Looking for ways to automate finance workflows? In this course, unlock the blueprint for automating key finance workflows leveraging the power of no-code and AI tools. Beginning with common finance pain points, instructor Glenn Hopper shows you how to match each to core automation building blocks—trigger, transform, and notify—to streamline tedious, repetitive processes. Through hands-on demonstrations, learn how to connect and clean data, apply security best practices, and assemble a comprehensive variance analysis automation powered by an AI agent. By the end of this course, you’ll be equipped with the skills you need to deliver actionable finance insights through your team’s preferred channels, add human-in-the-loop quality checks, and adapt the reusable template for other high-impact workflows.
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