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 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 fictional industrial services firm replaced scattered email and direct-message requests with a controlled Microsoft 365 workflow. Microsoft Lists, Teams, Power Automate, SharePoint, and Forms coordinate intake, estimates, approvals, delivery evidence, billing readiness, status history, and exception recovery.
An 85-person software company replaced meeting-led launch coordination with a structured readiness system connecting Jira, Google Sheets, n8n, Slack, and Google Drive. The implementation synchronized issues, assigned ownership, monitored dependencies, managed approvals, and created an auditable go or no-go process.
Alderwick Process Equipment replaced email-led contract coordination with a controlled workflow connecting Microsoft Forms, SharePoint, Power Automate, and DocuSign. The representative implementation captures complete requests, assigns reviewers, preserves document versions, records approvals, manages signature preparation, and archives executed agreements with searchable metadata.
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.
A fictional equipment manufacturer connects milestone submissions, approval decisions, QuickBooks Online invoices, payment updates, disputes, and reminders. Google Sheets provides the operational register, n8n coordinates the workflow, Google Drive stores evidence, and Gmail delivers approval notices and invoice follow-ups.
A fictional B2B distributor replaced ad hoc aging-report review and inconsistent emails with a controlled Microsoft 365 workflow. Finance uploads a structured report, SharePoint tracks each case, Power Automate routes approval and follow-up, and Teams provides clear exception and escalation queues.
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.
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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