
AI Learning Path for Client Intake Coordinators
Four free lessons in order for client intake coordinators: a first Claude chat, an AI intake form, a client Q&A agent and an…
Free · Interactive · No sign-up to start
Watch a step, then do it yourself in a practice copy of the real tool. Stuck? Press “Do it for me.”
Free access. No credit card. New lessons every week and a new blog post every day.
Stepthrough is a free, interactive AI training site for small-business owners, office staff and teams, made by Robert Breen. You learn ChatGPT, n8n, Claude, Lovable, ElevenLabs Agents and Make by doing every step yourself in a safe practice copy that checks your work. There are 120 free lessons today, no coding needed, and no sign-up to start.
0:15Every lesson is a real project, one step at a time. The left side shows the step with a cursor pointing at exactly where to click; the right side is yours. Nothing touches your real accounts until you build it for real.

Each step plays on the left: a cursor shows exactly where to click, with a voice-over that says what you are doing and why.

Do the same thing on the right, in a practice copy of the real tool. Get it right and you see “Nice!” and move on.

Stuck on a step? One button does it for you, so you never get lost, then you carry on from there.
Try the first lesson free How every lesson is made and checked
Not sure where to start? Each guide is a short learning path through the lessons that fit one job, in the order that makes sense.

Four free lessons in order for client intake coordinators: a first Claude chat, an AI intake form, a client Q&A agent and an…

Five free lessons in order for operations managers: pick an assistant, write meeting recaps, build a Gamma deck, then run n8n…

A five-lesson AI learning path for small business owners: what each free lesson builds, what it costs to run, and which jobs to…

A free AI learning path for executive assistants: meeting notes with action items, replies you can trust, Gmail drafts and…

Five free lessons in order for office managers: customer replies, meeting notes, a template form, inbox drafts and an internal…

A free AI learning path for customer service reps: replies checked against the facts, prompt templates, Gmail drafts and a…

An ordered AI learning path for bookkeepers: client emails about refunds and missing forms, meeting recaps, expense categories…

A free AI learning path for project managers: action items from transcripts, prompt templates, a private call assistant and…

A free AI learning path for sales reps: five lessons in order, from checking a reply's promises in ChatGPT to an n8n follow-up…

A free AI learning path for marketers: five lessons in order, from a four-part ChatGPT prompt to an n8n campaign agent and a…

A free AI learning path for HR generalists: prompt templates for policy answers, employee replies that promise nothing extra and…

A free AI learning path for recruiters: start with an interview debrief scorecard in ChatGPT, then candidate emails, intake…

A free AI learning path for paralegals: client case updates that predict nothing, meeting recaps, prompt templates and inbox…

A free AI learning path for insurance agents and CSRs: claim-status replies that promise only what the carrier has, recaps and…

A free AI learning path for real estate agents: client replies checked against the facts, prompt templates, a lead form and…

A free AI learning path for consultants: a private assistant on client calls, meeting recaps, prompt templates, scope-safe…

An ordered AI learning path for dispatchers: morning job emails to techs, follow-ups after service calls, and request forms that…
Industry playbooks for firms, agencies and teams: the same builds, with real examples from your line of work. 13 in-depth playbooks so far.

Client meetings, replies and busy-season paperwork for accounting firms.

Intake summaries and client updates for small law firms.

Claim-status replies and policy follow-ups for independent agencies.

Interview scorecards, candidate emails and job posts for recruiters and HR.

Kickoff calls to proposals, client reports and follow-ups for consultants and agencies.

Listings, lead follow-ups and social posts for agents and brokerages.

Follow-up emails, deal notes and demo requests for sales teams.

Ad copy, content calendars and lead magnets for marketers.

SOPs, vendor follow-ups and internal requests for operations teams.

Payment reminders, expense sorting and approvals for finance teams.
Every industry and team · Open the Industries tab in the app
One free course, in order, from your first AI project to automations, apps and voice agents. 76 lessons are live now; parts marked “coming soon” are being built.
Start here. Three real AI projects, one click at a time.
Get better answers from any AI assistant. No setup, no integrations.
Everyday office work, done faster and better in ChatGPT.
Claude for writing, research and everyday work.
Gemini inside the Google apps you already use, including Gemini Notebook (formerly NotebookLM).
Copilot inside the Microsoft 365 apps you already use.
Everyday automations in Zapier, starting with your first Zap.
Start Module 41 in the app →Visual automations in Make, one scenario at a time.
n8n workflows and AI agents that do the busywork for you.
Build a real website or app in Lovable by chatting, no code.
AI voice agents that talk with your customers.
A week of on-brand social posts with Canva's AI tools.
Short lessons on partner AI apps: meetings, launch assets, sales, visuals, search data and forms.
See the full course, every part and module in order · Start Part 1 free
The lessons our guides, playbooks and blog send people to most. Each one is a real tool you build in about 9 minutes.

