Course: automation

AI automation course: automate repeated work without writing code

This AI automation course teaches you to find the repeated tasks in your week that are worth automating, design a no-code workflow with an AI step in the middle, and place human checks where mistakes would cost you. It is for professionals who run processes, not for engineers who build integrations.

For you or your whole team

Start with a useful first step.

7-day free trial. No credit card needed.

You will continue on the Tosheo.ai app to create your account and review the trial terms.

What you will learn

The modules in this course.

Spotting automatable work

Testing a task for repetition, rules, a clear trigger and a checkable result.

No-code automation concepts

Triggers, actions, conditions, data between steps and failure handling.

Adding AI steps

Writing consistent instructions for classifying, summarising, drafting and extracting.

Human checks

Approval points, sampling and escalation when output looks wrong.

Data rules

Keeping each workflow inside your company's data and AI policy.

Example task / fictional source material

Capstone: design one AI-assisted workflow from your job

Pick a repeated process you own. Map it as trigger, steps and result; mark where an AI step helps; write that step's instruction and test it on at least five made-up examples; then mark the human checks and the data rules the workflow must follow.

Review criterion

Good candidate

The process repeats, follows rules and has a clear trigger, and you explain why it is worth automating.

Review criterion

Sound AI step

The AI instruction is specific, handles the 'none of these' case and was tested with results recorded.

Review criterion

Human checks

Any step that sends, pays, publishes or affects a person has a named approver.

Review criterion

Data rules

The design states what data flows through each tool and what is kept out.

Copy and adapt

Prompts to try

Replace the parts in square brackets with your own details, and check every output before you use it.

Is this worth automating?

Here is a process I do every week: [describe steps, no names or client data]. Tell me which steps are repetitive and rule-based, which need judgement, and where an AI step could help.

Write a classification step

Write an instruction for an AI step that sorts [type of message] into these categories only: [list]. If none fit, return 'needs review'. Return the label and a one-line reason.

Find the failure points

Here is my workflow: [trigger, steps, result]. List what could go wrong at each step and where a person should check the output before it moves on.

Every lesson

16 lessons you can start today.

Your diagnostic picks the order and skips what you already know. Start any lesson with a 7-day free trial, no credit card needed.

Spotting work worth automatingList the repetitive tasks in your week and rank them
FoundationStart this lesson
How no-code automation worksExplain triggers, actions, conditions and data mapping
FoundationStart this lesson
Your first Zapier automationConnect two apps with a trigger and an action
FoundationRead the free lesson Start this lesson
Your first Make scenarioBuild a multi-step scenario and test it
PractitionerStart this lesson
Adding an AI step to an automationClassify, summarise or draft inside a workflow, with a human check
PractitionerStart this lesson
Error handling and human reviewAdd approvals, alerts and fallbacks to an automation
AdvancedStart this lesson
Gmail filters and fast triageSort and answer email faster with filters and templates
FoundationStart this lesson
Google Docs structure and smart chipsBuild documents others can navigate and reuse
FoundationStart this lesson
Google Sheets formulas that save hoursUse lookups, filters and arrays with AI help
PractitionerRead the free lesson Start this lesson
Google Drive sharing and searchShare safely and find files fast
FoundationStart this lesson
Outlook rules and searchAutomate inbox sorting and find anything
FoundationStart this lesson
Excel tables and dynamic arraysTurn a messy sheet into a table that updates itself
PractitionerStart this lesson
Word structure and reviewUse styles, comments and tracked changes for clean reviews
FoundationStart this lesson
Teams and SharePoint for shared workOrganise files and channels a team can actually use
FoundationStart this lesson
Forms and quick surveysCollect structured answers and summarise them with AI
FoundationStart this lesson
Documenting an automationWrite a one-page runbook so someone else can maintain it
PractitionerStart this lesson

Who is this AI automation course for, and who is it not for?

It is for people who own a repeated process: an operations manager routing supplier invoices, a recruiter sorting applications, a marketer turning webinar recordings into posts, or a small business owner answering the same enquiries every day. You need to know your process well; you do not need to code.

This course is not a developer or integration course. There is no scripting, API work or server setup here, since those are taught in the optional Code track, and it does not train you on one particular automation product. It teaches the concepts that every no-code automation tool shares, so you can design a sound workflow and brief whoever sets it up, or set it up yourself in the tool your company uses.

