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Reference: Learning Roadmap

Routes by Role

Section titled “Routes by Role”

👤 Operator User (No technical experience)

Section titled “👤 Operator User (No technical experience)”

Objective: Use Gateway Ion to automate daily tasks

Duration: 2-3 hours

Route:

  1. ✅ Introduction to Gateway Ion - 15 min
  2. ✅ First Steps - 30 min
  3. ✅ Glossary - 20 min (reference)
  4. ✅ Dashboard - 20 min
  5. ✅ Create Simple Flows - 45 min
  6. ✅ Case: Mass Email - 30 min
  7. ✅ Monitor Executions - 20 min

Optional next steps:

🎯 Process Specialist

Section titled “🎯 Process Specialist”

Objective: Optimize business processes with automation

Duration: 5-7 hours

Route:

  1. ✅ Introduction
  2. ✅ First Steps
  3. ✅ Glossary
  4. ✅ Dashboard
  5. ✅ Create Flows
  6. ✅ Connections
  7. ✅ Data Store
  8. ✅ Monitor Executions
  9. ✅ Case: Mass Email
  10. ✅ Case: Data Sync
  11. ✅ Case: Alerts

Next steps:

👨‍💼 Administrator/Manager

Section titled “👨‍💼 Administrator/Manager”

Objective: Supervise and optimize team automations

Duration: 4-6 hours

Route:

  1. ✅ Introduction
  2. ✅ Authentication and Security
  3. ✅ User Profile
  4. ✅ Dashboard
  5. ✅ Monitor Executions
  6. ✅ All Use Cases
  7. ✅ FAQ (reference)
  8. ✅ Support

Focus:

  • Execution reports
  • Usage analysis
  • User management
  • ROI and metrics

💻 Technical Specialist / Integrator

Section titled “💻 Technical Specialist / Integrator”

Objective: Create custom integrations and complex flows

Duration: 8-12 hours

Route:

  1. ✅ Everything above (Process Specialist)
  2. ✅ Advanced Integrations
  3. ✅ Webhooks and Triggers
  4. ✅ Procedure: Scripting
  5. ✅ Procedure: Custom Integrations

Focus:

  • APIs
  • Webhooks
  • Scripting
  • Data transformation
  • Advanced error handling

Routes by Use Case

Section titled “Routes by Use Case”

📧 I want to Send Mass Emails

Section titled “📧 I want to Send Mass Emails”

Duration: 3-4 hours

  1. Introduction
  2. First Steps
  3. Create Flows
  4. Connections
  5. Case: Mass Email ⭐

👥 I want to Capture and Enrich Leads

Section titled “👥 I want to Capture and Enrich Leads”

Duration: 4-5 hours

  1. Introduction
  2. First Steps
  3. Create Flows
  4. Connections
  5. Webhooks
  6. Case: Lead Generator ⭐
  7. Data Store

🔄 I want to Synchronize Data Between Systems

Section titled “🔄 I want to Synchronize Data Between Systems”

Duration: 5-7 hours

  1. Introduction
  2. Create Flows
  3. Connections
  4. Data Store
  5. Advanced Integrations
  6. Case: Synchronization ⭐
  7. Webhooks

🚨 I want to Receive Smart Alerts

Section titled “🚨 I want to Receive Smart Alerts”

Duration: 3-4 hours

  1. Introduction
  2. First Steps
  3. Create Flows
  4. Webhooks
  5. Case: Smart Alerts ⭐

Routes by Available Time

Section titled “Routes by Available Time”

⏱️ I have 30 minutes

Section titled “⏱️ I have 30 minutes”

TODO: Micro-route

⏱️ I have 1-2 hours

Section titled “⏱️ I have 1-2 hours”

TODO: Quick route

⏱️ I have 4-6 hours

Section titled “⏱️ I have 4-6 hours”

TODO: Complete route

  • All Guides
  • Main features
  • 2 Use Cases

⏱️ I have 10+ hours

Section titled “⏱️ I have 10+ hours”

TODO: Professional route

  • All of the above
  • Advanced topics
  • Procedures
  • Custom integrations
Section titled “General Recommended Flow”
1. START
   ↓
2. Read Introduction
   ↓
3. First Flow (First Steps)
   ↓
4. Explore Dashboard
   ↓
5. Create Real Flow
   ↓
6. Study Similar Use Case
   ↓
7. Connect applications
   ↓
8. Monitor executions
   ↓
9. Optimize and scale
   ↓
10. EXPERT ✅

Complementary Resources

Section titled “Complementary Resources”

TODO: Links to external resources:

Feedback

Section titled “Feedback”

TODO: How to report that this route doesn’t work:

See Also

Section titled “See Also”