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AI Automation Workshop

Automate your busywork in two days

A hands-on AI automation workshop where your team builds working no-code workflows in n8n, Zapier and Make.

2 daysOn-site or live online hands-on workshopBeginner to intermediate, no coding requiredOperations, sales, marketing and support professionals who manage repetitive processes.
Outcomes

What your team will be able to do

  • Spot processes that are ready for automation
  • Build multi-step workflows in n8n, Zapier and Make
  • Add AI steps to classify, summarise and draft
  • Automate CRM updates, email and lead routing
  • Run automations reliably with error handling and monitoring
Curriculum

Module by module

1

Automation fundamentals

Triggers, actions, data mapping and choosing between n8n, Zapier and Make.

2

Your first workflows

Build form-to-spreadsheet, notification and approval flows step by step.

3

Adding AI steps

Use language models to classify requests, extract data, summarise and draft replies.

4

CRM and email automation

Enrich leads, update HubSpot or Salesforce, and send personalised follow-ups automatically.

5

Reliability, security and governance

Error handling, human approval steps, credentials and monitoring for automations in production.

6

Capstone: automate a real process

Each participant builds and presents an automation for a task from their own role.

In depth

An AI automation workshop that ships working workflows

Every organisation has work that moves data from one system to another, sorts incoming requests or sends the same follow-up again and again. This AI automation workshop teaches non-developers to automate that work with no-code platforms and AI steps, and each participant leaves with automations they have built themselves.

n8n, Zapier and Make training in one programme

Zapier, Make and n8n each have strengths. Zapier is quick to learn and connects to a very wide range of applications. Make offers visual control over complex branching scenarios. n8n can be self-hosted, which suits organisations with strict data requirements, and handles advanced logic well. Rather than teaching one platform in isolation, we show how the same automation concepts apply across all three, so your team can choose the right tool for each process and avoid being locked into a single vendor.

Adding AI to no-code workflows

Traditional automation follows fixed rules, which breaks down when inputs are messy. Adding a language model step changes that. Participants learn to classify incoming emails, extract fields from documents, summarise long threads and draft personalised replies within a workflow. We cover how to write prompts for automation, structure outputs so later steps can rely on them, control usage costs, and insert human approval where an error would be costly. Exercises use realistic examples, such as triaging support tickets, processing invoices and summarising meeting notes into tasks for the right team.

CRM and email automation that saves hours

Sales and customer-facing teams often lose time to manual data entry. On day two, participants automate common CRM and email processes: capturing leads from forms, enriching and scoring them, updating records in HubSpot or Salesforce, routing enquiries to the right owner and sending timely follow-ups. Each exercise is built with test data in a sandbox environment, so the patterns can be applied safely to your live systems after the workshop. We also explain how to measure the time each automation saves, which helps justify further investment.

Automations you can trust in production

An automation that fails silently can do more harm than the manual process it replaced. We teach the practices our engineers use on client systems: error handling and retries, alerts when something breaks, secure credential storage, clear naming and documentation, and an inventory of every live workflow. The capstone project brings everything together, as each participant automates a real task from their own role and presents it to the group. Feedback from trainers and colleagues helps refine each workflow before it goes live.

Hands-on with

Tools you will use

n8nZapierMakeOpenAIHubSpotSalesforceGmailGoogle SheetsSlackAirtable
FAQ

AI Automation Workshop: questions

Do we need coding skills to join the AI automation workshop?

No. The workshop is designed for non-developers and uses visual, no-code platforms throughout. Comfort with spreadsheets and the business applications your team already uses is helpful. Technical participants are welcome too, and we can show optional code steps for anyone who wants to go further.

Should we use n8n, Zapier or Make?

It depends on your processes, budget and data requirements. Zapier suits fast, simple integrations, Make suits complex visual scenarios, and n8n suits teams that want self-hosting or advanced logic. The workshop compares all three on the same tasks, so you can make an informed choice.

Will participants build automations for our own processes?

Yes. Before the workshop we ask each participant to describe a repetitive task from their role. The exercises build towards a capstone in which everyone automates that task using sandbox or test accounts. Many teams leave with workflows ready to move into production after internal review.

Which tools do participants need access to?

Participants need accounts on the automation platforms used in the session, plus test access to any systems being connected, such as a CRM sandbox or a shared spreadsheet. Free or trial tiers are usually sufficient for training. We confirm the exact requirements with you during planning.

How do you keep automations secure and compliant?

We teach secure credential storage, least-privilege access, human approval steps for sensitive actions and how to keep personal data out of AI steps where it is not needed. For organisations with strict data requirements, we explain how self-hosted n8n keeps workflow data on your own infrastructure.

AI training

Book AI Automation Workshop

Share your team size, goals and preferred dates. We will tailor the programme to your tools and send a proposal.