Certificate in Web Automation Fundamentals with AI Tools

Duration: 3 Months

Level: Basic to Advanced

Structure: 5 Units | Theory + Practical

Training Method: Theory + Demonstration + Hands-on Practice + AI-Assisted Automation Projects

UNIT 1: Web Automation & AI Fundamentals

Theory

1. Introduction to web automation
2. Importance of automation in modern businesses
3. Manual tasks vs. automated workflows
4. Automation, no-code and low-code concepts
5. Introduction to AI-powered automation
6. Types of automation tools
7. Understanding triggers and actions
8. Workflow fundamentals
9. Events and conditions
10. Variables and data fields
11. Basic web forms and automation
12. Introduction to APIs
13. AI prompts for automation
14. Benefits and limitations of AI automation
15. Responsible and secure automation practices

Practical

1. Explore an automation platform
2. Create an automation account/project
3. Create a basic workflow
4. Set up a trigger
5. Add an action
6. Connect two simple services
7. Create a form-triggered workflow
8. Use variables in a workflow
9. Add basic conditions
10. Test and troubleshoot a workflow
11. Use AI to generate automation ideas
12. Create a simple automated notification system

UNIT 2: AI-Assisted Workflow & Task Automation

Theory

1. Workflow planning
2. Process mapping
3. Identifying repetitive tasks
4. Workflow triggers
5. Actions and multi-step workflows
6. Conditional logic
7. Filters and branching
8. Data formatting
9. AI-assisted workflow creation
10. AI-generated workflow ideas
11. AI-assisted text processing
12. Automated email generation
13. Automated content creation
14. Scheduling and recurring workflows
15. Error handling and workflow monitoring

Practical

1. Map a manual business process
2. Convert a manual process into a workflow
3. Create a multi-step automation
4. Add filters and conditions
5. Create branching workflows
6. Use AI to generate email content
7. Automate email notifications
8. Automate text summarization
9. Create AI-assisted data classification
10. Create scheduled automation
11. Test workflow failures
12. Add basic error-handling steps

UNIT 3: Forms, Data, APIs & Web Integrations

Theory

1. Web forms and data collection
2. Structured vs. unstructured data
3. Spreadsheets and databases
4. Data fields and data mapping
5. Data validation
6. API fundamentals
7. REST API concepts
8. HTTP methods
9. JSON basics
10. Webhooks
11. Connecting external applications
12. Authentication and API keys
13. Data transformation
14. Error handling
15. Security and privacy in integrations

Practical

1. Create an online form
2. Connect form submissions to a spreadsheet/database
3. Automate data entry
4. Map data fields between applications
5. Create a webhook
6. Connect a sample API
7. Retrieve API data
8. Send data to another service
9. Transform JSON data
10. Create an automated data-processing workflow
11. Handle failed API requests
12. Secure API credentials and sensitive data

UNIT 4: AI-Powered Automation, Chatbots & Business Workflows

Theory

1. Introduction to AI-powered workflows
2. Generative AI in automation
3. AI text generation
4. AI classification and extraction
5. AI summarization
6. AI-assisted decision-making
7. Chatbot fundamentals
8. AI customer-support workflows
9. Lead-generation automation
10. Email marketing automation
11. CRM automation
12. E-commerce automation concepts
13. Document and data processing
14. Human approval workflows
15. AI reliability and verification
16. Privacy, security and responsible AI

Practical

1. Create an AI-powered text-processing workflow
2. Generate automated email responses
3. Create an AI lead-classification workflow
4. Build an FAQ chatbot workflow
5. Create an AI customer-support assistant
6. Automate lead collection
7. Connect a CRM or sample customer database
8. Create an automated follow-up workflow
9. Build an AI-powered content workflow
10. Create document summarization automation
11. Add human approval before important actions
12. Test and improve AI-generated outputs

UNIT 5: Advanced Automation, Monitoring & Final Project

Theory

1. Advanced workflow architecture
2. Multi-application automation
3. Complex conditional workflows
4. Workflow scheduling
5. Automation scalability
6. Performance optimization
7. Error handling and recovery
8. Logging and monitoring
9. Automation testing
10. Security best practices
11. API rate limits and reliability
12. Managing automation costs
13. Workflow documentation
14. Business process optimization
15. Automation maintenance
16. Portfolio and professional workflow development