What will I learn in the AI automation course?

Five modules move from finding the right work to running an automation responsibly.

1. Spotting automatable work

A simple test: does it repeat, follow rules, start from a clear trigger and end in a checkable result? You map your own week against it.

2. No-code automation concepts

Triggers, actions, conditions, data passed between steps and what happens when a step fails, explained without tool-specific jargon.

3. Adding AI steps

Where an AI step earns its place (classifying, summarising, drafting, extracting fields) and how to write its instruction so the output is consistent.

4. Human checks

Approval points, sampling, confidence thresholds and who is told when something looks wrong.

5. Data rules

What data may pass through which tools, how long it is kept and how to follow your company's AI policy inside a workflow.

How does the personalised path adapt to me?

The diagnostic shows you three short process descriptions and asks which is worth automating and why. Your answers, plus your role, set your path. Someone who has already built simple rules in a spreadsheet or inbox moves fast through module two; someone new to the idea of a trigger starts there.

Worked examples follow your role: invoice intake for finance, candidate screening notes for HR, support ticket tagging for customer service, lead enrichment for sales.

What do I practise?

You practise designing workflows on paper and testing the AI step in a real tool. One example from module three: the fictional Harbour Lane Dental, a made-up three-site practice, wants incoming website enquiries sorted into booking, billing and complaint. You write the AI classification instruction, test it on ten made-up enquiries in an AI assistant and record where it misfiles.

The rubric, shown before you begin, checks that your instruction lists the allowed categories, says what to do when an enquiry fits none, asks for a short reason with each label, and that you sent every complaint to a person rather than an automatic reply.

How long does the AI automation course take?

Each lesson takes 10 to 15 minutes. How long your whole path runs depends on your diagnostic result and how often you practise, so we do not set a figure in hours. Many learners work on their own process alongside the lessons, which naturally spreads the path over a few weeks.

What do I get at the end?

A final practical assessment asks you to design and justify one workflow from your own job. Pass it and you earn a recognised certificate. It confirms practical, marked work and is not an accredited qualification. You also leave with a workflow design you can take to whoever manages your tools.

How much does the AI automation course cost?

You get the AI automation course with any Tosheo.ai plan. The Individual plan is USD 79 monthly or USD 790 yearly. The Team plan is USD 189 monthly or USD 1,890 yearly for up to 3 members; extra members cost USD 49 monthly or USD 490 yearly, and organisations with 25 or more members get volume pricing. Start with a 7-day free trial, no credit card needed.

Before you decide

A few good questions.

Do I need to code for the AI automation course?

No. The course teaches no-code automation concepts and AI steps for working professionals, without scripting or API work. Code lessons are optional, in the separate Code track.

Does the AI automation course teach one specific automation tool?

No. It teaches concepts that no-code automation tools share, so you can design a workflow and set it up in whichever tool your company uses.

What kind of work is suitable for AI automation?

Work that repeats, follows rules, starts from a clear trigger and ends in a result someone can check, such as sorting enquiries or summarising forms.

Will I get a certificate from the AI automation course?

Yes. Passing the final practical assessment earns a recognised certificate. It is not an accredited qualification.

How much does the AI automation course cost?

It is included in every plan: Individual from USD 79 a month, Team from USD 189 a month for up to 3 members, after a 7-day free trial with no card needed.

Give your team a path, not another playlist.

Explore role-specific lessons, practical tasks and the manager view.

Start free trial7-day free trial · No credit card needed

AI automation course: automate repeated work without writing code

Start with a useful first step.

The modules in this course.

Spotting automatable work

No-code automation concepts

Adding AI steps

Human checks

Data rules

Capstone: design one AI-assisted workflow from your job

Good candidate

Sound AI step

Human checks

Data rules

Prompts to try

Is this worth automating?

Write a classification step

Find the failure points

16 lessons you can start today.

Who is this AI automation course for, and who is it not for?

What will I learn in the AI automation course?

1. Spotting automatable work

2. No-code automation concepts

3. Adding AI steps

4. Human checks

5. Data rules

How does the personalised path adapt to me?

What do I practise?

How long does the AI automation course take?

What do I get at the end?

How much does the AI automation course cost?

A few good questions.

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Every Tosheo.ai course

Give your team a path, not another playlist.