Track 1 of 3
Build with Expedify
Use the product
One curated course that takes you from nothing to a workflow that runs, followed by the full product tutorial — every trigger, every action, every node — written to be searched, not read front to back.
The route through
Take these in order — each one assumes the one before it.
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.
40 lessons3 hr 41 minEarn the Expedify Certified — Partner ReadyStart pathYour First AI Agent
Build an AI agent that knows your business, talks to customers, and updates your CRM.
Every workflow template in the Expedify marketplace is rated intermediate. This path is the missing beginner rung. By the end you'll have built an AI agent that answers from your own knowledge base, replies on a real channel, and logs what happened to the CRM — and you'll understand it well enough to open any template and change it.
8 lessons59 minEarn the Expedify Certified Agent BuilderStart path
Reference
Not a sequence. Look these up when you need the node in front of you — or search the full library.
Get Started with the Workflow Builder
The canvas, the nodes, and how data moves between them — everything you need before building anything real.
The canvas, the nodes, and how data moves between them — everything you need before building anything real.
Triggers — every way a workflow starts
Ten triggers, grouped by the question they answer: something changed, someone contacted us, or a system or clock spoke up.
Ten triggers, grouped by the question they answer: something changed, someone contacted us, or a system or clock spoke up.
Actions — making things happen
Twenty-one nodes that do the work: write to the CRM, message a person, place a call, reach the outside world.
Twenty-one nodes that do the work: write to the CRM, message a person, place a call, reach the outside world.
Logic & Data
Branch, loop, wait, pause for a human — then reshape, query and store what flows between nodes.
Branch, loop, wait, pause for a human — then reshape, query and store what flows between nodes.
AI & the Knowledge Base
The three AI nodes, and how to give them something true to answer from.
The three AI nodes, and how to give them something true to answer from.
Webhooks, Debugging & Full Builds
Talk to other systems, find out why a run failed, then put it all together in three complete agents.
Talk to other systems, find out why a run failed, then put it all together in three complete agents.
Next track
Engineer AI AgentsBuild agents you can trust with real authority
