Role-Based Programme
RB0807

Make.com for Project & Program Management

Automate Coordination, Tracking & Delivery Workflows

IMAGE REQUIRED
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability to use Make.com for project coordination, task management, reporting, and recurring delivery activities.
  • Automate project requests, status collection, reminders, approvals, stakeholder notifications, and follow-up actions.
  • Connect project-management, communication, spreadsheet, calendar, and business applications into coordinated workflows.
  • Apply AI-assisted processing for project summaries, risk identification, action extraction, and management reporting.
  • Create reliable project automations with routing, approvals, exception handling, monitoring, and clear ownership.

Tools covered

Make.comScenario BuilderTriggers & ActionsRouters & FiltersFormsWebhooksAPIsData MappingAI-Assisted WorkflowsHuman ApprovalsError Handling & Execution Monitoring

Who should attend

  • Project Managers
  • Program Managers
  • Technical Project Managers
  • PMO Professionals
  • Project Coordinators
  • Delivery Managers
  • Implementation Managers
  • Scrum Masters
  • Transformation Project Managers
  • Project Analysts
  • Portfolio Coordinators
  • Project & Program Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of project or program management
  • Familiarity with tasks, milestones, risks, issues, dependencies, and status reporting
  • Basic experience with spreadsheets, email, forms, calendars, or project-management tools
  • Basic awareness of workflow automation is helpful
  • No programming knowledge required
  • No previous Make.com experience required

TOC Modules

Concepts
  • Understanding scenarios, modules, triggers, actions, connections, and executions
  • Identifying repetitive coordination and reporting activities suitable for automation
  • Understanding scheduled, event-driven, and request-based project workflows
  • Differentiating automation support from project-manager decision ownership
Practical activities
  • Exploring the Make Scenario Builder
  • Building a simple project-coordination scenario
  • Running and reviewing scenario execution

Scenarios

Project Status Review Automation

Workstream Updates → Make.com → Data Consolidation → AI Summary → Risks & Blockers → Project Manager Review → Stakeholder Status Report

Participants automate the collection and consolidation of project updates and convert them into a structured management-ready status report.

Project Issue to Escalation & Closure

Project Issue → Automated Intake → Severity & Owner Routing → Escalation → Corrective Action → Status Update → Stakeholder Notification

Participants create a workflow that tracks project issues, assigns ownership, escalates overdue or high-impact items, and maintains visibility until closure.

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