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Getting started

How do I actually set up a script to automate a task like the QuickBooks/Slack reconciliation example if I have no coding background?

13:27From the May 13 call · Launching the Group: PII, Custom Models, and Scripting vs LLMs

You don't need prior technical knowledge to get started. One approach: ask Claude (or a similar coding assistant) to build the script, then ask it directly how to run it — it will explain you need a server, what a server is, and how to set one up. The script lives on a server you own/pay for; the example given uses Digital Ocean, which starts at a few dollars a month (around $5/month in this case). Once the script is written and hosted, it connects via login/API credentials to tools like QuickBooks and Slack, and can then run automatically. It can be run on a schedule, or on-demand — for example, by messaging the bot in Slack to trigger a specific reconciliation task. For learning the process, one member recommended using a tool like Whisper Flow to talk through your workflow out loud instead of typing, since it transcribes speech into well-formatted text that can be fed to Claude to describe your process in detail and get automation suggestions.

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