Ask ChatGPT for the same customer email twice, once vaguely and once with a four-part prompt, and see exactly why…
Start this lesson free →
Turn a messy customer email thread into a clear, friendly reply: give ChatGPT the thread and your facts, check every…
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Paste a long meeting transcript into ChatGPT and get the decisions, an action items table with owners and due dates…
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Build an n8n agent that watches your Gmail, reads each new customer email, and writes a reply as a draft in the same…
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Turn the transcript of a client's quarterly review into the decisions, an action items table with owners and due…
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Build an AI agent for BrightPath Marketing that generates social media post ideas and saves them to Google Sheets…
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Drop a photo of a receipt into an n8n chat. An AI agent reads it, pulls out the date, vendor and amount, picks a…
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Turn the transcript of an interview panel's debrief into a scorecard against the role's must-haves, the decisions…
Start this lesson free →Short, ordered sets of lessons for your job, one tool or one idea, from beginner to advanced. Pick one and work down the list.
Never used AI for work? Start with these, in order.
The prompt habits that turn vague answers into usable work.
Go from casual chats to a ChatGPT Project that knows your business.
Claude for everyday work: Projects, Artifacts, Research and Skills.
Gemini inside Gmail, Docs and Sheets, plus Gems and NotebookLM.
Client meetings, replies and busy-season paperwork, in order.
Client updates, engagement letters and after-hours intake.
Fair job posts, scorecards, debriefs and a candidate tracker.
From discovery notes to a proposal and a client campaign plan.
A lead form, then an AI agent that does the follow-up.
A demo-request form, then an AI agent for follow-ups.
An internal request form, then an AI agent that routes the work.
An approvals form, then an AI agent for reminders and sorting.
From AI-drafted replies to an inbox that answers itself.
Four automations that run while you work: templates, receipts, alerts and replies.
Visual automations in Make.com, one scenario at a time.
Get every form submission to the right place automatically.
Stop re-explaining your business to AI every time.
Build and publish a real website by chatting, no code.
From first login to AI agents that act on their own.
What an AI agent is, and how to build ones that take action.
An AI receptionist that talks with your callers.
Nine AI apps, one real work task each: meetings, launch assets, outbound sales, video from a photo or a script…
All 23 learning paths, beginner to advanced
Full lesson walkthroughs, one-minute highlights and shorts with captions, each linked to the free lesson where you do it yourself.

Give one real office task to ChatGPT, Claude, Gemini and Microsoft Copilot, check each answer on the facts…

Paste rough meeting notes into Gamma, pick a theme, fix one slide by chatting with its AI, and export the…

Turn the transcript of an interview panel's debrief into a scorecard against the role's must-haves, the…

A client with an open auto claim wants a payment date, a rental and a promise about her rate. Give ChatGPT…

A client wants a court date and a promise she'll win. Give ChatGPT the thread and your firm's facts, catch…

A client wants a refund date while two tax forms are still missing. Give ChatGPT the thread and your firm's…
65 free visual guides to AI at work: step-by-step carousels, prompts to copy, AI terms, myths and mistakes, each linked to a hands-on lesson.
Every tax season the same email lands: "When do we get our refund?" In this lesson the client's return isn't even…
A step-ladder guide: upload a bank CSV and a ledger CSV to ChatGPT, list the exceptions, and check the math yourself…
A visual guide to the difference between a chatbot, an automation and an AI agent, shown by chasing six unpaid…
Most website forms just land in an inbox and wait. This one does the work. You describe the form in Lovable, and it…
A visual guide to the same office task in ChatGPT, Claude, Gemini and Copilot: what each one added, what to check, and…
A visual guide to your first chat with Claude: check the model picker, attach an email with +, write a four-part…
The steps, settings and checks from the lessons on one page each. Print them, pin them by the desk or save the PDF. Free, with no email needed.

A free one-page cheat sheet: n8n watches Gmail, an AI agent reads each customer email and saves a reply as a draft in…

A free one-page cheat sheet: attach a receipt photo in n8n chat, and an AI agent pulls the date, vendor and amount…

A free one-page cheat sheet: at 7am n8n reads today's jobs from Google Sheets, skips unassigned ones and emails each…

A free one-page cheat sheet: score a candidate on each must-have with a quote as evidence, keep it job-related and…

A free one-page cheat sheet: a Lovable form posts to an n8n webhook, and an AI Agent logs it in Google Sheets and…

A free one-page cheat sheet for an n8n AI agent: chat trigger, AI Agent, system message, OpenAI model, Simple Memory…

A free one-page cheat sheet for accounting firms: the free AI lessons in order, a tone-fix prompt and what AI must…

