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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
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