Make: Automating Remote Work

• Basic experience with workflow automation tools
• Understanding of collaboration and project management platforms
• Familiarity with remote team workflows

Audience

• Remote teams
• Project managers
• HR professionals

Make is a powerful automation platform that enables remote teams to streamline collaboration, task management, and HR processes. By integrating tools like Slack, Trello, and Google Workspace, teams can automate repetitive tasks, enhance communication, and improve workflow efficiency.

This instructor-led, live training (online or onsite) is aimed at intermediate-level remote teams, project managers, and HR professionals who wish to automate collaboration and task management processes using Make.

By the end of this training, participants will be able to:

• Automate team collaboration tasks and notifications.
• Integrate Make with project management tools.
• Streamline HR and onboarding workflows.
• Improve task tracking and reporting with automation.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Introduction to Automation for Remote Teams

• Overview of Make and its capabilities
• Understanding automation in remote work environments
• Key benefits of workflow automation for collaboration

Integrating Make with Communication Tools

• Automating Slack notifications for project updates
• Setting up email alerts and reminders
• Managing approvals and feedback loops

Project Management Automation

• Integrating Make with Trello for task management
• Syncing tasks across multiple project management tools
• Automating status updates and progress tracking

HR and Onboarding Automation

• Automating employee onboarding processes
• Integrating Make with Google Workspace for HR workflows
• Managing time-off requests and approvals

Tracking and Reporting with Make

• Generating automated reports and summaries
• Tracking key performance metrics in remote teams
• Creating dashboards for workflow monitoring

Advanced Workflow Optimization

• Using conditional logic for intelligent workflows
• Implementing multi-step automation processes
• Ensuring security and compliance in automation

Summary and Next Steps

• Key takeaways from the course
• Resources for further learning
• Q&A and closing remarks