Role-Based Programme
RB0808

Make.com for Project & Program Management

Integrated Workflow Automation, Delivery Tracking & AI-Assisted Coordination

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in using Make.com to automate project and program-management workflows across connected business systems.
  • Build integrated workflows for project intake, task coordination, milestones, RAID management, approvals, status reporting, and stakeholder communication.
  • Apply routers, filters, scheduling, webhooks, APIs, iterators, and aggregators to automate multi-step delivery processes.
  • Use AI-assisted workflows to summarise project information, identify risks, prepare status updates, and support project coordination.
  • Implement validation, exception handling, approvals, monitoring, governance, and human oversight across automated project workflows.

Tools covered

Make.com Scenario BuilderTriggers & ActionsRoutersFiltersWebhooksSchedulingIteratorsAggregatorsData StoresHTTP/API IntegrationMake AI AgentsError Handlers

Who should attend

  • Project Managers
  • Program Managers
  • Technical Project Managers
  • PMO Professionals
  • Project Coordinators
  • Program Coordinators
  • Delivery Managers
  • Implementation Managers
  • Transformation Managers
  • Project Analysts
  • Portfolio Management Professionals
  • Project & Program Management Leads

Prerequisites & Participant Readiness

  • Basic understanding of project or program-management practices
  • Familiarity with tasks, milestones, dependencies, risks, issues, and status reporting
  • Basic awareness of project-management, collaboration, spreadsheet, or communication applications
  • Basic understanding of workflow logic is helpful
  • No advanced programming expertise required
  • No previous Make.com course attendance required

TOC Modules

Concepts
  • Understanding scenarios, modules, triggers, actions, connections, and scenario executions
  • Identifying repetitive project-coordination activities suitable for automation
  • Understanding scheduled, event-driven, and on-demand project workflows
Practical activities
  • Mapping a manual project-management process into an automated scenario
  • Building and executing a basic multi-step project workflow

Scenarios

Project Initiation to Delivery Monitoring

Project Request → Make.com → Validation → Approval → Project Creation → Task & Milestone Setup → Owner Notifications → Status Monitoring → Risk / Delay Escalation

Participants build an integrated workflow that automates repetitive project setup and monitoring activities while keeping scope, prioritisation, and delivery decisions with project leadership.

Multi-Project Program Status to Management Review

Project Updates → Make.com → Multi-Source Consolidation → AI-Assisted Summary → RAID & Milestone Exceptions → Program Dashboard / Report → Program Manager Review → Escalation & Action

Participants automate collection and consolidation of multiple project updates, surface significant delivery exceptions, and prepare structured information for program-level management review.

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Instructor-ledVirtualHybrid

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