Automation Workflows

Learn to automate repetitive tasks using Zapier, Make, and AI integrations.

What you’ll learn

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  • Connecting apps without coding
  • Automating social media, email, and project management
  • Using AI to summarize data or generate content automatically

Automation saves time, reduces human error, and lets you focus on creative tasks. With no-code automation, you can build workflows that run 24/7 without supervision.

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REAL Tutorial: Zapier lead email from Google Sheets

Exact steps

  1. Go to zapier.com → Sign up → Click "Create Zap".
  2. Trigger: "Google Sheets" → "New Spreadsheet Row".
  3. Connect Google account → Choose your test spreadsheet.
  4. Action: "Gmail" → "Send Email".
  5. Map fields: Use row data to fill the email subject/body.
  6. Test → Turn on Zap.

YouTube integration

Watch: 20:15–25:30 (creating multi-step zaps). Key takeaway: Use Filters and Formatters to control logic and data.

Real use cases

  • Automate lead notifications from Google Form to email.
  • Auto-post blog content to social media.
  • Sync e-commerce orders to a spreadsheet.

Troubleshooting

  • Check app connections are active.
  • Use test mode before going live.
  • Monitor Zap history for errors.

Quick tutorial

  1. Create a Zap: Trigger (New Google Sheet row) → Action (Send Gmail).
  2. Add an AI step (Summarize text) between trigger and action.
  3. Test with sample data and turn the Zap on.
  4. Log results in a second sheet for tracking.
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