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Duration 7 hours
Course Outline
From Process to Automation
- Step-oriented thinking: Breaking down processes into automatable workflows
- Determining what to automate versus what requires human oversight
Make Fundamentals
- Scenarios, modules, and triggers
- Data mapping across applications
- Utilizing filters and routers
Connecting Apps and Data
- Webhooks and instant triggers
- Modules for spreadsheets, email, and calendars
- Data persistence between runs
AI Integration within Scenarios
- Incorporating AI models into scenarios
- Crafting prompts for consistent output
- Leveraging model responses for classification, extraction, and decision-making
Your First AI Agent
- Agent fundamentals: Instructions, tools, and data
- Assigning scenarios as tools for the agent
- Linking the agent to business data
- Implementing human approval before agent actions
Practical Execution
- Error handling and retry mechanisms
- Monitoring and maintaining scenarios
- Monitoring costs and usage limits
Summary and Next Steps
- Participant presentation of their automated process
- Identifying future automation opportunities and continuation paths
Deliverable: A functional automated process featuring an AI step and a first agent, along with a roadmap for subsequent processes to automate.
Requirements
- No programming experience is required
- Proficiency with web applications and spreadsheets
- Identification of one repetitive process you wish to automate
Audience
- Business and operations professionals
- Team leads and process owners
- Non-developers seeking to automate workflows with AI in one 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
