8n coordinates the workflow, Google Drive stores evidence, and Gmail delivers approval notices and invoice follow-ups.
An engineering consultancy consolidated scattered subscription records into an Airtable renewal register. Xero transactions and Google Drive contracts feed the register through Zapier, giving finance, procurement, and IT clear ownership, cancellation deadlines, usage reviews, exception alerts, and an auditable decision process.
A three-person finance team replaced personal checklists and email follow-ups with a controlled close-management workflow connecting QuickBooks Online, Google Sheets, Google Drive, n8n, and Gmail. The system creates recurring tasks, tracks evidence and dependencies, routes reviews, and highlights overdue or failed work.
A fictional B2B distributor replaced ad hoc aging-report review and inconsistent emails with a controlled Microsoft 365 workflow. Finance uploads a structured report, SharePoint tracks each case, Power Automate routes approval and follow-up, and Teams provides clear exception and escalation queues.
Intelligex helps organizations achieve measurable digital transformation without disrupting how their teams work. We design and build secure, outcome-driven systems, often behind the scenes, that improve speed, scalability, and cost by at least 5× within weeks, not years.
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