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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

Number of participants


Price per participant

Testimonials (3)

Provisional Upcoming Courses (Require 5+ participants)

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