Practical AI automation

Practical AI Automation: From Everyday Tasks to Smart Workflows

Practical AI Automation: From Everyday Tasks to Smart Workflows is a hands-on course designed to help participants move from simply prompting AI to using it for actual work. Participants will explore tools such as ChatGPT Work, ChatGPT Sites, Claude Cowork, ChatGPT connectors and scheduled tasks, Microsoft Copilot, Gemini, Google Workspace, and Apps Script to automate common personal and professional workflows.

12 Hours / 2 Days · Hands-on · No programming background required

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Move from prompting AI to building practical workflows.

AI is moving beyond answering questions and generating content. Modern AI tools can work with files, search connected applications, review email and calendars, perform scheduled tasks, create interactive outputs, assist across Microsoft Office and Google Workspace, and even help users build customized automations.

The course focuses on practical automation rather than programming. Participants learn how to delegate work to AI, connect information across applications, automate recurring processes, create useful outputs, and build customized workflows while maintaining appropriate human oversight.

Identify everyday tasks and processes suitable for AI-assisted automation.

Convert repetitive activities into clear and reusable AI instructions.

Use ChatGPT Work and Claude Cowork to perform delegated and multi-file tasks.

Create useful interactive outputs using ChatGPT Sites.

Use AI connectors to work across email, calendars, files, and other information sources.

Create scheduled, recurring, and conditional AI tasks.

Build simple workflows using Google Forms and Google Sheets.

Use Microsoft Copilot to automate and accelerate Microsoft Office tasks.

Generate and troubleshoot simple Google Apps Script automations using AI.

Combine AI tools and productivity applications into practical end-to-end workflows.

Who this is for

Beginners and non-programmers
Administrative and operations professionals
Freelancers and independent professionals
Small business owners
Project and team coordinators
Trainers, educators, and consultants
Professionals who regularly work with email, documents, spreadsheets, files, and repetitive digital tasks

No programming background is required. Basic familiarity with common office productivity applications is recommended.

Training methodology

The course uses live demonstrations, guided exercises, and hands-on activities using current AI workspaces and familiar productivity applications. Participants progressively move from simple delegated tasks to connected, scheduled, and customized workflows culminating in a practical automation project.

Course overview

A two-day, hands-on program covering delegated work, connected information, scheduled tasks, office productivity, lightweight automation, and end-to-end workflow design. Open any module to review every included topic.

Module 1: Understanding Everyday AI Automation

Moving from AI conversations to delegated work
AI assistance vs. automation
Identifying repetitive tasks worth automating
Breaking everyday work into automatable steps
Deciding what AI can handle and what requires human review

Module 2: Creating Reusable AI Instructions

Turning one-time prompts into repeatable task instructions
Defining goals, context, rules, and expected results
Giving AI conditions and decision criteria
Handling incomplete or unclear information
Creating review and approval points

Module 3: Working with Files, Documents, and Sites

Organizing and batch-renaming files with ChatGPT Work and Claude Cowork
Finding and consolidating information across multiple documents
Creating reports and deliverables from source materials
Building simple interactive tools and webpages with ChatGPT Sites
Refining AI-generated outputs for practical use

Module 4: Automating Email and Calendar Work with AI Connectors

Connecting ChatGPT to Gmail and Google Calendar
Searching and summarizing email using natural language
Identifying messages requiring attention or follow-up
Preparing draft replies and extracting action items
Combining email and calendar information into daily or meeting briefings

Module 5: Scheduled, Recurring, and Conditional AI Tasks

Creating one-time and recurring tasks in ChatGPT
Building daily, weekly, and monthly AI routines
Checking periodically for expected messages or updates
Creating condition-based notifications and follow-ups
Combining scheduled tasks with connected applications

Module 6: Working Across Drive and Connected Information

Searching Google Drive using natural-language requests
Finding information without knowing exact filenames
Summarizing and comparing information from multiple sources
Using existing files as references for new outputs
Combining information from Gmail, Calendar, Drive, and other connected tools

Module 7: Forms, Sheets, and AI-Powered Workflows

Creating Google Forms with ChatGPT or Gemini assistance
Sending responses into Google Sheets
Building simple trackers, statuses, and follow-up fields
Using AI to categorize and summarize incoming information
Creating Form → Sheet → AI → Follow-up workflows

Module 8: Automating Microsoft Office Work with Copilot

Using Copilot in Word for document creation, summarization, and transformation
Using Copilot in Excel for formulas, analysis, and repetitive spreadsheet work
Using Copilot in PowerPoint to accelerate presentation creation
Using Copilot in Outlook for email summaries, responses, and follow-ups
Working across Microsoft 365 applications with Copilot

Module 9: Creating Google Apps Script Automations with AI

Describing an automation in plain language
Generating Apps Script using ChatGPT or Gemini
Understanding and modifying AI-generated scripts
Creating form, spreadsheet, and time-based triggers
Testing and debugging scripts with AI assistance

Module 10: Connecting Tools into End-to-End AI Workflows

Combining ChatGPT, Claude, Gemini, Copilot, and productivity applications
Moving information between files, email, calendars, forms, and trackers
Turning incoming information into actions, summaries, and follow-ups
Combining scheduled and event-based automation
Adding human review before important actions

Full course outline

Review the complete course structure, all supplied topics, and each module objective.

