Workflow Automation is a practical, hands-on training program designed to help professionals automate repetitive tasks and streamline everyday business processes without writing code. The course introduces participants to no-code automation concepts and tools that make it easier to connect applications, move information between systems, trigger actions, and reduce time spent on manual work.
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).
