Map and Automate One Workflow: From Manual Task to Automation

Forum3 AI specialist Kait Smith shows live in Claude how to turn a manual, recurring task into a workflow that runs on its own, using a monthly budget report that becomes a department head update email. The demo maps the process, connects Gmail and Google Drive, saves the rules as a Claude skill, drafts an HTML email in Gmail, and sets up a cloud scheduled task, then outlines a weekday meeting prep brief. This is AI Workshops, Forum3’s hands-on companion to the AI First podcast. New workshops run weekly, and you can RSVP at forum3.com/learning-hub. Next session: Claude Design and creative tools. Subscribe to our channel to stay updated on the latest trends, insights, and best practices in digital transformation, AI, and brand-consumer interactions. Visit our website at forum3.com to learn more about our services and how we can help future-proof your business. About Forum3 In an era of constant disruption, Forum3 stands at the forefront, crafting innovative solutions that anticipate the demands of tomorrow. Co-founders, Adam Brotman and Andy Sack, bring extensive expertise in digital innovation, consumer engagement, and entrepreneurship.