A 12-location franchise network replaced inconsistent weekly spreadsheets with controlled Google Sheets templates, Apps Script validation, Gmail alerts, and consolidated Looker Studio reporting. The implementation created comparable metrics, clearer ownership, exception monitoring, and location-level performance drill-downs.
A custom equipment fabricator was re-entering customer, pricing, contract, delivery, invoice, and payment information across disconnected systems. The implemented workflow connects HubSpot, PandaDoc, Google Sheets, Zapier, and QuickBooks Online while preserving human control over pricing, approvals, delivery confirmation, and invoice release.
A fictional industrial services firm replaced scattered email and direct-message requests with a controlled Microsoft 365 workflow. Microsoft Lists, Teams, Power Automate, SharePoint, and Forms coordinate intake, estimates, approvals, delivery evidence, billing readiness, status history, and exception recovery.
Harborlight Equipment Services replaced a weekly copy-and-paste reporting routine with a controlled KPI pipeline across Google Sheets, Apps Script, Looker Studio, and Gmail. The system validates four source feeds, maintains KPI history, highlights threshold exceptions, and emails scheduled summaries while leaving interpretation and corrective action with accountable leaders.
An equipment services business replaced complaint-driven automation support with a central reliability register. Zapier, Make, n8n, Google Apps Script, and selected Power Automate workflows now report run outcomes, create incidents, identify stale workflows, and alert assigned owners through Slack.
A 140-person services firm needed to identify unused software seats and act before cancellation deadlines. The implementation compares Microsoft Entra ID users with license and usage exports, maintains the license register in Google Sheets, creates review tasks through n8n, and sends controlled reminders in Slack.
A growing engineering consultancy replaced disconnected spreadsheets and manual license checks with a controlled asset register. Google Sheets records equipment and assignments, while n8n compares Microsoft Entra ID license data, creates review tasks, and sends actionable Slack notifications.
A fictional three-location wholesaler replaces disconnected stock spreadsheets with an Airtable inventory register. Google Forms captures movements and counts, Make validates and posts approved ledger entries, and Gmail routes approvals and reminders, producing location-level balances, reorder views, and an auditable movement history.
A 68-person industrial equipment company replaced separate sales, service, production, staffing, inventory, and finance updates with a consolidated Looker Studio dashboard. Google Apps Script validates daily inputs, identifies exceptions, updates operational records, and sends an actionable morning summary through Gmail.
A fictional commercial contractor replaces disconnected estimating sheets, emailed receipts, and manual reconciliations with an integrated job-costing workflow using Google Forms, Airtable, Make, Gmail, and Google Drive. The system tracks budgets, actual costs, change orders, invoices, approvals, projected margin, and exceptions.
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.
