Business Automations
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Short answer: Business Automations is 33 free lessons, about 332 minutes in all, that hand repeat office jobs to software: receipts into Google Sheets, AI-drafted Gmail replies, daily job alerts, inbox triage and a support agent that answers from your own docs in n8n, plus customer FAQs in Chatbase, web leads in HubSpot and Zoho CRM, a landing page in Mixo, scheduled posts in Buffer and a team brainstorm in FigJam. Each lesson runs in a practice copy of the real tool in your browser, so nothing touches your real accounts.
Business Automations: 47 free modules that walk you through AI Receipt Extractor: Receipts to Google Sheets with n8n, n8n AI Email Responder: Draft Gmail Replies Automatically, Daily Job Alerts: Email Each Tech Their Jobs from Google Sheets with n8n and Gmail AI Triage: Auto-Label Every Email and Draft Replies, and more, using n8n, Chatbase, Mixo, HubSpot, Zoho CRM, Buffer, FigJam, Voicenotes, Hardline, SlideSpoken, Yoya, Mixdesk, DigiParser, Transgate, Better Analyst, Clueso, AI Directories, Elyx, Propovo, PopNow, Rankite, Dify, Softr, Paperguide, HappyScribe, Frase, Fellow, SocialBu, BulkPublish, Landbot, ChatData Sync, GoodDay, Octuo, Poptin and Atoms.
Each module is a real project. You watch a step, do it yourself in a practice copy of the tool, and it checks your work before moving on. It is free, and no experience is needed.
In the course: Business Automations is part of Part 9 · n8n Automation Toolkit of the free Stepthrough course.
47 modules
AI Receipt Extractor: Receipts to Google Sheets with n8nDrop a photo of a receipt into an n8n chat. An AI agent reads it, pulls out the date, vendor and amount, picks a category, and adds a row to Google Sheets.
Free · Live ~12 min Intermediate
n8n AI Email Responder: Draft Gmail Replies AutomaticallyBuild an n8n agent that watches your Gmail, reads each new customer email, and writes a reply as a draft in the same thread, ready for you to check and send.
Free · Live ~12 min Intermediate
Daily Job Alerts: Email Each Tech Their Jobs from Google Sheets with n8nEvery morning at 7, n8n reads a plumbing company's jobs sheet, skips anything not assigned yet, and emails each job to the tech it's assigned to — customer, address…
Free · Live ~10 min Intermediate
Gmail AI Triage: Auto-Label Every Email and Draft RepliesBuild an n8n workflow that reads each new email, sorts it as a lead, a client or an invoice with a Text Classifier, adds the matching Gmail label, and drafts a reply to…
Free · Live ~18 min Advanced
A Support Agent That Answers from Your Own DocsTurn an n8n chat agent into a support agent that answers only from your policies in a Google Doc, refuses what it should, and hands off to a person by email.
Free · Live ~13 min Advanced
Chatbase: Answer Customer FAQs with an AI AgentA business case for a small firm that answers the same customer questions every week: build a Chatbase AI agent on your FAQ in the real app, make it say when it does…
Free · Live ~15 min Beginner
Mixo: Launch a Landing Page and Collect Early Sign-upsA business case for a firm testing a new service before building it: describe the idea in one sentence, let Mixo build the page, turn on a sign-up form, publish it free…
Free · Live ~12 min Beginner
HubSpot: Capture a Web Lead and Follow Up the Same DayA business case for a firm whose web leads wait days for a reply: build a free HubSpot form that creates a contact, then reply from the contact record, set the Lead…
Free · Live ~12 min Beginner
Zoho CRM: Add a Lead, Qualify It and Convert It to a DealA business case for a firm with leads scattered across inboxes and a notebook: add a lead with its source and status, note the call, convert it to an account, contact…
Free · Live ~12 min Beginner
Buffer: Write One Post and Schedule It to Every ChannelA business case for a small firm whose pages go quiet: connect the LinkedIn and Facebook Pages to Buffer, write one post, fit it to each network, add an image, schedule…
Free · Live ~12 min Beginner
FigJam: Run a Team Brainstorm on One Board and Share ItA business case for a team whose brainstorms get lost in a chat thread: build one FigJam board with sections, color-coded sticky notes, a timer and stamps, then share…
Free · Live ~12 min Beginner
Voicenotes: Turn a Client Meeting into Notes, To-dos and a Follow-up EmailWriting up every client call takes 15 to 20 minutes, and action items still get lost. Record the meeting in Voicenotes, get the transcript, a summary, a dated to-do…
Free · Live ~7 min Beginner
Hardline: Turn a Site-Walk Call into a Daily Log and Punch ListProject managers spend 30 minutes a day typing up the site walk, and punch items still slip. Capture the call notes in Hardline, get a dated daily log and tasks filed…
Free · Live ~7 min Beginner
SlideSpoken: Let an AI Presenter Deliver Your Sales DeckSales reps give the same first-call pitch over and over. Upload your deck to SlideSpoken, give it the audience and your talk track, let the AI Presenter deliver it…
Free · Live ~8 min Beginner
