Simple Zapier Automation Blueprint

Learn how to automate your business with Zapier using our signature methodology.
No coding knowledge required.

  Special offer: £477 (pay once or spread over 3 months)  
Get instant access to the first module of the course and discover how we can help you expand your digital skills by leveraging automation.


A Simple Blueprint for Implementing No-Code Digital Automation with Zapier

This blueprint follows our signature 4-Step Solvaa Automation Methodology® for creating and implementing an automation strategy in any business.


Increase your business productivity with automation by following our tried-and-tested learning roadmap

This course consists of 5 modules

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MODULE 1
An Introduction To Business Process Automation

In this module, we will start with the basics to set you up for success. You will learn what business process automation is and how it works, how cloud-based apps communicate with each other, and how no-code connector tools like Zapier fit into the picture. We will also cover the importance of process improvement in automation and introduce the 4-Step Solvaa Automation Methodology®. 

MODULE 2
Identify: Mapping Your Customer Journey

In this module, we will cover the first step of our signature method for creating and implementing a digital automation strategy. You will learn how to kick off your project, understand and document your customer journey, and simplify and improve your processes before you automate. You will also learn what to prioritise to work on first and understand what you should automate.

MODULE 3
Plan: Understanding What You Can Automate

 Preparation before you automate will allow you to see the bigger picture, and save you time and money in the long run. In this module, you will learn how to find information about what you can automate with Zapier and how to draft your workflows. We will also introduce you to the built-in Zapier apps available to supercharge your workflows, all without writing a single line of code.



MODULE 4
Implement: Building Your Zapier Workflows

In this module, we will cover how to set up, customise and navigate in your Zapier account, and how to get started with building your first single and multi-step Zaps. We will also cover tips and tricks for successfully using Zapier to automate your workflows, and you will learn how to create and manage standard operating procedures (SOPs) for your newly improved processes.

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MODULE 5
Review: Managing your Workflows and Troubleshooting

Organisation and understanding how to rectify problems are key for success as you embark on your journey to automate more and more. In this module, you will learn how to manage your Zaps, folders and connected apps, as well as how to monitor performance and troubleshoot errors with ease. We will also cover how to create and implement a Continuous Improvement plan.

What's included?

The perfect blend of pre-recorded content and support materials.

30+ video lessons and downloadable materials

9.5 hours of pre-recorded video content plus access to our bespoke templates and other unique downloadable resources.

 PRICELESS 

Earn 9.5 hours of CPD

This course is CPD accredited. You will earn 9.5 hours of approved CPD once you have completed the course.

 PRICELESS 

Unlimited access

Access the course for an unlimited period of time. No annual renewals or upgrades required.

 PRICELESS 

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Bonus content

You'll get access to unique bonus content that you won't find anywhere else!

Automate It with Zapier & Generative AI eBook (2nd edition)

Automate It with Zapier and Generative AI (second edition) will be used as an additional resource for this course. A free eBook copy will be sent to your email address within a few days of your registration.
Worth £27.46 but yours for free.


 £27.46  FREE 

Automation Project Management Templates

We will give you access to our Google Sheets, Microsoft Excel, Asana, ClickUp, Airtable and Trello Automation Project Management templates to help you work through your lesson planning and learning. You will know where you are and what you need to work on next with our easy to implement template.


 PRICELESS 

Zapier Built-in Helper Apps Cheatsheet

Filters, Formatters, Schedule, Delay, Paths...what do you use when? Our unique cheatsheet is a handy reference guide to help you break through the challenge of trying to remember all of Zapier's built-in features and functionality. It will help to jolt your memory and identify what you to apps to use in which scenario.

 PRICELESS 

Zap Templates

We have a bunch of Zap templates that you can use to help you along the way. Save time and effort, and learn faster by easily importing our bespoke Zap templates into your Zapier account.

