Lunch & Learn: Automation for PMs: Getting Started with Zapier

Date: 
20 Mar 2026 - 12:00pm
Topic: 
Automation for Project Managers: Getting Started with Zapier
PDU Category: 
Ways of Working
Description: 

Recording of the presentation

PMs routinely lose time to repetitive tasks, gathering updates, logging issues, coordinating hand-offs, and manually moving information between tools.

This session introduces automation as a practical solution, using Zapier to demonstrate how simple, no-code workflows can reduce that administrative load. Through real PM scenarios, we'll explore automations that support status reporting, intake and triage, cross-tool updates, and project coordination. No technical background required!

Attendees will leave with a clear picture of where automation fits in their day-to-day work and one concrete starting point they can try immediately.

Facilitator: 
Laxmi Vallury, PMP, CSM, PSM

Laxmi is a project and program management professional with extensive experience in process improvement, vendor management, and leading large‑scale operational initiatives within the cable and telecommunications industry. She has managed international launches, led cross‑functional teams, and overseen the rollout of outsourced operational sites across multiple locations. Her work includes implementing tools and systems that support business analysis, reporting, and operational efficiency. In addition to her corporate background, Laxmi is building a small business focused on helping individuals and teams adopt simple, sustainable workflows using accessible tools and modern automation. Her approach emphasizes clarity, calm systems, and practical process design that makes technology feel approachable rather than overwhelming.

Event Location: 

Virtual, via Zoom - Zoom meeting link will be included in registration confirmation e-mail.

Event Fees: 

PMI Westchester Chapter members: Free
Non-Chapter members: $5

Payments must be made in advance by PayPal or credit card.
Credit card payments can be made through PayPal without the need for a PayPal account.
Registration fee is non-refundable.

Pre-registration is required; registration closes Thursday, 19 Mar 2026 at 11:59 p.m.

Register here!