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Duration 7 hours
Course Outline
From Process to Automation
- Step-by-step thinking: Decomposing a process into an automatable workflow
- Determining which tasks to automate versus those requiring human oversight
Make Fundamentals
- Understanding scenarios, modules, and triggers
- Data mapping across different applications
- Utilizing filters and routers
App and Data Integration
- Implementing webhooks and instant triggers
- Using modules for spreadsheets, email, and calendars
- Persistence of data between execution runs
Integrating AI into Scenarios
- Embedding AI models within a scenario
- Crafting prompts for consistent and reliable output
- Leveraging model responses for classification, data extraction, and decision-making
Your Initial AI Agent
- Defining an agent: Instructions, available tools, and data sources
- Equipping the agent with scenarios as functional tools
- Linking the agent to critical business data
- Incorporating human approval gates before agent execution
Practical Implementation
- Implementing error handling and retry mechanisms
- Monitoring and maintaining active scenarios
- Tracking usage costs and system limits
Recap and Future Path
- Participant presentations of their automated processes
- Identifying subsequent automation candidates and outlining continuation strategies
Deliverable: A functional automated process featuring an AI component and an initial agent, accompanied by a roadmap for additional processes to automate.
Requirements
- Programming knowledge is not a prerequisite
- Proficiency with web-based applications and spreadsheet software
- Identification of at least one repetitive internal process suitable for automation
Target Audience
- Professionals in business operations
- Team leaders and process owners
- Non-technical individuals seeking to implement AI-driven workflow automation 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
