Digital Innovation
Workflow Automation & No-Code Innovation
Find a process worth improving before choosing an automation tool. Map how work moves, design clear trigger-and-action logic, and preserve the decisions people need to make. Build or storyboard a bounded workflow and test how it handles exceptions.
Build practical capability
Turn repeated effort into a reliable workflow.
Participants examine a real process, identify where automation can help, and design a no-code approach that keeps people, decisions, and controls in view.
Learn how to simplify repetitive work and connect everyday tools without traditional software development. Participants identify automation opportunities and design practical workflows that improve consistency, visibility, and efficiency.
What you will learn
Course learning objectives
By the end of this course, you will be able to:
Map the current process
Identify triggers, inputs, decisions, handoffs, outputs, delays, and failure points.
Evaluate automation opportunities
Compare value, effort, and risk to choose a useful first improvement.
Design a future-state workflow
Define trigger/action logic, conditions, information movement, and responsibilities.
Preserve human review
Decide where approval, rejection, or escalation must remain with an authorized person.
Test normal and exception paths
Trace missing information, a failed handoff, and other cases that could interrupt the workflow.
Plan ownership and maintenance
Create a practical 30-day implementation plan covering controls, monitoring, and accountable ownership.
What you will do
Apply the methods to practical work
Map a repetitive request or handoff from start to finish. Identify delays, define the information each step needs, choose an automation candidate, and build or storyboard its normal and exception paths. Finish with ownership and implementation steps.
Techniques you will practice
Process mapping: Describe the work in steps and decisions before implementing it in software.
Trigger/action logic: Specify the event that starts a workflow and the action that should follow.
Data mapping and simple branching: Define which information moves between steps and how a condition changes the route.
Human-in-the-loop design: Make review, approval, and escalation explicit in the future-state process.
Exception walkthroughs: Test the intended route and what happens when an input or handoff fails.
How the course is structured
Demonstration, guided practice, testing, and improvement
The course moves through the stages below. Instructor demonstrations and guided activities lead into participant application, critique, and a practical next-use plan.
- Choose a work problem
Distinguish a process issue from a software preference and select repetitive work to examine.
- Map the current state
Trace inputs, decisions, handoffs, outputs, and friction points.
- Design the improved process
Select automation candidates and define decision rules and human review.
- Demonstrate visual building blocks
Examine how forms, tables, integrations, notifications, approvals, and branches fit together.
- Build or storyboard and test
Apply the design to a bounded workflow and walk through normal and exception cases.
- Plan the first implementation
Assign ownership and maintenance; document a practical 30-day next step.
Choose an approach that fits your experience
Use process cards, visual mapping, and a storyboard without writing code. Participants comfortable with configuration can explore conditions and field mappings in more detail. All routes explain and test the same workflow; software-development experience is not required.
Use a sample or anonymized work situation. Keep confidential information out of shared tools, verify AI-generated claims, and retain human judgment over consequential decisions.
2027 schedule
Plan the experience into your learning year.
Choose a scheduled offering below. Course registration opens December 10, 2026. You can reserve your interest now and request an opening reminder; no payment is collected by the reservation form. A completed paid registration is required to secure a seat.
Live virtual · 4-hour course
9:30 AM–1:30 PM ET
Eastern Time (America/New_York)
Course investment: $349
Map repetitive work, design trigger/action logic and data movement, preserve approvals, and test exceptions.
You will leave with: Process maps, a bounded automation build or storyboard, and a 30-day implementation plan.
Reserve this offeringLive virtual · 4-hour course
9:30 AM–1:30 PM ET
Eastern Time (America/New_York)
Course investment: $349
Map repetitive work, design trigger/action logic and data movement, preserve approvals, and test exceptions.
You will leave with: Process maps, a bounded automation build or storyboard, and a 30-day implementation plan.
Reserve this offeringLive virtual · 4-hour course
9:30 AM–1:30 PM ET
Eastern Time (America/New_York)
Course investment: $349
Map repetitive work, design trigger/action logic and data movement, preserve approvals, and test exceptions.
You will leave with: Process maps, a bounded automation build or storyboard, and a 30-day implementation plan.
Reserve this offeringThe listed dates, times, and prices match the governed 2027 calendar. This reservation expresses interest; it is not a paid enrollment or a guarantee that an offering will run.
Find your pathway
Choose the next step that fits your goals.
Explore the full 2027 calendar and see how Workflow Automation & No-Code Innovation connects to your Digital Innovation pathway.
Explore the 2027 calendar