Your first automations — Agents & Automation
From 'ask' to 'always on'
The jump from user to power user is automation: AI work that happens on a schedule or a trigger, without you opening a chat.
Two easy paths:
• Scheduled tasks inside assistants — several assistants can run a prompt on a schedule and notify you.
• No-code automation tools — Zapier, Make and n8n let you chain triggers (new email, new form entry, 8am every day) with AI steps and actions in hundreds of apps.
📝 Read the full lesson notes
From 'ask' to 'always on'
The jump from user to power user is automation: AI work that happens on a schedule or a trigger, without you opening a chat.
Two easy paths:
• Scheduled tasks inside assistants — several assistants can run a prompt on a schedule and notify you.
• No-code automation tools — Zapier, Make and n8n let you chain triggers (new email, new form entry, 8am every day) with AI steps and actions in hundreds of apps.
Five automations worth stealing
- Morning brief — every weekday at 7:30, summarize news on your industry and your calendar for the day.
- Inbox triage — label new emails as urgent / reply-later / FYI and draft replies for the urgent ones.
- Meeting follow-up — when a transcript lands, extract decisions and action items and post them to your team chat.
- Lead research — when a form is submitted, research the company and add a one-paragraph summary to your CRM.
- Weekly review — every Friday, summarize what you shipped, from your task tracker, into a status update draft.
Try it: design your automation
I spend time every week on [task]. Design an AI automation for it: the trigger, each step, which apps are involved, the exact prompt for the AI step, where a human should review, and what could go wrong. Suggest a no-code tool to build it.
Part of 🤖 Agents & Automation in the free AI Bootcamp.