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 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 finance team replaced spreadsheet-by-spreadsheet transaction matching with standardized Excel imports, deterministic Power Query matching, controlled fuzzy suggestions, exception review, and Power Automate approvals. The resulting process retained QuickBooks Online while adding clearer ownership, repeatable controls, and durable reconciliation evidence.
A fictional industrial distributor replaced manual invoice comparisons with a controlled three-way matching workflow. Microsoft Forms captures invoices and receipts, SharePoint holds the records and evidence, Power Automate applies matching rules, and Microsoft Teams coordinates exceptions and approvals.
A facilities services firm needed to stop vendor agreements from renewing without review. The implemented workflow combines Microsoft Forms, SharePoint, Power Automate, and DocuSign to schedule reviews, assign owners, document decisions, obtain signatures, and archive executed terms.
A fictional industrial distributor replaces disconnected savings spreadsheets with controlled submissions, evidence folders, finance approvals, reminders, and transparent realized-savings calculations built with Google Forms, Sheets, Drive, and Apps Script.
A growing facilities services provider replaced email-based vendor onboarding with structured intake, document collection, approval tasks, reminders, and completion evidence across Google Forms, Airtable, Make, and Gmail. The resulting workflow gave Procurement, Finance, Legal, and IT one consistent process while retaining human control over sensitive decisions.
An 85-person consulting firm replaced incomplete emailed purchase requests with structured intake, controlled records, conditional approvals, document folders, reminders, and status reporting across Google Workspace. The implementation preserved human authority over spending, security, legal, and procurement decisions.
A fictional equipment distributor replaced email-based credit approvals with an Airtable workflow connected to Xero, Zapier, and Google Drive. The implementation centralizes applications, documents, approval evidence, exposure exceptions, expiry dates, review reminders, and operational reporting while leaving every credit decision with authorized employees.
A technical services company replaced manual commission reconciliation with a version-controlled calculator connecting Salesforce, Google Sheets, Make, Slack, and Google Drive. The implementation applies payment-based tiers, split credit, adjustments, approvals, exception handling, and audit records while keeping payout decisions under human control.
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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