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Intermediate
Automation
Level 3 is where the hours come back. You learn triggers, actions and workflows, pick between Make, n8n and Zapier on merit, then build the flagship pipeline: Gmail arrives, AI reads and processes it, the result lands in your CRM and Slack gets the nudge.
3 modules · 10 lessons~50 minutes of reading
The two extra boxes most people forget: retry and human review.
Step 1
Trigger
New email, order or file
Step 2
Route
Decide which path this one takes
Step 3
Do the work
AI step plus your tools
Step 4
Check
Retry on failure, escalate the odd ones
What you'll cover
Module 1
The Automation Toolkit
- Make vs n8n vs Zapier5 min
- Triggers, actions and workflows5 min
Module 2
Your First Automated Workflow
- Step-by-step: your first 2-step automation5 min
- Testing and debugging automations5 min
Module 3
The Flagship Build: Gmail to AI to CRM to Slack
- Mapping the pipeline before you build5 min
- Step-by-step: connect Gmail as the trigger5 min
- Step-by-step: add the AI processing step5 min
- Step-by-step: send the result to your CRM5 min
- Step-by-step: post a Slack notification5 min
- Putting it together and testing end-to-end5 min