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 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 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.
A food distributor replaced spreadsheet-based invoice follow-up with an Airtable exception queue connected to Xero, Zapier, and Google Drive. The design assigns each issue, tracks evidence and deadlines, escalates overdue work, and gives finance a measurable resolution process without automating payment approval.
A fictional 100-person manufacturer replaced an email-and-spreadsheet process with controlled invoice intake in Microsoft Forms, a SharePoint register and document library, Power Automate routing, and Teams approvals. The design adds duplicate checks, amount-based approvals, reminders, exception queues, payment-ready status, and audit history.
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 home-goods manufacturer replaced manual Gmail labels, spreadsheets, and email follow-ups with an Airtable work queue connected to Gmail, Google Drive, and Make. The system assigns owners, tracks response deadlines, controls outbound replies, manages attachments, and escalates aging work.
A six-person marketing team replaced chat-based coordination and manually maintained spreadsheets with a structured content workflow. Google Forms, Google Sheets, Apps Script, Google Drive, Gmail, and Looker Studio standardized briefs, assigned owners, enforced review gates, tracked deadlines, and created an operational publishing calendar.
A four-person marketing team replaced scattered briefs, budget files, and result exports with an Airtable campaign system connected to HubSpot, Mailchimp, Zapier, and Google Sheets. The design adds controlled UTMs, approvals, audience synchronization, attribution records, and reproducible ROI reporting while preserving human review.
A fictional B2B software company replaced disconnected survey exports, support emails, interview notes, and sales spreadsheets with an Airtable feedback repository connected to Google Drive, Make, and Gmail. The resulting workflow preserves original evidence, assigns ownership, coordinates reviews, and links product decisions to the feedback that informed them.
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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