Course Outline
Introduction
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Defining business automation with ChatGPT
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Overview of models, agents, tools, and workflows
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Fixed workflows versus agentic processes
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Selecting the appropriate level of autonomy
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The importance of human oversight and decision-making
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Moving beyond single conversations: reusable workflows and recurring execution
Comprehending Context and Memory
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Differences between chat context and persistent memory
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Explicitly stored process state
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Retaining decisions and critical information across multiple runs
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Contextual limits and the potential loss of earlier information
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Continuing tasks across multiple conversations
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Distinguishing between permanent rules and current process status
Structuring Work in ChatGPT
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Risks associated with combining excessive tasks and shifting requirements in a single thread
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Identifying missing decisions and inconsistent outputs
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Breaking down work into smaller, well-defined tasks
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Transferring goals, sources, decisions, and results between tasks
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Determining when to use separate conversations or distinct workflows
Utilizing Plugins, Projects, and Spaces
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Purposes and applications of plugins, projects, and Spaces
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Organizing reusable instructions and tools
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Linking workflows to business information sources
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Managing related conversations and shared materials
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Sharing documentation and results
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Preparing the environment for a specific business process
Constructing a Workflow with Memory
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Defining the workflow’s objective
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Identifying inputs, steps, outputs, and acceptance criteria
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Logging process state between executions
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Applying prior decisions in subsequent runs
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Managing errors and incomplete executions
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Resuming a workflow after an interruption
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Building a prototype workflow for a chosen business task
Scheduling and Consistent Execution
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Manual versus recurring workflow execution
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Setting execution frequency and time zones
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Rules for notifications and stopping conditions
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Managing scenarios where new data is unavailable
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Re-executing a workflow using saved state
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Comparing outcomes from repeated executions
Assessing Workflow Quality and Consistency
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Establishing quality benchmarks
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Verifying required fields, numerical accuracy, sources, and output formatting
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Detecting duplicate or inconsistent results
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Distinguishing between acceptable wording variations and process errors
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Understanding factors that contribute to variability in AI-generated results
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Testing the workflow with representative business scenarios
Practical Workshop
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Selecting a recurring business task
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Designing the workflow
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Defining process memory and state
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Executing and testing the workflow
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Comparing multiple runs
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Identifying errors and areas for improvement
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Preparing the automation for real-world application
Troubleshooting
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Missing or incomplete context
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Inaccurate or outdated process state
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Inconsistent results across executions
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Missing data or unavailable sources
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Duplicate processing
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Failed or partially completed workflow runs
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Limitations of tools or account features
Summary and Future Directions
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Reviewing the completed workflow prototype
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Identifying tasks suitable for automation
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Defining quality and acceptance standards
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Planning integration into daily operations
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Identifying opportunities for an advanced second-day session involving code-supported processing and agent development
Requirements
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Knowledge Expected of Participants Before the Course
- Familiarity with basic ChatGPT operations
- Programming skills are not required as a prerequisite.
- Participants should have a computer, an internet connection, and a ChatGPT account that grants access to the features utilized during workshops.
- It is advisable to verify the availability of plugins, Spaces, and scheduling/automation capabilities prior to the course, as access may vary based on account and organizational configurations.
Target Audience
This course is designed for:
- Specialists and managers who integrate ChatGPT into their daily routines
- Process owners and business analysts tasked with optimizing team workflows
- Professionals who produce reports, summaries, documents, data compilations, and periodic business updates
- Team leaders deploying AI and coordinating work through shared information resources
A concise catalog description might read:
Prerequisites: Basic proficiency with ChatGPT. No coding experience is necessary.
Audience: Managers, specialists, process owners, business analysts, reporting and documentation professionals, and AI implementation leaders.
Testimonials (1)
Able to pivot upon audience suggestions - ie able to create a real AI agent scenario on the spot.
