Building AI Agents and Automations
The complete, hands-on automation course. Go from zero to live, AI-powered agents — learning each concept through a real sales or marketing problem.
Format: focused 2–5 minute micro-lessons (slides + product demo). Structure: follows the Workflow Builder palette — Triggers · Actions · Logic · Data · AI — bookended by intro modules and full agent builds.
Start with the very first lesson: Day-One Automations.
Course contents
Intro
- M1 · Start Here — Day-One Automations · Your First Automation · Your First AI Agent
- M2 · Meet the Builder — The canvas · Build it yourself · Variables · Configuring nodes · Variables in action · Workflow details
The Palette
- M3 · Triggers — Database Change · User Message · WhatsApp Received · Inbound Voice · Webhook · Due Time · Google Calendar · Google Sheets · Click · Segment
- M4 · Actions — Text Response · Response Builder · Voice Response · CRM Manager · Contact Summary · Segment Manager · Email Nodes · WhatsApp Output/Question · Campaign Send · Voice nodes · Knowledge Base · Google Calendar/Sheets/Docs · Web Scraper/Search · Document Parser · API Request · Smart Charts
- M6 · Logic — Condition · Multi-Condition Router · Loop · Delay · Custom Function · Human Approval · Workflow Call
- M7 · Data — SQL Builder · Database Query · Transform Data · Set Variable
- M8 · AI — Core Agent · Voice Agent · LLM Integration
Putting It Together
- M9 · Executions & Debugging — Testing · Executions panel · Rerun & Run From Here · AI-led debugging
- M10 · Building Full AI Agents — WhatsApp Support Agent · Voice Call Agent · Calendar to Tasks
- M11 · Knowledge Base — Create a KB · Create a KB with AI
- M12 · Webhooks — What is a Webhook · Incoming · Outgoing