AGMM & Partners
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AGMM & Partners
Reserve your seat
All courses

Course

Beginner9 lessons~75 min

Automate your operations

Nine practical lessons that take real jobs off your plate: invoice chasing, missed calls, repeat emails, booking, review requests, and how to connect your tools so one thing triggers another. Set up as you go.

Who it's for
Owners and managers ready to move from curious to doing, no developer needed
By the end
Find the hours you are losing, automate three or four of them properly, and decide what is worth doing next

Last updated 18 July 2026

9 lessons
Start the course

The lessons

What you'll work through.

  1. Find the hours: a 15-minute time auditBefore you automate anything, find out where your week actually goes. A quick, do-it-now audit that points you straight at the jobs worth removing first.
  2. Invoice reminders on autopilotThe fastest money for the least effort. Build a polite, firm reminder sequence in your accounting software so late invoices chase themselves and your cash flow stops paying for your good manners.
  3. Missed-call text-backWhen you cannot answer, the caller rings the next name on the list. An automatic text back buys you the time to call them, and usually wins the job.
  4. Stop retyping the same emailA third of your inbox is the same handful of questions. Set up saved replies, then AI-drafted responses in your own voice, so you approve instead of type.
  5. Kill the booking back-and-forthCalendar tennis loses appointments. A booking link that shows your real availability lets people pick a slot in seconds, with confirmations and reminders sent automatically.
  6. Automate the ask for reviewsReviews are the cheapest marketing you own, and the only reason you have too few is that asking is awkward and easy to forget. Automate the ask and both problems disappear.Quick check
  7. The glue: connect your toolsWhen your tools cannot talk to each other, you become the glue, copying things across by hand. Zapier and Make are the glue instead. Build one real when-this-do-that and you'll get the idea for good.
  8. Decide what's worth itNot every automation is worth building. A simple way to put a pound value on a job, weigh it against the setup effort, and get a clear go or no-go before you spend an afternoon on it.
  9. Roll it out without breaking thingsThe safe way to put your automations live: one at a time, tested, watched for a fortnight, with a person still checking anything that touches a customer. Plus where to go next.

When you're done

Take the work with you.

Finish the course and put it straight into practice: grab the free resource, then bring the task you hate most to a masterclass and build it with us.

Checklist · PDF

The AI Readiness Checklist

A one-page check to see where your business stands and the three things to sort before you spend a penny on tools.

The list isn't switched on yet. Leave it with us at an event and we'll send this the day it's ready.

The masterclass

Half a day at Heron House in Manchester, laptops open. You leave with a working automation for your own business. Tickets are normally £20. This one's free, a limited-time offer to launch the series.

Reserve your seat

Thu 13 August · 10:00–15:00 · Heron House · 50 seats