Practical

Project 1 – Business Lead Automation

1. Create a lead-generation form
2. Capture customer information
3. Store data in a database/spreadsheet
4. Send automated notification
5. Use AI to classify the lead
6. Send personalized follow-up
7. Update lead status
8. Create reminder automation
9. Monitor workflow execution
10. Test the complete process

Project 2 – AI Customer Support Automation

1. Collect customer questions
2. Create FAQ knowledge content
3. Build an AI-assisted response workflow
4. Classify customer enquiries
5. Generate draft responses
6. Add human approval
7. Send approved responses
8. Store conversation records
9. Monitor unsuccessful responses
10. Improve the workflow

Final Project – Complete AI Web Automation System

Step 1: Process Analysis

1. Select a real-world business process
2. Identify repetitive tasks
3. Map the existing workflow
4. Identify automation opportunities
5. Define project objectives

Step 2: Workflow Design

1. Define triggers
2. Define actions
3. Create conditions
4. Define required data
5. Design workflow structure

Step 3: AI Integration

1. Identify suitable AI tasks
2. Create AI prompts
3. Add AI content generation
4. Add classification or summarization
5. Verify AI outputs

Step 4: Integration

1. Connect forms
2. Connect database/spreadsheet
3. Connect email
4. Connect API/webhook
5. Integrate other required services

Step 5: Testing & Optimization

1. Test each workflow step
2. Test successful and failed scenarios
3. Add error handling
4. Check data accuracy
5. Review security and privacy
6. Optimize workflow performance

Step 6: Deployment & Documentation

1. Activate the workflow
2. Monitor automation
3. Create workflow documentation
4. Prepare a process diagram
5. Record results and improvements
6. Present the final automation system

3-Month Course Progression

MONTH 1 – Automation Fundamentals

Unit 1: Web Automation & AI Fundamentals

Unit 2: AI-Assisted Workflow & Task Automation

Students learn:

• Web automation
• AI automation
• Triggers and actions
• Workflow design
• Conditions
• Filters
• Variables
• Scheduling
• AI-assisted workflows

Practical Project: Create a multi-step business notification and task automation workflow.

MONTH 2 – Integrations & AI Workflows

Unit 3: Forms, Data, APIs & Web Integrations

Unit 4: AI-Powered Automation, Chatbots & Business Workflows

Students learn:

• Forms
• Data handling
• APIs
• JSON
• Webhooks
• Integrations
• AI text processing
• Chatbots
• Lead automation
• Customer-support automation

Practical Project: Build an AI-powered lead collection and customer-support workflow.

MONTH 3 – Advanced Automation & Final Project

Unit 5: Advanced Automation, Monitoring & Final Project

Students work through:

Process Analysis → Workflow Design → Trigger → Data → AI Processing → Conditions → Integrations → Actions → Testing → Error Handling → Monitoring → Optimization → Documentation → Deployment

Final Assessment

Theory Examination

Students will be assessed on:

• Web automation fundamentals
• AI automation
• Workflow architecture
• Triggers and actions
• Conditional logic
• Forms and data
• APIs
• JSON
• Webhooks
• AI-powered workflows
• Chatbots
• Business automation
• Security
• Monitoring

Practical Examination

Students should demonstrate:

1. Create an automated workflow
2. Configure triggers and actions
3. Use conditions and filters
4. Connect a form to a database
5. Integrate an API
6. Create a webhook
7. Use AI within a workflow
8. Create automated email responses
9. Add error handling
10. Monitor and optimize the automation

Final Project

Create a complete AI-powered web automation system for a real-world use case, such as:

• Lead generation automation
• Customer enquiry automation
• Appointment/booking workflow
• E-commerce order workflow
• Email marketing automation
• Customer-support chatbot
• Content publishing workflow
• Data collection and reporting system

Student Portfolio

The portfolio can include:

• Basic automation workflow
• Multi-step workflow
• API integration
• Webhook project
• AI-powered workflow
• Chatbot workflow
• Lead-generation automation
• Customer-support automation
• Final business automation system
• Workflow diagrams and documentation