No-Code Automation: Streamlining Finance Workflows
Next Live Workshop Dates
Workshop: Automation Fundamentals for Finance
This session offers a foundational dive into no-code automation, spotlighting its definition, benefits, and practical examples in finance. Participants will engage in exercises to identify automation opportunities and define triggers using the ‘If This, Then That’ logic, crafting simple workflows tailored to their needs. The session culminates with a wrap-up discussion on the interconnectedness of systems and processes, setting the stage for deeper exploration in subsequent sessions.
📅 Wednesday, 12 November 2024
⏰ 3:30 pm – 5:30 pm GMT (10:30 am – 12:30 pm ET)
Field of Study:
Workshop: Exploring No-Code Tools and Techniques
Delve into the real-world application of no-code platforms by connecting multiple systems and creating integrated workflows. Participants will engage in testing and troubleshooting exercises to ensure robust performance and learn strategies for maintaining and optimizing their workflows for ongoing efficiency. The session wraps up with a comprehensive discussion on key learnings and strategies for successful implementation, equipping attendees with the tools needed for continued growth and innovation in their finance workflows.
📅 Wednesday, 19 November 2024
⏰ 3:30 pm – 5:30 pm GMT (10:30 am – 12:30 pm ET)
Field of Study:
Workshop: Creating Effective Financial Workflows
Gain hands-on experience with no-code platforms by integrating multiple systems and develop seamless workflows. Attendees will participate in exercises focused on testing and troubleshooting to ensure optimal performance, and learn best practices for maintaining and optimizing workflows. The session concludes with a discussion on key insights and strategies for effective implementation, empowering participants to enhance their finance processes with innovative automation solutions.
📅 Wednesday, 26 November 2024
⏰ 3:30 pm – 5:30 pm GMT (10:30 am – 12:30 pm ET)
Field of Study:
Course Overview
What we Cover:
Coming soon
The challenges:
Coming soon
The Barriers:
Coming soon
Learning Outcomes:
This practical course introduces finance professionals to the power of no-code automation. Over three sessions, you’ll learn how to identify opportunities for automation in your daily tasks and leverage user-friendly tools to create efficient workflows. By the end of the course, you’ll understand the principles of automation in finance, be familiar with popular no-code platforms, and have hands-on experience building simple yet effective automated processes. You’ll be equipped to streamline repetitive tasks, reduce errors, and free up valuable time for more strategic work. Whether you’re looking to boost personal productivity or drive team efficiency, this course provides the foundational skills to start your automation journey in finance.
Business Benefits:
Course Facilitator
Adam Shilton
Course Facilitator
Adam navigates the tech landscape, where poor decisions lead to financial and time losses. With nearly a decade of experience, he understands the challenge of finding effective AI solutions among many subpar options. Adam’s mission is to simplify tech decision-making, helping individuals make informed choices.
Module Content
About Instructor
Module Includes
- 1 Topic
- 1 Lesson
