Master Automation
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Save time, structure your business, and automate repetitive tasks with the right tools.
This training guides you step by step to integrate automation into your daily work, even without technical skills.
What you will learn:
Understanding the basics of web and design
Why automate? What are the benefits? And what are the limitations? We lay the foundations for intelligent automation.
- Module 1 – What is automation in practice?
A simple definition, everyday examples (professional and personal), and the difference between no-code automation and advanced programming.
- Module 2 – Why automate?
Identify the real benefits: time savings, reduced human error, increased productivity, and better focus on high-value tasks.
- Module 3 – What can (and cannot) be automated
Identify repetitive and time-consuming tasks that are ideal for automation. Know the limitations: sensitive cases, mandatory human actions, unreliability, etc.
- Module 4 – The most common types of automation
Overview of typical cases: lead management, emails, social media, project management, reporting, e-commerce, customer management, etc.
- Module 5 – Risks and best practices
Understand common mistakes: automating too quickly, too early, or without a clear logic. Learn how to test, document, and maintain control over your workflows.
- Module 6 – Thinking Like an "Automator"
Introduction to scenario logic: trigger → actions → conditions. Learn to "think in flow" like a designer of efficient systems.
Discover no-code automation tools
Overview of the best tools on the market: Zapier, Make, N8n (formerly Integromat), Airtable, Notion, Tally, etc.
- Module 1 – Zapier: The Simple and Effective Classic
Introduction to the interface, zap logic, concrete use cases (emails, CRM, social networks), strengths and limitations.
- Module 2 – Make (formerly Integromat): Going Further
Building advanced visual scenarios with route management, conditions, loops, and powerful native functions.
- Module 3 – N8n: Powerful Open Source
Introduction to this free, self-hosted or cloud-based alternative for those who want more control and customization.
- Module 4 – Airtable: Visual and Dynamic Database
Create and structure your data like a spreadsheet, but with database logic. Use it to centralize your automation information.
- Module 5 – Notion: More Than a Notes Tool
Use Notion as a true central work hub. Connect with Zapier, Make, or N8n to make it an operational base. Module 6 – Tally: Creating Connected Forms
Introducing Tally, an ultra-simple tool for creating modern forms connected to Notion, Airtable, or your automation scenarios.
- Module 7 – Choosing the Right Tools for Your Needs
Clear comparison: complexity, price, power, and connectivity. Help you choose based on your profile (solo, freelance, team, beginner, etc.).
Create your first automated scenarios
Concrete cases for automating simple tasks: sending emails, notifications, publishing on networks, sorting data, etc.
- Module 1 – Getting Started with a Tool Like Zapier or Make
Interface, Account Creation, Basic Vocabulary (Trigger, Action, Scenario, Zap, etc.), and First Guided Tests.
- Module 2 – Scenario 1: Automating an Email Sending
Concrete Example: When a form is completed (Tally, Typeform, etc.), a personalized confirmation email is automatically sent.
- Module 3 – Scenario 2: Receiving an Automatic Notification
Setting up a Slack, Telegram, or Gmail alert as soon as a new task is added to Trello or a sale is made.
- Module 4 – Scenario 3: Automatically Posting to Social Media
Scheduling an Instagram, LinkedIn, or Twitter post from content validated in Notion or Airtable. Module 5 – Scenario 4: Sorting and Organizing Data
Example: When a Google Form is filled out, the data is automatically sorted in Google Sheets using filters, tags, or conditions.
- Module 6 – Properly Testing and Securing Your Automations
How to verify that the scenario is working, avoid errors, and receive an alert in case of failure.
Connect your tools together
Know how to connect your favorite apps: Google Sheets, Gmail, Slack, Trello, Discord, Stripe, Notion…
- Module 1 – Understanding Possible Connection Types
Introduction to APIs, webhooks, and native integrations. Differences between direct connection, via a no-code tool (Zapier, Make), or via a plugin.
- Module 2 – Mapping Your Tools
Exercise to identify the apps you use (Gmail, Trello, Notion, etc.) and identify useful connections to create between them.
- Module 3 – Most Used Connectors
Introduction to popular apps compatible with automation platforms: Google Workspace, Slack, Airtable, Stripe, Calendly, Discord, etc.
- Module 4 – Automating Simple Flows (Guided Examples)
Step-by-step case studies, such as:- Adding a row in Google Sheets for each new Stripe payment
- Receiving a Slack alert when a Typeform is completed
- Creating an automatic Trello card from an email
- Module 5 – Managing Permissions and Securing Your Connections
Learn how to manage API access, secure your connections, and revoke permissions when needed.
- Module 6 – Optimizing Communication Between Your Tools
Add filters, conditions, and formats (dates, text, tags) to avoid errors, duplicates, or incorrect data between two apps.
Automate customer management
Setting up workflows to manage your prospects, send quotes, track payments or create automatic reminders.
- Module 1 – Centralize Incoming Requests
Create a smart contact form (via Tally, Typeform, or Airtable) and automatically connect responses to a customer tracking table.
