Corporate Training
AI Automation Training Malaysia with Microsoft Copilot & Power Automate
A practical programme where business teams learn to automate repetitive work using Microsoft Copilot and Power Automate — building governed workflows connected to Microsoft 365 and business applications, using real processes from their own organisation. No advanced programming experience required.
Tools used
Microsoft Copilot, Microsoft Power Automate, Microsoft 365, OpenAI, Anthropic, webhooks, APIs
Duration
1-day intro, 2-day practical, or 3-day comprehensive
Group size
Flexible — tailored to your organisation.
Price
Depends on duration, group size and customisation. Contact us for a tailored quotation.
Delivery mode
In-house, on-site, online, or blended
What participants leave with
Working Microsoft Power Automate workflows, workflow maps, automation documentation, testing procedures, a practical automation project for their team
HRD Corp
Eligible through Lourdes Training Sdn. Bhd., a HRD Corp registered training provider. Check claimability
Audience
Suitable teams
This programme is suitable for any business team that handles repetitive, rule-based or time-consuming workflows that could potentially be automated. You do not need a technical background — you need a real workflow that takes time every week and follows a predictable pattern. If your team has processes that involve copying data between systems, sending routine notifications, generating recurring reports, or routing requests for approval, this training is for you.
Operations teams
Handle repetitive processes — data entry, routing, status updates, report generation — that take time away from higher-value work.
Administration teams
Manage form processing, approval routing, document handling and notifications that follow predictable patterns.
Sales teams
Spend time on lead capture, CRM updates, follow-up reminders and qualification tasks that could be partially automated.
Marketing teams
Manage campaign workflows, data collection, reporting and content distribution across multiple platforms.
HR teams
Process onboarding requests, leave applications, policy enquiries and documentation workflows that follow consistent rules.
Customer service teams
Handle enquiry classification, ticket routing, response drafting and status tracking that could benefit from automation.
Finance and reporting teams
Compile reports, process transactions, format data and distribute financial information on recurring schedules.
Management and business process teams
Need to identify automation opportunities across departments and ensure automations are governed, tested and maintained.
Is your team a good fit?
If your team spends time on tasks that follow the same steps every time — moving data between systems, sending the same types of notifications, producing the same reports on a schedule, or routing the same kinds of requests — then business process automation training can help. The programme is particularly relevant for organisations that want to reduce manual work without removing human oversight of important decisions.
Practical examples
Workflows participants can automate
Below are practical examples of the types of workflows participants learn to identify and automate during the programme. These are starting points — the specific workflows each participant builds are drawn from their own organisation. Every automation should include appropriate human review and approval where the action has business impact.
Form submission to notification
Form submission → data processing → notification
Capture form responses, validate and process the data, and notify the right team member automatically.
Email to spreadsheet or database
Email → information extraction → spreadsheet/database
Extract key information from incoming emails and append it to a structured record for tracking and reporting.
Lead capture to sales notification
Lead capture → CRM update → sales notification
Capture leads from web forms or ads, update the CRM, and alert the relevant sales team member in real time.
Customer enquiry to assignment
Customer enquiry → classification → assignment
Classify incoming enquiries by topic or urgency and route them to the appropriate team or individual.
Report generation to distribution
Report generation → formatting → email distribution
Gather data on a schedule, format it into a report, and distribute it to stakeholders via email automatically.
Approval request to status update
Approval request → manager notification → status update
Route approval requests to the right manager, capture the decision, and update the requesting system with the outcome.
Document processing to record creation
Document processing → data extraction → record creation
Extract structured data from documents and create records in your business systems without manual data entry.
Scheduled data collection to reporting
Scheduled data collection → processing → reporting
Automatically collect data from multiple sources on a schedule, process it, and produce a consolidated report.
Important: Automation does not mean removing human judgement. The programme teaches participants to design workflows where routine work is automated but approval, review and escalation remain firmly in human hands where required.
