Choose the Right Growth Workflow
Use the R-D-R-R test—repetitive, digital, rule-driven and reversible—to identify an automation candidate worth building.
Build a practical lead intake, qualification and follow-up automation with Make, Google Sheets, Gmail and human-reviewed AI—without handing critical customer decisions to a black box.
The course moves from workflow selection and data design to rule-based scoring, safe AI triage, Gmail draft creation, failure handling, measurement and controlled rollout. Learners work with synthetic data first and preserve a human review path for consequential or ambiguous cases.
Use the R-D-R-R test—repetitive, digital, rule-driven and reversible—to identify an automation candidate worth building.
Create clean fields, controlled values, ownership and synthetic test records before connecting any automation.
Watch new lead rows, map fields, test with Run once and establish the base workflow.
Build transparent scoring and HIGH, MEDIUM, LOW and REVIEW routes with a fallback path.
Use AI for bounded summarization and classification while preserving source text and uncertainty.
Create route-specific customer drafts using validated data and a draft-first approval pattern.
Handle retries, incomplete executions, duplicate prevention, validation failures and rate limits.
Run a controlled pilot, compare response metrics, version changes and modularize reusable components.
The final project requires a working intake-to-follow-up workflow using synthetic records, a manual-review route, transparent lead scoring, draft creation, write-back status, duplicate protection and tested failure recovery.