🎯 Objective

Apply the knowledge from this lesson to:

• Identify a real-life task in your work area that could benefit from AI automation.

• Evaluate whether it is suitable for automation.

• Propose a simple solution using a no-code or low-code AI tool.

📝 Step-by-Step Instructions

1. Choose a Work Area

Select a department or function you are familiar with:

• Marketing

• Sales

• Human Resources

• Customer Support

• Finance / Administration

• Project Management

2. Describe a Repetitive Task

Think of a task that occurs frequently in that area, such as:

• Answering recurring customer questions

• Sending weekly reports

• Screening incoming resumes

• Summarizing tickets or meetings

• Scoring and categorizing leads
  
  

Example:
“In customer support, we receive about 20 emails per day with similar questions. Currently, a person responds manually to each one.”

3. Evaluate if the Task is Automatable

Use this quick checklist to assess feasibility:

Criteria

Is it repetitive?                                                                                           Does it Apply? (Yes/No)

Does it follow clear rules?

Does it use structured or semi-structured data?

Does it require minimal human judgment?

    ✅ If you answer "Yes" to 3 or more, the task is likely a good candidate for AI automation.

4. Choose a Tool to Automate It

Select an automation tool based on what you learned in the lesson. Some common options include:

• Zapier + OpenAI

• Make.com

• Power Automate + AI Builder

• ChatGPT (with prompt templates)

• Tidio / Drift (for chat automation)

• Notion AI (for summaries and internal documentation)
  
  

Example:
“I would use Zapier + OpenAI to automatically generate and send email replies based on common customer questions stored in Notion.”

5. Describe Your Automation in 3 Steps

Example format:

1. Trigger – A new customer email is received.

2. AI Action – Use OpenAI to generate a response using pre-defined logic.

3. Output – Send reply automatically and log it into the CRM.