AI for Operations Teams
Updated
For operations and office managers. You'll build a form for internal requests, then an AI agent that sorts them and handles the routine ones. Last, you'll record a team training session with CoHear, a third-party note-taker, and share one page of notes the team can act on.
Work through them in order: each step builds on the one before it, and every module runs in a practice copy of Gamma, Lovable, n8n, CoHear, Airia and ChatGPT right in your browser. It is free, and no experience is needed.
Intermediate 7 modules about 73 minutes Free Start the path free
The path: 7 steps
- Step 1: A Presentation from Your Notes in 5 Minutes (Gamma)✓ Done Intermediate
Paste rough meeting notes into Gamma, pick a theme, fix one slide by chatting with its AI, and export the deck to PowerPoint and PDF.
Free · about 9 minutes · Watch the video · Read the guide · Next up: Build an AI Maintenance and IT Request Form
- Step 2: Build an AI Maintenance and IT Request Form✓ Done Advanced
Build an internal maintenance and IT request form in Lovable for Ridgeline Supply Co. and connect it to n8n — the AI agent sets the priority, assigns a team, saves the request to Google Sheets and emails a confirmation.
Free · about 15 minutes · Next up: Build an AI Vendor Follow-Up Agent in n8n
- Step 3: Build an AI Vendor Follow-Up Agent in n8n✓ Done Intermediate
Build an AI agent for Ridgeline Supply Co. that writes follow-up messages for late or pending purchase orders and saves them to Google Sheets — chat trigger, AI Agent, system prompt, model, memory, and the Sheets tool.
Free · about 12 minutes · Read the guide · Next up: CoHear: AI Meeting Notes from a Team Training Session
- Step 4: CoHear: AI Meeting Notes from a Team Training Session✓ Done Intermediate
Record a team training session on your iPhone with CoHear, check the AI notes and action items against the transcript, make a one-page handout and share it behind a password.
Free · about 8 minutes · Next up: Answer Employee Policy Questions Instantly Using Airia
- Step 5: Answer Employee Policy Questions Instantly Using Airia✓ Done Intermediate
HR answers the same time-off and benefits questions all day. Give Airia your handbook, build a no-code agent that answers from it, test it and publish it to your team.
Free · about 10 minutes · Next up: ChatGPT: Turn Rough Notes into a One-Page SOP in an Editable Document
- Step 6: ChatGPT: Turn Rough Notes into a One-Page SOP in an Editable Document✓ Done Beginner
Paste your messy notes, get a clean SOP in a document you can edit beside the chat, change one paragraph at a time, and check what the AI added.
Free · about 5 minutes · Next up: Meeting to Action: Recap, Tracker Rows and a Kickoff Deck (ChatGPT, n8n, Gamma)
- Step 7: Meeting to Action: Recap, Tracker Rows and a Kickoff Deck (ChatGPT, n8n, Gamma)✓ Done Intermediate
Turn rough meeting notes into a checked recap in ChatGPT, four action-item rows in a Google Sheet through n8n, and a five-slide kickoff deck in Gamma.
Free · about 14 minutes · Last step
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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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