Course Outline
Introduction
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The concept of business automation using ChatGPT
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Roles of models, agents, tools, and workflows
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Distinguishing fixed workflows from agentic processes
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Selecting the appropriate level of autonomy
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The importance of human review and decision-making
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Moving beyond single conversations: reusable workflows and scheduled execution
Context and Memory Management
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Differences between chat context and persistent memory
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Storing process state explicitly
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Maintaining decisions and key information across multiple runs
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Understanding context limits and potential information loss
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Continuing tasks across multiple conversation sessions
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Differentiating permanent rules from transient process status
Organizing Work within ChatGPT
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Risks associated with combining multiple tasks and shifting requirements in a single thread
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Identifying missing decisions and inconsistent outputs
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Breaking down work into smaller, well-defined tasks
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Transferring goals, sources, decisions, and results between tasks
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Determining when to use separate conversations or distinct workflows
Utilizing Plugins, Projects, and Spaces
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Purposes and uses of plugins, projects, and Spaces
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Organizing reusable instructions and tools
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Linking workflows to business information sources
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Managing related conversations and shared materials
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Sharing documentation and final results
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Setting up the working environment for specific business processes
Building Workflows with Memory
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Defining the objective of the workflow
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Identifying inputs, steps, outputs, and acceptance criteria
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Recording process state between executions
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Incorporating previous decisions into subsequent runs
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Managing errors and incomplete executions
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Resuming workflows after interruptions
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Constructing a prototype workflow for a chosen business task
Scheduling and Repeatable Execution
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Manual versus recurring workflow execution
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Setting execution frequency and time zones
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Establishing notification and stopping rules
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Managing scenarios where no new data is available
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Re-executing workflows with saved state
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Comparing outcomes from repeated executions
Assessing Workflow Quality and Consistency
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Establishing quality criteria
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Verifying required fields, numerical data, sources, and output format
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Detecting duplicate or inconsistent results
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Distinguishing acceptable wording variations from process errors
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Understanding factors that introduce variability in AI-generated results
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Testing workflows against representative business cases
Practical Workshop
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Selecting a recurring business task for automation
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Designing the workflow structure
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Defining process memory and state parameters
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Executing and testing the workflow
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Comparing multiple execution results
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Identifying errors and areas for improvement
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Preparing the automation for real-world application
Troubleshooting
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Missing or incomplete context
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Incorrect or outdated process state
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Inconsistent results across executions
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Missing data or unavailable information sources
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Duplicate processing issues
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Failed or partially completed workflow runs
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Limitations related to tools or account features
Summary and Next Steps
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Reviewing the completed workflow prototype
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Identifying additional tasks suitable for automation
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Refining quality and acceptance criteria
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Planning deployment into daily operations
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Exploring opportunities for an advanced second-day module involving code-supported processing and agent development
Requirements
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Pre-Course Knowledge Requirements
- Fundamental proficiency with ChatGPT
- No programming expertise is required as a prerequisite.
- Participants should have access to a computer, stable internet connection, and a ChatGPT account with permissions for the features utilized during workshops.
- Access to plugins, Spaces, and scheduling/automation features should be verified prior to the course, as availability may vary based on account and organizational configurations.
Target Audience
This course is designed for:
- Specialists and managers integrating ChatGPT into their daily operations
- Process owners and business analysts tasked with optimizing team workflows
- Professionals responsible for generating reports, summaries, documents, data aggregations, and periodic business updates
- Team leaders driving AI adoption and coordinating work through shared information repositories
A concise summary for catalog listings would be:
Prerequisites: Basic familiarity with ChatGPT. No coding background necessary.
Audience: Managers, specialists, process owners, business analysts, reporting/documentation professionals, and AI implementation leads.
Testimonials (1)
Able to pivot upon audience suggestions - ie able to create a real AI agent scenario on the spot.