What you learn
Learning outcomes
By the end of the programme, participants will be able to:
- Identify suitable automation opportunities in your own workflows
- Map an existing business workflow step by step
- Design an automation workflow with clear triggers, actions and conditions
- Build practical workflows using Microsoft Power Automate
- Connect applications and services such as email, spreadsheets, CRM systems and databases
- Work with APIs, webhooks and data formats
- Add conditions, validation and error handling to workflows
- Include human approval and review steps where required
- Test and troubleshoot workflows before deployment
- Consider security, privacy and governance in automation design
- Document and maintain automations so they remain useful over time
Curriculum
Programme schedule
A structured three-day curriculum. The programme can be delivered as a 1-day introductory workshop, a 2-day practical programme, or the full 3-day comprehensive programme below. The schedule is flexible and can be adapted for different organisations, team sizes and capability levels. See also our vibe coding training and AI agent training for complementary programmes.
Day 1 — Automation fundamentals
Understanding business process automation
What automation is, where it creates value, and where human judgement must remain.
Identifying automation opportunities
How to evaluate which workflows are good candidates and which are not.
Workflow mapping
Map a real workflow from your organisation — triggers, steps, decision points and outputs.
Introduction to Microsoft Power Automate
Hands-on setup and first workflow: triggers, actions, connections and data flow.
Day 2 — Building practical automations
Triggers and actions
Configure triggers from email, forms, schedules and webhooks; chain actions to build multi-step workflows.
Data transformation
Transform, filter and format data as it moves between applications.
APIs and webhooks
Connect to external services via APIs and webhooks; understand authentication and data formats.
Connecting business applications
Integrate tools such as Google Workspace, Microsoft 365, spreadsheets and CRM systems.
Building practical workflows
Extended build session: participants build an automation for their own team’s workflow.
Day 3 — Governance and deployment
Error handling
Design workflows that fail gracefully — retries, notifications and fallbacks.
Testing and monitoring
Test workflows before production; set up monitoring to catch problems early.
Human approval controls
Add approval checkpoints so humans review and approve before sensitive actions are taken.
Data handling
Data minimisation, retention and protection in automated workflows.
Security and governance
Credential management, access control, auditability and alignment with organisational policies.
Building a final workflow
Participants build, test and present a complete automation project with governance built in.
Timings and session order may be adapted to suit your organisation’s priorities and participant experience. Modules can be delivered on non-consecutive days if needed.
Ecosystem
Tools and licensing
The programme is built around Microsoft Power Automate, a powerful workflow automation platform that connects to hundreds of business applications and services. Microsoft Power Automate integrates natively with Microsoft 365 and can be used via the cloud, giving organisations a scalable, governed automation environment. Participants learn to build workflows in Microsoft Power Automate and connect it to the tools their organisation already uses.
Microsoft Copilot
AI assistant for Microsoft 365. Helps with documents, email, meetings, presentations, data analysis and productivity workflows. Central to the AI productivity and automation training.
Microsoft Power Automate
Core workflow automation platform used throughout the programme. Supports visual workflow building, API connections, Microsoft 365 integration and AI-powered automation.
Google Workspace
Gmail, Google Sheets, Google Docs, Google Drive and Google Calendar integrations for workflow automation.
Microsoft 365
Outlook, SharePoint, Teams and Excel integrations for organisations using the Microsoft ecosystem.
Email (SMTP / IMAP)
Send and receive email programmatically as part of automated workflows.
Webhooks
Real-time triggers that connect external systems and applications to Microsoft Power Automate workflows.
APIs
Connect to virtually any service that exposes an API — CRM, ERP, project management, billing and more.
Spreadsheets
Google Sheets and Microsoft Excel as data sources, destinations and lightweight databases.
CRM systems
HubSpot, Salesforce, Zoho and other CRM platforms for lead and customer workflow automation.
Databases
PostgreSQL, MySQL and other databases for storing and retrieving workflow data.
AI services
OpenAI, Anthropic and other AI services for adding intelligence — classification, extraction, summarisation — to automated workflows.
