A fictional maintenance contractor replaces phone, paper, and messaging-based tracking with connected intake, scheduling, assignment, photo, completion, and confirmation workflows. Google Forms, Airtable, Make, and Gmail provide a practical operational record, timely alerts, overdue escalation, and measurable work-order reporting.
A finance team replaced spreadsheet-by-spreadsheet transaction matching with standardized Excel imports, deterministic Power Query matching, controlled fuzzy suggestions, exception review, and Power Automate approvals. The resulting process retained QuickBooks Online while adding clearer ownership, repeatable controls, and durable reconciliation evidence.
A wholesale distributor replaced disconnected supplier-review spreadsheets and email approvals with a controlled Microsoft 365 workflow. Microsoft Forms captures period data, Microsoft Lists tracks scorecards, Power Automate routes exceptions and approvals, and SharePoint preserves evidence, actions, and meeting outputs.
A fictional industrial distributor replaces disconnected savings spreadsheets with controlled submissions, evidence folders, finance approvals, reminders, and transparent realized-savings calculations built with Google Forms, Sheets, Drive, and Apps Script.
A technical services company replaced manual commission reconciliation with a version-controlled calculator connecting Salesforce, Google Sheets, Make, Slack, and Google Drive. The implementation applies payment-based tiers, split credit, adjustments, approvals, exception handling, and audit records while keeping payout decisions under human control.
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.
A fictional equipment distributor replaced monthly spreadsheet consolidation with a governed model that combines Excel planning data and accounting exports through Power Query. Power BI presents monthly and year-to-date variances, while Power Automate opens review items, routes forecast approvals, and alerts owners when material exceptions require explanation.
A service business replaced a manually assembled cash report with a connected 13-week forecast. QuickBooks Online data, controlled Google Sheets inputs, Apps Script automation, and Looker Studio reporting created a repeatable weekly process with scenarios, shortfall alerts, and actual-versus-forecast analysis.
A fictional B2B software provider replaced disconnected account reviews with a transparent health model in Airtable. Make consolidates billing, support, usage, and relationship signals, while Google Drive and Gmail support evidence storage, review queues, campaign approvals, reminders, and publishing handoffs.
A fictional industrial equipment supplier replaced spreadsheet exports and irregular email follow-up with a governed nurture workflow connecting HubSpot, Mailchimp, Zapier, and Google Sheets. The system preserves consent, assigns segments, synchronizes campaign activity, flags high-intent leads for human sales review, handles unsubscribes, and produces operational reporting.
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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