🏋️ Practice Exercises
All 16 exercises from across the curriculum in one place. Filter by tool and difficulty.
Z1: Lead Capture Funnel
BeginnerBuild a Zap that captures leads from a form (Typeform/Google Form) and routes them: add to Mailchimp, notify Slack, log to Google Sheets. Add filter to only process valid emails.View in module →
Z2: Invoice Automation
BeginnerAutomate invoicing: when a new row is added to Google Sheets Invoices tab → generate PDF via Google Docs template → email client via Gmail → create follow-up task in Todoist/Asana.View in module →
Z3: Social Media Content Pipeline
IntermediateWhen content is approved in Airtable: post to Twitter via Buffer, post to LinkedIn, save URL back to Airtable, send weekly summary. Use Paths for different statuses (Approved/Scheduled/Posted).View in module →
Z4: Client Onboarding Automation
IntermediateWhen contract is signed (DocuSign/HelloSign): create Google Drive folder, send welcome email, create ClickUp/Asana project, add to CRM, notify Slack. Add 7-day delay for check-in email.View in module →
Z5: Advanced Multi-Path Automation
AdvancedSupport ticket routing system via webhook trigger: path A (urgent) → Slack DM + PagerDuty, Path B (billing) → finance + Stripe lookup, Path C (general) → Zendesk + auto-reply. All paths log to dashboard.View in module →
Z6: E-Commerce Order Processing
AdvancedNew Shopify order → Klaviyo post-purchase flow → Shippo label → update inventory sheet → send confirmation → QuickBooks invoice → notify fulfillment team in Slack. Premium $500+/mo DVA service.View in module →
W1: Your First Recipe
BeginnerSign up for a Workato trial. Create a simple recipe: new Google Sheet row → send Slack message. Observe data pills, testing tools, and the debugging interface.View in module →
W2: Recipe with Conditional Logic
IntermediateBuild lead routing: Salesforce Lead trigger → IF score > 50 assign "Hot" + Slack DM director → ELSE IF 20-50 "Warm" + email nurture → ELSE "Cold" drip campaign. Use conditional action steps.View in module →
W3: Lookup Table & Data Transformation
IntermediateStandardize product codes across systems: map SKU-001 → "Widget Pro" via Lookup Table. Use Formulas to calculate totals with tax and format dates to ISO 8601.View in module →
W4: Order-to-Cash Pipeline
AdvancedFull Order-to-Cash: Salesforce Closed Won → NetSuite Order → inventory check → QuickBooks invoice → confirmation email → update Salesforce status → audit log. Error handling at every step.View in module →
W5: Employee Onboarding Automation
AdvancedWhen new hire added to Workday: create Okta/Google/Slack accounts, add to groups/channels, create Asana projects, send welcome kit order, schedule 30/60/90 check-ins, notify IT/HR/manager.View in module →
C1: Brand Kit Setup
BeginnerFor "GreenLeaf Wellness" (fictional): choose color palette via Coolors.co, select heading + body fonts, design simple logo, upload assets to Brand Kit, create style guide page.View in module →
C2: Social Media Template Pack
BeginnerFor GreenLeaf Wellness: design Instagram post, Instagram Story, Facebook cover, LinkedIn post, Pinterest pin, YouTube thumbnail. All must use consistent branding.View in module →
C3: Lead Magnet / Ebook Design
IntermediateCreate 5-page "Wellness Starter Guide" PDF: cover, table of contents, two content pages with grids, about/CTA page. Export as PDF. High-value DVA service ($150–$500 per deliverable).View in module →
C4: Pitch Deck Design
IntermediateCreate a 10-slide pitch deck for GreenLeaf Wellness seeking investment: problem, solution, market, model, traction, competition, team, financials, ask. Use animations and charts.View in module →
C5: Client-Ready Content Calendar
AdvancedCreate 30 days of content for GreenLeaf Wellness: 10 Instagram posts, 10 Stories, 5 carousels, 5 Reel covers. Use Content Planner and Bulk Create. Export as client delivery package.View in module →