Book a private team session
Run Workflow Automation just for your team, on a date that suits you. Same room, same questions, examples pulled straight from how your business works.
- Our Office
- Up to 6
- Tailored to your tools and trade
Intermediate · In-person training
Workflow Automation
Connect the tools you already use so information moves itself. We map one of your real workflows, automate it live in the room, and teach you the patterns so you can tackle the next one on your own.
Overview
Stop being the glue between your tools.
Every business has a few jobs that come back every single week: the same data copied from one app into another, the same report rebuilt by hand, the same follow-up typed out again. Right now you, or someone on your team, are the glue holding those tools together, and that’s slow, dull and easy to get wrong.
In this session we fix one of those for real. We map a workflow you actually run, then connect the tools you already pay for so the information moves itself, built live, in the room. Just as importantly, we teach you the handful of patterns behind it, so the next automation is one you can do yourself.
Who it’s for: Owners and team members drowning in repetitive, between-the-apps admin who want their hours back. Comfortable with the basics of AI (our Prompting Basics course, or equivalent). Bring a laptop, access to the tools you use, and one repetitive task you’d love to never do again.
Walk out able to…
One real workflow automated, plus the patterns to do the rest. Here’s what you’ll leave with.
-
Spot what’s worth automating
Recognise the repetitive, rules-based tasks that pay back fastest, and the ones to leave well alone.
-
Map a workflow clearly
Break a messy process into clear steps and triggers, the groundwork every reliable automation needs.
-
Connect your tools
Wire the apps you already use together so data moves itself, no more copy-paste between tabs.
-
Build an automation live
Leave with one real workflow from your business automated and running, not just a demo.
-
Add AI where it helps
Drop AI into the steps that need judgement, sorting, drafting, summarising, while rules handle the rest.
-
Repeat the pattern
Understand the building blocks well enough to automate the next process without us.
AI Expert
Your instructor
Tod Ward
Tod has spent 15+ years making technology make sense for small businesses, long before any of it was branded “AI”. He’s the one in the room translating the hype into plain English and practical next steps.
He runs every session personally, with real examples from businesses like yours, trades, clinics, firms and shops right here in the Kawarthas. Expect straight talk, a few laughs, and zero condescension.
- 15+ years translating tech for local business
- Leads every session personally
- Hundreds of owners trained, one-to-one and in teams
- Based in the Kawarthas, works with businesses like yours
Bring it to your team, join an open session, or book us to speak.
Join the next open date
Not a whole team? We run an open Workflow Automation session in the Kawarthas as soon as 14 local owners put their hand up.
7
of 14 interested
Just 7 more to lock a date.
Enough interest, a date is being set. Register to claim a spot.
You’re on the list.
We’ll email you the moment a date for Workflow Automation is set.
Have us speak at your event
Hosting an event, conference or team day? Enquire about getting one of our AI experts to speak. We turn what AI really means for local business into a plain-English talk, pitched to your audience.
- Keynotes, workshops or panels
- Any audience, any size
- Plain English, zero jargon
Ready when you are
Win back the hours your tools are stealing.
Book Workflow Automation as a private hands-on session for your team, or register your interest in the next open date. Bring a real process, and leave with it automated and the know-how to do the next one.
Book an in-person team meeting