Agentic AI for Business Automation: Use Cases & Integration Training Course
Agentic AI for Business Automation is an interactive, hands-on course designed to guide participants through the process of designing, integrating, and scaling AI-driven agents for real-world business processes. The course emphasizes identifying automation opportunities, integrating various tools, and developing practical use cases in areas such as customer service, supply chain management, and marketing workflows.
This instructor-led training (available online or on-site) is tailored for intermediate-level professionals who are interested in implementing AI-powered automation using no-code, low-code, and Python-based approaches.
By the end of this training, participants will be able to:
- Identify key areas where agentic AI can enhance process efficiency and innovation.
- Map out workflows that are suitable for integration with AI agents.
- Implement automation using APIs and orchestration tools.
- Integrate AI models into real business scenarios, achieving measurable impact.
- Develop governance and monitoring structures for AI-driven operations.
Format of the Course
- Interactive lectures and practical demonstrations.
- Hands-on exercises and guided projects.
- Live implementation in a sandbox automation environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Course Outline
Introduction to Agentic AI in Business Automation
- What is agentic AI and why it matters for automation
- Overview of tools and frameworks for building intelligent agents
- Enterprise use cases: customer service, logistics, and marketing
Identifying Automation Opportunities
- Mapping current workflows and pain points
- Evaluating feasibility and ROI for AI-driven automation
- Defining success metrics and integration requirements
Designing Agentic Workflows
- Designing task-specific and orchestration-level agents
- Prompt design and logic structuring for automation agents
- Integrating decision-making and exception handling
Integrating Agents with Business Systems
- Connecting AI agents to CRMs, ERPs, and communication tools
- Using Zapier, Make, or Power Automate for orchestration
- Implementing API-based integrations with Python
Applied Use Cases
- Customer service automation and sentiment analysis
- Supply chain demand forecasting and vendor coordination
- Marketing campaign optimization using AI-driven insights
Governance, Security, and Monitoring
- Managing access control and data sensitivity
- Setting up monitoring dashboards and alerts
- Evaluating and auditing automated decisions
Hands-on Project: Building an Integrated AI Workflow
- Identifying a target process for automation
- Designing and implementing the AI agent
- Testing, evaluation, and optimization
Summary and Next Steps
Requirements
- Basic understanding of business workflows and process automation
- Familiarity with Python or API-based integrations
- Experience using productivity or automation tools
Audience
- Product managers seeking to identify automation opportunities
- Automation engineers implementing AI-driven workflows
- Business analysts designing data-informed business processes
Open Training Courses require 5+ participants.
Agentic AI for Business Automation: Use Cases & Integration Training Course - Booking
Agentic AI for Business Automation: Use Cases & Integration Training Course - Enquiry
Agentic AI for Business Automation: Use Cases & Integration - Consultancy Enquiry
Testimonials (1)
We got to use the tools.
Victor Aguero - PNUD/MICI
Course - Aplicaciones Prácticas de Inteligencia Artificial para Personal Administrativo
Upcoming Courses
Related Courses
Artificial Intelligence (AI) for Corporate Professionals
14 HoursArtificial Intelligence (AI) for Corporate Professionals is an introductory course that delves into the safe and effective application of AI across various departments within a corporate setting. This course aims to enhance productivity, improve communication, and streamline operations.
This instructor-led, live training (available online or onsite) is designed for non-technical corporate professionals who want to understand and start using AI tools such as ChatGPT, Gemini, and Copilot to optimize their daily workflows.
By the end of this training, participants will be able to:
- Grasp the fundamentals of AI, including its risks and ethical considerations.
- Utilize AI to automate tasks and support communication and research.
- Develop structured prompts tailored to real-world administrative duties.
- Plan for the safe and scalable integration of AI tools within their teams.
Format of the Course
- Interactive lectures and discussions.
- Hands-on use of AI tools in corporate contexts.
- Guided exercises focused on process improvement and communication.
Course Customization Options
- To request a customized training for this course tailored to your department's workflows or internal tools, please contact us to arrange.
