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课程时长 14 小时
课程大纲
- Day 1: Foundations, Zapier and Make.com
- Understanding automation
- Triggers, actions, data and conditions
- Which workflows are worth automating
- Zapier, Make.com and n8n compared, including cost and data location
- Exercise: Write down three manual workflows from the own week as triggers and actions.
- The first Zap
- Connecting a form, a table and email
- Mapping fields and testing
- Filters and multi-step Zaps
- Exercise: Build a Zap that writes form entries into a table and sends a confirmation.
- Scenarios in Make.com
- Modules, scenarios and operations
- Routers, filters and iterators
- Data structures and mapping
- Exercise: Build a scenario that stores attachments from emails and sorts them by sender.
- AI steps
- Using OpenAI and Claude modules
- Classifying, summarizing and extracting data
- Structured output with fixed fields
- Exercise: Have incoming requests classified by topic and urgency using AI.
- Errors and operation
- Error handling and retries
- Notification on errors
- Versions and teamwork
- Exercise: Build an error path with notification into the own scenario.
- Outcome: Each participant has a running Zap and a Make scenario with an AI step and error handling.
- Understanding automation
- Day 2: n8n, AI agents and own project
- Getting to know n8n
- Cloud or self-hosted, data protection and cost
- Nodes, connections and credentials
- Viewing and testing data
- Exercise: Build a first workflow in n8n with a time trigger, a table and email.
- AI in n8n
- AI steps with Claude, OpenAI or local models
- The AI agent node with tools
- Memory and structured output
- Exercise: Build an agent that reads a request, looks it up in a table and drafts a reply.
- Human approval
- Approval via email, Teams or a form
- Waiting, forwarding and aborting
- Log of decisions
- Exercise: Build an approval before sending into the agent workflow.
- Operation
- Monitoring and execution logs
- Documentation and responsibility
- When to hand over to IT or development
- Exercise: Write short operating documentation for the own workflow.
- Own project
- Selecting a workflow from daily work
- Building with coaching
- Presentation in the group
- Exercise: Build the own workflow in the matching tool and present it in three minutes.
- Outcome: Each participant has an n8n workflow with an AI agent and approval, and an own automation from daily work.
- Getting to know n8n
要求
- Laptop with a browser, test accounts for Zapier, Make.com and n8n (provided or communicated in advance), basic knowledge of Excel or spreadsheets.
- No programming skills required.
Audience
- Specialist users, operations teams, assistants and citizen developers who want to automate recurring workflows between their tools.
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实际案例
Maria - Fundacja PTA
课程 - Mastering Make: Advanced Workflow Automation and Optimization
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