FREE  VIDEO COURSE

Automating Tasks with AI

Automation works best when teams start with the right problem. This course helps employees identify repeatable tasks, understand AI automation tools, and design simple workflows for email, documents, reporting, dashboards, internal support, and existing systems. It also covers ROI and change management, because automation affects people as much as process. Learners leave knowing how to start small, test carefully, and keep humans in control.

What you'll learn:

  • Identify tasks that are repeatable enough to be worth automating
  • Design simple AI workflows for communication, documents, reports, and support
  • Connect automation ideas to existing tools, controls, and ownership
  • Measure impact and manage change so automation actually gets adopted

Automating Tasks with AI

1

Identifying Tasks Worth Automating 

What employees need to know about how to identify tasks worth automating, why it matters, and how to avoid automating messy work before the process is understood.

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2

Introduction to AI Automation Tools 

What employees need to know about the main types of AI automation tools, why it matters, and how to avoid buying tools before the team knows what process they need to improve.

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3

Automating Email and Communication Workflows 

A practical look at automating email and communication workflows: where it helps, what to check, and how to avoid sending automated communication without checking tone, context, or authority.

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4

AI for Document Processing and Routing 

How AI for document processing and routing shows up in real work, including the checks that prevent letting bad extraction move a document into the wrong workflow.

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5

Automating Reporting and Dashboards 

A practical look at automating reports and dashboards: where it helps, what to check, and how to avoid publishing automated reports that no one has checked.

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6

Building Simple AI Workflows Without Code 

What employees need to know about building simple AI workflows without code, why it matters, and how to avoid creating a no-code workflow that no one owns or maintains.

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7

AI Bots for Internal Support 

What employees need to know about using AI bots for internal support, why it matters, and how to avoid letting a bot invent answers or replace sensitive human support.

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8

Integrating AI with Your Existing Tech Stack 

What employees need to know about integrating AI with the existing tech stack, why it matters, and how to avoid creating disconnected tools that duplicate work or expose data.

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9

Measuring ROI on AI Automation 

A practical look at measuring return on AI automation: where it helps, what to check, and how to avoid counting only the demo savings and ignoring ongoing costs.

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10

Change Management for AI Automation 

A plain-English guide to change management for AI automation, with workplace examples and a warning about launching automation without helping people trust or use it.

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About the teacher

Vikram Chalana

Vikram Chalana is the co-founder and CEO of Pictory. He is an engineer and entrepreneur who previously co-founded Winshuttle, an enterprise software company that grew to 300 employees globally.

At Pictory, Vikram works on making video creation easier for trainers, educators, marketers and business teams who want to turn existing content into clear, useful videos with AI.