n8n Basics for Project Managers & Teams

In today’s fast-paced project environments, efficiency is everything. The “n8n Basics for Project Managers” training empowers PMs and project teams to automate routine project tasks, eliminate manual errors, and streamline team communication — all without writing a single line of code. Using n8n’s powerful visual automation platform, you’ll learn how to connect the tools you already use (like Jira, Trello, Slack, and Google Sheets) into seamless workflows that save time and boost productivity.
Plus, you’ll discover how to integrate modern AI tools like ChatGPT and OpenAI to enhance decision-making, draft communications, summarize updates, and more — all automatically.
Whether you manage one project or a portfolio of initiatives, this training will equip you with the practical automation skills to stay ahead.

Automate the Routine — Focus on Results!

Instructor: Anatolii Savin, PMP, PfMP, M.S.P.M
Training Duration: 2 days (the depth of n8n training can be adjusted based on customer requests or industry specifics).
Number of Participants: 8-16 people
Language: Ukrainian or English.

Target Audience

n8n training for project managers

This training is tailored for:

  • Project Managers involved in routine reporting and status tracking.
  • Project Teams trying to automate everyday project tasks.
  • PMO Staff aiming to reduce manual workflows.
  • Project Coordinators managing multiple communication channels.
  • Scrum Masters and Product Owners automating backlog updates and notifications.
  • PM Professionals looking to upskill in automation for efficiency.

*All participants will earn 16 PDUs of the ‘Ways of Working’ type.

Knowledge and Skills Acquired

Participants will gain hands‑on experience in automating project workflows using n8n’s visual interface, enabling them to streamline communication, reporting, and data integration tasks:

  • Design and build automation workflows (“flows”) using n8n’s drag-and-drop canvas.
  • Integrate n8n with tools commonly used by project managers (e.g., Google Sheets, Jira, Slack, Trello).
  • Automate project status updates and notifications.
  • Set up triggers based on events (e.g., task updates, new form submissions), including scheduling workflows.
  • Configure conditional logic, loops, and error-handling within flows.
  • Monitor workflow execution and debug issues.
  • Manage workflows: versioning, sharing, and collaborating.
  • Ensure secure credential and data handling within n8n.

Highly Practical and Personalized

This is not a theory-heavy workshop. It’s a highly practical, results-oriented training designed for immediate application.
Participants are strongly encouraged to bring examples of their own routine project tasks and pain points they would like to automate — whether it’s sending reminders, compiling reports, or managing team updates.
By the end of the course, each participant will have prototyped automations tailored to their real-world project needs.

Main Topics to be Covered

Module 1: Introduction to Workflow Automation & n8n Basics

  • Why automate: saving time, reducing errors, and improving consistency.
  • What is n8n: overview of workflow automation platforms.
  • Key concepts: nodes, flows, triggers, and executions.
  • Navigating the n8n editor interface.
  • AI-powered use case: How AI can assist project managers — overview of ChatGPT/OpenAI in workflows.
  • Creating your first flow: scheduled project reminders via messengers or email.
  • Hands-on: trigger a ChatGPT summary of project tasks and send it by email.

Module 2: Integrations & Core Functions

  • Integrating with Trello, Jira, Slack, Google Sheets, and more.
  • Working with credentials and secure connections.
  • Using n8n functions: IF, SET, MERGE, WAIT, and SWITCH.
  • Webhooks for real-time data input.
  • AI-enhanced flows:
    • Auto-generate project status summaries from structured data using ChatGPT;
    • Draft follow-up messages or action points.
  • Hands-on labs:
    • Log form submissions in Trello and summarize them using AI;
    • Generate weekly status reports using Google Sheets + ChatGPT.

Module 3: Advanced Flow Design & Error Handling

  • Conditional logic, branching, loops.
  • Handling errors and retries.
  • Creating reusable sub-flows.
  • Naming conventions and flow documentation.
  • AI-enhanced diagnostics: Using ChatGPT to review flow logic and suggest improvements.
  • Hands-on:
    • Build a multi-step approval process with fallback paths;
    • Auto-generate issue resolution steps using AI based on task descriptions.

Module 4: Managing, Monitoring, and Scaling Workflows

  • Execution logs and real-time monitoring.
  • Alerting on failed runs or missed deadlines.
  • Exporting, importing, and version control.
  • Security & permissions.
  • Real-world automation:
    • Change request notifications;
    • Stakeholder reporting.
  • AI automation for PMs:
    • Use AI to assess risk descriptions and recommend mitigation actions;
    • Automate stakeholder Q&A via email or chatbots.

Training Technical Setup

The necessary setup for participants:

  • n8n Cloud account (or n8n Desktop / self-hosted instance).
  • Web browser (preferably Chrome or Edge).
  • Accounts or access to at least one integration tool (e.g., Trello, Slack).
  • Stable internet connection.
  • Test project data (adapt as needed).

Practical Training Exercises

Participants will engage in a series of hands-on exercises that foster real-world skills, including:

  • Creating their first automated workflow using a time-based trigger and email output.
  • Connecting Trello or Jira to Google Sheets for automatic task syncing.
  • Using ChatGPT to generate a daily project summary based on status fields.
  • Building a stakeholder notification system (e.g. Slack, MS Teams, Email) with conditional messages.
  • Designing error-resistant flows with fallback paths and alerts.
  • Using webhooks to capture external data (e.g. form submissions, issue logs).
  • Generating decision-support drafts (e.g. meeting agendas, retrospectives) with OpenAI nodes.
  • Logging completed tasks and updating dashboards automatically.
  • Cloning and modifying workflows to fit new project scenarios.
  • Debugging and reviewing workflow performance using the n8n execution log.

Booking the Training

To book the training and for additional consultation, visit CONTACTS: PMDoc.ua/Contacts. For training customization and detailed information about the content, please contact instructor Anatolii Savin: