No code automation = having a process done automatically for you, without knowing how to code

• This is fantastic as it means you can set repetitive tasks to run in the background, and minimise data entry and app switching — maximizing your efficiency

• Cortney gave an overview of how to use Zapier to automate pushing data between different work tools you’re using

• She shared some specific ways to use Zapier that are most valuable for EAs:

  • Common initial blockers:

    • Time investment concerns

    • Uncertainty about where to begin

    • Fear of automations "going off the rails"

  • Recommended first steps:

    • Start with email/message triage automation

    • Focus on repetitive tasks that follow "when X happens, do Y" pattern

    • Use AI-powered "What would you like to automate?" box for guidance

    • Progress over perfection approach - start basic, enhance over time

  • Practical use cases for EAs:

    • Calendar management: cross-posting between work/personal calendars; automated meeting prep summaries; text message reminder for critical meetings

    • Email management: customer email summaries sent to Slack; draft reply generation using AI; priority message alerts

    • Team coordination: milestone tracking and gift automation; event signup automation via emoji reactions; automated meeting recording distribution

    • Progress over perfection approach - start basic, enhance over time