Yoya: A Booking Link That Sends You a Brief Before the CallConsultants take intro calls knowing nothing but a name on the calendar. Build a Yoya booking page that asks each client what they need while they pick a time, then…
Free · Live ~8 min Beginner
Mixdesk: An AI Agent That Collects Inquiry Details Before You Follow UpEvent inquiries arrive as one line: "Is October 17 open?" Build a Mixdesk AI agent that collects the event type, date, guest count, budget and contact, so your team…
Free · Live ~7 min Intermediate
DigiParser: Turn Scanned Customer POs Into a Reviewed Sales Order FileStop retyping scanned purchase orders. Build a DigiParser parser for a wholesale order desk, add a human review stage, catch a handwritten change that throws off the…
Free · Live ~9 min Beginner
Transgate: Turn a Customer Interview Into Checked Case Study QuotesStop replaying customer calls to find one good line. Transcribe an interview in Transgate, fix the name the AI misheard, pull exact quotes and numbers, and catch the…
Free · Live ~7 min Beginner
Better Analyst: Check a Donor Export Before the Board Sees ItTurn a messy donor export into board-ready totals without pivot tables. Upload it to Better Analyst, get a chart, make the AI audit its own data, fix the double-counted…
Free · Live ~7 min Beginner
Clueso: Turn a Rough Screen Recording into a Training Video and Help ArticleStop teaching the same task by hand. Upload a rough screen recording to Clueso, add it as the source in Start with Prompt, brief a training video with steps, voiceover…
Free · Live ~10 min Beginner
AI Tool Directories: Find the Right Tool for a JobStop losing weeks to the wrong AI tool. Take one real job through four free AI directories, spot the listings that disagree, check the finalists on their own pricing…
Free · Live ~7 min Beginner
Elyx: Build a Plan vs Actual Variance Report Inside ExcelAsk the ElyxAI add-in, in plain words, for a weekly plan-vs-shipped report in Excel: variance columns, a SUMIFS summary, red rows for misses over 10%, a chart and a…
Free · Live ~8 min Beginner
Propovo: Turn a One-Line Brief Into a Proposal You Can TrustGet a client proposal out today, not next week. Draft it from one line with Propovo AI, fill in the price and dates yourself, catch and fix the lines the AI got wrong…
Free · Live ~9 min Beginner
PopNow: Cut a Client Testimonial Into a Captioned Clip for FreeStop leaving client testimonials in a folder. Use PopNow's free video editor to trim a recording to the one good take, add captions and export a finished clip, all on 0…
Free · Live ~7 min Beginner
Rankite: Get Your Firm Found by ChatGPT and AI SearchYour firm ranks on Google but never shows up when clients ask ChatGPT. Score your AI visibility, let AI answer bots read your site while blocking training crawlers, and…
Free · Live ~7 min Beginner
Dify: Build a Support Chatbot That Answers From Your Help DocsStop answering the same member questions by hand. Load your help docs into Dify, check it finds the right article, set the rules, and test the question your docs do not…
Free · Live ~10 min Beginner
Softr: Build a Client Portal Where Each Client Sees Only Their Own WorkReplace "where is my draft?" emails with a client portal. Describe it to Softr's AI, preview it as a client, fix what you find on the Free plan, and prove one client…
Free · Live ~14 min Beginner
Paperguide: Check a Vendor's Claim Against the Research Before You BuyA vendor says its system cuts no-shows 40%. Ask Paperguide what published research shows, open the papers to read the numbers yourself, and write a short brief for the…
Free · Live ~8 min Beginner
HappyScribe: Turn a Spanish Customer Call into an English Summary and Action ItemsA customer call is recorded in Spanish and your team reads English. Transcribe and translate it in HappyScribe, get notes and a team update with owners and deadlines…
Free · Live ~8 min Beginner
Paperguide: Find and Cite Sources for Your Thesis Review of Related Literature (RRL)Use Paperguide's free RRL Finder to find real papers for your thesis, check each one against its abstract, cite them in APA 7, and draft a theoretical framework…
Free · Live ~10 min Beginner
Frase: Turn One Keyword Into a Brief and a Ranking-Ready DraftGive Frase the phrase your buyers search for. It reads the pages that already rank, builds a brief and writes the draft. You fix the brief before it writes, read the…
Free · Live ~10 min Beginner
Clueso: Turn Release Notes into a Customer How-to VideoEvery release brings the same "how do I turn this on?" tickets. Paste the release note and a short screen recording into Clueso, prompt a 60-second customer how-to…
Free · Live ~10 min Beginner
Frase: Refresh a Stale Law Firm Practice Page With the OptimizerPaste an old practice-area page into Frase. It scores the page against the pages that rank, finds the claims in it and the questions clients ask. You fix the headings…
Free · Live ~10 min Beginner
Rankite: Get Your SaaS FAQ Quoted in Google's AI OverviewsBuyers ask Google what your software costs and the AI answer quotes a competitor. Score your pricing page, rewrite it around the questions buyers ask, add FAQ and…
Free · Live ~9 min Beginner
