Course Introduction
Project automation is increasingly important for organisations seeking to improve efficiency, strengthen operational control, reduce repetitive administrative work, and accelerate project delivery. Project teams often spend considerable time managing approvals, updating task registers, distributing reports, tracking deadlines, collecting information, and coordinating activities across departments. The Project Automation with Microsoft Power Automate Course equips participants with the practical knowledge and skills required to automate these processes using Microsoft Power Automate. The programme focuses on designing reliable workflows that connect people, data, applications, and project management activities while improving consistency, visibility, and accountability throughout the project lifecycle.
Microsoft Power Automate enables project professionals to create automated workflows across Microsoft 365 applications, SharePoint, Microsoft Teams, Outlook, Excel, and other connected business systems. These workflows can respond to events, execute scheduled activities, request approvals, transfer information between platforms, and notify relevant stakeholders when action is required. Participants will explore how cloud flows, automated triggers, instant flows, scheduled flows, and approval workflows can support project initiation, planning, execution, monitoring, reporting, and closure. The course emphasises practical applications that address common project administration challenges without requiring participants to be experienced software developers.
Effective project automation begins with identifying processes that are repetitive, rules-based, time-consuming, or vulnerable to human error. Participants will learn how to map existing workflows, identify bottlenecks, define automation requirements, establish decision rules, and determine where automation can deliver measurable benefits. The programme examines how to prioritise automation opportunities according to implementation complexity, business value, process frequency, risk exposure, and stakeholder needs. Participants will also consider when a process should be redesigned before automation, helping prevent inefficient procedures from being reproduced in a digital workflow.
A key component of the course is the development of practical automated solutions for everyday project management activities. Participants will explore workflows for project document approvals, task assignment notifications, overdue action reminders, risk escalation, change request processing, meeting follow-ups, procurement coordination, timesheet submissions, and status reporting. They will learn how to configure triggers, actions, conditions, expressions, variables, loops, and approval stages to support different project scenarios. The course also introduces techniques for connecting Power Automate with SharePoint lists, Microsoft Forms, Excel workbooks, Teams channels, and other supported services to create integrated workflows that reduce manual data entry and improve information flow.
Automation must be reliable, secure, maintainable, and aligned with organisational governance requirements. Participants will examine techniques for handling errors, monitoring flow runs, troubleshooting failed actions, managing permissions, protecting sensitive project information, and maintaining appropriate control over automated decisions. The course also addresses environment management, connection references, data loss prevention policies, licensing considerations, and the importance of testing workflows before deployment. Through practical exercises, participants will learn to document automation logic, manage changes, establish ownership, and create recovery procedures that help ensure automated processes continue to function as project requirements evolve.
By the end of the programme, participants will be equipped to design, build, test, deploy, and maintain useful project automation workflows using Microsoft Power Automate. They will understand how to connect project applications, streamline routine administration, improve approval turnaround times, standardise notifications, and strengthen the quality of project information. The course combines guided demonstrations with hands-on workflow development and realistic project scenarios, enabling participants to apply their learning directly to workplace challenges. By adopting a structured approach to automation, project teams can reduce avoidable effort, improve operational visibility, support faster decisions, and free up time for activities that require professional judgement and collaboration.
Duration
5 days
Who Should Attend
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Project managers and project coordinators seeking to automate routine project administration, improve workflow consistency, and reduce manual follow-up activities.
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Project management office (PMO) professionals responsible for standardising project processes, improving reporting efficiency, and strengthening portfolio-wide visibility.
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Programme managers overseeing multiple projects who need reliable workflows for milestone tracking, status updates, escalations, and cross-team coordination.
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Business analysts responsible for identifying automation opportunities, documenting requirements, mapping workflows, and translating business needs into practical solutions.
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Project administrators and support officers who manage meeting actions, document submissions, approval requests, schedules, and project records.
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Project controls professionals seeking to automate progress notifications, reporting processes, action tracking, and exception management.
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Risk and compliance professionals who need structured workflows for risk escalation, control evidence collection, compliance reminders, and issue follow-up.
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Procurement and contract management personnel seeking to automate requisition approvals, supplier communications, contract review reminders, and procurement tracking.