 PRICELESS 

AI + Automation Inspiration

A special pre-recorded webinar on how to creatively use Zapier's AI features and OpenAI/ ChatGPT - Zapier integrations in your business.


 PRICELESS 

Automation Strategy Templates

We will give you access to our Google Sheets, Microsoft Excel, and Miro automation strategy templates to help to apply the 4-Step Solvaa Automation Methodology®.


 PRICELESS    

And here's what our students are saying...

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Check out one of our students in action...

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Kelly has completely enlightened me in getting the best from Zapier with the systems I use. In easy to understand language my grasp of Zapier has improved no end and I’m saving time, making a huge difference to my business.

SARAH BRANGWYN
OWNER, MADE & MAKING
I wish I’d learned this content 25 years ago for my role as a business analyst as it makes so much sense than some of the so-called expert methodologies being taught at the time.

ALI RICHARDS
OWNER, SUMMERLEY DIGITAL
It made me think about all my processes as I'm doing them...'Can I make this quicker?'. I've now got more creativity that I can look at my systems and go, 'Yeah, I can do that'. People have shown me so many ways to do processes and I've just not got it. You've shown me and it just makes sense.

ANGELA PROUD, CERTIFIED BOOKKEEPER, PROUD BOOKKEEPING
Starting with that methodology and mapping out the process first, just makes Zapier 10 times more powerful. Taking a step back and looking at the strategy is going to have more of a company impact than just starting to plug things together.

SAMUEL MEDINA
chief operating consultant, samerica consulting
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Learn from a Certified Expert and author


Kelly Goss

Kelly founded Solvaa, a no-code digital automation consultancy in 2016, and is the author of Automate It with Zapier (first edition) and Automate It with Zapier and Generative AI ( second edition). She is a digital process improvement specialist, Zapier Certified Expert, Pipedrive Certified Expert, SmartSuite Certified Partner and Xero Certified Advisor. Kelly regularly speaks at conferences and events. As a passionate advocate of digital automation and continuous improvement, she helps businesses streamline and automate their repetitive tasks to achieve their productivity goals and save money. 

Based in West Sussex, England, Kelly is a self-taught artist, a lover of travel and adventure, animals, urban art and street food.
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Frequently asked questions

Who is this course for?

This course is for business owners, team members, and business service providers such as virtual assistants, OBMs, bookkeepers, accountants, digital marketers, no-code builders and systems consultants who want  grasp the fundamentals of business process automation and get hands-on experience of implementing it successfully. 

Is there a pre-requisite for this course?

Yes! A curious brain, the zeal to learn! Other than that, no prior knowledge or experience is needed with process improvement, strategy, Zapier or other automation tools.

Does the course cover the basics?


Yes, of course! The course starts with the fundamentals and helps you build an understanding of business process automation, and the importance of process improvement before starting on the technical side of understanding and using Zapier. 

How much time do I need to allocate to learning?

Most modules contain 1 to 3 hours of content and the homework might take an additional 1 to 3 hours to complete. Everyone has different processes so this time will vary and is only a guideline. 

Can you create my automation strategy and build my workflows for me?

Yes, but that defeats the purpose of you learning to do it yourself. We do, however, offer consulting services which you can enquire about here. 

Do you offer 1-on-1 coaching?


We do offer one-on-one personal coaching with one of the Solvaa team at an additional cost. You can reach out to us in the chat, fill out the form on the Contact Us page or email us to enquire.

Do you offer a payment plan?


Yes we currently offer a payment plane whereby you can spread the cost over 3 months.

Does the pricing include VAT?

Yes, the displayed prices include VAT which we are required to pay in the UK. You will be issued with a tax receipt after payment. 

Do you offer refunds?

Yes. Check out our Terms & Conditions for more details.

Is there a graded certification with this course?

You will receive a certificate of completion once you have watched all the lessons, attempted the quizzes and have given feedback. We are in the process of working on a certification programme with examinations and challenges specifically aimed at those that want to take their skills to the next level.
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