Training course · n8n · Project Management

n8n for Project Managers

Workflow automation with n8n and AI: master nodes, the AI Agent node, integrations and GDPR-friendly self-hosting in practice.

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

“n8n for Project Managers” is designed for roles such as Project managers, PMO staff and portfolio managers and Scrum Masters and agile coaches and shows step by step how to use n8n productively, safely and transparently in Project Management – from the fundamentals to advanced workflows.

n8n is a flexible workflow automation platform that combines visual flows with language models and hundreds of integrations. Unlike many cloud services, n8n can also be self-hosted, so your data can stay in your own data centre or with a European hosting provider. Over two days you will learn how triggers, nodes and data flows fit together, how to transform data between applications and how to automate recurring tasks from your day-to-day work reliably.

The core of the course is the combination of automation and AI. Using the AI Agent node, chat models, memory and tools, you build workflows that classify emails, summarise documents, enrich records or answer enquiries. You learn to catch errors, test workflows and document them properly. Finally, you look at hosting options, credential management and data protection, so that your automations run stably, securely and in line with GDPR once they go into everyday operation.

Project management is largely information work: clarifying requirements, building plans, assessing risks, reporting status and keeping a wide range of stakeholders aligned. Generative AI speeds up exactly these activities. It turns meeting notes into minutes and action lists, structures project charters and work breakdown structures, writes status reports for different audiences and supports risk workshops with well-grounded suggestions. AI agents connect project management tools, inbox and calendar and send automatic reminders about overdue tasks. Whether you work waterfall, agile with Scrum or hybrid, project leads gain time for what AI cannot do: making decisions, resolving conflicts and leading the team.

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?

  • Project managers
  • PMO staff and portfolio managers
  • Scrum Masters and agile coaches
  • Workstream and work package leads
  • Business teams with occasional project responsibility

Typical challenges we address

  • Heavy documentation workload for minutes, reports and plans
  • Many stakeholders with different information needs
  • Risks and dependencies spotted too late
  • Information scattered across tools, emails and chats

What you will be able to do

  • You can build n8n workflows independently using triggers, logic nodes and data transformations.
  • You can connect n8n to the applications you use every day and fall back on the HTTP Request node where needed.
  • You can use the AI Agent node and other AI building blocks for classification, extraction and summarisation.
  • You can safeguard workflows with error handling, validation and human approval steps.
  • Produce project documents such as charters, plans, minutes and reports faster and more consistently with AI.
  • Use AI as a sparring partner for risk analysis, planning and stakeholder communication.
  • Design simple automations for follow-up and reporting in your project environment.

Course outline

Day 1

Module 1 Fundamentals: workflows, triggers and nodes
  • Getting to know the n8n interface, canvas and execution view
  • Trigger types: schedules, webhooks, incoming email and app events
  • Understanding items and JSON data and working with expressions
  • Using core nodes such as Edit Fields, IF, Switch, Merge and Loop Over Items
Module 2 Integrations and data processing
  • Connecting common applications: email, spreadsheets, CRM, collaboration and cloud storage
  • Using the HTTP Request node for APIs without a ready-made integration
  • Creating, managing and sharing credentials securely within the team
  • Filtering, merging and reshaping data and writing it to target systems
Module 3 AI in n8n: the AI Agent node and LLM building blocks
  • Connecting chat models from different providers as well as locally hosted models
  • Configuring the AI Agent node with a system prompt, memory and tools
  • Automating classification, structured data extraction and summarisation
  • Using your own documents via vector stores for retrieval-augmented generation
Module 4 Error handling, testing and maintainability
  • Setting up error workflows, retries and failure notifications
  • Validating AI output and defining fallbacks for unusable responses
  • Working with pinned test data and tracing past executions
  • Modularising, naming and documenting workflows for colleagues