A free one-page cheat sheet for finance teams: the free AI lessons in order, an invoice dispute prompt and what AI…
Side-by-side comparisons of the AI assistants, automation tools and form builders offices ask about most, with prices checked against the vendors' own pages.
Ten common office tasks matched to an automation, a chatbot or an AI agent, with costs, risks and a free lesson for…
Gmail filters, an n8n AI agent or ChatGPT for email replies? What each one does, the real costs as of October 2026…
ChatGPT Projects, Gemini Gems and NotebookLM compared: what each one stores, when to use which for office work, and…
ChatGPT vs Claude for month-end bank reconciliation: both can match a bank CSV to a ledger CSV. What differs, what to…
ChatGPT vs Claude for office work: October 2026 plans and prices side by side, how each handles your data, and which…
ChatGPT vs Claude vs Gemini vs Copilot for office work: October 2026 prices side by side, which fits Gmail or Outlook…
Practical AI guides for small businesses, a new one every day, each with a free hands-on lesson.

A one-page team AI policy for a small firm: which account to use, which settings to switch off, and what staff must never paste…

Legal information explains facts and process; legal advice tells a client what to do. How law firm staff keep ChatGPT drafts on…

An AI receptionist setup checklist: what to write down, what it must never say, how to hand off urgent calls, and how to test…

How to get a transcript of a meeting from Google Meet, Zoom or Teams, clean it up, and turn it into action items with AI…

Turn off "Improve the model for everyone" in ChatGPT's Data controls, and see what the setting does and doesn't protect. Free…

Sales follow up by deal stage: one short message per open deal, matched to where it stands, with one ask. A ChatGPT prompt, then…
Copy-ready prompts for everyday jobs, each with a filled-in example, and plain-English definitions of the AI terms you meet in the lessons.
Write your after-hours voicemail greeting: who you are, what counts as an emergency, your safety line, the…
A ChatGPT prompt that writes a short, neutral customer survey: up to 7 questions tied to what you need to…
Paste a meeting transcript or rough notes and get a table of every task, owner and due date, with "Not…
Explain extra work found mid-job and get written approval: what you found, the added cost, the new total…
Invite an insurance client to a short annual review: why now, what to have handy, two times to pick from. No…
Tell a customer why you issued a credit memo, how much it is, which invoice it reduces and what they now…
An AI agent is an AI system that works toward a goal by deciding which steps to take and using connected tools to take…
A large language model (LLM) is an AI model trained on a huge amount of text to predict what words should come next…
A prompt is the input you give an AI tool to get a response: the request itself, plus any facts, examples, files or…
A webhook is a web address that waits for another app to send it data. When something happens in that app, like a form…
Stepthrough (learn.ynteractive.com) is free, hands-on AI training made by Robert Breen, who is building it to be the largest free AI training in the world. It has 120 interactive lessons with 3,987 guided steps, organized as a 13-part course, 26 learning paths, 17 role guides and 13 industry and team tracks, plus 71 blog posts, an AI glossary of 413 terms, 303 prompt templates and 126 videos. In every lesson you watch a step, do it yourself in a practice copy of the real tool (ChatGPT, n8n, Claude, Lovable, ElevenLabs Agents and Make) that checks your work, and can press “Do it for me” when you get stuck. Nothing touches your real accounts, no coding is needed, and you can start without signing up. Last updated Oct 12, 2026.
Yes. All 120 lessons, the blog, the AI glossary, the prompt library and the videos are free, with no credit card and no trial. If it helps you, there is an optional way to chip in after a lesson, but nothing is locked behind it.
No. Press Start Learning Free, pick a lesson and go. A few steps into a lesson you can save your progress with just your email, so you can pick up where you left off on another device. That is the only sign-up there is, and it is optional.
Lessons are live today for ChatGPT, n8n, Claude, Lovable, ElevenLabs Agents, Make, Gemini, Gemini Notebook, Gmail and Jotform, along with the apps they connect to, like Google Sheets and Gmail. Course parts on the way cover Microsoft Copilot at Work and Canva AI for Social Posts. See the full course.
No. Every lesson is clicks and plain English. You copy a prompt, click a button, fill in a field, and the lesson tells you what each step does and why.
No. You practice in a copy of the real tool that runs inside the lesson and checks each step. When you are ready, you build it again in your own accounts, knowing exactly what to click.
You can read every guide, video and blog post on a phone. The interactive lessons need a bigger screen, so take those on a laptop or desktop; on a phone you can save your spot and continue at your computer.
Stepthrough is made by Robert Breen, who writes and checks every lesson against the real tools. He is building the largest free AI training in the world, and you can reach him at [email protected].
A new blog post goes up every day, and new lessons, glossary terms and prompts are added every week. There are 71 posts, 413 glossary terms and 303 prompts today.
Open Part 1, pick a lesson and build your first AI project in about 8 minutes. No account, no credit card.
Start Learning FreeEvery free lesson, guide, playbook, video and article on Stepthrough, in one place.