Automating Admin with AI

About this course

Repetitive admin, such as copying data, sorting emails and sending reminders, eats hours every week. This intermediate course shows how to combine AI tools with simple automation so you reduce that load without losing control of quality. You'll map a real process, build one small workflow and learn how to keep it healthy.

What you will be able to do

• You'll be able to map an admin process to find steps worth automating
• You'll be able to use AI to classify, extract and tidy routine information
• You'll be able to set up a simple automated workflow with a no-code tool
• You'll be able to measure time saved and review automations regularly

Course outline

1. Tools you'll need

   10 min · Lesson notes, example, action task · 2-question quiz

   Most admin automation needs no coding. You'll use a mix of AI tools and built-in automation features in software you may already have.
2. Mapping Your Admin Workload

   10 min · Lesson notes, example, action task · 2-question quiz

   Before you automate anything, map the work. A clear picture of your tasks, volumes and error points shows where automation pays off.
3. Spotting Automation Opportunities

   9 min · Lesson notes, example, action task · 2-question quiz

   Good candidates are repetitive, rule-based and tied to clear inputs and outputs. Poor candidates depend on judgement, changing rules or sensitive decisions.
4. AI for Sorting and Extracting Data

   9 min · Lesson notes, example, action task · 2-question quiz

   AI can read unstructured text and pull out names, dates and categories, which is useful for sorting emails or extracting details from documents. Accuracy checks are essential.
5. Building a Simple Automated Workflow

   9 min · Lesson notes, example, action task · 2-question quiz

   A useful workflow usually has a trigger, a few clear steps, a check and a log. Start with a simple version and expand only when it works.
6. Monitoring and Maintaining Automations

   9 min · Lesson notes, example, action task · 2-question quiz

   Automations break when systems change, data shifts or owners move on. Ongoing monitoring keeps them reliable and safe.
7. Careers & next steps

   9 min · Lesson notes, example, action task · 2-question quiz

   Automation and workflow skills are valuable across operations, finance and administration. These job titles are common paths for people who can streamline work responsibly.
8. Final quiz and certificate

   10 questions, pass mark 8 of 10. Pass to get your Reesby Academy certificate with a verification link.