Workflow Automation (No Code)

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 Duration 2 days – 14 hrs

 

Overview

 

This course enables professionals to build advanced, automated workflows without writing a single line of code. Using tools like Zapier, Slack GPT, and Reclaim.ai, participants will learn how to connect AI and productivity apps—including email, forms, calendars, and task managers—to streamline operations, reduce manual work, and increase team efficiency.

 

Objectives

  • Design and deploy automated workflows using no-code platforms.
  • Integrate AI tools like Slack GPT into communication and task processes.
  • Use Zapier to connect apps like Gmail, Google Forms, Asana, Trello, and Sheets.
  • Automate time management and scheduling with Reclaim.ai.
  • Build a full-stack automation solution without developer support.

Audience

  • Operations managers, executive assistants, and project coordinators
  • Team leads, HR professionals, marketers, and tech-savvy business users
  • Anyone responsible for improving workflows, productivity, or team efficiency
  • Non-technical professionals seeking to automate repetitive tasks

 

Prerequisites 

  • Strong digital literacy and experience with common SaaS tools (Google Workspace, Slack, task managers)
  • No coding experience required
  • Familiarity with AI productivity tools (e.g., ChatGPT) is helpful

Course Content

 

Day 1: No-Code Automation Fundamentals

 

Session 1: Automation Planning & Use Case Mapping

 

  • Identifying high-impact manual tasks
  • Understanding trigger-action logic
  • Workflow design basics (linear, branching, conditional logic)

Session 2: Zapier Mastery for Multi-App Integration

 

  • Zapier interface, templates, and app directory
  • Creating Zaps for email → task → calendar flows
  • Connecting Google Forms, Gmail, Google Sheets, Trello, Notion, Asana
  • Lab: Build a lead-to-task assignment automation

 

Session 3: Connecting AI Tools with Zapier

 

  • Integrating ChatGPT, Claude, and other LLMs into workflows
  • Prompt-based automations for summarizing forms, creating reports
  • Lab: Automate a form-to-summary workflow with Zapier + ChatGPT

 

Day 2: AI-Powered Communication and Scheduling Automation

 

Session 4: Slack GPT for Team Workflow Optimization

 

  • Using Slack GPT for smart replies, meeting notes, and reminders
  • Setting up Slack channels with intelligent prompt integrations
  • Lab: Create a Slack workflow that summarizes team updates automatically

Session 5: Reclaim.ai for Time Management Automation

 

  • Smart scheduling, task syncing, and focus time management
  • AI-driven calendar automation for individuals and teams
  • Lab: Build a smart calendar with priorities, habits, and routines

 

Session 6: End-to-End Workflow Assembly

 

  • Combining Zapier, Slack GPT, and Reclaim.ai for complete automations
  • Real-world workflow buildout (e.g., task intake → summary → auto-schedule)
  • Best practices for scaling automation in organizations

 

Final Hands-On Project:
Participants will build a complete no-code workflow using Zapier, Slack GPT, and Reclaim.ai that automates a real-world business scenario (e.g., intake form to task to calendar to Slack summary).

 

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