Tool or Technology
TT0141

Zapier Unlocked

Automate Workflows & Connect Apps with AI

Zapier
Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand workflow automation and how Zapier connects business applications to reduce repetitive manual work.
  • Explore the fundamentals of triggers, actions, data mapping, filters, paths, and multi-step Zap workflows.
  • Develop awareness of how Zapier Tables, Forms, Canvas, and Copilot support end-to-end business automation.
  • Experience practical creation, testing, and refinement of simple cross-application workflows.
  • Recognise how AI, Agents, and MCP can extend automation while maintaining appropriate human oversight and control.

Technology covered

ZapierZap WorkflowsZapier CopilotFilters & PathsZapier TablesZapier FormsZapier CanvasAI by ZapierZapier AgentsZapier MCP

Who should attend

  • Business Analysts & Functional Consultants
  • Operations & Process Improvement Professionals
  • Sales & Revenue Operations Teams
  • Marketing Operations Professionals
  • Human Resources & HR Operations Teams
  • Customer Service & Customer Success Teams
  • Project & Program Management Professionals
  • Digital Transformation Professionals
  • Business Application & Automation Teams
  • Process Owners & Team Leaders
  • Pre-Sales & Solution Consultants
  • Small Business & Startup Operations Teams

Prerequisites & Participant Readiness

  • Basic computer and internet proficiency
  • Familiarity with common business applications and repetitive workplace processes
  • Basic understanding of business workflows is helpful
  • No programming knowledge required
  • No previous Zapier experience required
  • Access to specific features may depend on organisational permissions and plan availability

TOC Modules

Concepts
  • Understanding workflow automation and its role in business productivity
  • Understanding Zapier as an automation and application-integration platform
  • Understanding manual versus automated business processes
  • Exploring triggers, actions, apps, workflows, and data movement
  • Identifying suitable processes for automation across business functions
Practical activities
  • Exploring the Zapier workspace and workflow builder
  • Mapping a simple manual process into Trigger → Action steps

Scenarios

Lead Capture & Automated Sales Follow-Up

Lead Form → Zapier Forms → Validation → Zapier Table / CRM → Sales Assignment → Automated Follow-Up → Notification

Participants build a workflow that captures a new lead, stores or updates the information, assigns it to the appropriate team, and initiates follow-up actions, reducing manual lead-processing effort.

Employee Onboarding Task Automation

New Employee Record → Zap Trigger → Conditional Tasks → IT / Manager Notifications → Document Actions → Status Update

Participants automate selected onboarding activities across business applications, improving coordination, reducing repetitive administration, and creating a more consistent onboarding process.

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Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.