Skip to content
AI & No-Code AutomationPracticeGuru Learnings

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.

  • 13 short lessons
  • about 2.7 hours in all
  • 12 ready recipes and an automation planner (Word)
  • for owners and senior staff

7-day money-back guarantee: 100% refund if you ask within 7 days of paying.

Read first lesson free Buy · Rs. 999 + GST

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.

  1. Free What to automate in a CA officeThe 10 most repeated jobs, and which are worth automating. · 10 min
  2. 01 Collecting documents with formsForms and upload links that put files in the right folder. · 15 min 🔒 Paid
  3. 02 Reminders that send themselvesCalendar, scheduled email and a safe mail merge. · 15 min 🔒 Paid
  4. 03 WhatsApp Business, the free wayQuick replies, labels, away messages, within the rules. · 12 min 🔒 Paid
  5. 04 Email that sorts itselfFilters, rules, labels and templates. · 12 min 🔒 Paid
  6. 05 Sheets and Excel that update themselvesRefresh instead of redo: Power Query and linked sheets. · 12 min 🔒 Paid
  7. 06 No-code flows, step by stepPower Automate for desktop and copy-paste scripts, safely. · 15 min 🔒 Paid
  8. 07 Saved AI assistants for repeat workReusable instructions for notice summaries and client mails. · 12 min 🔒 Paid
  9. 08 Scanning and file namingPhone scanning, PDF tools and bulk renaming. · 10 min 🔒 Paid
  10. 09 E-signing and approvalsWhat each document needs, and approvals with a clear trail. · 12 min 🔒 Paid
  11. 10 A task tracker that updates itselfA shared tracker fed by forms, with a weekly summary. · 12 min 🔒 Paid
  12. 11 Automation safely: the checklistThe pre-flight checklist for every automation. · 12 min 🔒 Paid
  13. 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.