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.

  • An 85-person services company replaced informal AI proposals, spreadsheets, and Slack follow-ups with a structured intake and approval workflow. Google Forms, Airtable, Make, and Slack now coordinate scoring, risk reviews, pilot decisions, update reminders, documents, and governance evidence.

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  • A fictional technical services firm replaced scattered spreadsheets, slides, and email updates with a governed strategic initiative tracker. Google Forms standardizes submissions, Google Sheets stores portfolio records, Apps Script manages workflow and escalation, and Looker Studio presents automatically refreshed executive views.

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  • A growing field services company replaced quarterly spreadsheet consolidation and manual board-package assembly with controlled Excel submissions, approval workflows, a Power BI reporting model, automated document generation, and secure distribution. The implementation preserved human approval while improving ownership, version control, and auditability.

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Find relevant case studies to challenges you face,
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Recent Case Studies

  • A fictional online retailer replaced complaint-driven shipment monitoring with an n8n workflow connecting ShipStation, Google Sheets, Gmail, and Google Drive. The system identifies delayed parcels, assigns owners, creates customer drafts, escalates valuable orders, and maintains an operational history through delivery.

  • 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 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.

  • 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.

  • A fictional manufacturer replaced shared-folder procedures and an unreliable spreadsheet register with a controlled SharePoint SOP library. Microsoft Lists records ownership and review dates, Power Automate coordinates approvals and evidence, and Teams alerts owners, producing a searchable process with traceable versions, exceptions, and retirement.

  • A fictional field services company replaced scattered meeting notes and manual follow-ups with a connected Airtable, Google Forms, Make, and Slack workflow. The system records initiatives, decisions, and actions, assigns ownership, manages reviews, monitors deadlines, and produces a weekly leadership status view.

Capabilities

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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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