WELCOME TO THE
Our specialized collection of interactive, on-demand courses will teach you how to automate like a pro.
Want a quick overview? Browse these videos to give you a sense of what's possible with automation.
Automation Pro I
Earn your Automation Pro I Certificate. This is the first level of automation training. Here you will learn the basics of how to automate your business.
Automation Pro II
Earn your Automation Pro II certificate. This is the second level of automation training. Here you will be trained in more advanced and hands-on automation techniques.
Continuous Value Reporting
Earn your CVR badge. Learn how to identify, quantify, and report on the value of automation.
Workbot for Slack
Earn your Workbot for Slack Badge. Learn how to make your first Workbot in Slack.
Introduction to Recipes
Start honing your automation skills with basic terminology and concepts related to building recipes.
Building Your First Recipe
Get hands on with your first recipe. We’ll guide you through the primary steps, like setting up your trigger, connection, and action.
Jobs, Versions, Recipe Settings & Dashboard
Get high-level operational visibility and insight on your team's automations.
Automation Pro I Exam
Trigger Conditions, Data Mapping, & Formula Mode
These are the nuances that keep your automations clean, flexible, and working most efficiently for you.
Understand how to further develop recipe logic so your automations are tuned precisely to your customized needs.
Error Monitoring and Handling
When learning to integrate and automate, clashes can happen. Learn how to monitor and correct these errors so you can continue scaling.
Repeat Action & Variables
Need to process multiple rows in a list? Need to store a value that can be changed within a recipe? We have you covered.
Streamline and standardize custom data sets between applications using lookup tables, and utilize them in automations.
Automation Pro II Exam