Automate routine work.
Assistants and automations that run on their own, with a person approving the important steps. Seven short lessons, each with something to do on your own work.
- Lessons
- 7
- Time
- 1 h 13 min
- Rung
- 03 of 04
- Cost
- Free
What you’ll be able to do
- Set up an assistant with your own instructions and reference files
- Sort a shared inbox automatically, with a person checking
- Send new inquiries to the right place with a summary
- Add an approval step before anything goes out
- Test an automation on real cases before you trust it
The seven lessons
1 h 13 min total · do them in any order
- 01Make a weekly report that drafts itselfConnect a spreadsheet to an AI step in Zapier or Make so Monday’s summary is waiting for review.Learn · 4 min · Try it · 5 min4 min5 minStart
- 02Set up an assistant with your own instructionsGive it your rules, tone and reference files once, instead of in every chat.Learn · 4 min · Try it · 9 min4 min9 minStart
- 03Sort a shared inbox automatically, with a person checkingLabel, route and draft, but keep a person on anything unusual.Learn · 4 min · Try it · 6 min4 min6 minStart
- 04Send new inquiries to the right place with a summaryConnect your form to your CRM or inbox, with the key facts pulled out.Learn · 4 min · Try it · 7 min4 min7 minStart
- 05Add an approval step before anything goes outDesign the pause: who approves, what they see, and what happens if nobody does.Learn · 3 min · Try it · 5 min3 min5 minStart
- 06Test an automation before you trust itRun it on last month’s real cases and count what it got wrong.Learn · 4 min · Try it · 10 min4 min10 minStart
- 07Plan for the day it breaksLogs, fallbacks and a person who gets told.Learn · 3 min · Try it · 5 min3 min5 minStart
Put it together
Automate one weekly task end to end, with an approval step, and run it alongside the manual way for two weeks before switching.
Where judgment stays human in this path
Automations draft, sort and route. A person approves anything that reaches a customer or moves money, and is told when something fails.
Who it’s for
- “I do the same task every Monday.”
- “I want it to run without me, but not without a check.”
- “I’ve used Zapier, but never with AI in the middle.”
Questions, answered plainly
Do I need to code?
No. The lessons use tools like Zapier or Make and the assistants you already have. A few steps are copy and paste.
What does it cost?
The Distillery is free. Some automations need a paid plan of a third-party tool, and the AI step can cost extra; each lesson lists the tool cost.