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Understand workflow automation, process mapping, and build first automated systems
Monday: Technical Documentation Writing - Clear instructions, process documentation, user guides
Saturday: Business Workflow Communication - Explaining processes, stakeholder updates
Identify 5 repetitive tasks in your daily work. Map each process step-by-step. Identify which steps can be automated. Create workflow diagrams.
Deliverable: 5 process maps + automation opportunity analysis (500 words)
Build your first simple automation using Zapier or Make.com. Example: Email notification when form submitted, or auto-save attachments to cloud storage.
Deliverable: Working automation + documentation + test results
Business Process Selection
Choose a complete business process to automate for your capstone (e.g., lead nurturing, customer onboarding, order processing). Document current state and desired automated state.
Saturday 2:00-3:00 PM: LifeTrek Session - Advanced Time Management & Productivity Systems
Build email autoresponders, communication workflows, and save hours on correspondence
Monday: Email Tone & Professionalism - Formal vs casual email, tone consistency
Saturday: Response Templates - Creating effective email templates, personalization
Build an automated email triage system that categorizes, labels, and prioritizes incoming emails based on sender, subject, keywords, and urgency.
Deliverable: Working system + rules documentation + 1-week test results
Create a complete email autoresponder sequence for a specific use case (lead nurturing, customer onboarding, event follow-up, etc.).
Deliverable: 3-5 email sequence + automation workflow + templates
Build the email automation component of your business workflow. Include triggers, responses, and follow-up sequences.
Automated calendars, booking systems, and meeting workflow optimization
Build an end-to-end booking system with pre-meeting reminders, AI-generated meeting prep, and post-meeting follow-up automation.
Deliverable: Fully functional booking page + complete workflow + documentation
Create automated workflows for: (1) Meeting scheduling, (2) Reminder sending, (3) Agenda creation, (4) Notes distribution, (5) Task assignment.
Deliverable: 5-step workflow + implementation + test results
Integrate scheduling automation into your business process. Connect calendar bookings with email sequences and task management.
Connect AI tools via APIs, build custom integrations, intelligent workflows
Full session details similar to Weeks 7-9...
Multi-step automation, conditional logic, advanced business processes
Advanced automation techniques and complex system building...
Integration, capstone completion, portfolio showcase, Level 3 preparation
Final week consolidation and capstone project completion...
Due: Tuesday of Week 13
Complete automated business workflow system with: Process documentation, automation workflows (email, scheduling, integrations), error handling, monitoring dashboard, ROI analysis, demo video.
Presentation: Top 15 students present to entire cohort
🎓 Ready for Level 3?
After completing Level 2, you can advance to Level 3: Advanced AI - Autonomous Systems where you'll build chatbots, voicebots, and self-running AI agents.
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