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 Duration 14 hours

Course Outline

Day 1: Workflows and the AI Step

    Introduction

    • Determining when to automate, when to implement AI steps, and when to deploy agents
    • n8n in context: understanding cloud versus self-hosted deployments and their implications for company data

    n8n Fundamentals

    • Overview of workflows, nodes, triggers, and executions
    • Transferring data between nodes by dragging fields, eliminating the need for syntax entry
    • Interpreting execution logs to identify and resolve issues

    Connecting Apps and Data

    • Utilising webhooks and form triggers
    • Integrating spreadsheets, email, and calendar nodes
    • Managing credentials and authentication for external services
    • A step-by-step guide to the HTTP Request node

    The AI Step

    • Incorporating models into a workflow
    • Crafting prompts that ensure reliable output
    • Achieving structured output and automatically correcting malformed responses
    • Classifying and extracting information from emails, forms, and documents

    Decision Making and Actions

    • Implementing branching logic with If and Switch nodes
    • Establishing approval steps to seek human input before actions are executed
    • Recording results in spreadsheets and dispatching notifications

    Hands-on Lab: First End-to-End Workflow

    • Transitioning from an incoming request to a classified, recorded, and routed outcome

    Day 2: Agents and Operations

      Agents

      • Defining agents: models, memory, and tools
      • Choosing between fixed workflows and agents
      • Providing agents with access to company documents and spreadsheets

      Agents That Act

      • Distinguishing between read and write tools
      • Setting system prompt rules: enforcing required fields, preventing data fabrication, and avoiding duplicate records
      • Stress-testing agents to ensure robustness

      Channels

      • Implementing a chat interface for internal use
      • Connecting agents to a single messaging channel

      Reliability

      • Configuring error workflows, retries, and notifications
      • Analysing logs and execution history
      • Managing model and execution costs

      Data and Privacy

      • Understanding what data is transmitted externally when a model is invoked
      • Demonstration of self-hosting and local models by the instructor
      • Creating a review checklist for IT or legal teams

      Building Workflows with AI

      • Using an AI assistant to draft a workflow
      • Reviewing the draft: analysing node functions, data sources, and handling empty states

      Final Project and Next Steps

      • Participants complete and present a workflow featuring an AI step and an agent applied to their own process
      • Developing a maintenance plan and identifying future automation candidates

      Deliverable: A functional workflow incorporating an AI step, an agent connected to company data, error handling mechanisms, and a review checklist.

      Requirements

      • No prior programming experience is required
      • Familiarity with web applications and spreadsheets
      • A clear understanding of at least one repetitive process within their current workflow

      Target Audience

      • Professionals in business, operations, and customer-facing roles
      • Team leaders and process owners
      • Non-technical staff seeking to build automations and AI agents using company data

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