Module 1: Automation Fundamentals

• Chapter 1 — The Case for Automation: Time, Cost, and Focus
• Chapter 2 — Understanding Triggers, Actions, and Conditions
• Chapter 3 — No-Code vs. Low-Code Tools: What to Know
• Chapter 4 — Choosing the Right Tech Stack for Your Business

Module 2: Workflow & Process Mapping

• Chapter 1 — Identifying Bottlenecks and Manual Repetition
• Chapter 2 — Visualizing Workflows Using Mapping Tools
• Chapter 3 — Process Design for Automation Success
• Chapter 4 — Establishing Input/Output Dependencies

Module 3: Core Tools & Platform Integrations

• Chapter 1 — Overview of Must-Have Automation Tools (Zapier, Make, Airtable, etc.)
• Chapter 2 — Automating With Google Workspace & Microsoft 365
• Chapter 3 — Connecting CRMs, Email, Forms, and More
• Chapter 4 — Data Flow and Error Handling Best Practices

Module 4: Marketing & Sales Automation

• Chapter 1 — Automating Lead Capture and Qualification
• Chapter 2 — Email Sequences and Funnel Workflows
• Chapter 3 — CRM Updates, Follow-Ups, and Notifications
• Chapter 4 — Automating Analytics and Reporting

Module 5: Internal Operations & Project Management

• Chapter 1 — Recurring Tasks and Team Notifications
• Chapter 2 — Automated Client Onboarding
• Chapter 3 — File Storage and Documentation Systems
• Chapter 4 — Linking Calendars, Forms, and Communication Tools

Module 6: Customer Support & Service Automation

• Chapter 1 — Helpdesk and Ticket Automation
• Chapter 2 — Chatbots and Knowledge Base Integration
• Chapter 3 — Feedback and Review Collection
• Chapter 4 — Escalation Workflows and SLA Monitoring

Module 7: Optimization, Scaling & Maintenance

• Chapter 1 — Reviewing and Refining Your Workflows
• Chapter 2 — Scaling Without Breaking Your Stack
• Chapter 3 — Creating Internal Dashboards and Alerts
• Chapter 4 — Long-Term Maintenance and Process Ownership

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