AI Automation & Operations · Course Guide
Build an Autonomous Customer Onboarding Agent: Zero-Code AI & Financial Lead Triage
How connecting live intake webhooks, Gemini 1.5 Flash cognitive extraction, spreadsheet CRM ledgers, and human-in-the-loop safeguards equips teens and solopreneurs with real-world enterprise AI skills.
📍 In-Person Classes in Stittsville, Ottawa & 🌐 Live Online Anywhere
Whether your family prefers an intimate physical classroom setting in Stittsville, Ottawa or the comfort of a live interactive online classroom from home anywhere, ReaderNook offers ultra-small class sizes with dedicated instructor mentorship.
- In-Person Cohorts (Stittsville, Ottawa): Strict cap of 3 students per class for maximum hands-on attention and personalized guidance.
- Live Online Cohorts: Small groups with a maximum of 6 students with real-time screen sharing and collaborative debugging.
- Zero Homework Anxiety: All required building, testing, and concept mastery happen in class.
Why Learn Build an Autonomous Customer Onboarding Agent?
Artificial Intelligence is rapidly shifting from passive chatbots to autonomous operational agents that execute multi-step workflows. For older teens, solopreneurs, and small business owners, understanding how to architect, connect, and safeguard automated business systems is one of the most high-leverage skills of the modern digital economy.
In Build an Autonomous Customer Onboarding Agent, learners build a production-grade, zero-cost pipeline from scratch. Rather than writing brittle custom code, they master cloud webhook triggers, structured prompt engineering with Google Gemini 1.5 Flash, persistent Google Sheets CRM ledgers, and conditional decision routers in Make.com. Crucially, they embed an automated Human-in-the-Loop safeguard that stages customized emails directly into Gmail Drafts—ensuring quality, human oversight, and responsible AI deployment.
Skills Your Child Will Practise
- Webhook Ingestion & Data Parsing: Creating Tally intake forms, capturing HTTP POST webhooks, and extracting incoming JSON variables.
- Persistent CRM Architecture: Connecting Google Sheets ledgers, mapping dynamic variables, and maintaining verifiable audit trails.
- Cognitive AI Classification: Engineering system prompts for Gemini 1.5 Flash with strict JSON schemas to extract intent and budget tiers.
- Conditional Routing Logic: Configuring Make.com multi-branch routers to steer VIP, Standard, and Disqualified leads down distinct pipelines.
- Human-in-the-Loop Safety & Resilience: Staging personalized email drafts in Gmail Drafts and implementing Resume error handlers for 100% uptime.
The Course Journey
The course has six live one-hour meetings. Chapters are learning units: a chapter may span meetings, with time for practice, questions and saving work. Optional extensions depend on readiness and available time.
| Module | Focus & Learning Objectives | Tangible Evidence of Learning |
|---|---|---|
| Chapter 01 | The Automation Blueprint & Intake Gateway Configure a Tally.so onboarding form, set up a Make.com Custom Webhook, and parse incoming payload bundles. | Inspect a live webhook payload in Make and verify that all form fields parse into dynamic tags. |
| Chapter 02 | The Persistent CRM Ledger Architecture Connect Google Sheets, map dynamic variables to a structured customer ledger, and verify real-time data persistence. | Submit a test form and confirm a new formatted row appears instantly in the Google Sheet. |
| Chapter 03 | The AI Cognitive Engine & Structured Triage Integrate Gemini 1.5 Flash API via Make HTTP module; craft system prompts with deterministic JSON output for tier classification. | Run a raw inquiry through Gemini and verify valid JSON output with budget, intent, and tier classification. |
| Chapter 04 | The Multi-Tier Conditional Router & Decision Logic Build a 3-way Make.com conditional router directing leads into VIP Fast-Track, Standard Onboarding, and Disqualified/Follow-up flows. | Submit 3 distinct test profiles and verify the router steers each lead down its matching path. |
| Chapter 05 | Human-in-the-Loop Safeguards & Contextual Communication Connect Gmail to stage personalized AI-crafted welcome emails in the Drafts folder for human review before sending. | Confirm tailored email drafts appear in Gmail Drafts with customer context and dynamic scheduling links, without auto-sending. |
| Chapter 06 | Stress Testing, Error Handling & System Showcase Conduct chaos edge-case testing, configure error-handler directives (Resume/Commit/Ignore), and present a live end-to-end audit. | Execute the 5-point QA Test Matrix and present the complete live autonomous onboarding pipeline. |
Course Details at a Glance
Target Age & Readiness
Recommended Age: 14+
Prerequisites: Ages 14+ (older teens, freelancers, solopreneurs, small business owners). Comfortable using standard web apps like spreadsheets or web forms. No prior coding or AI experience needed.
Class Format & Schedule
Duration: 6 weekly sessions × 60 minutes
Tuition: See the current total price for your chosen class on the registration page before booking.
Equipment & Tools
Equipment: A laptop or desktop computer with internet access. Free cloud accounts: Make.com, Google AI Studio (Gemini API key), Tally.so, and Google Workspace (Gmail & Google Sheets). $0 operational cost.
Work Preservation: All projects are saved locally on the student's computer.
Takeaway Creation
Project Outcome: A production-ready autonomous customer onboarding agent connecting Tally webhooks, Gemini 1.5 Flash cognitive extraction, Google Sheets CRM tracking, and a human-in-the-loop Gmail drafting safeguards pipeline.
Ready to showcase to family, teachers, and friends.
Frequently Asked Questions for Parents
Got questions about enrolling, class structure, or student readiness? Here are the most common questions Ottawa parents ask us:
Where are in-person classes held?
In Stittsville, Ottawa, conveniently located for families in Stittsville, Kanata, Richmond, Nepean, Carp, and West Ottawa.
Can students attend online?
Yes! We offer live interactive online cohorts (max 6 students) for learners anywhere with real-time screen sharing and mentor debugging.
What is the recommended age and readiness?
Ages 14 and up (older teens, freelancers, solopreneurs, and small business owners). Comfortable using standard web apps like spreadsheets or web forms. No prior programming or AI engineering experience required.
What software and tools are required?
A laptop or desktop computer with internet access. Free cloud accounts: Make.com, Google AI Studio (Gemini API key), Tally.so, and Google Workspace (Gmail & Google Sheets). The entire course runs on $0 developer free tiers with zero credit cards or paid software required.
Is there homework between sessions?
No homework is required. All core webhook integrations, AI prompt engineering, router branching, and email draft workflows are built and tested within the 60-minute class time. Optional untimed practice challenges are provided for curious learners.
What does the learner take away at completion?
A fully operational, cloud-hosted autonomous onboarding agent connecting live webhooks, Gemini AI classification, a persistent Google Sheets CRM ledger, and human-in-the-loop Gmail drafts.
Ready for Your Child to Become a Creator?
Choose from currently available dates and teaching modes. Groups have a maximum of 3 learners in person or 6 online.