All courses

Automating the repetitive

4.8(147)Intermediate9 lessons3h 35

Every week your team retypes enquiries, chases patients and assembles reports by hand. We find the three most repetitive tasks, automate them, and set an alert for when it breaks, because it always eventually breaks.

What you’ll be able to do

  • Identify what deserves automating, and what does not
  • Get every enquiry into the right inbox within a minute
  • Schedule a report that sends itself
  • Get warned when an automation stops working

Curriculum

01

Choosing what to automate

3 lessons
  • The three tasks that keep coming backFree12:20
  • What you must not automate13:45
  • The hidden cost of an automation11:55
02

Setting them up

3 lessons
  • An enquiry that arrives immediately16:30
  • Following up without being heavy-handed14:15
  • The automatic weekly report15:40
03

Keeping it alive

3 lessons
  • When an automation fails silently14:50
  • Documenting what runs12:30
  • Taking back manual control when needed11:40

Your instructor

Dr. Élise Tremblay

Healthcare marketing strategist

Fifteen years growing clinics in Quebec, first as a manager, then as an advisor. She teaches what she still applies in the field every week.