Workflow Automation (General)

Use n8n and AI to automate daily administrative tasks, project workflows, and data organization—eliminating repetitive manual work.
Learn how to break down processes and design automation workflows, so anyone, regardless of role, can build solutions that actually run.
Through three hands-on templates—news summarization, document generation, and data collection—you’ll learn everything in a single session.
Take automation back to your workplace immediately and spend your time on what truly matters.

The 3 Major Pain Points of Automation Adoption

Too many systems, too few people, and data still moved manually?

Email, LINE groups, CRM, project management tools, form systems, Excel, Google Sheets…
Each department uses its own tools, but in the end:

  • The same data must be pasted into multiple systems repeatedly

  • Registration, application, and request form data must be manually exported and merged

  • Before every report, everyone starts chasing data and following up on progress

This course teaches you how to use n8n to connect these tools, turning
“Download → Copy & Paste → Organize → Send”
into fully automated workflows.

Doing repetitive Excel work every day, with no time left for analysis?

Report consolidation, KPI tracking, survey results, sales figures, attendance records…
All are critical, yet:

  • Staff time is tied up in organizing data, rather than analyzing and interpreting it.

  • As data grows, spreadsheets become more error-prone

  • Every time management asks for a summary, a new version has to be rebuilt

In this course, we demonstrate how to use n8n to:

  • Automatically read Excel / CSV / Google Sheets

  • Automatically clean, categorize, and aggregate data

  • Automatically generate executive-ready summaries and charts (exported to Excel or slides)

Want automation, but IT is busy and you don’t know how to code?

Many organizations have conversations like this:

“Can this be automated?”
“Yes, but it requires coding.”
“Then… let’s leave it for now.”

n8n is a tool that enables automation by visually connecting workflows:
Without writing code, you can build:

  • Email notifications (reminders, screening results, report delivery)

  • LINE group / Bot alerts (task deadlines, status updates)

  • Read/write Google Sheets or Excel

  • Call existing system APIs (CRM, forms, project systems, etc.)

This course teaches:
This course teaches you to build automation workflows that frontline staff can understand, modify, and maintain.

What automation workflows will you be able to build?

3-hour course: choose 1 of 5 scenarios.
6-hour course: choose 2 of 5,plus 1 customized workflow.

Automated news/announcement monitoring → summaries → notifications

  • Periodically track news or announcements by specified keywords (industry, competitors, regulations, policies)

  • Use AI to generate key summaries and potential impacts

  • Route by topic/department and send via Email or LINE groups

Automated document/report generation → PDF → delivery

  • Pull the latest data from forms or spreadsheets (event results, sales, surveys)

  • Use AI to generate reports in fixed formats

  • Automatically convert to PDF and send to managers, clients, or partners

Automated data search & structuring → store in spreadsheets

  • Use APIs or AI to search for specified information (competitor data, pricing, campaigns, announcements)

  • Structure results into fields (date, source, topic, summary, etc.)

  • Write into Google Sheets or databases for later analysis

Form submission → notifications → list updates

  • Registration/application/internal forms submitted → n8n captures data

  • Conditional logic decides whether to notify, who to notify, and how

  • Tracking lists automatically update status (confirmed, pending review, waitlisted, no-show, etc.)

Automated management reports

  • Daily/weekly scheduled runs

  • Pull numbers from multiple sources (forms, systems, spreadsheets)

  • Update a single source of truth management report and send it automatically

All workflows can connect directly to Excel, Google Sheets, Email, LINE,
and even your existing internal systems.

You will learn:

  • Core n8n concepts: Nodes, Workflows, Schedules (Cron)

  • How common nodes are used in office and knowledge-work scenarios:

    • HTTP： read/write data from existing systems

    • Spreadsheet： read/write Excel and Google Sheets

    • IF / Switch： decide recipients, classification, and status tagging

    • Merge / Split： combine multi-source data or split by conditions

    • AI 節點： use LLMs to summarize, classify, and generate concise conclusions or reports

Why Many Managers Choose This Course as Their “Automation Starting Point”

✔ 100% designed around office and knowledge workflows

We don’t talk about abstract “automation concepts.”
We focus on what people do every day:

  • Automatically consolidating form data

  • Automatically generating and sending reports

  • Automatically tracking and summarizing news and announcements

  • Automatically preparing management dashboards

✔ Instructors understand systems and cross-department communication

We understand:

  • Which repetitive tasks administrative teams most want to eliminate

  • Which information project managers fear missing

  • What kind of structured data sales and marketing teams need

  • What kinds of “vague requirements” frustrate IT the most

So we don’t just show how to click in n8n—
we also highlight:
“Before adding this step, who needs to confirm it?
Are there permission, security, or audit considerations?”

Course Structure Overview

⏰ 3-hour course

Best for: teams new to n8n or with limited automation experience

Focus: concept building + standard practice

  • Core n8n concepts (nodes, workflows, triggers, scheduling)

  • Common scenarios: administration, projects, sales, marketing, public sector

  • Practice A:

    • Read Google Sheets / Excel → auto-generate summary tables

  • Practice B:

    • Form submission → automatic Email / LINE notification

  • Workflow design thinking: what should be automated, and where human judgment is needed

  • Q&A: on-site workflow discussion and initial suggestions

⏰ 6-hour course

Best for: organizations that want a working workflow prototype the same day

  • First 3 hours: same foundation as the 3-hour course

  • Last 3 hours (fully customized): hands-on with your real data and workflows

Examples:

  • External processes: registration/application → review → notification → feedback

  • Internal processes: reimbursement/requests → reminders and status updates

  • Reporting: multi-source data → automated weekly/monthly executive reports

  • Sales/projects: leads/cases → automatic tagging and tracking

Before class, the instructor reviews your workflows and data formats.
During class, participants will:

  • Map the current workflow and the target workflow step by step

  • Break processes into nodes and build the first automation

  • Learn how to modify, extend, and maintain workflows

By the end, each participant or group
will leave with at least one automation workflow ready for testing.

Enterprise Client Testimonials

“We thought automation always required engineers. Turns out even administrative staff can read the workflow diagrams
—and suggest improvements.”

- Tech Industry Administrative Manager

“A report that used to take half a day now arrives in my inbox automatically every morning.
I just review the key points and exceptions.”

- Operations Director

“The biggest change is that people now proactively ask: ‘Can this be done with n8n?’
Automation has become a natural option whenever we optimize processes.”

- Public Sector Project Lead

Want to learn more? Contact our expert consultants now.

Not sure where to start? Tell us your situation and we’ll figure out the next step together.

Contact Paul Wright AI Experts