Automation

Zapier: your first automations

If you copy data from one place to another, it can be automated. You learn to think in flows, build Zaps with triggers and actions, filters and paths, format your data and prepare your automations for when something breaks.

Level
Beginner
Duration
8 h · 4 sessions
Format
In person or live online
Language
Spanish

Who's it for?

What's included

  • Live classes with guided practice
  • Downloadable guides and materials
  • Reusable templates and prompts
  • A project applied to your work
  • Zevra Learn completion certificate
  • Support for questions after the course
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Who it's for

  • People who move data by hand between forms, email and spreadsheets.
  • Admin and sales teams with repeated tasks every day.

What you need

  • No coding needed.
  • A free Zapier account.
  • A repetitive task from your work you'd like to automate.

What you'll learn

1

Spot which tasks are worth automating and sketch the flow before building it.

2

Build Zaps with filters, paths and data formatting.

3

Test, monitor and fix automations when they fail.

Hands-on project

From form to follow-up

You automate a new customer's arrival: the form saves the data to a spreadsheet, emails the team and creates the follow-up task, without copying anything by hand.

See syllabus

Syllabus, session by session.

  1. 1

    Thinking in flows

    Session 1 · 2 h
    • Triggers, actions and data
    • Choosing what to automate
    • Sketching the flow before building
    • Your first Zap

    You leave withYour first Zap running.

  2. 2

    Forms, email and spreadsheets

    Session 2 · 2 h
    • From Google Forms or Typeform to Sheets
    • Automatic emails
    • Mapping fields correctly
    • Testing with real data

    You leave withA form-to-spreadsheet-and-email flow.

  3. 3

    Logic: filters, paths and formatting

    Session 3 · 2 h
    • Filters for specific cases
    • Paths to pick the route
    • Formatter: dates, amounts and text
    • Delays and schedules

    You leave withA Zap with logic for different cases.

  4. 4

    Keeping it from breaking

    Session 4 · 2 h
    • History and errors
    • Alerts when something fails
    • Naming and order to keep it maintainable
    • A plan for your next automations

    You leave withThe full project, tested and documented.

Who teaches

Who teaches this course

Every Zevra Learn instructor uses these tools on real projects every day.

Iván Sangueza

Iván Sangueza

Zevra co-founder · Product & technology · La Paz, Bolivia

Engineer and Zevra co-founder. He builds with AI and automation every day for real companies, and that's what he teaches: how to use these tools at work, not the theory. He trained about a hundred CAINCO staff in an in-person program.

Teaches

ChatGPTClaudeGeminiNotionZapierMake

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