How-to
Step-by-step automation guides
Practical, step-by-step methods to automate real work, written for teams without a technical background.
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All how-to guides
- Build AI agentsHow to create an AI agent for a business process: pick the process, set limits, connect your tools, test on real cases and keep a person approving.
- Automate bookkeepingA practical guide to bookkeeping AI: what can be automated, the steps to start, what stays with your accountant and how to check accuracy.
- Automate lead generationLearn how to automate lead generation: capture every inquiry, respond in minutes, qualify, route to your CRM, follow up, and stay within consent rules.
- Implement AIA seven-step method for the implementation of AI in a business: find the processes, rank by payback, prepare data, build, test, train and measure.
- Automate emailsLearn how to set up automatic emailing: pick triggers, write templates, build sequences, authenticate your domain and stay inside CAN-SPAM rules.
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