MODULE 04

Turn Repetitive Processes into AI Agents

What it is

An Agent is a GPT that can take multiple steps and use tools on your behalf — searching the web, reading a file, filling a form, or reading/writing to your systems — instead of just answering in text.

An Automation / Scheduled Task lets you say "every Monday at 8am, do X" and it happens automatically without you opening the app.

Why it matters

The Spectrum

Chat

Custom GPT

Agent

Automation

Codex

Increasing autonomy and complexity →

Video resources

Video 1: This Is How You Build an AI Agent in 10 Minutes (No Coding) — A no-code introduction to building a simple AI agent.

Video 2: How to AUTOMATE Your Day with ChatGPT Scheduled Tasks — Setting up recurring, scheduled ChatGPT tasks.

Workshop

Live Demo

The facilitator sets up one Scheduled Task live — e.g., "Every Monday at 8:00am, summarize new Zoho CRM deals added last week and email me a 5-bullet digest" — showing the actual setup screen (task name, schedule, instructions).

Hands-on exercise

Automation Blueprint Worksheet

Fill out this blueprint for ONE real recurring task:

1. Trigger — what starts it?

e.g., a new CRM lead, every Monday 8am, a new support ticket, month-end

2. AI Action — what should the AI do?

e.g., summarize, draft, flag, score, translate

3. Source data — where does the info come from?

e.g., Zoho CRM export, Outlook inbox, Zoho Projects, Zoho Expense

4. Output & destination — what comes out, and where?

e.g., an email, a Teams message, a OneDrive doc, a Zoho task

5. Who approves before it goes out?

Important for trust — no fully autonomous client-facing sends yet

Share your blueprint aloud; the facilitator will flag which ones are "buildable this week with Scheduled Tasks / a Custom GPT" vs. "needs a real Zoho Flow/API automation."

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