8 modules

Expedify in an Afternoon

Open a working Expedify org, understand every part of it, and be ready to demo it to a client.

A partner is handed a finished business — Anvaya Finserv, a three-branch loan advisory with 96 enquiries, 19 automations and three knowledge bases — and reads it rather than builds it. Every lesson is the same three beats: look at something that already works, understand why it is built that way, then change exactly one thing and watch what moves. By the end you can explain any part of the product, do the same work by conversation, and run a twelve-minute demo without notes.

Available

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lessons

Total time

3 hr 41 min

Cert

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What you'll learn

Module 1

Start here

What this path is for, what you will be able to do at the end of it, and the working business you are about to be handed to learn on.

Module 2

The org and its data

The business before the automation: the board every enquiry moves across, what one enquiry actually holds, who the people on it are, what is being sold, and where the human trail is kept.

Module 3

How a workflow is built

Enough to read any of the nineteen automations in your org: what starts one, what the boxes hold, how a value gets from one box to the next, where it forks, and how to see what it did.

Module 4

The nineteen workflows

The whole catalogue, in the order a customer meets it — a lead arriving, being understood, being called, being answered, being followed up, and finally being reported back to the ad platform that produced it.

Module 5

Knowledge bases

Where the answers live. What a knowledge base actually does when it is searched, how to write a document that comes back when somebody asks for it, and what changes when an agent is given one.

Module 6

Integrations and channels

The first thing a client asks: what does this plug into, what do we have to give you, and who has to be in the room to do it. Everything here is the difference between live this week and live next quarter.

Module 7

Doing the same things by conversation

Everything you have read on a canvas, done by talking to it instead — from your own tools, through MCP. Connect it once, then ask your business a question, change a record, build a workflow, an agent and a dashboard.

Module 8

Taking it to a client

Turning all of it into twelve minutes somebody remembers — and knowing precisely where the honest edge of the promise is.