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Automate Your Operations: From Data to Decisions

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Event description

Beyond writing and scheduling, AI can automate the core operational tasks that often bog down small businesses. This workshop dives into the world of no-code automation, showing you how to connect your everyday apps to create powerful, time-saving workflows. We will cover how to use AI for data entry, creating spreadsheet formulas, processing invoices, and even analysing business data to make more informed decisions. The return on investment is immediate: automating just one 30-minute daily task can save over 120 hours per employee per year.

Outline:

  • Introduction to No-Code Automation: Understanding how tools like Zapier and Make.com serve as the "glue" between your software.

  • AI in Your Spreadsheets: Learn to use AI assistants to generate formulas, analyse data, and create summaries in Google Sheets and Excel.

  • Streamlining Financial Admin: A look at how AI features in accounting software like Xero and MYOB can automate invoicing and improve cash flow forecasting.

  • Live Demonstration: Building a simple automation that saves email attachments to a specific folder and notifies you in a team chat, all without writing a single line of code.

  • Open Q&A Session.

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