Training course · Make · Leadership & Management

Make for Leaders

Automation with Make (formerly Integromat) and AI modules: build scenarios, routers and AI steps while keeping data protection in check.

Duration
2 days (14 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

“Make for Leaders” is a hands-on course for roles such as Managing directors and board members, Division and department heads and Team leaders. Rather than learning Make in the abstract, you work on tasks from your daily routine – with examples, exercises and templates from Leadership & Management.

Make, formerly known as Integromat, is a visual automation platform that lets you connect applications and automate recurring processes without writing code. Over two days you will learn to build scenarios systematically, from triggers and modules through routers and filters to iterators, aggregators and data stores. You will understand how data flows through a scenario, how to reshape it with functions and how to keep an eye on operations consumption.

The second focus is AI. You connect language models through Make’s AI modules and provider integrations to classify text, extract information from emails and documents, draft replies or enrich content. You learn to catch errors with error handlers, test scenarios and document them clearly. Finally, you address data protection topics such as hosting region, data processing agreements and data minimisation, so that your automations can be run safely within your organisation.

For leaders, generative AI matters in two ways: as a personal tool and as a strategic topic for the organisation. Personally, AI helps you grasp decision papers faster, structure strategy documents, prepare difficult conversations and sharpen your own communication. Strategically, leaders must judge where AI creates real value, what risks arise and how to support their teams in building skills. AI agents are changing roles, processes and responsibilities, which calls for clear guardrails, employee participation and an open learning culture. Leaders who have experienced AI hands-on can assess opportunities realistically, steer investment purposefully and lead change credibly.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • Managing directors and board members
  • Division and department heads
  • Team leaders
  • Strategy and transformation leads
  • Emerging leaders

Typical challenges we address

  • Information overload from reports, emails and decision papers
  • Uncertainty about where AI realistically adds value in your area
  • Teams with very different levels of AI knowledge and reservations
  • Legal, ethical and employee relations questions when introducing AI

What you will be able to do

  • You can build Make scenarios independently using triggers, routers, filters and data transformations.
  • You can process lists and records with iterators, aggregators and data stores.
  • You can integrate AI modules for classification, extraction and text generation into your processes.
  • You can safeguard scenarios with error handlers, validation and human approval.
  • Use AI confidently in your day-to-day leadership work for analysis, communication and preparation.
  • Assess AI opportunities and risks in your area realistically and prioritise pilot projects.
  • Lead AI adoption in your team with clear guardrails, participation and upskilling.

Course outline

Day 1

Module 1 Fundamentals: scenarios, modules and data flow
  • Interface layout, scenario editor and execution history
  • Triggers, actions and searches: module types and their role in a scenario
  • Understanding bundles, mapping and data types and using them deliberately
  • Choosing between schedules, webhooks and instant triggers
Module 2 Logic: routers, filters, iterators and aggregators
  • Using routers and filters for branching and conditional flows
  • Splitting lists with iterators and combining them with aggregators
  • Applying text, date and maths functions to transform data
  • Using data stores and variables for interim values and duplicate checks
Module 3 AI building blocks in Make
  • Connecting language models via AI modules and provider integrations
  • Automating classification, structured data extraction and text generation
  • Building prompts from scenario variables and processing output as JSON
  • Combining AI agents in Make with tools and scenarios as actions
Module 4 Integrations, error handling and testing
  • Connecting common business applications and any API via the HTTP module
  • Applying error handlers such as Resume, Ignore, Break and Rollback
  • Validating AI output and routing unusable results to a person
  • Testing scenarios, optimising operations and documenting them for the team

Day 2

Module 5 Data protection, governance and operations
  • Assessing hosting region, data processing agreements and data flows to AI providers
  • Applying data minimisation and pseudonymisation within scenarios
  • Managing connections, teams and permissions across the organisation
  • Defining approval steps, monitoring and ownership for live operation
Module 6 Practice lab: Leadership & Management
  • Condensing decision papers
  • Strategy sparring
  • Preparing one-to-ones
  • Leadership communication
  • Assessing AI potential
  • More effective meetings
Module 7 Data protection, quality & transfer to daily work
  • Introducing AI systems capable of monitoring employee behaviour or performance is subject to co-determination by works or staff councils where these exist, and employee data requires particular protection under the GDPR. The EU AI Act also requires organisations to ensure adequate AI literacy among staff and to scrutinise high-risk applications, for example in HR.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Condensing decision papers

Lengthy reports, business cases and analyses are distilled into key messages, assumptions, risks and open questions so you can form a sound judgement faster and ask targeted follow-up questions.

