Pick a depth. Each prompt opens in your AI pre-loaded with the lesson. Click a row to preview the prompt.
This is the lesson where you stop reading about automation and watch a machine do a task for you: someone fills in a form, and seconds later a spreadsheet row exists that no human typed. Small as it looks, this two-step flow is structurally identical to automations businesses pay four figures for — lead capture into a CRM, orders into fulfillment, applications into a review sheet all follow the same trigger-then-action shape. The one genuinely new skill inside it is field mapping: telling the tool which piece of incoming data goes in which output slot. Field mapping is the day-to-day craft of automation work — get comfortable with it here on three fields and you can do it on the thirty-field flows client work throws at you.
The build, in Zapier terms (Make is the same shape with different labels). Create a new Zap. For the trigger, choose the Tally app and the event 'New Submission', select your Tally connection, and pick the 'Project Inquiry' form. Click Test trigger: Zapier reaches into Tally and pulls in a real sample — the submission you made in the last lesson — and shows you its fields: Full name: Priya Sharma, Email: priya@brightsmiledental.in, What do you need?: 'Want an online booking system for my clinic.' Seeing real sample data here is the checkpoint; if the test finds nothing, submit the form once more and re-test.
Now the action: add a step, choose Google Sheets, event 'Create Spreadsheet Row', select your Google connection, then your 'Leads' spreadsheet and its worksheet. Zapier reads your row-1 headers and shows four empty slots: Name, Email, Message, Submitted At. This is field mapping. Click into Name and insert the trigger's Full name field; map Email to Email, Message to the What do you need? answer, and Submitted At to the submission timestamp Tally provides. You are not typing Priya's data — you are placing placeholders that say 'whatever the form sends, put it here.' Click Test step: Zapier writes an actual row into your actual sheet. Open the sheet and look at row 2 — Priya Sharma, her email, her message, a timestamp. Then publish the Zap, open your form's public link in a new tab, submit a fresh entry as 'Marco Rossi, marco@rossicatering.it, need help with invoices', and watch row 3 appear on its own within a couple of minutes. That unattended row is your first shipped automation.