Day 2

Module 5 Self-hosting, data protection and operations
  • Cloud versus self-hosted: effort, control and licensing model compared
  • Assessing data flows to AI providers against GDPR requirements
  • Managing access rights, logging and retention of execution data
  • Adding human-in-the-loop approval steps to automated processes
Module 6 Practice lab: Project Management
  • Meeting minutes and actions
  • Project charter and WBS
  • Audience-specific status reports
  • Identifying risks
  • Agile artefacts
  • Automated follow-up
Module 7 Data protection, quality & transfer to daily work
  • Project documents often contain confidential client data, contract details and personal data about team members, which may only be processed in approved AI environments. Analysing employee performance or workload data requires compliance with the GDPR and, where applicable, works council co-determination rights.
  • 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

Meeting minutes and actions

Notes or transcripts become structured minutes with decisions, open points and actions including owners and due dates, ready to be transferred into the project tool.

Project charter and WBS

AI helps turn a project idea into a charter with objectives, scope boundaries and success criteria, plus an initial work breakdown structure with work packages and milestones.

Audience-specific status reports

From raw data such as task progress, budget and risks, AI drafts status reports at different levels of detail – concise for the steering committee, detailed for the core team.

Identifying risks

In risk workshops AI suggests typical risks for the project type and industry, helps assess likelihood and impact and drafts mitigation actions. Owners and review dates are assigned straight away.

Agile artefacts

User stories with acceptance criteria, backlog refinement, sprint goals and retrospective formats are prepared with AI and then sharpened together by the team. Definitions of done can be drafted too.

Automated follow-up

AI agents check task progress regularly, remind owners about overdue items, summarise the week's changes and prepare a short project newsletter from them. The team stays informed without extra effort.

Prerequisites

You should be confident with common office applications and have basic experience with AI assistants. No programming is required, although a basic grasp of structured data is helpful. Experience leading or contributing to projects, whether traditional, agile or hybrid.

Technical requirements

You will need a laptop with an up-to-date browser. We provide an n8n environment for the exercises, or you can use your own instance; API keys for a language model are set up together during the course.

Data protection & compliance

Project documents often contain confidential client data, contract details and personal data about team members, which may only be processed in approved AI environments. Analysing employee performance or workload data requires compliance with the GDPR and, where applicable, works council co-determination rights.

Suggested dates

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

  • Thu, 26 November 2026 – Fri, 27 November 2026 Online Request
  • Mon, 7 December 2026 – Tue, 8 December 2026 Stuttgart Request
  • Mon, 18 January 2027 – Tue, 19 January 2027 Online Request
  • Thu, 28 January 2027 – Fri, 29 January 2027 Berlin Request
  • Wed, 10 February 2027 – Thu, 11 February 2027 Online Request
  • Tue, 16 February 2027 – Wed, 17 February 2027 Munich Request

Frequently asked questions

Do I need to code to work with n8n?

No. Most workflows are built visually by connecting nodes. During the course you also learn simple expressions to reference and reshape data precisely. A Code node is available for special cases but is not essential. A logical understanding of processes and data fields is entirely sufficient to get started.

Why is n8n attractive from a European data protection perspective?

n8n can be self-hosted, for instance on your own servers or with a European hosting provider. This keeps you in control of where workflow and execution data is stored. What still matters is which data you send to external AI services. On the course you learn to assess these data flows and, where appropriate, connect locally hosted models.

How does n8n differ from Make or Power Automate?

All three automate processes across applications. n8n stands out for its self-hosting option, its fair-code licensing and particularly flexible AI building blocks such as the AI Agent node. Make offers a very approachable cloud interface, while Power Automate excels at deep Microsoft integration. The course puts these differences into context for typical scenarios.

Can AI create a project plan?

AI provides a solid first draft of the work breakdown structure, milestones and dependencies if you describe objectives and constraints clearly. Effort estimates, resources and priorities still need to be agreed with the team. The course shows how to review AI drafts systematically and transfer them into your project tool.

Does this work in agile projects too?

Yes. In Scrum or Kanban, AI helps write user stories and acceptance criteria, prepare refinements and retrospectives and summarise sprint results for stakeholders. Decisions about the backlog and delivery naturally remain with the team and the Product Owner. AI supports, the team decides.

How much does “n8n for Project Managers” 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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