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Automation & Productivity Tools

Automation & Productivity Tools Course

Work smarter, not harder. Learn how to use automation and productivity tools to save time, reduce manual work and organise your tasks, data and communication more efficiently.

Key topics: Excel, Power Query, Power BI, Power Automate, Google Workspace, Slack & Office 365 Professional Course · Duration as per institution (often 2–4 months) Beginner‑friendly · Ideal for students & working professionals in any domain

About This Course

The Automation & Productivity Tools Course is designed to help you streamline your daily work. You will learn how to manage data, tasks and communication using tools like Excel, Power Query, Power BI, Google Workspace, Slack, OneDrive / Google Drive and cloud‑based automation platforms such as Power Automate.

The focus is on practical, real‑world use cases: automating reports, tracking work, collaborating with teams, and connecting apps so that information flows automatically. By the end of the course, you’ll have a toolkit and workflows you can apply immediately in your job, business or studies to save hours every week.

Syllabus Overview

Module 1 Productivity Foundations & Excel for Work
  • Productivity Mindset – prioritisation, batching, focus techniques
  • Excel Essentials – formulas, tables, conditional formatting
  • Data Cleaning in Excel – remove duplicates, text to columns, filters
  • Basic Dashboards – charts, pivot tables & quick reports
  • Shortcuts & Templates – saving time with keyboard & reusable files
  • Lab: Build a weekly report template that auto‑updates from raw data
Module 2 Automation with Power Query, Power BI & No‑Code Tools
  • Power Query Basics – importing, transforming & refreshing data
  • Intro to Power BI – building simple interactive dashboards
  • No‑Code Automation – overview of Power Automate & similar services
  • Connecting Apps – triggers & actions (email, sheets, forms, drives)
  • Lab: Automate report refresh & email / chat notifications
  • Best Practices – naming, documentation & error handling
Module 3 Task Management, Collaboration & Personal Systems
  • Task & Project Management – Kanban boards (Trello / Asana style)
  • Knowledge Management – digital notes, SOPs & docs (Notion / OneNote style)
  • Communication Workflows – Slack / Teams channels & integrations
  • Google Workspace / Office 365 – Docs, Sheets, Drive organisation
  • Designing Your Personal Productivity System – calendar + tasks + notes
  • Lab: Build a simple workflow that connects tasks, documents & reminders

*Exact tools may vary as per institution and curriculum, but the concepts remain the same.

Projects Hands‑on Workflows & Templates
  • Automated weekly / monthly business report
  • Task & project tracking board with notifications
  • Personal or team knowledge base in a notes / workspace tool
  • Multi‑step automation connecting forms, sheets & email / chat
  • Personal productivity system combining calendar, tasks & notes

Where Automation & Productivity Skills Are Valued

These skills are useful in almost every role – operations, HR, finance, marketing, sales, analytics and more.

Microsoft 365
Google Workspace
Slack
Power BI
Office 365

What You Will Gain from This Course

Combine the right tools and habits to create your own efficient digital workspace.

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Time Savings

Automate repetitive tasks like reporting, reminders and updates to free up hours.

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Data Workflows

Create simple, reliable workflows for collecting, cleaning and sharing data.

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No‑Code Automation

Use drag‑and‑drop tools to connect apps and build automations without programming.

CM

Clear Communication

Reduce confusion with structured channels, templates and automated updates.

OR

Organised Work

Keep your tasks, documents and notes in one easy‑to‑find digital system.

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Career Advantage

Stand out in any role by being the person who can streamline processes and tools.

Automated Workflow Snapshot
Tasks Emails Reports Alerts

Tools & Platforms You May Work With

Get hands‑on with the most widely used productivity and automation tools.

Microsoft Excel
Power BI / BI tools
PowerPoint (report decks)
Power Automate (flows)
Google Drive / Docs / Sheets
Slack (team chat)
Office 365 apps

*Actual tools may vary (e.g. alternative cloud automation / collaboration services) based on availability and curriculum.

Careers & Learning Journey

See how this course builds your skills and changes the way you work every day.

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From Manual to Automated

Learn to identify repetitive tasks, choose the right tool and build small automations that make a big difference in your workday.

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Where You Can Use These Skills

Apply automation & productivity skills in almost any role to increase your impact.

Operations / Admin Roles Finance & Accounts HR & Recruitment Marketing & Sales Support Entrepreneurs & Freelancers Students managing projects & studies
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Your Learning Journey

A practical progression from basic tools to powerful automated workflows.

Module 1: Productivity mindset, Excel basics & reusable report templates.
Module 2: Power Query, BI dashboards & no‑code automation workflows.
Module 3: Task management, collaboration tools & your personal system.

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