Rankite: Win More Google Reviews for Your Insurance AgencyYour agency shows 4.3 stars and the one down the road shows 4.7, so local searchers call them first. Work out how many reviews it takes, make a one-tap review link, ask…
Free · Live ~8 min Beginner
Fellow: Turn a Client Meeting into Notes, Action Items and a Follow-Up EmailUpload a client call to Fellow, fix who said what, keep only the action items that are yours, and get a follow-up email drafted from the call. Then check it against the…
Free · Live ~9 min Beginner
SocialBu: Turn One Blog Post into a Month of LinkedIn PostsSplit one blog post into four weekly LinkedIn posts with SocialBu's AI post writer, catch the two drafts that got the voice wrong, and put the month on a recurring…
Free · Live ~8 min Beginner
Yoya: Candidate Screens That Book Themselves on Google MeetRecruiters lose hours to scheduling emails and pasting Meet links. Build one Yoya link that asks your screening questions, books the call on Google Meet and hands you a…
Free · Live ~10 min Beginner
BulkPublish: Plan a Month of LinkedIn and Google Business Posts in One SittingWrite a month of weekly posts in BulkPublish's Bulk Compose, let the AI assistant draft one and fix what it gets wrong, give each post its own Tuesday, and send them to…
Free · Live ~8 min Beginner
Landbot: Build a Law Firm Intake Chat That Flags Urgent DeadlinesStop losing the person with a 30-day deadline to a contact form nobody reads until Monday. Build a website intake chat with Landbot AI Copilot, test the urgent path…
Free · Live ~11 min Beginner
Landbot: Build a Clinic Front Desk Chat That Answers FAQs and Takes Booking RequestsStop tying up the front desk phone with the same three questions. Build a website chat with Landbot that answers from your clinic FAQ, takes booking requests and hands…
Free · Live ~14 min Beginner
ChatData Sync: Track Referral-Partner Outreach for a Dental ClinicTurn a plain-English description into a referral-partner tracker, load your partner list, update a partner after a call, and check every change before you let ChatGPT…
Free · Live ~8 min Beginner
ChatData Sync: Follow Up on Every Trial Class at a Fitness StudioTurn a plain-English description into a trial follow-up tracker, log each visitor in under a minute with Quick log, load last week's list even with blank dates, and…
Free · Live ~8 min Beginner
GoodDay: Run an Agency Client Project Board (Beyond Trello)Set up a client project, give every task an owner who acts next, a day and a checklist, hand finished work to a reviewer, and check the timeline your client asks about.
Free · Live ~8 min Beginner
Octuo: Turn Over a Vacant Apartment in 5 Days with a Make-Ready ChecklistAsk Octuo for a day-by-day make-ready checklist with an owner for every job, change it by asking, and set a reminder so the vendor calls happen before move-out.
Free · Live ~6 min Beginner
Poptin: Turn Leaving Shoppers into Email Subscribers with an Exit-Intent PopupBuild a 10%-off exit-intent popup from a template, show a thank-you screen, limit it to new visitors on product pages, and see how the code goes on your store.
Free · Live ~7 min Beginner
Atoms: Build a Request App, Then Lock the Staff PageStop losing customer requests in a shared inbox. Build a customer form and a staff dashboard in Atoms for under two free credits, test it like a customer, and close the…
Free · Live ~10 min Beginner
Prefer to watch or read? 6 of these modules have a video walkthrough or a screenshot guide
- AI Receipt Extractor: Receipts to Google Sheets with n8n: Watch the video
- Daily Job Alerts: Email Each Tech Their Jobs from Google Sheets with n8n: Watch the video · Read the guide
- Gmail AI Triage: Auto-Label Every Email and Draft Replies: Watch the video
- A Support Agent That Answers from Your Own Docs: Watch the video · Read the guide
- Chatbase: Answer Customer FAQs with an AI Agent: Read the guide
- Mixo: Launch a Landing Page and Collect Early Sign-ups: Read the guide
Frequently asked questions
- Are the Business Automations lessons free?
- Yes. All 33 lessons are free, and you can start without signing up. Each one runs in a practice copy of the real tool that checks your work as you go.
- How long do the Business Automations lessons take?
- About 332 minutes in all. Most lessons take 7 to 12 minutes; the longest, Gmail AI Triage, takes about 18.
- Which business automation lesson should I start with?
- Start with a beginner lesson in a tool you already use: Chatbase, HubSpot, Zoho CRM, Mixo, Buffer or FigJam. The n8n lessons are intermediate and advanced; the receipt extractor and the email responder are good first n8n workflows.
- Do I need to code to automate business tasks?
- No. The n8n workflows are built by adding and connecting nodes, and the other tools are point and click. Every step shows you where to click.
Related
How every module works
Each step is shown on the left, with a cursor pointing to exactly where to click. You do the same thing on the right, in a practice copy of the real tool. Get it right and it moves on. Nothing touches your real accounts until you're ready to build it for real.
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