About this Event
Too much of your day is spent on repetitive tasks? Learn how to connect your tools and streamline the work that keeps your business running.
As a business grows, so do the small tasks that take up time: responding to enquiries, following up leads, managing bookings, sending invoices, and updating customers. Individually they may seem manageable, but together they can create delays, extra admin, and unnecessary errors.
This practical workshop starts with your actual business processes, helping you identify repetitive work, simplify the steps, and design AI-supported workflows that can handle routine tasks more efficiently.
You will explore how commonly used tools can work together, where automation makes sense, and where human review should remain part of the process.
Who this is for
This workshop is designed for:
- Small business owners and operators
- Operations and administration teams
- Service businesses managing bookings and enquiries
- Anyone spending too much time on repetitive manual work
No technical background is required.
What we will do together
- Find the repetitive work: Identify tasks that happen frequently and follow a predictable process.
- Map your workflow: Break a task into its key steps, tools, inputs, and handover points.
- Connect your tools: Explore how email, forms, calendars, CRMs, invoicing systems, and other platforms can work together.
- Build an automated workflow: Create and test one practical workflow for a task such as lead follow-up, booking updates, customer communications, or administration.
- Add the right checks: Consider where human review, approval, or exception handling is needed.
- Plan for scale: Identify other processes that could be improved using the same workflow approach.
What you will take home
- One practical Automated Workflow
- A Workflow Blueprint for Scaling
- A clearer map of your repetitive business processes
- Practical ideas for reducing manual work and improving consistency
Good to know
Please bring your laptop, access to the business tools you currently use, and a list of repetitive tasks you would like to improve. Suitable tools may include email, forms, calendars, CRM, or invoicing platforms. Please do not use confidential customer or business information during the workshop. No coding experience is required.
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Refund, Cancellation and Transfer Policy
1) Your legal rights: Our services come with guarantees under the Australian Consumer Law that cannot be excluded. Nothing in this policy limits them. This policy applies to tickets for this event only.
2) If we cancel or materially change the event: If we cancel this event, or change its date, content, format or delivery mode so materially that it no longer meets your reasonable needs, you can choose either:
(a) a full refund of the total you paid, including Eventbrite fees, to your original payment method; or
(b) a transfer to a later event of your choice.
We do not deduct any fee from these refunds. Minor changes, such as a substitute presenter, a running-order change, or a different room at the same venue, do not entitle you to a refund under this clause. If you think a change is material, email and we will decide within 5 business days. We will give reasons if we decline, and your legal rights are unaffected.
3) If you cannot attend: Tickets are non-refundable for change of mind. If you tell us at least 14 days before the event, you may move your ticket once to another session, subject to availability. It has no cash value.
4) Transferring your ticket to another person: You may transfer your ticket to another person up to 7 days before the event, by emailing with the new attendee’s name and email, or via Eventbrite’s transfer tool where enabled. Tickets must not be resold for more than you paid. We set this cut-off because we confirm final attendee numbers with the venue and caterer, and prepare name badges and course materials, 7 days before each event.
5) No-show or leaving early: No refund or credit is available if you do not attend or leave part-way through, except as required by law.
6) Refund requests: Email with your name, order number and the clause you rely on. We acknowledge requests within 5 business days and decide them within 10 business days. Approved refunds go to the original payment method and normally appear within 5 to 10 business days.
7) Conduct: We may refuse entry or remove an attendee who endangers others or seriously disrupts the event. No refund is due for that. This does not limit your legal rights.
8) Tickets sold through Eventbrite: Eventbrite processes tickets. Its refund tools and terms apply in addition to this policy, and we will honour the rights set out here. For advisory, training or consulting under a separate written agreement, that agreement’s terms apply together with clauses 1 and 2.
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Event venue & nearby stays
The Platform, 256 Adelaide Terrace, Perth, Australia
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