View full outline

Module 1: Understanding Everyday AI Automation
- Moving from AI conversations to delegated work
- AI assistance vs. automation
- Identifying repetitive tasks worth automating
- Breaking everyday work into automatable steps
- Deciding what AI can handle and what requires human review
- Module objective: Identify practical everyday tasks and processes that can be delegated or automated using AI.
Module 2: Creating Reusable AI Instructions
- Turning one-time prompts into repeatable task instructions
- Defining goals, context, rules, and expected results
- Giving AI conditions and decision criteria
- Handling incomplete or unclear information
- Creating review and approval points
- Module objective: Create structured instructions that allow AI tools to perform recurring tasks more consistently and reliably.
Module 3: Working with Files, Documents, and Sites
- Organizing and batch-renaming files with ChatGPT Work and Claude Cowork
- Finding and consolidating information across multiple documents
- Creating reports and deliverables from source materials
- Building simple interactive tools and webpages with ChatGPT Sites
- Refining AI-generated outputs for practical use
- Module objective: Use ChatGPT Work, Claude Cowork, and ChatGPT Sites to transform files and information into organized resources, documents, and interactive outputs.
Module 4: Automating Email and Calendar Work with AI Connectors
- Connecting ChatGPT to Gmail and Google Calendar
- Searching and summarizing email using natural language
- Identifying messages requiring attention or follow-up
- Preparing draft replies and extracting action items
- Combining email and calendar information into daily or meeting briefings
- Module objective: Use connected AI to retrieve, summarize, and work with information from email and calendar applications.
Module 5: Scheduled, Recurring, and Conditional AI Tasks
- Creating one-time and recurring tasks in ChatGPT
- Building daily, weekly, and monthly AI routines
- Checking periodically for expected messages or updates
- Creating condition-based notifications and follow-ups
- Combining scheduled tasks with connected applications
- Module objective: Create AI tasks that automatically perform checks, summaries, reminders, monitoring, and recurring work.
Module 6: Working Across Drive and Connected Information
- Searching Google Drive using natural-language requests
- Finding information without knowing exact filenames
- Summarizing and comparing information from multiple sources
- Using existing files as references for new outputs
- Combining information from Gmail, Calendar, Drive, and other connected tools
- Module objective: Retrieve and combine information from multiple connected applications without manually searching each source.
Module 7: Forms, Sheets, and AI-Powered Workflows
- Creating Google Forms with ChatGPT or Gemini assistance
- Sending responses into Google Sheets
- Building simple trackers, statuses, and follow-up fields
- Using AI to categorize and summarize incoming information
- Creating Form → Sheet → AI → Follow-up workflows
- Module objective: Build lightweight information-capture and tracking systems that can become part of larger automated workflows.
Module 8: Automating Microsoft Office Work with Copilot
- Using Copilot in Word for document creation, summarization, and transformation
- Using Copilot in Excel for formulas, analysis, and repetitive spreadsheet work
- Using Copilot in PowerPoint to accelerate presentation creation
- Using Copilot in Outlook for email summaries, responses, and follow-ups
- Working across Microsoft 365 applications with Copilot
- Module objective: Use Microsoft Copilot to accelerate and automate common document, spreadsheet, presentation, email, and information-processing tasks.
Module 9: Creating Google Apps Script Automations with AI
- Describing an automation in plain language
- Generating Apps Script using ChatGPT or Gemini
- Understanding and modifying AI-generated scripts
- Creating form, spreadsheet, and time-based triggers
- Testing and debugging scripts with AI assistance
- Module objective: Build customized Google Workspace automations using AI as a coding and troubleshooting assistant.
Module 10: Connecting Tools into End-to-End AI Workflows
- Combining ChatGPT, Claude, Gemini, Copilot, and productivity applications
- Moving information between files, email, calendars, forms, and trackers
- Turning incoming information into actions, summaries, and follow-ups
- Combining scheduled and event-based automation
- Adding human review before important actions
- Module objective: Design practical multi-step workflows that coordinate AI, connected information, productivity applications, and human decisions.

Hands-on capstone

Build Your Everyday AI Automation

Participants apply the concepts and tools covered throughout the course to design and build or prototype an automation based on a real repetitive task.

Daily Work Briefing

Gmail + Google Calendar → ChatGPT → prioritized daily summary

Smart Inbox Review

Gmail → ChatGPT → important messages + recommended responses

Follow-Up Monitor

Scheduled ChatGPT task → Gmail → notification when action is required

Document Organizer

Folder → ChatGPT Work or Claude Cowork → classify, rename, and organize

Meeting Preparation

Calendar + Gmail + Drive → AI-generated meeting briefing

Interactive Resource

Source files → ChatGPT Sites → simple interactive information site

Request Management

Google Form → Google Sheet → AI categorization → follow-up

Recurring Report

Connected information → AI → scheduled weekly or monthly summary

Microsoft Office Workflow

Existing information → Copilot → document, analysis, presentation, or follow-up

Google Workspace Automation

Form or Sheet → Apps Script → automated update, document, notification, or report

Participants will identify the task, map the workflow, select appropriate tools, build the automation, test the result, and determine where human review should remain.

Expected outcomes

After completing the course, participants will be able to move beyond using AI primarily for isolated prompts and content generation. They will understand how to use modern AI tools to perform delegated work, interact with files and connected information, create useful outputs, and automate recurring activities.

Participants will gain practical experience with ChatGPT Work, ChatGPT Sites, Claude Cowork, AI connectors, scheduled tasks, Microsoft Copilot, Gemini, Google Workspace, and Apps Script, giving them several approaches for automating everyday personal and professional workflows.

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