15 Topics
4 Days
75 Sessions
Programme Overview
Training Description
Who Should Attend
- Operations Managers
- Process Improvement Professionals
- Digital Transformation Managers
- IT Project Professionals
- Team Leaders and Supervisors
- Administrative and Project Support Teams
- Consultants
- Entrepreneurs and Business Owners
- Professionals seeking to automate project management processes
Session Objectives
- Understand the core concepts of process automation
- Identify key project management processes for automation
- Select the right automation tools for your needs
- Create triggers and actions to build simple workflows
- Design and implement multi-step, complex workflows
- Integrate different project management tools and apps
- Use automation for intelligent reporting and communication
- Set up conditional logic in your workflows
- Troubleshoot and debug common workflow issues
- Apply best practices for creating sustainable automations
About the Course
The Automated Workflows for Project Managers Training Course is designed to help project professionals leverage workflow automation to streamline project processes, reduce administrative workloads, improve team productivity, and accelerate project delivery. The course explores how automation can be applied to routine project activities such as task assignment, approvals, notifications, reporting, document management, status updates, and stakeholder communication.
Participants will learn how to identify automation opportunities, design efficient workflows, configure automated processes, and monitor their performance. The training also introduces no-code/low-code automation tools, AI-enabled workflows, and integration techniques that can connect project management platforms with other business applications. Through hands-on exercises and real-world scenarios, participants will develop practical automation solutions that improve efficiency and project visibility.
Curriculum & Topics
15 Topics | 75 Sessions
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Workshop 1.1:
What is a workflow and why automate it
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Workshop 1.2:
The benefits of automation for project managers
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Workshop 1.3:
Identifying repetitive and manual tasks
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Workshop 1.4:
The key components of an automated workflow
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Workshop 1.5:
A look at popular automation platforms
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Workshop 2.1:
An overview of platforms like Zapier, Make, and IFTTT
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Workshop 2.2:
The pros and cons of different tools
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Workshop 2.3:
The importance of app integrations
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Workshop 2.4:
Pricing and choosing the right plan
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Workshop 2.5:
Getting started with your first account
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Workshop 3.1:
The anatomy of a basic workflow
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Workshop 3.2:
Setting up a trigger and an action
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Workshop 3.3:
Creating your first automation
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Workshop 3.4:
The role of data in a workflow
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Workshop 3.5:
Testing and validating your first workflow
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Workshop 4.1:
The importance of filters and conditions
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Workshop 4.2:
Using multiple actions in a single workflow
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Workshop 4.3:
The concept of a router or path
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Workshop 4.4:
Handling errors and exceptions
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Workshop 4.5:
Creating a dynamic workflow
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Workshop 5.1:
Automating project creation from a template
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Workshop 5.2:
Automatically adding team members to a project
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Workshop 5.3:
Setting up initial tasks and milestones
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Workshop 5.4:
Notifying the team of a new project
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Workshop 5.5:
Syncing data from other systems
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Workshop 6.1:
Automatically creating tasks from an email
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Workshop 6.2:
Moving tasks between different stages
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Workshop 6.3:
The importance of status updates
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Workshop 6.4:
Notifying team members of task changes
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Workshop 6.5:
Automating task assignments
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Workshop 7.1:
Automatically sending a welcome email to a new client
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Workshop 7.2:
The role of automated status updates
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Workshop 7.3:
Sending a weekly report to clients
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Workshop 7.4:
The importance of personalized communication
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Workshop 7.5:
Gathering feedback with automated forms
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Workshop 8.1:
Automatically creating a project report
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Workshop 8.2:
Sending a daily digest of project activity
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Workshop 8.3:
The importance of a real-time dashboard
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Workshop 8.4:
Exporting data for analysis
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Workshop 8.5:
The benefits of automated reporting
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Workshop 9.1:
Integrating your project tool with Slack or Teams
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Workshop 9.2:
Connecting your tool with Google Sheets or Excel
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Workshop 9.3:
The importance of two-way syncing
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Workshop 9.4:
How to handle different data formats
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Workshop 9.5:
The future of tool integration
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Workshop 10.1:
Using AI for text summarization
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Workshop 10.2:
The role of AI in sentiment analysis
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Workshop 10.3:
Using AI to categorize tasks
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Workshop 10.4:
The importance of natural language processing
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Workshop 10.5:
The benefits of smart workflows
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Workshop 11.1:
Automatically creating a timesheet entry
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Workshop 11.2:
The role of automated invoicing
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Workshop 11.3:
The importance of accurate data
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Workshop 11.4:
The benefits of a streamlined process
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Workshop 11.5:
A look at the different tools available
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Workshop 12.1:
Automating a marketing campaign launch
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Workshop 12.2:
A case study on a large-scale automation
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Workshop 12.3:
A use case on managing a consulting engagement
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Workshop 12.4:
The benefits of a fully automated process
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Workshop 12.5:
The importance of a well-designed workflow
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Workshop 13.1:
How to debug a broken workflow
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Workshop 13.2:
Common errors and how to fix them
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Workshop 13.3:
The importance of naming conventions
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Workshop 13.4:
The role of version control
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Workshop 13.5:
Best practices for maintaining your automations
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Workshop 14.1:
How to introduce automation to your team
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Workshop 14.2:
The importance of buy-in
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Workshop 14.3:
The role of training
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Workshop 14.4:
The benefits of a culture of automation
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Workshop 14.5:
The future of the project manager
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Workshop 15.1:
The importance of data security
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Workshop 15.2:
The role of user permissions
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Workshop 15.3:
The challenge of data privacy
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Workshop 15.4:
The benefits of a centralized governance
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Workshop 15.5:
Best practices for securing your data
