Explore Intelligex case studies to see how organizations streamline operations, connect fragmented systems, and apply AI.

These case studies are designed to show what is possible.

  • Automating Warranty Claims with Evidence Validation

    A representative outdoor-products business replaced email-based warranty administration with structured intake, evidence folders, purchase validation, review queues, approvals, fulfillment tracking, and cost reporting. Google Forms, Google Drive, Airtable, and Make provide the workflow while employees retain responsibility for eligibility and repair or replacement decisions.

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  • Customer Complaint Investigation Across Zendesk and Airtable

    A consumer products business replaced inconsistent complaint tracking with a structured workflow connecting Zendesk, Airtable, Make, and Gmail. The implementation standardized severity assessment, ownership, investigation evidence, approvals, deadline escalation, customer communication, and management reporting.

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  • Document Review and Version Control with Google Workspace

    An industrial equipment manufacturer replaces email attachments and manually maintained review logs with structured intake, controlled folders, version records, approval requests, deadline reminders, publication, and retained evidence across Google Forms, Drive, Sheets, and Apps Script.

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Recent Case Studies

  • Tracking Business Continuity Tests and Recovery Actions

    A fictional manufacturer replaces disconnected continuity documents and spreadsheets with structured records, automated ticket routing, test tracking, evidence storage, SLA reminders, approvals, and corrective-action monitoring across Microsoft 365.

  • Building a Governed Internal Knowledge Base in Notion

    An industrial services company replaced scattered procedures, templates, and troubleshooting notes with a governed Notion knowledge base. Google Forms, Zapier, and Slack automate submissions, reviewer notifications, publication controls, feedback, and scheduled content reviews while retaining human approval.

  • Building a Data Quality Issue Register with Google Workspace

    A reporting team repeatedly corrected data errors without preserving their source, affected field, root cause, or resolution. This representative implementation connects Google Forms, Sheets, Apps Script, Gmail, and Drive to create controlled tickets, assign owners, validate resolutions, and retain an operational history.

  • Monitoring Failures Across Zapier, Make, n8n, and Apps Script

    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.

  • Software License Usage and Renewal Tracking with n8n

    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.

  • Automating Incident Management and Post-Incident Reviews

    A fictional manufacturer replaces chat-based incident tracking with structured forms, a central incident register, automated ownership, email notifications, corrective-action tracking, closure approval, and optional AI-assisted timeline drafting.

  • Device and License Asset Management with n8n and Entra ID

    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.

  • Automating Access Requests with Dual Approval and Expiry

    A fictional consultancy replaced informal software and data-access requests with a controlled workflow connecting Microsoft Forms, Microsoft Lists, Power Automate, and Microsoft Entra ID. The system validates identities, obtains manager and data-owner approval, creates provisioning tasks, records evidence, and schedules reviews or removal.

  • Building an Internal IT Help Desk with Microsoft 365

    An 85-person engineering consultancy replaced email and direct-message support requests with a controlled Microsoft 365 help desk. Forms, Lists, SharePoint, Power Automate, and Teams provide request IDs, ownership, approvals, reminders, evidence, knowledge links, reporting, and satisfaction feedback.

Capabilities

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AI Integration & Workflow Automation AI Security, Privacy & Governance Data Integration, Pipelines & Reliability Document Automation & Data Extraction Operational Analytics, Monitoring & Reporting

Why Intelligex?

Most teams don’t have an “AI problem”. They have a workflow problem: data scattered across tools, approvals trapped in inboxes, and critical work living in spreadsheets. We help you pick the few steps that create the biggest drag, and turn them into reliable, measurable workflows.

We Deliver Fast

Most projects are delivered within 4–6 weeks of signing, without cutting corners.

There’ll Be No Risk

If we don’t improve speed, scalability, or cost by at least 5×, you don’t pay.

We Create No Mess

We don’t force new habits. We integrate into how your team already works, quietly.

We Keep It Simple

No over-complication. You’ll always know what’s happening, what’s next, and why.

Departments & Functions

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Finance & Accounting Human Resources & People Ops IT & Infrastructure Legal & Compliance Marketing & Customer Engagement Operations & Manufacturing Procurement, Supply Chain & Logistics Product Management & R&D Sales & Business Development Strategy, Analytics & Executive Leadership

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