AI Agents & Workflow Automation Program Resources
Beginner guides, tutorials, and tools to support your learning
This page contains helpful beginner resources for the tools used throughout the AI Agents & Workflow Automation program. These resources can help you better understand the platforms used in assignments and automation workflows.
If you are new to automation, these guides are a great place to start.
Zapier Resources
Zapier is the primary tool used to build automated workflows between applications.
Zapier Getting Started Guide
https://zapier.com/learn/getting-started-guide/
Zapier Beginner Tutorial (Video)
https://www.youtube.com/watch?v=v8sSx1E0qXk
Zapier Help Center
Zapier Tips & Best Practices
https://zapier.com/blog/zapier-tips/
Miro Resources
Miro is used to design and map automation workflows visually before building them.
Miro Beginner Guide
Miro Video Tutorial
https://www.youtube.com/watch?v=R4qj6I3cN7g
Miro Help Center
Loom (Screen Recording) Resources
Some assignments require recording a short demo video of your workflow.
Loom Website
Loom Getting Started Guide
https://support.loom.com/hc/en-us/articles/360002029877
Loom Screen Recording Tutorial
https://www.youtube.com/watch?v=2bRzT7HfFvQ
Note:
The free version of Loom allows recordings up to 5 minutes per video, which aligns with most demo assignment requirements.
ChatGPT Resources
ChatGPT is used throughout the program to generate content, process information, and power automation workflows.
These beginner resources can help you learn how to write better prompts and understand how AI works in automation systems.
Beginner Guide to Prompting
ChatGPT Help Center
Introduction to ChatGPT (Video)
https://www.youtube.com/watch?v=JTxsNm9IdYU
Automation & Workflow Design Resources
These resources help explain automation concepts used throughout the program.
Automation Basics
https://zapier.com/blog/automation-basics/
What is Workflow Automation?
https://zapier.com/blog/workflow-automation/
Beginner Automation Guide
https://zapier.com/learn/automation/
Screen Recording Alternatives
If you prefer not to use Loom, you can use these free tools.
Zoom Screen Recording
https://support.zoom.us/hc/en-us/articles/201362473
QuickTime Screen Recording (Mac)
https://support.apple.com/guide/quicktime-player/record-your-screen
Tips for Using These Tools
If you are new to automation tools:
• Start with simple workflows first
• Test each step before adding complexity
• Use available tutorials when learning a new tool
• Expect to troubleshoot — debugging is part of building automation
Need Help?
If you're stuck while using any of these tools:
• Post your question in the Discord support channels
• Reach out to the Learner Success team
When asking for help, include screenshots and a description of the issue so others can assist you more quickly.