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AI & Automation

Automation with Make & Zapier

In almost every company there are people spending hours moving information between systems: copying a figure from an email into the management software, updating a spreadsheet, sending the same notification every week. Nearly always this is work that can be automated in an afternoon.

The course teaches how, using Make and Zapier, two platforms that connect hundreds of applications without code. We start from working out which processes are worth automating, because not all of them are, and build real flows during the course hours.

Room is also given to the part usually skipped: what happens when a flow fails. Error handling, notifications and monitoring are what separate an automation you can rely on from one that creates more problems than it solves.

Indicative duration
16 hours
Level
Beginner
Prerequisites
None. Knowing the applications used daily at the company helps.

Who it is for

  • Companies looking to reduce repetitive manual work
  • Administration, sales and customer care teams
  • Freelancers and small businesses without an IT department
  • Anyone managing processes that span several applications

What you will be able to do

  • Recognise which processes are worth automating
  • Build scenarios in Make with logic and modules
  • Build zaps in Zapier with filters and multiple paths
  • Connect the applications most used in the company
  • Handle conditions, errors and failure notifications
  • Implement concrete cases such as onboarding and automated reports

Programme

  1. 01

    What automation is and when it pays

    How to assess a process: frequency, time spent, risk of human error. And when automating costs more than carrying on by hand.

  2. 02

    Make (formerly Integromat): scenarios, modules, advanced logic

    Building scenarios, iterators, aggregators and data handling. Make is more powerful but demands more method.

  3. 03

    Zapier: zaps, filters, paths and formatter

    The more immediate alternative: creating zaps, filters, conditional paths and data transformation.

  4. 04

    Common connectors: Gmail, Sheets, Slack, HubSpot

    The integrations that cover most business cases, with exercises on each.

  5. 05

    Conditional flows, error handling and monitoring

    Branching, retries, failure notifications and logs. The part that makes an automation dependable.

  6. 06

    Practical cases: client onboarding, reports, notifications

    Three complete flows built end to end, ready to replicate straight away.

Tailored programmes

No course is a fixed package. Duration, angle and depth are agreed around the objectives of the people taking part, and topics from different courses can be combined into a single programme. I work with corporate groups and with one person alone: tell me what you need and we will build the programme.

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Frequently asked questions

Do I need programming skills?

No. Both platforms are no-code: everything is done through visual interfaces.

Make or Zapier?

Zapier is more immediate, Make is more powerful and usually cheaper at higher volumes. We cover both and work through selection criteria.

Are there costs?

Both have free tiers sufficient for the exercises. During the course we assess which plan suits the company's real volumes.

Do we automate our own processes?

In corporate courses yes: we identify the most time-consuming processes and build the flows during the course hours.

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