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CONTACT

CONTACT

The idea in one sentence

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  • No-code automation makes your applications work together without programming.

  • You say what should happen, and the tool performs the steps automatically.

Example : When a form is completed, the system adds the person to the spreadsheet, creates a contact in the customer file, and sends a message to your team mailbox.

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Concrete gains

  • You save a lot of time : no more copying and pasting and repetitive tasks.

  • You reduce errors : the same steps are performed identically for everyone.

  • You are responsive 24/7 : actions are triggered even at night and on weekends.

  • You standardize your methods : more consistency and quality.

  • You see what happened : every action is recorded (who, what, when).

  • You reduce costs : fewer small manual jobs and fewer custom projects.

  • Your teams become autonomous : no need to wait for a specialist to improve a process.

  • You get results quickly : we're talking days, not months.

How does it work?

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  • First there is a trigger : an event that starts everything (e.g. "a new form response").

  • Then there are conditions : simple rules of the type “if… then…”.

  • Then there are actions : “create a contact”, “fill in a line”, “send an email”, “publish a message”.

  • You test once and activate. Then the tool takes care of everything and keeps track.

Simple image : Think of LEGO bricks. You put a few bricks together to create a small “office robot” that works for you.

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What you can automate

  • Synchronize your tools to keep data up to date (customer files, spreadsheets, emails, messaging).

  • Orchestrate a complete process (e.g. the arrival of a new employee).

  • Monitor an important event (new potential customer, payment received, support request) and act immediately.

  • Automatically update records and tracking tables.

  • Notify the right people at the right time, with the right information.

Simple tools to get started

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  • Zapier : very simple, perfect for getting started quickly.

  • Make : very visual, useful for scenarios with several steps.

  • n8n : flexible, can work on your premises if you need to keep data in-house.

  • Microsoft Power Automate : Ideal if you use Outlook, Teams or SharePoint.

  • Workato / Tray.io : “Enterprise” options with more control.

  • Pipedream : Useful if you want to add a small special rule.

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Concrete examples

  • New employee : an HR form creates access, files and tasks, then sends a welcome message.

  • New potential customer : their information is completed, they receive a note of interest, they are assigned to the right seller and receive a personalized email.

  • Invoicing : A payment marks the invoice as settled, the receipt is automatically sent, and the dashboard is updated.

  • Support : An “urgent” message creates a ticket, notifies the right person, and initiates an escalation if necessary.

No-code vs. traditional development

Which is the same

  • The logic is the same: trigger → conditions → actions.

  • The result on the business side is the same: the work is done by itself.

What no-code brings more

  • It's accessible: no language to learn.

  • It's quick: everything can be done in just a few clicks.

  • The technical part “under the hood” is taken care of by the platform.

  • Costs are controlled: no custom solution to maintain.

When to prefer classic development

  • If you have an extremely specific rule, huge volumes or very specific constraints.

The right compromise

  • Combine the two: do the essentials without code, then add a small, special part only if necessary.

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Combining no-code and “small code”… written by AI (easiest for you)

  • The most effective method is often a hybrid: 80% no-code, 20% special tuning.

  • Good news: this special little part can be written by AI models. You don't need to know how to program.

What is the purpose of this small part written by AI?

  • Connect a service that is not originally intended.

  • Clean up or reformat information before sending it elsewhere.

  • Apply a specific rule of your profession (a calculation, a verification).

How to simply ask AI for this help?

  1. State the goal in one sentence: “Transform this phone number into the correct format.”

  2. Give a before example and an after example.

  3. Specify where you will paste the result (e.g. "in my tool's special step").

  4. Ask for a short, clear result, with a short explanation.

  5. Paste the result into the intended step and test on one or two real cases.

Simple diagram (to paste into Word)
[Event] → [Trigger] → [If… then… rules] → [Standard actions] →
[AI Step (summarize, extract, classify, write)] → [Special small step written by AI] → [Continuation of the process]

Best practices (hybrid mode)

  • Start without code, add the special little step only if needed.

  • Always reread what the AI suggests and test on an example.

  • Protect your access (passwords, keys) and limit permissions.

  • Maintain human validation for sensitive actions (finance, legal).

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Getting started made easy

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  • Choose 1-2 automations that are most useful for your team.

  • Give each automation a clear name and note its purpose.

  • Test before activating, then monitor for alerts if it fails.

  • Control costs : Avoid unnecessary triggers and group actions where possible.

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Canvas

A side-by-side editor for writing/editing text & code, with assisted rewriting, history and versions.
What's the point? Write faster, test code, correct, and compare drafts without losing track.
Examples : web page, email, Python script, internal note.

Popular models (supplier) :

  • GPT — OpenAI

  • Claude — Anthropic

  • Gemini — Google

  • Mistral — Mistral

  • Llama — Meta (via partners)

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