From Idea to Workflow: Building a Simple AI-Assisted Automation

Event description

This webinar will walk participants through actually setting up an automated process.
See how the pieces come together in an example small businesses can adapt. We’ll follow a customer inquiry from intake through organization, an AI-assisted draft response, human approval, and follow-up—showing where familiar business tools fit and what to check before using the workflow.

-Walk through the workflow from inquiry to follow-up
-See how a CRM or monday.com can connect with an automation tool and AI
-Decide where a person should review the output and handle exceptions
-Identify a small first test and a way to measure whether it saves time