Licensing and costs
The training programme covers how to use these tools. However, software subscriptions, API usage, hosting, paid integrations or third-party licences may be separate costs depending on your organisation’s setup. For example, Microsoft Power Automate is included with many Microsoft 365 plans, while premium connectors and attended RPA features carry additional licensing costs. Premium CRM plans and some API services carry their own subscription fees. We clarify what is included in the training environment during pre-programme scoping.
Contact us to confirm what is included in the standard training price versus what may incur additional costs for your setup.
Responsibility
Data handling and governance
Automated workflows often touch sensitive business data — customer information, employee records, financial data. The programme covers how to handle this responsibly, using practical business language rather than overly technical jargon. We do not provide legal advice. Where data protection is relevant, we advise organisations to align implementation with their internal policies and applicable Malaysian data protection requirements.
Personal data protection
Handle personal data in automated workflows carefully. Align implementation with your organisation’s internal policies and applicable Malaysian data protection requirements.
Access control
Restrict who can create, edit and run workflows. Not everyone should have access to production automations.
Least-privilege access
Grant workflows and credentials only the access they need — nothing more. Avoid broad permissions that create unnecessary risk.
Secure credentials
Store API keys, passwords and connection details securely. Never hard-code secrets in workflows or share them openly.
API key protection
Rotate keys regularly, use environment variables where possible, and revoke access when it is no longer needed.
Data minimisation
Only collect, process and store the data your workflow actually needs. Do not over-capture sensitive information.
Data retention
Define how long workflow data is kept and ensure automated processes do not retain data longer than necessary.
Auditability
Log workflow executions, inputs, outputs and errors so every automated action can be traced and reviewed.
Human approval
Design approval checkpoints for sensitive or high-impact actions. Automation should assist humans, not replace their judgement where it matters.
Error handling
Build workflows that catch errors, notify the right people, and fail safely rather than silently producing wrong results.
Testing before production
Test workflows with sample data before deploying them to live business processes. Never automate in production without verification.
Monitoring and maintenance
Automations need ongoing attention. Set up monitoring, review performance regularly, and update workflows as business processes change.
Before and after
Prerequisites and outputs
Prerequisites
- Basic computer literacy
- Understanding of participants’ own business processes
- No advanced programming experience required
- Participants should bring examples of repetitive workflows from their organisation
Outputs
- Workflow automation ideas for your organisation
- Workflow maps documenting current processes
- Practical Microsoft Power Automate workflows built during the programme
- Automation documentation for future reference
- Testing and checking procedures for workflows
- A practical automation project or prototype for your team
Practicalities
Duration, delivery format and price band
Duration
- 1-day introductory workshop
- 2-day practical programme
- 3-day comprehensive programme
Delivery format
- In-house (at your organisation)
- On-site
- Online
- Blended, where appropriate
Price band
Pricing depends on the number of participants, programme duration, delivery format, customisation, trainer requirements, tools and infrastructure, and organisation-specific workflow requirements.
Depends on duration, group size and customisation. Contact us for a tailored quotation.
Get a quotation tailored to your team and objectives.
Funding
HRD Corp Claimable AI Automation Training
KadoshAI's practical AI automation training is available to eligible Malaysian organisations through our HRD Corp registered training provider, Lourdes Training Sdn. Bhd.
Programme eligibility and claim requirements should be confirmed before registration. Learn more about HRD Corp claimable training or contact us to confirm.
Frequently asked questions
- Microsoft Copilot is an AI assistant built into Microsoft 365 that helps with documents, email, meetings, data analysis and productivity. Microsoft Power Automate is a workflow automation platform that connects applications, services and APIs to build automated workflows visually. Together, Copilot and Power Automate let business teams use AI to improve productivity while automating repetitive workflows — all within the Microsoft 365 ecosystem.
Request an In-House AI Automation Workshop
Tell us about your team, your workflows and your automation priorities. We will scope a customised workshop around your organisation’s real processes, preferred tools, objectives and governance requirements. Whether you need a 1-day introduction, a 2-day practical programme or the full 3-day comprehensive training, we can tailor it to your team.
You can also explore The SHIFT pathway, browse AI applications we have built, or read client stories from organisations we have worked with.