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Finance and cost control professionals responsible for budget approval workflows, expenditure submissions, invoice routing, and financial reporting coordination.
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Engineering, construction, and operations teams managing technical reviews, inspection notifications, design approvals, and corrective action processes.
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Microsoft 365 users who want to integrate SharePoint, Outlook, Teams, Excel, Forms, and other supported applications into project workflows.
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Digital transformation specialists and process improvement practitioners responsible for implementing low-code automation initiatives across project-based organisations.
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IT support professionals and Power Platform administrators who support workflow deployment, access management, monitoring, troubleshooting, and governance.
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Consultants and project management advisers helping organisations improve project delivery processes through workflow automation and digital integration.
Course Objectives
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Explain the core capabilities of Microsoft Power Automate and evaluate how cloud flows, instant flows, scheduled flows, triggers, and actions can support project management processes.
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Identify and prioritise project automation opportunities by analysing process frequency, administrative effort, business value, operational risks, dependencies, and expected efficiency improvements.
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Map existing project workflows and translate business requirements into clear automation designs, including triggers, conditions, approval stages, exception paths, and expected outcomes.
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Build automated workflows that connect supported Microsoft 365 applications and project information sources to streamline notifications, document processing, data capture, and task coordination.
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Configure approval processes for project documents, change requests, procurement activities, budget submissions, technical reviews, and other decisions requiring traceable authorisation.
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Apply expressions, variables, conditions, loops, and data operations to create workflows that handle project information accurately and respond appropriately to different business scenarios.
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Integrate Power Automate with SharePoint lists, Microsoft Forms, Excel, Teams, Outlook, and other supported connectors to improve information exchange and reduce duplicate data entry.
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Implement error handling, run-history monitoring, testing procedures, and troubleshooting techniques to improve workflow reliability and resolve failed or unexpected automation outcomes.
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Apply security, permissions, governance, licensing, and environment management principles to ensure that project automation solutions are appropriately controlled and maintainable.
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Develop and present a practical project automation solution with documented requirements, a tested workflow, monitoring arrangements, and recommendations for measuring operational benefits.
Comprehensive Course Outline
Module 1: Introduction to Microsoft Power Automate for Project Management
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Understanding the Microsoft Power Platform and the role of Power Automate in connecting project applications, data sources, business processes, and stakeholder activities.
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Comparing automated cloud flows, instant flows, scheduled flows, desktop flows, and approval workflows, including appropriate project management use cases.
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Exploring triggers, actions, connectors, conditions, and workflow execution logic through examples drawn from project administration and delivery environments.
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Assessing the benefits, limitations, licensing considerations, and practical suitability of automation for different project processes and organisational requirements.
Module 2: Project Process Analysis and Automation Opportunity Identification
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Mapping current project processes to identify repetitive tasks, approval bottlenecks, manual handovers, duplicate data entry, and recurring administrative delays.
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Defining process owners, stakeholders, business rules, information inputs, decision points, exceptions, and expected outcomes before designing automated solutions.
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Prioritising automation opportunities using criteria such as frequency, effort reduction, implementation complexity, business impact, control requirements, and operational risk.
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Developing process maps, automation requirements, acceptance criteria, and measurable success indicators to guide workflow development and evaluation.
Module 3: Designing and Building Core Automated Flows
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Creating automated cloud flows triggered by project events, including new SharePoint records, submitted forms, received emails, and changes in supported data sources.
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Configuring instant flows that allow project team members to initiate actions manually from supported applications or user interfaces.
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Developing scheduled flows for recurring project tasks, including deadline reminders, weekly status requests, periodic reviews, and reporting preparation.
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Applying conditions, branching logic, variables, data operations, and expressions to manage workflow decisions and process project information consistently.
Module 4: Automating Project Approvals and Decision Workflows
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Designing multi-stage approval workflows for project plans, technical submissions, procurement requests, budget changes, and formal project deliverables.
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Configuring approvers, approval responses, decision conditions, escalation paths, reminders, and notifications for pending or rejected submissions.
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Automating the capture of approval outcomes, comments, timestamps, and decision records to support traceability and governance requirements.
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Implementing exception handling for delegated approvals, incomplete submissions, rejected requests, unavailable approvers, and decisions requiring additional review.
