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 Duration 14 hours

Course Outline

Day 1: Workflows and AI Integration

    Introduction

    • Determining when to automate, when to apply an AI step, and when to deploy an agent
    • Contextualizing n8n: cloud versus self-hosted deployments and their implications for corporate data

    Core n8n Concepts

    • Understanding workflows, nodes, triggers, and execution cycles
    • Transferring data between nodes by dragging fields, eliminating the need for manual syntax entry
    • Analyzing execution logs to identify and resolve issues

    Connecting Applications and Data

    • Utilizing webhooks and form triggers
    • Integrating spreadsheet, email, and calendar nodes
    • Managing credentials and authentication for external services
    • Step-by-step guide to using the HTTP Request node

    The AI Step

    • Integrating a model into a workflow
    • Crafting prompts to ensure reliable outputs
    • Achieving structured output and automatically correcting malformed responses
    • Classifying and extracting information from emails, forms, and documents

    Decision Making and Actions

    • Implementing branching logic using If and Switch nodes
    • Adding approval steps: requiring human validation before executing actions
    • Recording results in spreadsheets and dispatching notifications

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

    • Building a complete flow from an incoming request to a classified, recorded, and routed outcome

    Day 2: Agents and Operations

      Agents

      • Defining an agent: the role of the model, memory, and tools
      • Choosing between a fixed workflow and an agent
      • Granting agents access to corporate documents and spreadsheets

      Actionable Agents

      • Distinguishing between tools for reading and writing data
      • Establishing system prompt rules: enforcing required fields, preventing data hallucination, and avoiding duplicate records
      • Testing agent robustness through adversarial testing

      Communication Channels

      • Deploying chat interfaces for internal use
      • Connecting the agent to a single messaging platform

      Reliability and Stability

      • Configuring error workflows, retry mechanisms, and notifications
      • Leveraging logs and execution history for oversight
      • Managing model usage and execution costs

      Data Privacy and Security

      • Auditing data exposure when external models are invoked
      • Instructor demonstration of self-hosting and local model deployment
      • Reviewing a compliance checklist with IT or legal teams

      Building Workflows with AI Assistance

      • Using AI assistants to draft initial workflow structures
      • Reviewing AI-generated outputs: verifying node functionality, data sources, and handling of empty values

      Final Project and Future Steps

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

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

      Requirements

      • No prior programming experience is necessary
      • Proficiency with web applications and spreadsheet software
      • A clear understanding of one repetitive process within the participant's current role

      Target Audience

      • Professionals in business operations, management, and customer-facing roles
      • Team leads and process owners
      • Non-technical users aiming to develop automations and AI agents leveraging corporate data

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