In Workflow Automation training, people often join from different branches, regions, or even client sites. Use **Magic Maps** right at the start to break the ice and instantly make the room feel full. Try prompts like: - **Where are you joining from today (city + country)?** (classic opener, works every time) - **Which location is your busiest training delivery hub?** (nice segue into workload + automation) - **If you could automate one admin task today and get that time back where would you spend it? (Answer with a place)** (fun, but still connected to the topic) Trainer tip: If your session includes regional workflows (APAC vs EMEA processes, different compliance rules, etc.), the map becomes more than an icebreaker-it becomes context for why workflows vary and why automation needs good inputs. Also, clusters are great: when you see 10 people in one city, you can say, Cool-lets use your branch as our example workflow.

Before you go deep into tools, triggers, approvals, and exceptions-get a fast read on where everyone is at. **Rating Polls** are perfect because people can answer in seconds and you can show the results instantly. Use it at key moments like: - **Start of session:** On a scale of 110, how confident are you with workflow automation today? - **After explaining basics:** Rate how clear trigger action exception handling feels right now (110). - **Before the hands-on build:** How ready do you feel to build your first automation with me? (110) Trainer move: If you see a lot of 4s and 5s, you can slow down and do a quick example. If you see 8s and 9s, you can skip ahead and keep momentum. Its like having a live co-facilitator telling you what the room needs.

Automation can trigger all kinds of emotions-excitement, fear, skepticism (We tried that it failed). A **Wonder Words** cloud lets people be honest without writing an essay, and you get a clear vibe check. Great prompts for Workflow Automation training (keep answers 12 words): - **When you hear workflow automation, whats the first word that comes to mind?** - **Whats the biggest blocker to automation in your training operations?** (examples youll see: approvals, data, tools, buy-in) - **What do you want more of after automation?** (time, accuracy, consistency, less admin) Trainer tip: Use the biggest words in the cloud as your agenda. Literally say: Okay, approvals and data are huge-lets tackle those first. People feel seen, and youve just increased buy-in without trying too hard.

This is where you stop teaching generic automation and start teaching *their* reality. **Talking Tiles** is awesome when you want slightly longer responses-mini stories, examples, messy real-life processes. Prompts that work really well for Training Agencies: - **Whats one task you do repeatedly every week that should be automated?** - **Describe your current workflow for: enrolling a learner + sending confirmations (what steps, what tools)?** - **Where do handoffs break today-sales to ops, ops to trainers, trainers to learners?** - **Whats one workflow mistake that keeps happening (and costs time or reputation)?** Trainer move: As the tiles fall, pick 23 and say, Lets convert THIS into an automation flow together. Suddenly your session becomes interactive problem-solving, not a lecture. And bonus: participants realize others share the same pain, so they engage more.

In instructor-led Workflow Automation training, the easiest way to lose engagement is covering the wrong use cases. **Power Polls** lets the audience steer (without derailing your structure). Use a poll like: **Which workflow should we automate first in this session?** Options: 1) Lead onboarding workflow (sales to ops) 2) Trainer scheduling + calendar confirmations 3) Learner enrollment + payment + invoice notifications 4) Feedback collection + certificate issuing 5) Internal approvals (discounts, custom proposals, exceptions) Other strong poll moments: - **Where do you want automation: speed, quality, compliance, or cost?** - **What tool are you using today for workflow steps?** (Sheets, LMS, CRM, email, Teams, forms) Trainer tip: After the poll, say: Cool-majority picked enrollment + confirmations. Ill still cover the other items, but Ill use *that* as our running example. That one sentence massively increases attention because people know its relevant.

Getting volunteers is hard-especially when people are worried theyll say the wrong thing. The **Winner Wheel** makes it playful and fair, so you can call on people without it feeling like pressure. Ways to use it in Workflow Automation training: - **Drop in chat: whats one workflow youd love to automate?** spin the wheel Alright, well build a version of *that*. - **Knowledge check moment:** Type A/B/C in chat spin among responders ask the winner to explain their choice - **Micro-rewards:** Spin a winner from people who contributed during the troubleshooting section (this encourages chat activity all session) Trainer move: Frame it like, You dont have to be perfect-I just want your real-world context. The wheel keeps energy up and nudges quiet participants to type something so theyre included.

When teaching workflow automation, people *think* they understand until they build something and it breaks. A **Quiz** helps you spot confusion early and keeps attention high. Quiz ideas tailored for Training Agencies: 1) **In automation, what should happen first?** A) Action B) Trigger C) Report D) Notification 2) **Which is the best example of a trigger in a training ops workflow?** A) Send certificate PDF B) Update CRM record C) Learner completes payment D) Create invoice 3) **Whats a common automation failure point?** A) Clear ownership B) Clean data C) Missing exception handling D) Documented process Trainer tip: After revealing the correct answer, ask one follow-up in chat: Where have you seen this go wrong? That turns a quiz into a discussion, not just a right/wrong moment.

Before you go deep into tools, triggers, approvals, and exceptions-get a fast read on where everyone is at. **Rating Polls** are perfect because people can answer in seconds and you can show the results instantly. Use it at key moments like: - **Start of session:** On a scale of 110, how confident are you with workflow automation today? - **After explaining basics:** Rate how clear trigger action exception handling feels right now (110). - **Before the hands-on build:** How ready do you feel to build your first automation with me? (110) Trainer move: If you see a lot of 4s and 5s, you can slow down and do a quick example. If you see 8s and 9s, you can skip ahead and keep momentum. Its like having a live co-facilitator telling you what the room needs.

In workflow automation sessions, questions come fast-especially once you start showing examples. **Quick Questions** pulls questions out of chat and displays them neatly, so youre not scrolling and missing things. How to use it like a pro: - Tell people: **If you have a question, start it with Q: and StreamAlive will catch it.** - Do **two Q&A checkpoints**: one after fundamentals, one after the build/demo - Use it for parking lot questions: I see 6 questions-let me finish this step, then well clear them. Great Q&A prompts to invite useful questions: - **Q: What part of your workflow has the most exceptions?** - **Q: Where do approvals slow you down the most?** - **Q: Which tool is the hardest to integrate with today?** Trainer move: Answer 12 questions live, then say, Im going to use the next question as our next demo scenario. That keeps questions coming and keeps you in control.

After your session, **StreamAlive Analytics** tells you what actually happened-no guessing based on Great session! messages. Heres how trainers for Training Agencies can use it: - **Minute-by-minute engagement:** Spot where chat dropped (was it too conceptual, too tool-heavy, too long without interaction?) - **Replay interaction results:** See which polls or word clouds got the most responses-then reuse those formats next time - **Identify top engaged participants (Fantastic Fans):** These are your future champions-great for follow-up, pilot groups, or internal advocates for automation - **Email/share reports:** Handy when you need to show a client or agency leader: Heres what the group struggled with and what they want next. Trainer tip: Use analytics to improve your run-of-show: if engagement spikes during real workflow examples, you know to add more Talking Tiles + fewer slides next time. Thats how your training gets better every delivery-and how you build sessions people actually stay for.