PracticeGuru Learnings · Course
AI & No-Code Automation
Stop doing the same office job by hand every month. Every lesson shows the free way first, with tools you already have, and a paid option only where it really helps.
New courseFirst lesson freeCertificate
- 13 short lessons10 to 15 minutes each
- About 2.7 hours of readingat your own pace
- Bonus files12 ready recipes and an automation planner (Word)
- Who it is forfor owners and senior staff
What you need before you start
Who it is for: CAs, CSs, CMAs, tax consultants and their staff.
Device: A laptop, plus a phone for WhatsApp Business
- Free optionA Google or Microsoft accountFor Forms, Sheets and email rules.a Google account · Google Forms
- FreeWhatsApp Business appFree from Meta.WhatsApp Business
- Free optionOptional: a no-code toolMake.com or Zapier; their free plans are enough to learn.Make.com · Zapier
What you will do
Each lesson ends with a "Do this today" box. By the last lesson your office has a document form, self-sending reminders, sorted email, a tracker that updates itself and an automation register.
- Free What to automate in a CA officeThe 10 most repeated jobs, and which are worth automating. · 10 min
- 01 Collecting documents with formsForms and upload links that put files in the right folder. · 15 min 🔒 Paid
- 02 Reminders that send themselvesCalendar, scheduled email and a safe mail merge. · 15 min 🔒 Paid
- 03 WhatsApp Business, the free wayQuick replies, labels, away messages, within the rules. · 12 min 🔒 Paid
- 04 Email that sorts itselfFilters, rules, labels and templates. · 12 min 🔒 Paid
- 05 Sheets and Excel that update themselvesLinked sheets and registers that update themselves. · 12 min 🔒 Paid
- 06 No-code flows, step by stepPower Automate for desktop and copy-paste scripts, safely. · 15 min 🔒 Paid
- 07 Saved AI assistants for repeat workReusable instructions for notice summaries and client mails. · 12 min 🔒 Paid
- 08 Scanning and file namingPhone scanning, PDF tools and bulk renaming. · 10 min 🔒 Paid
- 09 E-signing and approvalsWhat each document needs, and approvals with a clear trail. · 12 min 🔒 Paid
- 10 A task tracker that updates itselfA shared tracker fed by forms, with a weekly summary. · 12 min 🔒 Paid
- 11 Automation safely: the checklistThe pre-flight checklist for every automation. · 12 min 🔒 Paid
- 12 Your office automation planPick 5 automations, a 30-day plan and an automation register. · 10 min 🔒 Paid
Who made this
The PracticeGuru team, who run OneClick Branding for thousands of tax professionals. Every automation is taught with free tools first; paid tools are shown only where they add real value, and no client data goes into outside tools.