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SFE 2023 Building Code-Free Automations for Your Small Business: Intro Course

Wed 10:00 AM to 11:30 AM
Topic: Managing a Business

Do you want to save time, do better with scheduling reminders, deadlines, and build better links amongst your apps? If so, learning how to automate repetitive tasks and reminders may be for you.

FEE: $10

n this beginner’s workshop, Mandy Thompson, co-founder and CEO of Digital Reach Online Solutions, will introduce you to a codeless solution using Zapier, a handy software for connecting tools, systems and apps. It is similar to a virtual assistant, for automating tasks, storing data, building task lists, and reminding you of important messages, deadlines, and more. No-coding is required.

During this session we will:

  • Define the various aspects of a Zap (vocabulary is crucial to learning)
  • Learn how Zaps work - making it easy for you to imagine how to use the tool
  • Connect applications via authentication or API keys
  • Build the 5 most common Zaps for small business owners
  • Create a zap “live”

Some of the automations we will build:

  • Automatically create a Trello card, Asana or Monday task, or Google Sheet row when you receive a new order via Shopify or Square
  • Create sales receipts, estimates, or invoices in QuickBooks when you receive a payment via Square, Stripe, or Shopify
  • Automatically update your customers of project progress when a Google Sheet row, Trello card, or Asana/Monday task is updated
  • We will take requests for “how to” build the automations YOU are most interested in

Reasonable accommodations for persons with disabilities and language assistance services are available for limited English proficient individuals. Please notify Roseanna Perea, when you register for the class, or no later than 24 hours prior to your class, so that WESST can make sure necessary accommodations are available. All programs and services are provided to the public on a nondiscriminatory basis. The Women's Business Center is funded in part by the U.S. Small Business Administration. All opinions, conclusions or recommendations expressed are those of the author(s) and do not necessarily reflect the views of the SBA. This training is provided in part through funding support from the U.S. Economic Development Administration.

Speaker(s): Mandy Thompson is the co-founder and CEO of Digital Reach Online Solutions and serves as the quick-thinking, automation loving leader of a 40+ person global team that helps companies make their business processes and tech stack their competitive advantage. Her strategic insights and deep technical knowledge drives her team to help organizations be more efficient, profitable, and successful. Mandy is an empathetic, proactive business leader joining her team in the trenches to foster compassionate culture and reliable, repeatable results.


Fee: $ 10.00

Payment will be processed via after you complete your registration. Limited scholarships are available upon request.

Association of Women's Business Centers

U.S. Small Business Administration

Funded in part through a Cooperative Agreement with the U.S. Small Business Administration.
All opinions, conclusions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.

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