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 Duration 7 hours

Course Outline

From Process to Automation

  • Step-based thinking: decomposing a workflow into an automatable structure
  • Determining which tasks to automate and which to delegate to humans

Make Fundamentals

  • Scenarios, modules, and triggers
  • Data mapping between applications
  • Filtration and routing mechanisms

Integrating Apps and Data

  • Webhooks and immediate triggers
  • Modules for spreadsheets, email, and calendars
  • Persisting data across execution cycles

AI within Scenarios

  • Incorporating AI models into workflows
  • Crafting prompts for reliable output generation
  • Leveraging model responses for classification, extraction, and decision-making

Your First AI Agent

  • Agent anatomy: instructions, tools, and data access
  • Assigning scenarios as agent tools
  • Connecting the agent to enterprise data sources
  • Implementing human approval before agent actions

Operational Implementation

  • Error management and retry logic
  • Monitoring and maintaining active scenarios
  • Tracking costs and usage limits

Summary and Future Steps

  • Participants present their automated workflows
  • Identifying subsequent automation opportunities and strategies for continued development

Deliverable: A functional automated process featuring an AI step and a foundational agent, accompanied by a roadmap for future automation targets.

Requirements

  • No prior programming experience is necessary
  • Proficiency with web applications and spreadsheets
  • One repetitive workflow of your own that you wish to automate

Target Audience

  • Business and operations specialists
  • Team leaders and process owners
  • Non-developers seeking to automate workflows with AI within a single day

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