This credential is awarded to
Issued by PivotWings on 12 Aug 2026
PivotWings Level 1-AI & Workflow Automation Specialist Badge
Issued by PivotWings
Earners of the PivotWings AI & Workflow Automation Specialist Badge have demonstrated practical competency across the core disciplines of business automation, systems integration, and CRM automation. Beginning with automation fundamentals, workflow mapping, and an introduction to Make.com, they have progressed through workflow automation design, systems integration with data cleaning and formatting, CRM fundamentals, CRM automation, and generative AI integration. They understand how to identify processes suitable for automation, build multi-step automation workflows in Make.com with error handling and data validation, connect business tools through system integrations, set up and automate CRM pipelines, and embed generative AI into automation workflows to drive smarter customer engagement. They are equipped to document automation builds, articulate business value and ROI, and contribute immediately to operations, automation, and business process improvement functions within any organization.
Skills
| Workflow Automation Design & Development | Data Cleaning, Formatting & Validation | Generative AI Integration in Workflows |
| Make.com Platform Proficiency | CRM Setup & Pipeline Management | Business Value & ROI Documentation |
| Systems Integration & API Fundamentals | CRM Automation & Customer Engagement | Automation Strategy & Scaling |
Earning Criteria
Completed all 8 weeks of the PivotWings AI & Workflow Automation Specialist program
Achieved a pass or higher across all assessed deliverables including the Workflow Automation Design, Systems Integration Project, CRM Pipeline Setup, Lead Automation Workflow, Automation Documentation Report, and Final Automation Strategy Presentation
Delivered a final automation strategy presentation including a live demonstration of a built Make.com workflow with generative AI integration, defended to a professional standard
Standards Independent Training Provider Standard
Evidence July 2026 PWAWA/260001
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Credential ID: 161Z5YP8Q • Issue Date: August 12, 2026