- Module 2 – Automate Responses to Prospects
Automatically send a confirmation or welcome email after initial contact, using Zapier or Make, linked to Gmail or Outlook.
- Module 3 – Easily Generate and Send Quotes
Use tools like Qwilr, Indy, or Notion + PDF to create semi-automated quotes, with scheduled sending upon receipt of a form.
- Module 4 – Track Customer Payments
Integrate with Stripe, PayPal, or tools like Freebe or Indy to automatically track payments received and update your customer database.
- Module 5 – Set Up Automated Follow-Ups
Create sequences to follow up on unsigned quotes, unpaid invoices, or send reminders for a future session.
- Module 6 – Create an Automated Mini CRM
Build a customer dashboard in Notion or Airtable, automatically updated with all interactions, payments, and follow-ups.
Créer des formulaires intelligents
Using Tally, Typeform or Airtable Forms to capture information, organize it and use it automatically.
- Module 1 – Choosing the Right Tool
Comparison of the main no-code tools:- Tally (simple, customizable, free)
- Typeform (smooth user experience, high-end design)
- Airtable Forms (powerful for structuring responses in a database)
- Module 2 – Structuring an Effective Form
Design a clear, logical form that improves response rates: fields, conditions, skip logic, required questions.
- Module 3 – Automate Response Recording
Connect your forms to Google Sheets, Airtable, Notion, or CRM using Zapier, Make, or built-in automations.
- Module 4 – Trigger Actions After Submission
Automate sending a confirmation email, creating a task, adding a contact to your database, or sending it to a marketing sequence.
- Module 5 – Personalize the User Experience
Add dynamic messages, conditional redirects, or smart responses to make your forms interactive.
- Module 6 – Analyze and Use Data
Track response rates, filter useful information, detect trends, and make better decisions using forms.
Save time on social media
Automate publishing, content scheduling, or visual creation with Canva + Zapier, Buffer, or Notion. Also learn to master browserflow (UI automation).
- Module 1 – Plan Your Content Effectively
Create a simple editorial calendar with Notion, Airtable, or Google Sheets to visualize your upcoming publications.
- Module 2 – Automate Multi-Channel Publishing
Use Buffer, Zapier, or Make to automatically publish your posts to multiple platforms (Instagram, LinkedIn, Twitter, Facebook) from a central database.
- Module 3 – Generate Visuals Automatically
Create dynamic templates in Canva, connected to data (titles, visuals, dates) to automatically generate visuals from a database (e.g., Google Sheets).
- Module 4 – Reuse and Recycle Content
Set up scenarios to republish your best content and transform an article into multiple formats (posts, stories, newsletters, etc.).
- Module 5 – Automating Repetitive Tasks with Browserflow
Introduction to Browserflow to automate actions directly in your browser: copying and pasting data, updating posts, interacting with interfaces that can't be connected via Zapier.
- Module 6 – Automatically Track Performance
Learn how to create simple dashboards (via Notion, Google Data Studio, or Sheets) to track your likes, shares, clicks, etc., without manual reporting.
Analyze and optimize your automations
Track the performance of your scenarios, detect errors, avoid duplicates and improve your processes.
- Module 1 – Tracking the Performance of Your Scenarios
Learn how to read tool dashboards and reports (Zapier, Make, etc.) to understand execution efficiency and frequency.
- Module 2 – Identifying and Diagnosing Errors
Learn how to spot common errors: connection failures, missing data, API limits, and understand how to quickly resolve them.
- Module 3 – Avoiding Duplications and Conflicts
Techniques to prevent unnecessary repeated workflow executions and manage conflicts between automations.
- Module 4 – Testing Your Automations Before Going Live
Methodology to validate each step of a scenario, simulate use cases, and ensure flawless operation.
- Module 5 – Updating and Evolving Your Scenarios
Integrate improvements, adapt workflows to process or tool changes, and version your automations.
- Module 6 – Documenting Your Automations
Create clear and accessible documentation for each automation: objectives, triggers, actions, known errors, and responsible contacts.
- Module 7 – Best Practices for Regular Monitoring
Schedule periodic reviews, use alerts, and automate monitoring to keep your systems performing efficiently.
Our strengths
Practical method
We get straight to the point: simple advice, clear steps, and accessible results, without unnecessary jargon or vague promises.
Experience
Everything we share comes from the field. Our advice is based on real-life situations, real-life tests, and a 100% nomadic lifestyle.
Practical tools
You’ll leave with ready-to-use resources: message templates, checklists, tutorials, tracking tables… everything to save time.
Personalized support
I’ll be your personal guide from start to finish. No impersonal team or automated responses: you’ll have a real contact, available, attentive, and committed to your progress.
Flexible format
There’s no pressure or time constraints: you progress at your own pace. The program is subscription-based, allowing you to take as much time as you need, without the hassle of commitment or stress of “finishing on time.”
Simplicity & autonomy
Everything I offer is designed to be easily implemented, at your own pace, according to your objectives, without dependence on complex tools or a technical team.