Everything you need to automate your business
Free guides, courses, quizzes, calculators, and a plain-English glossary covering workflow automation, AI, and everything in between. Learn how to automate, decide what to automate first, and put numbers on the payoff.
- 31in-depth guides
- 2 courses14 lessons
- 5quizzes and assessments
- 9calculators and tools
- 68glossary terms
New to automation? Begin with these three
Automation 101: How to Automate Your Business
A free, eight-lesson course on business automation: how workflows work, what to automate first, how apps connect, choosing a platform, testing, and…
Start learningAI Readiness Assessment
Ten questions on your processes, data, tools, team, and goals. Get a readiness score and your next steps.
Take the assessmentHow to Automate Your Business: A Step-by-Step Plan
A practical, step-by-step plan to automate your business: find repetitive work, pick the first process, map it, choose tools, add AI where it helps…
Read the guide31 guides, from the basics to AI agents
Automation fundamentals
- What Should You Automate First? A 5-Factor Scoring Framework
- What Is Workflow Automation? Definition, Examples, and How to Start
- What Is Business Automation? A Plain-Language Guide
- Business Process Automation (BPA): What It Is and How to Start
- What Is RPA? Robotic Process Automation Explained for Small Business
- 50+ Business Automation Examples by Department & Industry
How to automate
- How to Automate Your Business: A Step-by-Step Plan
- How to Automate Repetitive Tasks (Without Writing Code)
- How to Automate Emails: Follow-Ups, Sorting, and Replies
- How to Automate Data Entry (Including Excel and Google Sheets)
- How to Automate Reports and Dashboards
- How to Automate Invoice Processing and Accounts Payable
- How to Automate Customer Support Without Losing the Human Touch
- How to Automate Social Media Posting (and What Not to Automate)
- How to Automate WhatsApp Business Messages
- Document Workflow Automation: Intake, Approvals, and E-Signatures
AI and agents
- AI vs. Automation: What's the Difference and When to Use Each
- What Is an AI Agent? A Plain-English Guide for Business
- AI Workflow Automation: How to Add AI to Your Business Workflows
- AI Agents vs. Workflow Automation: What Small Businesses Should Know
- AI Automation for Small Business: Getting Started Without an IT Team
Workflow playbooks
- How to Automate Lead Follow-Up: A Speed-to-Lead Playbook
- Missed-Call Text-Back: How It Works and How to Set It Up
- How to Reduce No-Shows With Automated Appointment Reminders
- How to Automate Invoicing and Payment Reminders (and Get Paid Faster)
- How to Automate Review Requests Without Annoying Customers
- Client Onboarding Automation: A Step-by-Step Guide
- Employee Onboarding Automation: A Checklist for Small Teams
- CRM Automation: How to Keep Your Pipeline Clean Without Manual Data Entry
Learn it step by step
Automation 101: How to Automate Your Business
A free, eight-lesson course on business automation: how workflows work, what to automate first, how apps connect, choosing a platform, testing, and…
View the courseAI at Work 101: Using AI and AI Automation in Your Business
A free, six-lesson course on using AI at work: how language models work, writing reliable prompts, adding AI steps to workflows, AI agents, privacy…
View the courseSee where you stand
Put numbers on it
Automation and AI terms, in plain English
Fresh AI and automation ideas, published daily
AI Context for Beginners: Give an Assistant the Right Information Before You Ask for Help
Many beginners assume an AI assistant gives better answers because it knows more words. In practice, the quality of the…
Read article
SQL Basics for Beginners: Ask Better Questions of Everyday Data
Many beginners think working with data means mastering complicated dashboards or becoming a full-time programmer. A better first…
Read article
How to Use Browser DevTools as a Beginner: Inspect, Test, and Fix Your First Web Page
When a first web page looks wrong, beginners often change several lines of HTML or CSS at once and hope the next refresh…
Read article