Cloud & DevOps

Fundamentals of Automation and AI Agent Creation in Zapier

This training teaches practical process automation in Zapier, from simple tasks to more complex workflows – all without programming.

Duration
6h
Who it's for

Ideal for teams that…

1 Professionals looking to automate repetitive tasks
2 Managers and coordinators
3 Entrepreneurs and business owners
4 Sales and marketing specialists
5 Professionals responsible for CRM data quality
6 Customer service teams and account managers who want faster response times
7 Business analysts and process improvement specialists
Outcomes after the program

Cloud, automation and CI/CD in practice — hands-on for engineering teams.

Comfortable using a web browser

Zapier account (created during the workshop)

Basic knowledge of Google Sheets or Microsoft Excel

Accounts for applications used during the workshops – Google, Slack, Trello (created before or during the workshops). Familiarity with these tools, aside from Google Sheets, is not required

Program · 5 modules

What we actually do

M01
Module 1: Introduction to Zapier and Automation Logic
  • · What Zapier is and how it can be used in business (automating repetitive tasks)
  • · Key concepts: trigger, action, step, input/output data
  • · Creating an account and setting up the work environment
  • · First automations: from simple flows to more advanced scenarios
M02
Module 2: Key Built-in Tools in Zapier (Practical Workflows)
  • · Queuing automations and adding delays in workflows
  • · Conditional filtering – when a process should run and when it should not
  • · Simple content processing and translations in automations
  • · Data formatting: text, numbers, dates, and other types before further use
  • · Chrome extension to accelerate automation building
  • · Hands-on examples
M03
Module 3: Advanced Zapier Mechanisms and Multi-Source Data Handling
  • · Branching process logic (different workflow paths based on conditions)
  • · Using emails as a data source: extracting information and converting it into structured fields
  • · Lead scoring and prioritization (simple evaluation model and automated actions)
  • · Technical integrations: using webhooks to connect additional tools and transfer data
  • · Troubleshooting and repairing automations: common errors, testing, and stabilizing workflows
  • · Hands-on examples
M04
Module 4: Zapier Use Cases – Projects
  • · Project: Automating email workflows and creating a “command center” for tasks and communication
  • · Project: Social media automation – preparing, scheduling, and publishing content
  • · Project: Creating an AI chatbot for customer service on Facebook
  • · Project: Lead generation and segmentation – collecting data, qualification, and triggering further actions
  • · Project: Autoresponder – incoming emails are analyzed by AI, which generates a ready-to-send response draft
M05
Module 5: Closing Session
  • · Best practices in automation design (clarity, error resistance, maintainability)
  • · Further development paths: scaling processes and standardizing automation across the organization
  • · Questions & Answers (Q&A)
Every module is adapted to your stack and context. The above is a starting point — not a fixed agenda.
How we work

From brief to retro in 30 days.

01

Brief & diagnosis

A call with the team lead + a short survey for participants. We define goals, gap and context.

02

Program customization

We adapt modules, case studies and code examples to your stack. Approval in 5 days.

03

Workshop

Trainer-led sessions, hands-on, code review. Mentor available between sessions too.

04

Retro + report

Outcome report for the team and lead. 30 days of consulting included.

Inquiry

Send a brief. We'll reply within 1 day.

After a short brief we'll prepare a program and a quote. No obligations — it's just a starting point.

Quote within 48h of the brief
First session within 30 days
Pilot before the full decision
VAT invoice, payment in instalments possible

Ochrona antyspamowa (Cloudflare Turnstile) zostanie aktywowana po wpięciu klucza.