About this course

What you'll learn

• Map Agent Workflows Design focused AI teammates around repeatable sales and marketing workflows with clear goals, inputs, tools, and handoffs.
• Configure Zapier Agents Build Zapier agents from templates or prompts, then configure triggers, app authorizations, and tools for reliable automation.
• Enrich CRM Leads Automate CRM research by enriching new contacts with company and prospect details while controlling when records are updated.
• Qualify and Route Prospects Connect agents so enriched lead data can be scored against qualification criteria and routed to the right sales channel.
• Create Content Assets Generate marketing content, save assets to shared workspaces, and notify collaborators through tools like Google Docs, Drive, and Slack.
• Control Reviews and Sharing Add human review steps, draft social posts, and share agents with the right permissions for safer team collaboration.