Get the lay of the land for this mini course featuring insights from eight automation experts. You’ll learn what questions we’ll explore and how this series can help you skip the growing pains and fast-forward your automation journey.

When you’re new to automation, it’s easy to over-complicate things—chasing every feature, building giant workflows, or trying to automate everything. In this module, our experts remind you to start simple, focus on proven fundamentals, and build systems that can be maintained and measured.

In this module, our experts review some common mistakes we’ve seen – and remind you to start simple, focus on proven fundamentals, and build systems that can be maintained and measured.

From mildly automated to fully automatic, our experts share how they’ve each found their balance between human touch and technology. Automation isn’t always about doing more – it’s about doing the right things consistently.

From tracking clicks and scoring leads to forms and perpetual nurture sequences, our experts share the automations that make the biggest difference in their businesses.

Before jumping into the builder, our experts stress the importance of planning and designing automation as an experience, not just a workflow. Methodical planning saves time, reduces mistakes, and helps your automations work seamlessly within the bigger customer journey.

Remember – automation should be an extension of what you would do anyway. It should tackle the things that don’t need to be done by a human, and allow you to spend your time doing the things that you’re best at.