What you will learn

This is a list of the things you will learn when enrolling for the “Mastering Automation for small practices” course

  • Introduction to Automation Tools: Identify and utilize various automation tools, including those already available in your software subscriptions, to streamline repetitive tasks.

  • Documenting Office Processes: Learn to document your workflows to enable effective task delegation to team members and automation tools.

  • Implementing Automation: Understand the principles of automation and how to apply them to email, word processors, document management, and the Microsoft Power Platform.

Mastering Office Automation for Small Practices

Boost Productivity with Essential Tools, 1CPD Sacap credit (Cat 1)


COURSE CONTENT

  • Introduction to Automation

    • Overview of automation and its benefits
    • Types of automation tools
    • Identifying tools in your current software subscriptions
  • Documenting Office Processes

    • Importance of documenting workflows
    • Steps to effectively document processes
    • Examples of documentation in various scenarios
  • Implementing Automation

    • Principles of automation
    • Automating email and document management
    • Using the Microsoft Power Platform for automation

This workshop is engaging and will involve a Q&A component. A CPD certificate of completion will be awarded to each attendee. 

COURSE INFO

CPD CREDITS AND CATEGORY

1 X Category 1 CPD Credit

DATE:
22nd July 2025
TIME AND VENUE:
Online attendance: 8am-2pm (6hrs)
Self-Study: 2hrs
Q&A and Assessment: 1hr
(Full Day Workshop)
PRICING:
R1165 (Early Bird - ends 21st July at 12pm)
R1465(Full Price)

GIfA member's discount
10% email [email protected]
for your coupon


COURSE DESCRIPTION

Mastering Automation for Small Practices: Boost Productivity with Essential Tools

This 1-day course is designed for small practices looking to document and automate daily tasks to increase productivity. Learn to leverage existing and new automation tools, document workflows for better task delegation, and implement automation in key areas such as email, document management with practical insights and hands-on examples.

Course reviews

See what others are saying about this workshop

5 star rating

Great Workshop

Ruan van Huyssteen

I was very impressed by the professionalism and level of detail. It might be a bit of an overload of information for one session, but I believe further resea...

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I was very impressed by the professionalism and level of detail. It might be a bit of an overload of information for one session, but I believe further research would be needed anyway.

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5 star rating

An eye-opener

Paul Schmidt

Essential for understanding what one can achieve utilising tools many of us have access to. Highlighting how mundane processes, we all wish could be done by ...

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Essential for understanding what one can achieve utilising tools many of us have access to. Highlighting how mundane processes, we all wish could be done by others, can in fact be done automatically and very proficiently without multiple inputs.

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4 star rating

Mastering Office Automation for Small Practices

Stephen Tappin

Thank you Peter, Interesting and informative workshop, although must confess l did get a little lost on Sharepoint after lunch, Will definitely be interested...

Read More

Thank you Peter, Interesting and informative workshop, although must confess l did get a little lost on Sharepoint after lunch, Will definitely be interested in the follow up course. Rgds Steve

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Meet your instructor

Senior Architectural Technologist Peter le Roux

Peter le Roux serves as a senior architectural technologist at BI Architects and Space Planners. His professional experience encompasses significant work in retail fit-outs, office refurbishments, and strategic space planning for major commercial clients across Southern Africa and Europe. Notably, in 2021, Peter was awarded the Microsoft Power Apps Africa Challenge for his innovative application designed to facilitate the recording of condition assessments of architectural sites.

Unlock the Power of Office Automation

Streamline Your Practice and Maximize Efficiency!

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