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Building Bots as a Non-Technical Person: A Practical Guide

Abstract

Bots are automated programs that can perform tasks ranging from answering customer queries to
trading cryptocurrencies. Traditionally, bot development required programming skills, but modern tools
now enable non-technical users to create functional bots. This paper explores the approaches, platforms,
and best practices for building bots without writing code, empowering individuals to leverage
automation for business, trading, and personal productivity.

1. Introduction

Bots can perform repetitive tasks faster, more accurately, and continuously. Non-technical individuals
often avoid bot creation due to perceived coding barriers. However, today’s ecosystem offers no-code
and low-code solutions, AI-assisted bot builders, and modular platforms that democratize automation.
Understanding these tools and workflows allows non-technical users to harness automation effectively.

2. Types of Bots

2.1 Chatbots

Used in customer service, sales, or personal assistance.

Respond to text, voice, or even visual inputs.

2.2 Trading Bots

Automate buying and selling decisions in financial markets.

Can execute strategies on cryptocurrency, forex, or stock exchanges.


2.3 Workflow Automation Bots

Automate repetitive tasks like emailing, data entry, or notifications.

Integrates with platforms like Google Workspace, Slack, or Zapier-compatible tools.

3. Platforms for Non-Technical Bot Creation

3.1 No-Code Chatbot Builders

Tidio, ManyChat, Chatfuel: Create conversational bots using drag-and-drop interfaces.

Features: Templates, keyword triggers, multi-platform deployment.

3.2 Trading Bot Platforms

3Commas, Pionex, Bitsgap: Allow strategy automation with preset templates or visual strategy builders.

Features: Backtesting, risk management, alerts, and cloud execution.

3.3 Workflow Automation Tools

Zapier, Integromat (Make), IFTTT: Connect apps to create automated sequences.

Example: “When a new email arrives → extract attachment → save to Google Drive → notify on Slack.”
3.4 AI-Powered Bot Assistants

OpenAI ChatGPT with API, Microsoft Power Automate: AI-assisted bots can respond intelligently or
execute tasks based on natural language instructions.

4. Steps for Building a Bot Without Coding

Step 1: Define the Goal

Decide the purpose: customer service, data automation, trading, reminders, etc.

Specify tasks the bot should perform.

Step 2: Choose a Platform

Select a platform that aligns with your goal: Chatfuel for chatbots, 3Commas for trading, Zapier for
automation.

Step 3: Use Templates and Visual Builders

Drag-and-drop interfaces allow you to create bot logic visually.

Most platforms offer pre-built templates for common tasks.

Step 4: Configure Triggers and Actions


Triggers: Events that start the bot (new email, new chat message, market price alert).

Actions: Tasks the bot performs (send reply, execute trade, move file).

Step 5: Test the Bot

Run the bot in a controlled environment.

Check responses, execution speed, and error handling.

Step 6: Deploy and Monitor

Deploy on your chosen platform.

Monitor logs and analytics to improve performance.

5. Best Practices for Non-Technical Bot Builders

Start Small: Begin with simple tasks before creating complex automation.

Use Templates: Leverage pre-built workflows and scripts to save time.

Regular Testing: Ensure the bot behaves as expected in all scenarios.

Monitor and Iterate: Bots are not perfect; continuous adjustments improve reliability.
Understand Limits: Non-technical bots may have limitations compared to fully coded bots but are
sufficient for many practical applications.

6. Advantages of Building Bots Without Coding

Accessibility: Opens automation to anyone regardless of technical skill.

Cost-Effective: Reduces the need to hire developers for simple tasks.

Rapid Deployment: Bots can be built and deployed quickly using visual tools.

Scalable: Many platforms allow scaling to more tasks or users without coding changes.

7. Conclusion

Non-technical individuals can successfully build bots by leveraging modern no-code and low-code
platforms. By defining clear objectives, using templates, and iterating based on performance, anyone can
automate repetitive tasks, enhance productivity, and even engage in sophisticated activities like trading.
The rise of AI-assisted tools further reduces barriers, making bot creation an achievable goal for all.

References

Zapier. The Beginner’s Guide to Automation with Bots. 2023.

ManyChat. Creating Chatbots Without Coding. 2022.


3Commas. Automated Crypto Trading Made Simple. 2023.

Power Automate. AI-Driven Workflows for Non-Technical Users. Microsoft Docs, 2022.

Rouse, M. No-Code and Low-Code Platforms: Democratizing Software Development. TechTarget, 2021.

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