Automating Reporting & Data Tracking (Micro-course)

In everyday work, data is constantly being created — through form submissions, customer interactions, transactions, and internal processes. However, tracking and reporting this data often relies on manual effort: copying information between tools, updating spreadsheets, and compiling reports.


This process is time-consuming, error-prone, and often results in outdated or inconsistent information.


Automation changes this by capturing and organizing data automatically, as events happen, and turning it into structured information that can be used for reporting and decision-making.


In this course, you will learn how to design and build automated data tracking and reporting workflows. The focus is on understanding how data flows between systems, how it should be structured, and how to ensure it is captured consistently and accurately.



By the end of the course, you will be able to design and implement data tracking and reporting workflows that capture information automatically, structure it correctly, and generate reliable, up-to-date insights without manual effort.

  • Duration: 2 hours
  • Asynchronous Learning
  • Full Access
  • Language: English
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About the course

What's included?

  • Interactive Learning Presentation
  • Hands-On Simulation Environment
  • Step-by-Step Zapier Tutorial
  • Expert Discussion Podcast
  • Practical Automation Playbook 
  • Short Learning Videos
The course is accessible on computers, tablets and mobile phones, and compatible with assistive technologies.

What will you learn?

✔ Understand how workflow automation works in modern work environments
✔ Identify triggers, actions, and conditions in automation workflows
✔ Design simple multi-step automations for everyday tasks
✔ Map data correctly between tools and systems
✔ Avoid common mistakes that break automations
✔ Build and test a real automation using Zapier
✔ Recognize opportunities to automate repetitive work processes
✔ Apply automation to improve productivity and reduce manual work

Who is it addressed to?

  • Professionals who want to automate repetitive work tasks
  • Beginners with no coding experience interested in no-code tools
  • Anyone looking to improve productivity through automation

Course Requirements

  • No previous experience required.
  • Access to a computer or tablet with internet connection.