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.
A packaging distributor replaced a manually consolidated forecast with a structured Google Workspace model. Google Forms captures weekly updates, Google Sheets calculates transparent scenarios, Apps Script manages validation and scheduling, and Gmail distributes reminders and forecast summaries.
A fictional consultancy replaced disconnected forms, spreadsheets, and CRM updates with a controlled referral workflow connecting Google Forms, Salesforce, Make, Google Sheets, and Slack. The system records partner attribution, synchronizes deal activity, calculates proposed fees, and creates exception tasks without automating final commercial decisions.
The Business Situation Harborline Managed Services is a fictional 85-person provider of recurring technology support and managed infrastructure services. It ...
The Business Situation Cedar Vale Business Systems is a fictional 42-person provider of managed IT and workplace technology services. Its ...
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.
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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