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Half Day | Max. 16 Participants
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
- Understanding automation basics: triggers, actions and conditions
- The automation mindset: identifying opportunities to simplify everyday work
- Building simple workflows: notifications, approvals and data flows
- Real world examples: form-to-notification flows, approval chains and data routing
- Choosing the right automation tool for your needs: Zapier, Make and more
- Getting started: what to automate first and how to scale
Location
- Willing to work remote
- Willing to work interstate
- Willing to work internationally
How can this workshop be delivered?
- Face to Face
- Virtual
Overview
Automation doesn't need to be complex or technical; if a process can be described, it can be automated. This workshop helps teams identify opportunities to streamline everyday work, build simple workflows and use accessible tools to reduce manual effort without needing coding experience. Participants will explore real examples relevant to government and corporate teams, including approval notifications and data workflows, and learn how to identify what to automate first and how to get started. Regardless of the tools available, this workshop helps teams create more efficient ways of working and free up time for higher-value work.
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
- Understanding automation basics: triggers, actions and conditions
- The automation mindset: identifying opportunities to simplify everyday work
- Building simple workflows: notifications, approvals and data flows
- Real world examples: form-to-notification flows, approval chains and data routing
- Choosing the right automation tool for your needs: Zapier, Make and more
- Getting started: what to automate first and how to scale
Who is this workshop for
Team leaders, operations staff, executive assistants and anyone managing recurring manual tasks, no technical background required.
Handouts/materials provided
Automation opportunity worksheet, workflow logic template, tool comparison guide
What to bring
Laptop and a list of 3 to 5 repetitive tasks your team does regularly to be used as live examples
Facilitator
About the facilitator
Technology starts and ends with people.
Teams need the right systems, training and support to make their work simpler, not more complicated. Your people deserve tools and processes that let them focus on what matters and your organisation deserves the confidence that comes from knowing its digital foundations are solid.
With over 20 years' experience in digital strategy, systems and training, Evan has worked with more than 500 organisations across Australia and globally, helping teams adopt technology that actually gets used.
Evan blends hands-on technical expertise with a coach's approach to change, guiding teams through everything from workflow redesign to practical AI adoption.
He's also the creator of Year Glance, a calendar visualisation tool used by teams worldwide to plan their year, which gives him a builder's perspective on what makes digital tools genuinely useful rather than just impressive.
His approach to digital transformation is centred on creating motivated, connected and high-performing teams through practical technology adoption. By improving workflows, strengthening staff and customer engagement, building confidence in AI automation and fostering shared knowledge and continuous improvement, Evan helps organisations save thousands of hours while building the adaptability and resilience needed for long-term success.
Key Expertise
- Digital transformation strategy
- AI and automation adoption
- Collaboration and workflow optimisation
- Technology adoption and change management
- System integration
- Digital tools and product development
Industry Focus
- Professional services
- Education and training institutions
- Small and medium enterprise
- Corporate and government
- Not-for-profit and community organisations
Based in:
About the facilitator
Technology starts and ends with people.
Teams need the right systems, training and support to make their work simpler, not more complicated. Your people deserve tools and processes that let them focus on what matters and your organisation deserves the confidence that comes from knowing its digital foundations are solid.
With over 20 years' experience in digital strategy, systems and training, Evan has worked with more than 500 organisations across Australia and globally, helping teams adopt technology that actually gets used.
Evan blends hands-on technical expertise with a coach's approach to change, guiding teams through everything from workflow redesign to practical AI adoption.
He's also the creator of Year Glance, a calendar visualisation tool used by teams worldwide to plan their year, which gives him a builder's perspective on what makes digital tools genuinely useful rather than just impressive.
His approach to digital transformation is centred on creating motivated, connected and high-performing teams through practical technology adoption. By improving workflows, strengthening staff and customer engagement, building confidence in AI automation and fostering shared knowledge and continuous improvement, Evan helps organisations save thousands of hours while building the adaptability and resilience needed for long-term success.
Key Expertise
- Digital transformation strategy
- AI and automation adoption
- Collaboration and workflow optimisation
- Technology adoption and change management
- System integration
- Digital tools and product development
Industry Focus
- Professional services
- Education and training institutions
- Small and medium enterprise
- Corporate and government
- Not-for-profit and community organisations
Based in:
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