A fictional managed services firm replaced Word proposals, disconnected pricing sheets, and email approvals with a structured workflow connecting HubSpot, Google Sheets, Zapier, and PandaDoc. The implementation applies pricing rules, controls discounts, generates proposals, collects signatures, and updates sales records.
A 25-person services business replaced a founder-maintained sales spreadsheet with a structured Airtable pipeline. Google Forms captures opportunities, n8n validates and routes records, Gmail handles notifications, and operational views provide owners, next actions, reminders, close dates, and weekly forecasts.
A 45-person B2B provider was relying on inboxes and spreadsheets to route 260 monthly leads. This representative implementation uses Make to normalize each channel, Salesforce to manage records, Google Sheets to monitor handoffs, and Slack to notify owners while preserving human review for duplicates and exceptions.
A fictional 105-person manufacturer replaced emailed salary, banking, tax, benefit, and deduction requests with a controlled Airtable workflow. Zapier coordinates validation, restricted Google Drive folders, Gmail notices, approvals, cutoff reminders, and audit records while payroll staff retain final authority over every payroll-system change.
A distributed employer replaced email attachments and manually maintained checklists with a controlled Google Workspace workflow. Google Forms collects files, Google Drive applies storage conventions, Google Sheets tracks requirements, and Apps Script sends reminders, escalates overdue tasks, and records processing history.
Clearbrook Technical Services replaced emailed Word files and a fragile tracker with a controlled review workflow across Airtable, Zapier, Google Drive, Google Forms, and Gmail. The representative implementation coordinates employee and manager input, deadlines, calibration, approvals, restricted documents, exception handling, and operational reporting.
A fictional 120-person environmental testing business replaced fragmented certification spreadsheets with Microsoft Forms, Microsoft Lists, Power Automate, Microsoft Teams, and SharePoint evidence storage. The design centralizes role requirements, routes evidence approvals, issues expiry reminders and escalations, and gives HR, Quality, and Compliance a traceable completion view.
A 40-person consulting business replaced email-based leave administration with a structured Google Workspace workflow. Requests are validated, checked against balances and team constraints, routed for approval, recorded in shared calendars, monitored for overdue action, and summarized for HR reporting.
A 75-person services company replaced email-driven offboarding with a structured Microsoft 365 workflow. Forms, Lists, SharePoint, Power Automate, and Teams coordinate approvals, access tasks, equipment returns, payroll confirmation, evidence, reminders, and overdue escalation.
A fictional 90-person hybrid software company replaced email-based onboarding coordination with Microsoft Forms, Microsoft Lists, Power Automate, and Teams. The implementation creates role- and location-specific tasks, routes approvals, tracks equipment and documents, sends reminders, and reports whether each new hire is ready to start.
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.
Share you're email and a human agent will contact you.
