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Duration 7 hours
Course Outline
Transitioning from Process to Automation
- Step-based thinking: converting a process into an automatable workflow
- Determining which tasks to automate and which to retain for human oversight
Core Make Concepts
- Understanding scenarios, modules, and triggers
- Data mapping techniques between various applications
- Implementation of filters and routers
Integrating Applications and Data
- Utilizing webhooks and instant triggers
- Modules for spreadsheets, email, and calendars
- Persisting data across multiple execution runs
Incorporating AI into Scenarios
- Adding AI models to existing scenarios
- Crafting prompts for consistent and reliable outputs
- Leveraging model responses for classification, extraction, and decision-making
Creating Your First AI Agent
- Defining an agent: the role of instructions, tools, and data
- Assigning scenarios as functional tools for the agent
- Linking the agent to relevant business data sources
- Including a human approval step prior to agent execution
Operational Execution
- Strategies for error handling and automatic retries
- Ongoing monitoring and maintenance of scenarios
- Considerations regarding costs and usage limits
Review and Future Roadmap
- Participants present the specific processes they have automated
- Identifying future automation candidates and strategies for continued development
Deliverable: A functional automated process featuring an AI step and a foundational agent, accompanied by a prioritized list of subsequent processes ready for automation.
Requirements
- No prior programming experience is necessary
- Confidence in navigating web applications and spreadsheets
- Identification of one repetitive internal process that the participant wishes to automate
Target Audience
- Professionals in business operations and management
- Team leads and process owners
- Non-developers looking to implement AI-driven workflow automation 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
