Technology and AI
Automation - Solving Complex Workplace Challenges with Zapier and AI
Date: 9th July 2026
Time: 1:00pm - 2:00pm
CPD hours: 1 hour
Pricing
Non member: £250.00 + VAT
Presenter
Kelly Goss
OBJECTIVES
This webinar is designed for accountants who are already familiar with no-code automation with Zapier and are ready to take their skills to the next level. We’ll dive into building advanced multi-step Zaps, integrating AI tools, and solving more complex workflow challenges—turning automation into a true productivity multiplier across your practice.
KEY TOPICS
- Advanced Zapier techniques: filters, paths, webhooks, and multi-step logic
- Integrating AI tools like ChatGPT and document parsers into your automations
- Building client-facing automations and AI agents (e.g. onboarding, data collection, reporting)
- How to troubleshoot and scale your automations reliably
- Real-world examples of high-impact automations in accounting workflows
WHO SHOULD ATTEND
Partners and those in operational roles in the practice will benefit from understanding how to increase productivity in their teams. Proactive tech-savvy team members will also benefit.
What's Included
- Expert Knowledge from an Industry-Leading Speaker
- Verifiable CPD hours
- CPD Tracking and Certificate
- Live Webinar (if a future date is listed) with Q&A
- The Recording of the Event
- Supporting Materials