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Duration 7 hours
Course Outline
From Process to Automation
- Step-based thinking: Decomposing a process into an automatable workflow
- Determining which tasks to automate and which should remain human-managed
Make Fundamentals
- Understanding scenarios, modules, and triggers
- Mapping data flows between applications
- Utilizing filters and routers
Integrating Apps and Data
- Implementing webhooks and instant triggers
- Working with spreadsheet, email, and calendar modules
- Persisting data between execution runs
Incorporating AI into Scenarios
- Adding an AI model to your scenario
- Crafting prompts for reliable outputs
- 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 enterprise data
- Including human approval gates before agent actions
Practical Implementation
- Configuring error handling and retries
- Monitoring and maintaining active scenarios
- Managing costs and usage limits
Recap and Future Steps
- Each participant presents the process they have automated
- Identifying subsequent automation candidates and defining a continuation strategy
Outcome: A functional automated process featuring an AI step and an initial agent, accompanied by a list of recommended next processes to automate.
Requirements
- No prior programming experience is necessary
- Familiarity with using web applications and spreadsheets
- A repetitive workflow of your own that you are keen to automate
Target Audience
- Business and operations specialists
- Team leaders and process owners
- Non-developers seeking to implement AI-driven workflow automation within 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
