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Duration 7 hours
Course Outline
From process to automation
- Step-by-step thinking: decomposing a process into an automatable workflow
- Determining what to automate and which tasks should remain with people
Make fundamentals
- Scenarios, modules, and triggers
- Mapping data across applications
- Filers and routers
Connecting applications and data
- Webhooks and instant triggers
- Modules for spreadsheets, email, and calendar
- Storing data between execution runs
AI within a scenario
- Integrating an AI model into a scenario
- Crafting prompts for reliable output
- Utilising model responses for classification, extraction, and decision-making
Your first AI agent
- Understanding agents: instructions, tools, and data
- Equipping the agent with scenarios as tools
- Linking the agent to business data
- Implementing human approval before the agent takes action
Practical implementation
- Error handling and retry mechanisms
- Monitoring and maintaining scenarios
- Monitoring costs and usage limits
Summary and next steps
- Each participant presents the process they have automated
- Identifying future automation candidates and continuation strategies
Deliverable: A functional automated process featuring an AI step and an initial agent, along with a list of subsequent processes to automate.
Requirements
- No prior programming experience is necessary
- Proficiency with web applications and spreadsheets
- Identification of one repetitive process of your own that you wish to automate
Audience
- Business and operations professionals
- Team leaders and process owners
- Non-developers seeking to automate workflows with AI within a single day
Testimonials (3)
The trainer is patient and very helpful. He knows the topic well.
CLIFFORD TABARES - Universal Leaf Philippines, Inc.
Course - Agentic AI for Business Automation: Use Cases & Integration
Good mixvof knowledge and practice
Ion Mironescu - Facultatea S.A.I.A.P.M.
Course - Agentic AI for Enterprise Applications
The mix of theory and practice and of high level and low level perspectives