Teams learn to find repetitive tasks, decide which are worth automating, and build simple, checked workflows using Excel, Power Query, AI assistants and approved no-code tools. Trainees map a process, automate part of it on sample data and add a human review step before anything goes live.
Who this is for
Finance, admin, HR and operations teams that repeat reports, reconciliations, follow-ups and data entry every week, and managers asked to improve efficiency without losing control.
What your team gets
- ✓A ranked list of repetitive tasks to assess for automation
- ✓One process mapped end to end with owners and checks
- ✓A simple template or workflow built on sample data
- ✓Review points so errors do not pass silently
- ✓A rollout plan tied to a baseline and named owner
Modules you can keep, drop or rebuild
Treat this as a starting point. We customise the plan to your software, industry and team level.
Find the work
- List repeat tasks and time spent
- Score volume, risk and rule clarity
- Decide what to automate, assist or leave manual
- Map one process end to end
Build simple workflows
- Excel and Power Query refresh workflows
- AI for drafting, extraction and classification
- Templates, checklists and standard inputs
- No-code tools approved by IT
Control and adoption
- Review steps and error handling
- Data privacy and access rules
- Document the workflow
- Measure against a baseline
Scope
This is team training, not a custom software development or integration project. Exercises use sample or anonymised data and company-approved tools.
Every programme ends with scored results
Baseline test
Know each person's starting level before training begins.
Practical tests
Hands-on tasks on sample company data, scored on accuracy and time.
Error-spotting
Files with planted mistakes: wrong ledger, missed ITC, wrong TDS section.
Manager scorecard
Per-person and team report with strengths, gaps and sign-off advice.
Onsite across Maharashtra, and in Gujarat by arrangement
Frequently asked questions
Do you build automations for us?
No. The programme teaches your team to build simple workflows. Custom integrations are a separate software project.
Which tools do you use?
Excel, Power Query, AI assistants and no-code tools allowed by your IT team.
What should be automated first?
Start with frequent, rule-based, low-risk work with clean inputs. Keep human review for judgement-heavy tasks and consequential outputs.
Is automation safe for finance work?
It needs review steps, source-total checks and clear ownership. Financial reports and compliance filings still need human sign-off.
How long is it?
Typically two days, with an optional follow-up to review what the team built.
Related training
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Read more →Tell us about your team. We'll send a clear quote.
Takes two minutes. We call you within one working day to understand your needs.
- ✓Custom modules and number of days for your team
- ✓Onsite pricing including travel, where needed
- ✓Assessment plan and sample scorecard
Prefer to talk? Call +91 85548 31442 or WhatsApp us.