EQC-AUT-601 Power Automate Fundamentals (19 Nov 2026)

Course Overview

This practical one-day course teaches delegates how to use Microsoft Power Automate to automate repetitive tasks, reduce repetitive work and save time.

Designed specifically for charities, CICs, community organisations and sole traders, the course focuses on automating common administrative activities such as volunteer enquiries, funding application tracking, document approvals, event registrations, stakeholder communications and project management tasks.

The course focuses on the cloud-based version of Power Automate available through Microsoft 365 and introduces delegates to no-code automation using Microsoft Forms, Outlook, Teams, SharePoint and Microsoft Lists.

Who Should Attend?

This course is suitable for:

• CIC founders
• Charity staff
• Community project workers
• Volunteers
• Administrators
• Project coordinators
• Fundraising staff
• Trustees
• Sole traders working in the community sector

What You Will Learn

By the end of the course attendees will be able to:

• Understand what business process automation is
• Create simple automated workflows
• Use common Microsoft 365 connectors
• Trigger flows from forms and emails
• Automate notifications and reminders
• Reduce repetitive manual administration
• Improve project and volunteer management processes
• Understand automated approval processes
• Identify automation opportunities within their organisation

Prerequisites

Delegates must:

• Have a Microsoft 365 account
• Have access to Microsoft Power Automate
• Have basic Microsoft 365 skills
• Be able to log in to Microsoft 365
• Be able to join a Microsoft Teams meeting
• No previous Power Automate experience is required.

What Is Included?

• Live trainer-led delivery
• Digital course workbook
• Practical exercises
• Exercise files and templates
• Sample flows
• Certificate of attendance
• Post-course reference guide
• Q&A session