Overview

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This practical course teaches how to design and implement automations and integrations that reduce manual handoffs and enforce governance. You will map manual processes into trigger-action flows, design and test single-purpose automations (WIP enforcement and overdue escalation), and build secure point-to-point integrations to send project updates to communication channels. Emphasis is on rule logic, filters, test cases, and a concise runbook to operationalize automations reliably. You will validate automations against simple acceptance criteria and deliver a working single-rule automation, an integration diagram, and a troubleshooting log for handover. The course balances engineering considerations with governance and security basics to ensure automations are maintainable and auditable.

Syllabus

Automate, Prioritize, and Project Backlogs

Struggling to see the big picture through a mountain of administrative tasks? In "Automate, Prioritize, and Project Backlogs," you'll learn to transform your workflow by partnering with AI. This module teaches you to delegate routine duties, like drafting status updates or summarizing meetings, to an AI assistant, freeing you to focus on strategy. You will get hands-on experience using AI tools to instantly organize chaotic backlogs into clear, prioritized plans. Critically, you’ll master applying human oversight to AI-generated results, making key adjustments and justifying your decisions, ensuring your team always focuses on the most impactful work.

Automate Project Updates Across Platforms

"Automate Project Updates Across Platforms" is a beginner-level module for anyone tired of manually copying project updates between apps. You will learn the essential skill of tool integration to save time, reduce errors, and improve team communication automatically. Through step-by-step instructions, you will connect a project tool like Trello to a communication platform like Slack. You’ll configure pre-built integrations to send automatic notifications about key project activities to a specific team channel. By the end, you will have built a real-world automation, streamlining your workflow and freeing you to focus on more important work.

Automate WIP Limits for Agile Projects

Is your team struggling to move tasks from "In Progress" to "Done"? "Automate WIP Limits for Agile Projects" is a beginner-level module that provides a practical solution. You will learn why Work-In-Progress limits are essential for Agile success and how to enforce them automatically. Through a step-by-step screencast, you will use the automation tool Butler to build a rule that manages your team's workflow and prevents overload. By integrating with tools like Slack, this system protects your team’s focus, eliminates bottlenecks, and creates a smooth, predictable path to completing work.

Automate Workflows Across Tools Seamlessly

"Automate Workflows Across Tools Seamlessly" is a beginner-level module for professionals who want to stop manually copying information between apps like Trello, Confluence, and Slack. You will learn to think like an automation designer by breaking down manual tasks into a sequence of triggers and actions. Using a no-code platform, you’ll build and configure a complete, multi-step workflow that connects your tools and passes data between them. By the end, you will have a working prototype and the confidence to apply process improvement principles, enhancing your team’s collaboration, transparency, and overall efficiency.

Cross-Tool Automation Build

In this project, you will learn to stop chasing status updates and manually enforcing rules by building smart, scalable automations. Step into an operations analyst role to solve a common bottleneck: a failing Work-In-Progress (WIP) limit. You will design and build a live, cross-tool automation that detects a WIP limit breach on a project board and automatically sends an escalation alert. By creating an integration diagram, a test log, and a professional runbook, you will deliver a robust, maintainable solution, proving your job-ready skills in automation and integration engineering for any hiring manager.