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Duration 7 hours
Course Outline
From Process to Automation
- Step-based thinking: Translating business processes into automatable workflows
- Distinguishing between tasks to automate and those requiring human judgment
Make Fundamentals
- Understanding scenarios, modules, and triggers
- Data mapping across various applications
- Implementing filters and routers for logic control
Integrating Apps and Data
- Utilizing webhooks and instant triggers
- Connecting spreadsheets, email, and calendar modules
- Persisting data between execution runs
Incorporating AI into Scenarios
- Adding AI models to existing workflows
- Crafting prompts for reliable and accurate outputs
- Leveraging model responses for classification, extraction, and decision-making
Your First AI Agent
- Defining agent capabilities: instructions, tools, and data sources
- Assigning scenarios as tools for the agent
- Connecting the agent to internal business data
- Implementing human approval gates before agent actions
Practical Deployment
- Configuring error handling and retry mechanisms
- Monitoring and maintaining live scenarios
- Managing costs and platform limits
Summary and Next Steps
- Participant presentations on their automated processes
- Identifying future automation candidates and roadmap planning
Deliverable: A functional automated process featuring AI integration and a foundational agent, along with a strategic list of subsequent automation targets.
Requirements
- No prior programming experience is necessary
- Familiarity with web-based applications and spreadsheet software
- Identification of a single repetitive business process to automate
Target Audience
- Professionals in business operations and strategy
- Team leaders and process owners
- Non-technical stakeholders seeking to implement AI-driven workflow automation within one 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
