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Duration 14 hours
Course Outline
- Day 1: Core Concepts, Zapier, and Make.com
- Foundations of Automation
- Exploring triggers, actions, data structures, and conditional logic
- Identifying workflows that offer the highest value for automation
- Comparing Zapier, Make.com, and n8n, with a focus on cost structures and data residency
- Practical Exercise: Document three manual workflows from your recent work week, defining their triggers and resulting actions.
- Building Your First Zap
- Connecting web forms, spreadsheets, and email services
- Field mapping techniques and testing procedures
- Implementing filters and designing multi-step Zaps
- Practical Exercise: Create a Zap that transfers form submissions to a spreadsheet and triggers a confirmation email.
- Developing Scenarios in Make.com
- Understanding modules, scenario architecture, and operations
- Utilizing routers, filters, and iterators for complex logic
- Managing data structures and advanced mapping
- Practical Exercise: Construct a scenario that captures email attachments and organizes them by sender identity.
- Integrating AI Capabilities
- Leveraging OpenAI and Claude modules within workflows
- Applying AI for classification, summarization, and data extraction
- Ensuring structured output with predefined fields
- Practical Exercise: Use AI to automatically categorize incoming requests by topic and urgency level.
- Handling Errors and Operational Stability
- Configuring error handling paths and retry mechanisms
- Setting up notifications for failure events
- Managing versions and facilitating team collaboration
- Practical Exercise: Implement an error handling path with automated notifications within your existing scenario.
- Day 1 Outcome: Participants will leave with a functioning Zap and a Make scenario that includes an AI step and robust error handling.
- Foundations of Automation
- Day 2: n8n, AI Agents, and Personal Projects
- Introduction to n8n
- Evaluating cloud vs. self-hosted options, data protection implications, and cost factors
- Navigating nodes, connections, and credential management
- Inspecting and testing data flows
- Practical Exercise: Construct an initial n8n workflow using a time-based trigger, a spreadsheet, and an email output.
- Advanced AI in n8n
- Implementing AI steps using Claude, OpenAI, or local models
- Configuring the AI agent node with attached tools
- Managing memory and ensuring structured outputs
- Practical Exercise: Develop an agent that reviews a request, retrieves relevant data from a spreadsheet, and drafts a response.
- Implementing Human Approval
- Setting up approval workflows via email, Microsoft Teams, or forms
- Managing wait states, forwarding, and abort conditions
- Maintaining a log of decision history
- Practical Exercise: Integrate an approval step before final dispatch within the agent workflow.
- Operational Management
- Monitoring performance and reviewing execution logs
- Maintaining documentation and defining responsibilities
- Determining when to transition tasks to IT or development teams
- Practical Exercise: Draft concise operational documentation for your custom workflow.
- Personal Project Implementation
- Selecting a specific workflow from your daily routine for automation
- Building the solution with instructor coaching
- Presenting the final solution to the group
- Practical Exercise: Complete your workflow in the most suitable tool and present your solution within three minutes.
- Day 2 Outcome: Participants will finish with an n8n workflow featuring an AI agent and approval logic, plus a completed automation for their own daily work.
- Introduction to n8n
Requirements
- A laptop equipped with a web browser, along with test accounts for Zapier, Make.com, and n8n (which can be provided by the trainer or shared in advance). Basic proficiency in Excel or similar spreadsheet applications is beneficial.
- No prior programming experience is required.
Target Audience
- Specialist users, operations teams, assistants, and citizen developers looking to automate repetitive workflows across their existing toolset.
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