Module 5: Integrating Microsoft 365 Applications and Project Data
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Connecting Power Automate with SharePoint lists and document libraries to create records, update project registers, organise documents, and trigger follow-up actions.
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Automating email notifications and task coordination through Outlook and Microsoft Teams using supported actions and appropriate communication rules.
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Using Microsoft Forms and Excel to collect project information, process submissions, update structured data, and generate workflow-driven responses.
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Understanding connector capabilities, authentication, data formats, permissions, and integration limitations when linking project information across applications.
Module 6: Automating Project Scheduling, Actions, and Performance Reporting
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Building workflows for milestone reminders, overdue task notifications, action register updates, meeting follow-ups, and escalation of delayed activities.
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Automating requests for weekly project status updates and consolidating responses into structured records for management review.
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Creating notification workflows that communicate project exceptions, missing information, upcoming deadlines, and changes to key project indicators.
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Establishing practical reporting workflows that distribute approved information, maintain consistent reporting schedules, and reduce repetitive preparation activities.
Module 7: Project Risk, Issue, Change, and Compliance Automation
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Developing workflows for risk register updates, risk owner notifications, review deadlines, escalation thresholds, and mitigation action follow-up.
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Automating issue logging, corrective action assignments, investigation reminders, closure approvals, and communication with responsible stakeholders.
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Designing change request workflows that capture proposed changes, route impact assessments, coordinate reviews, and record authorised decisions.
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Creating compliance and assurance workflows for evidence requests, document expiry reminders, audit action tracking, and scheduled control reviews.
Module 8: Advanced Workflow Logic, Error Handling, and Troubleshooting
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Applying advanced expressions, date calculations, string manipulation, data filtering, and loops to manage complex project workflow requirements.
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Configuring error-handling approaches using scopes, run-after settings, alternative paths, validation checks, and notifications for failed workflow steps.
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Monitoring flow run history, interpreting error messages, identifying connector failures, and diagnosing permission, data, configuration, or dependency issues.
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Improving workflow performance by reducing unnecessary actions, managing pagination and data volumes where supported, and avoiding duplicate or unintended executions.
Module 9: Security, Governance, Testing, and Lifecycle Management
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Applying least-privilege access, connection management, data protection principles, and appropriate handling of confidential project and organisational information.
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Understanding Power Platform environments, solution-aware flows, connection references, environment variables, and data loss prevention policies where applicable.
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Developing structured testing procedures covering normal scenarios, invalid inputs, exceptions, approvals, permissions, and recovery from failed executions.
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Establishing workflow ownership, documentation standards, change control, deployment procedures, monitoring responsibilities, and maintenance arrangements.
Module 10: Capstone Project and Automation Implementation Planning
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Selecting a realistic project process and preparing a business case that defines the problem, proposed automation, stakeholders, expected benefits, and implementation risks.
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Designing and building an end-to-end workflow that integrates supported applications, applies business rules, routes decisions, and communicates outcomes.
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Testing the completed workflow against acceptance criteria, documenting defects, correcting configuration issues, and demonstrating how exceptions are managed.
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Preparing an implementation roadmap covering deployment readiness, user guidance, governance approvals, ownership, performance indicators, and ongoing improvement opportunities.
Training Approach
This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.
Tailor-Made Course
This course can also be tailor-made to meet organization requirement. For further inquiries, please contact us on: Email: training@upskilldevelopment.com Tel: +254 721 331 808
Training Venue
The training will be held at our Upskill Training Centre. We also offer training for a group (at a discount of 10% to 50%) at requested location all over the world. The Onsite course fee covers the course tuition, training materials, two break refreshments, buffet lunch, airport transfers, Upskill gift package, and guided tour.
Visa application, travel expenses, dinners, accommodation, insurance, and other personal expenses are catered by the participant
Certification
Participants will be issued with Upskill certificate upon completion of this course.
Airport Pickup and Accommodation
Airport pickup and accommodation is arranged upon request. For booking contact our Training Coordinator through Email: training@upskilldevelopment.com, +254 721 331 808
Terms of Payment:
Unless otherwise agreed between the two parties’ payment of the course fee should be done 3 working days before commencement of the training so as to enable us to prepare better.
