Module 01
Workflow Discovery and Prioritization
- Map recurring processes across teams
- Assess task volume, friction, and automation readiness
- Choose practical first-use cases with measurable value
Course Modules
What participants build and learn
Module 02
Automation Design Standards
- Define triggers, steps, approvals, and exception handling
- Translate business tasks into workflow logic
- Document simple governance rules for automations
Module 03
Hands-On Build Sessions
- Prototype workflows using no-code automation tools
- Connect email, forms, documents, and routine business actions
- Test live workflows with realistic data and scenarios
Module 04
Operational Rollout
- Create ownership and maintenance plans
- Track time savings and adoption outcomes
- Plan the next automation layer for the team
Available in all tracks
Same certification depth, adapted to each sector.
Next Layer
Certified AI Agent Builder
Design practical internal assistants using knowledge bases, agent frameworks, and guided lab sessions focused on applied organizational use cases.
Contact
Contact CSBAA
Reach our membership team for questions about joining, member training, certification programs, events, or general association inquiries.
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Most programs delivered live online across Canada
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