A fictional online retailer replaces irregular full-stock counts with a risk-based cycle-count workflow. Shopify events feed Google Sheets through n8n, warehouse staff submit blind counts and recounts, Slack routes exceptions and approvals, and operations gains a controlled record of recurring inventory variance.
Elmstead Home Goods relied on email approvals and a shared spreadsheet to coordinate about 220 monthly returns. The implemented workflow connects Google Forms, Airtable, Make, Gmail, and Shopify, giving customer care, warehouse, supplier, and finance teams controlled handoffs, visible exceptions, and consistent return-reason reporting.
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.
A fictional industrial project company replaces disconnected schedules and leave spreadsheets with a mobile resource-planning register. AppSheet captures changes, Google Sheets stores validated data, Apps Script calculates capacity and conflicts, and Gmail sends exception alerts to accountable managers.
An 85-person manufacturer replaced disconnected maintenance spreadsheets, emails, and evidence files with a preventive maintenance workflow connecting Google Forms, Airtable, Make, Gmail, and Google Drive. The system generates work from calendar and meter thresholds, assigns technicians, records evidence, manages review, and escalates overdue tasks.
A 42-person equipment service business replaced whiteboard dispatching and group-chat updates with an Airtable system connected to Google Calendar, Make, Gmail, and Google Drive. The design gives dispatchers clearer assignments, technicians structured job details, customers consistent status messages, and managers measurable operational data.
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 fictional industrial distributor replaced manual invoice comparisons with a controlled three-way matching workflow. Microsoft Forms captures invoices and receipts, SharePoint holds the records and evidence, Power Automate applies matching rules, and Microsoft Teams coordinates exceptions and approvals.
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.
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.
