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Duration 7 hours
Course Outline
From process to automation
- Step-based thinking: decomposing processes into automatable workflows
- Determining which tasks to automate and which to reserve for human oversight
Make fundamentals
- Scenarios, modules, and triggers
- Data mapping across different applications
- Application of filters and routers
Connecting apps and data
- Utilizing Webhooks and instant triggers
- Modules for spreadsheets, email, and calendars
- Persisting data between execution runs
AI within a scenario
- Integrating an AI model into the scenario
- Crafting prompts for consistent and reliable output
- Leveraging model responses for classification, extraction, and decision-making
Your first AI agent
- Defining an agent: instructions, tools, and data sources
- Assigning scenarios as tools for the agent
- Linking the agent to relevant business data
- Implementing human approval checks before agent actions
Practical execution
- Error management and retry mechanisms
- Scenario monitoring and maintenance strategies
- Monitoring costs and operational limits
Recap and forward planning
- Participants present their automated processes
- Identifying future automation opportunities and outlining next steps
Outcome: A functional automated process featuring an AI step and an initial agent, accompanied by a list of subsequent processes to target for automation.
Requirements
- No prior programming experience is necessary.
- Confidence in navigating web applications and spreadsheets.
- A repetitive workflow of your own that you are eager to automate.
Target Audience
- Business and operations specialists.
- 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
