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Duration 14 hours
Course Outline
- Day 1: Core Concepts, Zapier, and Make.com
- Foundations of automation
- Triggers, actions, data handling, and conditional logic
- Evaluating workflow suitability for automation
- Comparative analysis of Zapier, Make.com, and n8n, including cost structures and data residency
- Exercise: Identify three manual processes from the participant’s weekly routine and define their triggers and actions.
- Initial Zap implementation
- Integrating forms, spreadsheets, and email systems
- Field mapping and testing procedures
- Application of filters and multi-step Zaps
- Exercise: Develop a Zap that records form submissions into a spreadsheet and dispatches a confirmation message.
- Scenarios in Make.com
- Understanding modules, scenarios, and operations
- Utilizing routers, filters, and iterators
- Data structure organization and mapping strategies
- Exercise: Construct a scenario that saves email attachments and categorizes them by sender.
- AI integration steps
- Implementing OpenAI and Claude modules
- Classifying, summarizing, and extracting data from content
- Generating structured output with predefined fields
- Exercise: Utilize AI to classify incoming requests by topic and urgency levels.
- Error management and operational oversight
- Implementing error handling and retry mechanisms
- Configuring error notifications
- Version control and collaborative workflows
- Exercise: Incorporate an error path with notifications into the participant’s scenario.
- Day 1 Deliverables: Each participant will have a functional Zap and a Make scenario featuring AI integration and error handling.
- Foundations of automation
- Day 2: n8n, AI Agents, and Custom Projects
- Introduction to n8n
- Cloud versus self-hosted options, data security, and cost considerations
- Configuring nodes, connections, and credentials
- Data visualization and testing techniques
- Exercise: Create a basic n8n workflow using a time-based trigger, a spreadsheet, and email notification.
- AI capabilities in n8n
- Integrating AI steps with Claude, OpenAI, or local models
- Implementing the AI agent node with associated tools
- Managing memory and ensuring structured output
- Exercise: Develop an agent that retrieves information from a spreadsheet and drafts a response to a request.
- Human approval workflows
- Establishing approval processes via email, Microsoft Teams, or forms
- Managing waits, forwarding requests, and aborting processes
- Maintaining decision logs
- Exercise: Integrate an approval step before final dispatch in the agent workflow.
- Operational management
- Monitoring systems and reviewing execution logs
- Documentation standards and accountability measures
- Criteria for escalating to IT or development teams
- Exercise: Draft concise operational documentation for the participant’s workflow.
- Custom project development
- Selecting a relevant workflow from daily operations
- Guided construction of the automation
- Group presentation and review
- Exercise: Build a custom workflow in the selected tool and present it in three minutes.
- Day 2 Deliverables: Each participant will possess an n8n workflow with an AI agent and approval mechanism, along with a custom automation for daily work.
- Introduction to n8n
Requirements
- A laptop with a web browser, test accounts for Zapier, Make.com, and n8n (provided or communicated in advance), and basic proficiency with Excel or spreadsheets.
- No programming experience is required.
Target Audience
- Specialist users, operations teams, assistants, and citizen developers who aim to automate recurring workflows across their professional toolsets.
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