Tuesday 25th March 2025
In today’s fast-paced digital workplace, automation is no longer a luxury but a necessity for Executive Assistants, Administrative Professionals, and Office Managers. Mastering tools like Zapier is essential to eliminating repetitive tasks, increasing efficiency, and optimizing workflows. By automating routine processes, Assistants can focus on high-impact tasks, support Executives more effectively, and future-proof their careers in a technology-driven world.
This LIVE masterclass, led by automation expert Kelly Goss, offers a unique opportunity to enhance your professional capabilities and become a tech-savvy, future-ready Assistant. Through hands-on demonstrations, expert insights, and interactive discussions, you’ll walk away with actionable skills that will revolutionize the way you work.
Automation is transforming the role of Assistants. By mastering a tool like Zapier, you can reduce repetitive manual tasks, enhance efficiency, and create seamless workflows that free up time for strategic initiatives.
Learn how to set up essential Zapier workflows that Assistants can use daily, such as automated email responses, scheduling tools, data entry, and integrating multiple apps to streamline communication and task management.
Discover how to take your automation skills further by incorporating AI-powered tools into your Zapier workflows. Understand how AI can improve decision-making, automate complex tasks, and help you stay ahead in a tech-driven workplace.
Automation is transforming the way Assistants work, allowing them to increase efficiency, save time, and focus on strategic responsibilities. In this first part of the masterclass, we will cover the fundamentals of automation, introduce you to the Zapier platform, and guide you through creating your first automation workflow. By the end of this session, you will have a solid foundation in automation principles and the confidence to start building your own automations.
Understanding Automation
Kelly will discuss the importance of automation in Administrative roles and how it can enhance productivity. Explore what automation is and why it is a game-changer for Assistants. Learn how automating repetitive tasks can improve productivity and free up time for higher-value work. Discover real-world examples of how Assistants use automation to streamline their daily responsibilities.
Navigating Zapier
Kelly will provide an overview of the Zapier platform, including key terminology (Zaps, Triggers, Actions) and navigating the dashboard. Get an overview of Zapier’s interface, key features, and essential terminology (Zaps, Triggers, Actions, Multi-Step Zaps). Learn how to connect different applications to automate workflows and integrate tools you already use. Understand common Zapier integrations that are particularly useful for Assistants.
Building Your First Zap
Kelly will guide attendees through creating their first simple Zap, connecting two applications to automate a basic task. Follow a step-by-step guide to creating your first automation in Zapier. Learn how to set up Triggers and Actions to automate routine tasks like email management, scheduling, and data entry. Gain hands-on experience troubleshooting and refining your automation to ensure it runs smoothly. Understand the basics of automation and how tools like Zapier can save time and enhance efficiency for Assistants. Discover how automation fits into the modern workplace and why it’s a game-changer for administrative professionals.
Now that you have a strong foundation in automation and have built your first Zap, it’s time to take your skills to the next level. In this session, we’ll dive into more advanced features, exploring how to create multi-step workflows, use built-in Zapier tools for customization, and troubleshoot common automation challenges. By the end of this part, you’ll be equipped to design sophisticated automations that save time and streamline your work processes.
Multi-Step Zaps
Learn how to create Zaps with multiple steps to handle more complex workflows. Learn how to build multi-step Zaps that connect multiple applications for more robust automation. Discover how to automate entire processes, from receiving an email request to logging data and triggering follow-up actions. Explore examples of multi-step automations relevant to assistants, such as managing approvals, tracking expenses, and automating reporting.
Filters and Paths
Kelly will show you how to introduce conditional logic to Zaps, allowing for more tailored automation processes. Understand how to use Zapier’s Filters to ensure automations only run under specific conditions. Learn how Paths work to create branching workflows that adjust based on different inputs. Explore real-world use cases for conditional logic in Zapier, such as automating reminders based on deadlines or managing approvals based on responses.
Built-in Apps
Together, you will explore Zapier’s built-in tools like Formatter, Delay, and Schedule to enhance Zaps’ functionality. Get familiar with Zapier’s built-in apps like Formatter, Delay, and Schedule to optimize automation workflows. Learn how to clean up and manipulate data before it’s passed between applications. Discover how to schedule automation triggers at the right time for maximum efficiency.
Real-World Examples
Kelly will demonstrate practical Zapier workflows relevant to assistants, such as automated email responses, scheduling tools, and data entry.
In the final part of our masterclass, we will explore how to take automation to the next level by integrating AI and implementing best practices for sustainable automation. As technology continues to evolve, leveraging AI-powered automation can further streamline workflows, improve decision-making, and reduce manual workload. Additionally, maintaining well-documented, scalable, and efficient automation practices will ensure your workflows remain adaptable and reliable over time.
In this session, we’ll dive into more advanced features, exploring how to create multi-step workflows, use built-in Zapier tools for customization, and troubleshoot common automation challenges. By the end of this part, you’ll be equipped to design sophisticated automations that save time and streamline your work processes.
Leveraging AI Tools
Discover how to incorporate AI-powered applications into your Zaps to handle tasks such as data analysis, natural language processing, and predictive analytics.
Creating Complex Workflows
Learn how to build multi-step Zaps that connect multiple applications for more robust automation. Discover how to automate entire processes, from receiving an email request to logging data and triggering follow-up actions. Explore examples of multi-step automations relevant to assistants, such as managing approvals, tracking expenses, and automating reporting.
Enhancing Automations with Zapier’s Built-in Apps
Kelly will show you how to get familiar with Zapier’s built-in apps like Formatter, Delay, and Schedule to optimize automation workflows. Learn how to clean up and manipulate data before it’s passed between applications. Discover how to schedule automation triggers at the right time for maximum efficiency.
We’re thrilled to welcome Cortney Hickey, Executive Business Partner to the CEO & Co-Founder of Zapier, for a bonus 30-minute Q&A session. Cortney has helped shape executive decision-making, drive automation strategies, and train hundreds of Assistants on AI and automation.
Cortney has first-hand experience implementing automation to enhance executive support. She’ll share proven strategies for streamlining workflows, optimizing scheduling, and reducing manual administrative tasks so you can maximize impact in your role.
Master automation tools that will future-proof your Executive Assistant career.
Eliminate repetitive tasks and focus on high-value work.
Leverage automation and AI to support Executives more effectively.
Practical solutions and examples tailored to the Executive Assistant role.
We know that being an Assistant is not just about managing schedules or taking notes. It involves wearing multiple hats, problem-solving on the fly, and ensuring smooth operations amidst the chaos.
The digital materials provided in this bundle will equip you with the skills and strategies needed to maximise your potential and transform you into an exceptional Assistant.
Typically valued at $90, these templates are your secret weapon for effortlessly managing your time.
The Mastering Automation Masterclass takes place on Tuesday, 25th March 2025. The Masterclass starts at 11.00 am ET – 2.00 pm ET.
The Masterclass is 3 hours.
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us, and we will review your request.
Yes, get in touch with us. We will send you an invoice for the course. We also offer discounts for teams of Assistants.
When you sign up for the masterclass, you’ll also gain access to all the downloadable resources and recorded video training for three months. This way, you can revisit the course at your own pace and at your convenience.
Absolutely! We have many Assistants from all over the world who have completed the masterclass. The strategies you’ll learn in this Masterclass are universally applicable.
