Zapier & Make: Essentials — Automating Small Tasks

Learners will be able to spot a small repetitive task and hand it to an automation their company already has. The course covers recognizing work that follows the same steps every time, describing those steps clearly, and trying one ready-made automation with help from a teammate who owns the tool. They leave with one task picked, written out step by step, and ready to automate.

What this course covers

The course runs across 3 topics, each one a short adaptive session rather than a recorded lecture. The tutor explains the idea, works an example, checks understanding, and adjusts the next step to the answer given.

Spotting and Writing Down Your Weekly Tasks — Find a task you do the same way every week, like saving email attachments. Write its steps down clearly.
Trying Your First Ready-Made Automation — Try one ready-made automation in a tool your company already uses. Run the tool with a teammate's help.
Checking Your Work and Planning Next Steps — Check the automation's work for the first week to find errors. Keep a list of the next tasks to automate.

Skills you build

Results are measured against named skills in the OneRange taxonomy of more than 10,000 skills, so a manager sees proficiency per skill rather than a completion tick.

Who it is for

Anyone with a repetitive weekly task. The material is pitched at beginner level, and takes roughly 30 minutes at a typical pace. Because every session adapts, someone who already knows a topic moves through it quickly instead of sitting through an explanation they do not need.

It sits in the Tool: Automation track of the Vero AI Catalog, and can be assigned to one person, a team, or the whole company.

How it is delivered and assessed

Delivery is conversational and interactive, including branching scenario, guided lab exercises. There is no video to sit through and no slide deck to click past.

Understanding is checked with a quiz assessment of 5 items, with a pass mark of 70%.

Administrators can copy this course into their own library and adapt it — edit the outline, change the duration, swap the assessment format, or ground it in internal documentation so answers cite the company's own source material.

Also in this track

All AI Agents training courses →
AI Automation & Integration — Learners connect AI into workflows and systems using no-code tools, APIs, and MCP. The course covers no-code automation, APIs and webhooks, MCP and connectors, and workflow design. Participants finish able to wire AI into the systems they already use.
Zapier & Make: Core — Learners automate workflows that call AI across their apps with no code using Zapier and Make. The course covers triggers and actions, AI steps, multi-app workflows, and error handling. Participants finish able to remove repetitive work without engineering help.
Computer-Use & Browser Agents — This course covers agents that operate software the way people do - clicking, typing, browsing. Learners build a supervised computer-use workflow and learn where the reliability boundary really sits.
AI Agents & Agentic Workflows — Learners understand and design agentic systems that take multi-step actions with tools. The course covers what an agent is, tools and function calling, multi-step and multi-agent designs, MCP and orchestration, and guardrails. Participants finish able to design agents that are useful and safe.
Agent Memory & State — A design course on giving AI systems usable memory: architectures for persistence, what to store versus retrieve, and handling privacy and staleness. Learners add durable memory to a working agent.
AI Automation Assessment — AI Automation Assessment: designing and running a reliable workflow.
Automating Small Tasks Pathway — Grow from automating one small task into building advanced multi-step automations.

Frequently asked questions

How long does this course take?

It runs roughly 30 minutes at a typical pace. Because every session adapts, someone who already knows a topic moves through it quickly instead of sitting through an explanation they do not need.

How is it assigned to a team?

An administrator assigns it from the Vero dashboard to one person, a team, a department or the whole company, and sees progress and results per person and per skill.

Can we customise it with our own documents and terminology?

Yes. Administrators can copy this course into their own library and adapt it — edit the outline, change the duration, swap the assessment format, or ground it in internal documentation so answers cite the company's own source material.

Course code TUL-ZAP-201-ESS.