WELCOME TO THE

Automation Institute

Our specialized collection of interactive, on-demand courses will teach you how to automate like a pro.

Quickstart Introduction
Quickstart Introduction
Want a quick overview? Browse these videos to give you a sense of what's possible with automation.
35 min
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Automation Pro I
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.
2 hours
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Automation Pro II
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.
4 hours
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Continuous Value Reporting
Continuous Value Reporting
Earn your CVR badge. Learn how to identify, quantify, and report on the value of automation.
31 min
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Workbot for Slack
Workbot for Slack
Earn your Workbot for Slack Badge. Learn how to make your first Workbot in Slack.
55 min
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Introduction to Recipes
Introduction to Recipes
Start honing your automation skills with basic terminology and concepts related to building recipes.
10 min
Building Your First Recipe
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.
30 min
Jobs, Versions, Recipe Settings & Dashboard
Jobs, Versions, Recipe Settings & Dashboard
Get high-level operational visibility and insight on your team's automations.
16 min
Automation Pro I Exam
Automation Pro I Exam
Certification Exam
Trigger Conditions, Data Mapping, & Formula Mode
Trigger Conditions, Data Mapping, & Formula Mode
These are the nuances that keep your automations clean, flexible, and working most efficiently for you.
24 min
Conditional Actions
Conditional Actions
Understand how to further develop recipe logic so your automations are tuned precisely to your customized needs.
28 min
Error Monitoring and Handling
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.
14 min
Repeat Action & Variables
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.
27 min
Lookup Tables
Lookup Tables
Streamline and standardize custom data sets between applications using lookup tables, and utilize them in automations.
46 min
Automation Pro II Exam
Automation Pro II Exam
Certfication Exam