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.
A service business replaced a manually assembled cash report with a connected 13-week forecast. QuickBooks Online data, controlled Google Sheets inputs, Apps Script automation, and Looker Studio reporting created a repeatable weekly process with scenarios, shortfall alerts, and actual-versus-forecast analysis.
A four-person marketing team replaced scattered briefs, budget files, and result exports with an Airtable campaign system connected to HubSpot, Mailchimp, Zapier, and Google Sheets. The design adds controlled UTMs, approvals, audience synchronization, attribution records, and reproducible ROI reporting while preserving human review.
A packaging distributor replaced a manually consolidated forecast with a structured Google Workspace model. Google Forms captures weekly updates, Google Sheets calculates transparent scenarios, Apps Script manages validation and scheduling, and Gmail distributes reminders and forecast summaries.
A 25-person services business replaced a founder-maintained sales spreadsheet with a structured Airtable pipeline. Google Forms captures opportunities, n8n validates and routes records, Gmail handles notifications, and operational views provide owners, next actions, reminders, close dates, and weekly forecasts.
A fictional project services firm replaced disconnected staffing and project spreadsheets with a 13-week capacity planning system. Google Forms, Google Sheets, Google Apps Script, Gmail, and Google Drive provide validated updates, scenario reporting, review tasks, reminders, escalation, and hiring indicators.
An 80-person technical services firm replaced disconnected spreadsheets, resumes, and messages with a controlled skills matrix. Microsoft Forms, Lists, Power Automate, and Teams support profile updates, manager verification, certification evidence, expiry reminders, resource searches, and operational reporting.
Clearbrook Technical Services replaced emailed Word files and a fragile tracker with a controlled review workflow across Airtable, Zapier, Google Drive, Google Forms, and Gmail. The representative implementation coordinates employee and manager input, deadlines, calibration, approvals, restricted documents, exception handling, and operational reporting.
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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