No-Code & Automation

Learn Business Automation

1 plan 10 lessons

A practical beginner plan covering automation strategy, no-code tools, process design, and real-world workflow patterns across sales, support, and operations.

What You'll Learn

01Foundation

What is business automation and why it matters

Understand the ROI of automation and identify which processes are worth automating first.

basicsstrategyROI
02Foundation

Mapping processes for automation

Document workflows, find repetitive steps, and design trigger-action logic before building.

process mappingworkflow designplanning
03Foundation

Automation tools overview: Zapier, Make, and n8n

Compare the leading no-code automation platforms and choose the right tool for your needs.

zapiermaken8ntools
04Core

Automating lead capture and CRM workflows

Build automations that move leads from forms into CRMs and notify the right people instantly.

leadscrmsales automation
05Core

Support and customer communication automation

Automate support ticket creation, routing, escalation, and customer notifications.

supportticketsrouting
06Core

Internal ops and task automation

Automate task creation, assignment, reminders, and status updates across project tools.

opstasksproject management
07Core

Working with data: forms, spreadsheets, and records

Connect form submissions to structured data stores and keep records in sync across tools.

dataformsspreadsheetsrecords
08Core

Multi-step workflows and conditional logic

Design automations with multiple actions, filters, and branching paths to handle real complexity.

multi-stepconditionsfilterslogic
09Challenge

Connecting AI tools to business workflows

Add AI steps to automations for drafting content, classifying data, and generating summaries.

AIGPTautomationintegration
10Challenge

Capstone: design and deploy a full automation system

Map, build, test, and document a multi-step automation system that solves a real business problem.

capstoneprojectsystem design

Automate the work that slows your team down

10 days of automation strategy, no-code tools, workflow design, and real use cases across sales, support, and ops.

Start learning

This plan changed how I think about my team's processes. We cut manual work by half in the month after I finished it.

— James H., founder

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