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Free Learn With Nathan Academy book

AI Business Automation

Move from isolated tasks to dependable workflows with controls, ownership, and measurement.

The learner uses AI manually but repetitive work still depends on people moving information between systems. From isolated AI use to an observable workflow with triggers, actions, approvals, fallbacks, and measurable ROI.

The complete book is free. No fee or credit card required.

Author
Nathan Thiyagarajah
Chapters
15
Reading time
About 7 hours
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Book contents

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  1. 01
    What Should You Automate First?Choose the first automation using frequency, stability, value, data readiness, exceptions, consequence, ownership, and reversibility.
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  2. 02
    AI Automation for BeginnersUnderstand automation as events, data, rules, actions, records, exceptions, and owners—without needing to code.
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  3. 03
    How to Map a Business WorkflowMap the people, decisions, systems, data, waits, exceptions, and controls needed to redesign a workflow safely.
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  4. 04
    Zapier vs Make vs n8nCompare Zapier, Make, and n8n against a real workflow, operating model, skills, controls, cost, and support needs.
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  5. 05
    Build Your First AI WorkflowBuild a first AI-supported workflow in draft mode with a data contract, test fixtures, human review, logs, exceptions, and recovery.
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  6. 06
    Automating Lead Follow-UpAutomate follow-up preparation and timing while keeping consent, claims, relationship context, send authority, and exits controlled.
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  7. 07
    Automating Customer OnboardingAutomate onboarding coordination around verified states, customer-visible expectations, named owners, and exception recovery.
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  8. 08
    Automating Document ProcessingExtract and route document data using version control, schemas, confidence, validation, reconciliation, and human review.
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  9. 09
    Automating Email ClassificationClassify and route inbound email with defined labels, evidence, priority rules, privacy controls, and a safe unknown path.
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  10. 10
    Automating CRM UpdatesSynchronize CRM data with explicit field ownership, identity, transformations, duplicates, approvals, and before/after evidence.
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  11. 11
    Automating Internal NotificationsSend fewer, more useful internal notifications with evidence, severity, owner, acknowledgement, escalation, and noise control.
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  12. 12
    Automating ReportsAutomate recurring reports with controlled cutoffs, definitions, transformations, reconciliation, commentary, approval, and versioning.
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  13. 13
    Human Approval in AI WorkflowsPlace human approval where judgment can change the outcome and give reviewers the evidence, authority, time, and options to act.
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  14. 14
    Handling Automation FailuresDesign for connection, data, permission, duplicate, partial, model, and business failures with safe retry, recovery, ownership, and learning.
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  15. 15
    Measuring Automation ROIMeasure automation value using full baseline, operating cost, review, exceptions, quality, delay, risk, adoption, and realized business outcomes.
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