Strategy sparring

AI acts as a critical sounding board for strategic options, runs through scenarios, formulates counter-arguments and helps surface assumptions and blind spots in plans. The decision remains yours.

Preparing one-to-ones

Guides for feedback, objective-setting or conflict conversations are structured, wording is refined and possible reactions are rehearsed – without entering personal details into unapproved tools.

Leadership communication

Announcements, speeches, change messages and answers to tough questions are drafted for the audience and adjusted in tone, clarity and length for staff, boards or customers.

Assessing AI potential

Together with the team, processes are systematically screened for AI suitability, prioritised by benefit and effort and translated into concrete pilot projects. Success criteria are defined up front.

More effective meetings

Agendas, pre-reads and minutes are prepared with AI, making meetings shorter and more decision-focused while actions are tracked clearly. Recurring formats can gradually be standardised as well.

Prerequisites

You should be comfortable with common office and cloud applications and have some experience with AI assistants. No programming skills are required. Leadership or management responsibility, or preparation for such a role; no technical background required.

Technical requirements

You will need a laptop with an up-to-date browser and a Make account; the free plan covers most exercises. API access for a language model is set up together during the course.

Data protection & compliance

Introducing AI systems capable of monitoring employee behaviour or performance is subject to co-determination by works or staff councils where these exist, and employee data requires particular protection under the GDPR. The EU AI Act also requires organisations to ensure adequate AI literacy among staff and to scrutinise high-risk applications, for example in HR.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Wed, 25 November 2026 – Thu, 26 November 2026 Online Request
  • Tue, 8 December 2026 – Wed, 9 December 2026 Salzburg Request
  • Wed, 16 December 2026 – Thu, 17 December 2026 Online Request
  • Wed, 13 January 2027 – Thu, 14 January 2027 Online Request
  • Tue, 19 January 2027 – Wed, 20 January 2027 Augsburg Request
  • Wed, 3 February 2027 – Thu, 4 February 2027 Online Request

Frequently asked questions

Is Make the same as Integromat?

Yes. Integromat was renamed Make and substantially developed along the way. The core principle of visual scenarios made of connected modules remains, while a redesigned interface, many new integrations and AI building blocks have been added. If you used Integromat in the past, you will quickly feel at home and discover the new capabilities on the course.

How do I keep operation costs under control?

Every module that runs consumes operations or credits, and AI calls also use quota with the respective model provider. On the course you learn to design scenarios so that filters apply early, unnecessary runs are avoided and data is processed in batches. This keeps your automations economical and predictable as volumes grow.

Can Make be used in a GDPR-compliant way?

In principle yes, provided you set up the framework deliberately. This includes choosing the hosting region, signing a data processing agreement, reviewing connected AI services and applying data minimisation. On the course you work through these points with a checklist and learn to filter or pseudonymise sensitive data within scenarios.

Why should leaders use AI hands-on themselves?

Only those who have tried AI tools themselves can judge benefits, limits and effort realistically, steer investment sensibly and support their teams credibly. The course therefore combines practical exercises on your own leadership tasks with strategic questions about organisational adoption.

What about works councils and employee representatives?

Where AI systems can be used to monitor employee behaviour or performance, employee representatives usually have co-determination rights. Early involvement, transparent objectives and a framework agreement on AI use have proven effective. In the course we discuss typical provisions and steps towards a trust-based rollout.

How much does “Make for Leaders” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 2 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart or Kaiserslautern. We can also run the course exclusively for your team.

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