Automating Business Tasks

~55 min Presentation

This lesson

The teaching for this lesson is in the presentation below and the advanced reading. Open the slides to work through it, then download the reading and exercise. A written web version is coming.

You'll learn to:

Understand automation and where it adds value
Automate business tasks with no-code tools
Connect apps so data flows without manual work
Design simple automated workflows for a small business

Lesson presentation

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Lesson materials

Advanced readingWord document ExerciseWord document

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Lesson 2 quick quiz

3 questions to check your understanding. Instant score.

Q1. Staff forget to reply to booking requests. Best automation? Hire more staff Trigger: booking form submitted → auto-send confirmation email Tell staff to check email more Change platform

Q2. Clients forget salon appointments. Most effective automation? More social posts Call everyone manually Booking → calendar sync → automated SMS 24h before → WhatsApp 2h before A manual waitlist

Q3. Automating invoicing mainly helps by… Making work slower Saving time and reducing errors Losing records Annoying clients

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