An 85-person manufacturer replaced scattered emails, chats, and spreadsheets with a central request hub. Google Forms captures structured submissions, Make routes and monitors work, Airtable records ownership and status, and Gmail delivers confirmations, reminders, approval requests, and escalations.
A fictional advisory firm replaced email-led intake with a controlled Salesforce workflow. Make synchronizes opportunity and activity changes to Google Sheets, sends limited Slack notifications, generates engagement documents, and creates exception tasks, giving business development, compliance, and finance a shared process.
A fictional nonprofit replaced disconnected grant spreadsheets, email approvals, and calendar reminders with an Airtable-based workflow connected to Google Drive, Make, and Gmail. The implementation organizes opportunities, deadlines, documents, approvals, submissions, awards, and reporting obligations in one traceable process.
A 12-location franchise network replaced inconsistent weekly spreadsheets with controlled Google Sheets templates, Apps Script validation, Gmail alerts, and consolidated Looker Studio reporting. The implementation created comparable metrics, clearer ownership, exception monitoring, and location-level performance drill-downs.
A custom equipment fabricator was re-entering customer, pricing, contract, delivery, invoice, and payment information across disconnected systems. The implemented workflow connects HubSpot, PandaDoc, Google Sheets, Zapier, and QuickBooks Online while preserving human control over pricing, approvals, delivery confirmation, and invoice release.
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.
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.
A fictional manufacturer replaces email and disconnected spreadsheets with Microsoft Forms, SharePoint, Power Automate, and Outlook. The implementation creates controlled finding records, assigns remediation, collects versioned evidence, records extension and closure approvals, escalates overdue work, and provides consistent executive reporting without removing human review.
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.
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.
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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