Automating routine work without code – practical workflows for teams
Automation
Overview
You don't need to be a developer to automate routine work. Most teams have repetitive tasks happening every day that could be handled automatically with the right setup. This workshop demystifies automation by focusing on the logic behind it, not the technical complexity. We'll walk through real examples relevant to government and corporate teams, from approval notifications to data handoffs, and you'll leave knowing exactly what to automate first and how to get started. Tool-agnostic and practical, this workshop is about giving your team time back.
Workshop Outcomes
- Identify repetitive tasks in your team that are ready to automate
- Understand the logic behind automation without needing a technical background
- Build simple workflows using accessible tools
- Evaluate which automation tools suit your team's context and budget
- Reduce manual handling errors and free up time for meaningful work
Topics Covered
- The automation mindset; if this happens, do that
- Spotting automation opportunities in everyday team work
- How automation tools work; triggers, actions and conditions
- Live examples; form-to-notification flows, approval chains and data routing
- Choosing the right tool; overview of Zapier, Make and others
- What to automate first and how to start small
Who this workshop is for
Team leaders, operations staff, executive assistants and anyone who finds themselves doing the same manual tasks repeatedly. No technical background required. If you can describe a process in plain English, you can automate it.
Materials provided
Automation opportunity worksheet; workflow logic template; tool comparison guide
What to bring
Laptop; a list of 3 to 5 repetitive tasks your team does regularly (we'll use these as live examples)