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Automation

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.

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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.

✓

Build automations from scratch: from simple tasks to multi-step processes with dependencies

✓

Connect tools and organize data: preparing data for further actions (text and number cleaning, date handling, setting triggers, delays and scheduling, content translation)

✓

Design process logic and branching: creating different workflow paths based on conditions and deciding when to split processes into separate branches

✓

Integrate “non-native” systems: connecting tools not listed in Zapier integrations and extracting structured data from emails for further use

✓

Troubleshoot and fix issues: identifying common error causes, testing workflows, and improving stability and predictability

Requirements

What you should know before we start

  • 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

Day 1 – Zapier Basics and Automation Building

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

Day 2 – Project Implementation

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

How we handle your data

We process your business data (name, work e-mail, phone number, company, job title) in order to handle your corporate training inquiry and prepare an offer. The data controller is infoShare Academy Sp. z o.o., Al. Grunwaldzka 472B, 80-309 Gdańsk. Providing the data is voluntary but necessary to receive a response. You have the right to access, rectify, erase or restrict the processing of your data and to object to it. Full information is available in our data processing notice.

Optional marketing consents

The controller of your personal data is infoShare Academy sp. z o.o. The rules for processing personal data are set out in the Privacy Policy and the Data Processing Notice.

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