The B2B Podcast Index
Index
All categories
MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
MethodologySubmit
Best of:MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
An independent project byFame
SearchBest episodesGuestsInsightsMethodologySubmit a podcast
Index/AI & Data/AI Automations for Business
AI Automations for Business artwork

S2. Ep13 - How to Get Started With Automations (A Beginner's Guide)

AI Automations for Business · 2026-04-02 · 34 min

0:00--:--

Topics in this episode

Make.comNo-Code AutomationsZapier Automationsn8n WorkflowsBooking Automation

Episode notes

Where do you even start with automations? In this episode, Katie and Noel go right back to basics and walk through three specific automations that every service-based business owner can set up from scratch no coding, no tech skills, no experience needed. They cover booking management with AI-powered lead qualification, CRM automations that bypass expensive platform tiers, and a content scheduling setup that posts to multiple social media platforms from a simple Google Sheet. They also chat about the leaked Claude Mythos (version five), why Make.com, Zapier, and n8n are the three platforms worth looking at, Katie's Meet Edgar content bucket saga, and why Noel built his first ever automation on a dog holiday. Priorities.

Related episodes across the Index

Other episodes covering the same guests and topics, from across The B2B Podcast Index.

  • 183: Why Trusted Data is the New AI Moat (w/ Rick Kranz @ AI Marketing Automation Lab)Move The Needle · on Make.com91 / 100
  • Choosing the right tool: AI, automation, or human?Differently Aligned · on Make.com69 / 100
  • Make Agents vs. Classic Automation: The Truth About AI WorkflowsThe Scale Up Show · on Make.com67 / 100
  • Scrappy vs Enterprise ABM (Tools, Budget & Setup)Tech Qualified · on Make.com63 / 100
  • Voice to Value: I Used ChatGPT Voice to Help Build an Automation | Episode 099The Digital CX Podcast · on Make.com61 / 100
  • 2nd Week May 2026 - AI SaaS Market, Open Source AI AgentsThe Consulting Technology Podcast · on Make.com47 / 100

More from AI Automations for Business

All episodes →
  • S2. Ep29 - Set Up Claude Once, Use It Everywhere: Projects, Skills & Cowork Explained76 / 100
  • S2. Ep25 - We Built an AI Agent That Any Business Owner Can Set Up in Minutes62 / 100
  • S2. Ep24 - How to Keep Your Business Running While You Take the Summer Off42 / 100
  • S2. Ep23 - Fable 5: The Best AI Model You Can't Use Anymore46 / 100
  • S2. Ep22 - How We Decide What AI to Actually Use in Our Business40 / 100
Explore the best B2B AI & Data podcasts →
All AI Automations for Business episodes →