AI Automation: Let the Repetitive Work Run Itself

Participants learn to spot the tasks worth automating, then connect everyday apps (email, spreadsheets, forms, chat and CRM) into no-code workflows, with AI reading, sorting and drafting along the way. They leave with one working automation, a plan for the next five, and the judgement to know where a person must stay in the loop.

Key Outcomes

Spot tasks worth automating by scoring frequency, time spent and risk

e.g., a weekly report scores high; a once-a-year task does not

Map a workflow from trigger to outcome

e.g., "new enquiry form → AI sorts by urgency → draft reply → manager approves → logged in the sheet"

Build and test a no-code workflow with AI steps for reading, sorting, summarising and drafting

Add approvals, checks and error alerts so the automation fails safely

e.g., a person approves every email before it reaches a customer

Why teams need this

Your team spends hours every week copying data between apps, chasing approvals, sending the same reminders and updating the same sheets. Everyone agrees it should be automated, but nobody has time to learn the tools, and waiting for IT can take months.

HRDC/HRDF training that builds confidence and drives growth.

Tell us what your team is facing. We will come back with a plan built around it.

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