52 business automation basic
Business automation basic, data entry,,, file organization work no-code · with tools with practical work type productivity education with.
0. Purpose and ultimate goal
Business automation basic education of objective learners work analysis and Microsoft Power Automate, Zapier, Make, UiPath, Google Workspace automation tools using work automation. · · · of business automation · RPA · Power Platform education using work analysis, automation design,, operation documentation up to.
Referenced professional training patterns
- Power Automate · Power Apps course of form,,, SharePoint practice
- RPA · UiPath introductory course of, file, Excel · PDF · automation
- Zapier · Make based development automation course of SaaS result work scenario focused
- Company type automation education of with analysis, security, operation documentation, and
Introductory · 1 Day
Introductory 1 day business automation basic curriculum
Work and Excel, Google Sheets, Power Automate of basic automation create.
| Category | Details | Practice methods |
|---|---|---|
| Objective 1 | Work automation target with classify. | Work based on, hours,, table with organize. Excel or Google Sheets with work with and automation create. |
| Objective 2 | No-code automation of basic understanding. | Trigger, Action, Condition, Loop, Connector Power Automate and Zapier with compare. Outlook/ Gmail receiving, Excel, Teams/Slack automation create. |
| Objective 3 | Individual work automation file complete. | Microsoft Forms or Google Forms spreadsheet to saving and to. Automation with and writing using work with organize. |
| Platforms | Microsoft Excel 365, Google Sheets, Microsoft Power Automate, Zapier, Outlook, Gmail, Teams, Slack |
|---|---|
| Instructor profile | OA practical work, no-code automation, Microsoft 365 or Google Workspace work improvement education 2years or more |
| Target learners | Introductory,, small business owner, job seeker, educationorganization practitioner |
| Duration | 4-6 hours |
| Materials | , Microsoft 365 or Google account, work, account, practice spreadsheet |
| Deliverables | Work automation, automation table, -- automation, |
| Assessment method | Work analysis 25%, automation 35%, 20%, Deliverables organization 10%, participation 10% |
Beginner · 3 Days
Beginner 3 days business automation basic curriculum
Spreadsheet,, form, schedule, connect work automation.
| Category | Details | Practice methods |
|---|---|---|
| Objective 1 | Data entry and work automation. | Microsoft Forms/Google Forms with,, Excel Online or Google Sheets and. Power Automate or Zapier with, Teams/Slack, schedule. |
| Objective 2 | And design. | Using,, also to to. Power Automate Approvals or Gmail/Outlook rules using · practice. |
| Objective 3 | Automation operation document writing. | Automation,, entry,,, table operation document with organize. 5 writing and · · entry. |
| Platforms | Power Automate, Zapier, Microsoft Forms, Google Forms, Excel Online, Google Sheets, Outlook, Gmail, Teams, Slack, Trello |
|---|---|
| Instructor profile | Work with analysis, no-code automation design, Microsoft 365/Google Workspace practice education 3years or more |
| Target learners | , ·, education operation, marketing, operation |
| Duration | 12-18 hours |
| Materials | , Microsoft 365 or Google Workspace account, practice, work scenario, |
| Deliverables | Form-spreadsheet- automation,, automation operation document, |
| Assessment method | Form design 20%, automation 35%, 20%, operation document 15%, presentation 10% |
Beginner · 1 Week
Beginner 1 week business automation basic curriculum
Field work data based with automation with design and work with application.
| Category | Details | Practice methods |
|---|---|---|
| Objective 1 | Work with visualization. | Miro, FigJam or draw.io with work,, entry, visualization. Work by automation hours,, security, also based on. |
| Objective 2 | Cloud automation create. | Power Automate with SharePoint List, Excel Online, Outlook, Teams work · create. Zapier or Make with Gmail, Google Sheets, Google Calendar, Slack app automation. |
| Objective 3 | Automation quality and security. | , personal information, sharing, account, with storage with. ,, recovery procedure operation manual create. |
| Platforms | Power Automate, Make, Zapier, SharePoint List, Excel Online, Google Sheets, Google Calendar, Teams, Slack, Miro, draw.io |
|---|---|
| Instructor profile | Work automation, SaaS, with, security · management education 3years or more |
| Target learners | Company practitioner, educationorganization, team work improvement, development automation introductory |
| Duration | 20-30 hours |
| Materials | , Microsoft 365/Google Workspace account, work with, organization, work data CSV |
| Deliverables | Work with, automation analysistable, cloud automation 2, operation · security |
| Assessment method | With analysis 25%, automation 35%, security 15%, operation manual 15%, presentation 10% |
Intermediate · 4 Weeks
Intermediate 4 weeks business automation basic curriculum
No-code and with using operation to with application business automation portfolio creation.
| Category | Details | Practice methods |
|---|---|---|
| Objective 1 | Data based work app. | Power Apps or AppSheet with,, education operation, of entry app create. SharePoint List, Dataverse basic or Google Sheets data storage with connect by design. |
| Objective 2 | RPA basic practice. | Power Automate Desktop or UiPath Studio with file, entry, PDF download, Excel organization based automation create. ,,,, with application using work automation. |
| Objective 3 | Automation and. | Automation hours,, hours, KPI with. Looker Studio or Power BI using automation and create. |
| Platforms | Power Apps, AppSheet, Power Automate, Power Automate Desktop, UiPath Studio, SharePoint List, Dataverse basic, Google Sheets, Power BI, Looker Studio |
|---|---|
| Instructor profile | No-code app creation, RPA basic, business automation KPI design, company practical work project map 4years or more |
| Target learners | Intermediate, team, work, IT practitioner, automation |
| Duration | 40-60 hours |
| Materials | , Microsoft 365 account, Google account, Power Automate Desktop, practice work data, scenario |
| Deliverables | Work entry app, RPA automation file, automation portfolio, and |
| Assessment method | App 25%, RPA 30%, 15%, KPI 20%, presentation 10% |
Advanced · 8 Weeks
Advanced 8 weeks business automation basic curriculum
Organization automation assignment,,,, operation documentation up to perform.
| Category | Details | Practice methods |
|---|---|---|
| Objective 1 | Automation project. | Organization work interview and As-Is/To-Be with,,,. Notion, Confluence or Google Docs with automation project plan and scheduletable writing. |
| Objective 2 | Automation. | Power Automate, Power Apps, SharePoint, Outlook, Teams connect ----. UiPath or Power Automate Desktop with / work and cloud and. |
| Objective 3 | And system create. | Operation manual, manual, responsetable, table, account table writing. File feedback using automation 2 improvement and and presentation. |
| Platforms | Power Platform, Power Automate Desktop, UiPath Studio, SharePoint, Dataverse, Outlook, Teams, Notion, Confluence, GitHub basic, Power BI |
|---|---|
| Instructor profile | Company automation project PM, Power Platform/RPA, work analysis, operation documentation map 5years or more |
| Target learners | Automation, work, educationorganization operation management, company management, automation instructor course |
| Duration | 80-120 hours |
| Materials | , organization work, Microsoft 365 management or practice, RPA, project document |
| Deliverables | Automation project plan, automation, operation manual, educationmaterials, and presentation deck |
| Assessment method | 20%, 35%, · 20%, operation document 15%, presentation 10% |