Daniel Okafor
Practical from the first lesson
No filler. Every module ends with something you keep. The handover template is now standard at our agency.
AI & Automation
Updated 2026
AI Automation for Small Business
Replace the repetitive half of your week with workflows that run themselves — no engineering team required.
Last updated Oct 2026
What you'll learn
Map the work in your week that is worth automating, and the work that is not
Build a lead router that files and replies to enquiries within a minute
Connect a form, a spreadsheet, an inbox and a CRM without writing code
Add an AI step that drafts a reply a human only has to approve
Put guardrails in so a broken workflow fails loudly instead of silently
Hand the whole stack over to a colleague with documentation they can follow
Course description
Most small teams lose a day a week to copying data between tools, chasing updates and writing the same reply for the hundredth time. This course takes four of those jobs and automates them end to end, using tools you can run on a small budget.
You build as you go. By the final module you have a working stack: a lead router, an onboarding sequence, a weekly report that writes itself, and an escalation rule that tells a human when something actually needs them.
Who this course is for
- Owners and managers of teams under twenty people
- Operations and admin staff who keep the business running
- Freelancers who want to take on more clients without more hours
Requirements
- A computer and a browser — nothing to install
- Access to the tools your business already uses (email, a spreadsheet, a CRM if you have one)
- No programming experience of any kind
Course content
Curriculum
- Completed The two-hour audit Free preview 0:11
- Completed What automation is bad at Locked 0:09
- Completed Picking your first workflow Locked 0:07
- Completed Connecting a form to a spreadsheet Locked 0:12
- Completed Routing an enquiry to the right person Locked 0:14
- Completed Drafting a reply with AI Locked 0:15
- Completed Automation Foundations Check Locked 0:10
- Completed When workflows fail quietly Locked 0:13
- Completed Writing the handover document Locked 0:10
- Completed Automate one job in your own business Locked 1:00
Student feedback
Loved by learners
4.8
4 ratings
Asha Verma
Finally, something I could use on Monday
I built the lead router during the second module and it has been running ever since. The failure-alerting lesson alone paid for the course.
Rahul Nair
Practical from the first lesson
No filler. Every module ends with something you keep. The handover template is now standard at our agency.
Meera Joshi
Very good, slightly fast in places
The middle section moves quickly if you have not used these tools before. I rewatched two lessons. Still worth it.
Common questions
Frequently asked questions
Do I need to know how to code?
No. Every build in this course is done with visual tools. The one module that shows code is optional and clearly marked.
What will the tools cost me?
The free tiers cover everything taught here. If you later outgrow them, the course shows you what each paid tier actually buys.
Will this work for my industry?
The four workflows are deliberately generic — enquiry, onboarding, reporting, escalation. Students have adapted them for clinics, agencies, trades and online shops.
How long do I have access?
Lifetime, including any future updates to the material.
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