AI for Daily Tasks: Enhancing Efficiency Across Departments
14 HoursThis instructor-led, live training in Taiwan (online or onsite) is aimed at beginner-level to intermediate-level professionals from various departments who wish to learn how to efficiently use AI tools for daily tasks, saving time and improving productivity.
By the end of this training, participants will be able to:
- Identify AI-powered tools suitable for different tasks.
- Automate repetitive processes to improve workflow efficiency.
- Leverage AI for better communication, reporting, and decision-making.
- Ensure responsible and ethical AI usage in the workplace.
Introduction to AI for Administrative Operations
7 HoursThis instructor-led, live training in Taiwan (online or onsite) is aimed at beginner-level administrative operatives who wish to have a basic understanding of AI and its applications in administrative tasks.
By the end of this training, participants will be able to:
- Understand the basics of Artificial Intelligence (AI).
- Learn how AI can be integrated into daily administrative tasks.
- Improve efficiency in sending emails, conducting surveys, managing indicators, maintaining records, and performing manual validations through AI tools.
Building AI Workflows in n8n
14 HoursThis instructor-led, live training in Taiwan (online or onsite) is aimed at intermediate-level to advanced-level developers and AI hobbyists who wish to create advanced AI workflows in n8n.
By the end of this training, participants will be able to:
- Understand the integration of AI services with n8n workflows.
- Implement AI-driven decision-making in automated processes.
- Create custom AI nodes and use pre-built AI nodes in n8n.
- analyze and optimize the performance of AI workflows.
Governance and Security Patterns for WrenAI in the Enterprise
14 HoursWrenAI is an AI-driven analytics platform designed to integrate data, model insights, and create dashboards. In enterprise settings, strong governance and security are essential for ensuring safe and compliant deployment.
This instructor-led, live training (available online or on-site) is tailored for advanced-level enterprise professionals who aim to implement governance, compliance, and security measures for WrenAI at scale.
By the end of this training, participants will be able to:
- Design and implement permission models in WrenAI.
- Apply audit and monitoring practices to ensure compliance.
- Set up secure environments with enterprise-level controls.
- Safely deploy WrenAI across large organizations.
Format of the Course
- Interactive lectures and discussions.
- Hands-on labs focusing on governance and security configurations.
- Practical exercises simulating enterprise deployment scenarios.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Modernizing Legacy BI with WrenAI: Adoption, Migration, and Change Management
14 HoursWrenAI empowers organizations to transition from static dashboards to conversational analytics and embedded generative BI. This shift necessitates thorough planning, asset migration, and effective change management.
This instructor-led, live training (available online or onsite) is designed for intermediate-level BI and data platform professionals who aim to modernize their legacy BI systems using WrenAI.
By the end of this training, participants will be able to:
- Assess existing BI environments and pinpoint opportunities for modernization.
- Develop and implement migration strategies from static dashboards to WrenAI.
- Integrate conversational analytics and embedded GenBI features.
- Guide organizational change management during the BI modernization process.
Format of the Course
- Interactive lectures and discussions.
- Practical exercises focused on migration and adoption planning.
- Hands-on labs for conversational analytics and embedded GenBI.
Course Customization Options
- For a customized training session tailored to your specific needs, please contact us to arrange.
Practical Applications of AI for Administrative Staff
14 HoursThis instructor-led, live training in Taiwan (online or onsite) is aimed at all-level administrative professionals who wish to leverage AI tools to automate routine tasks, enhance document handling, improve presentations, and optimize workflows in the office environment.
By the end of this training, participants will be able to:
- Understand the basics of AI and how it applies to administrative roles.
- Use generative AI tools to write, summarize, and translate content.
- Automate calendar management, emails, and routine tasks.
- Design and implement an AI-assisted workflow specific to their role.
Quality and Observability for WrenAI: Evaluation, Prompt Tuning, and Monitoring
14 HoursWrenAI facilitates the conversion of natural language into SQL and offers AI-driven analytics, enhancing data access speed and intuitiveness. For enterprise-level applications, it is crucial to implement quality assurance and observability practices to ensure accuracy, reliability, and compliance.
This instructor-led, live training (available online or onsite) is designed for advanced data and analytics professionals who aim to assess query accuracy, refine prompt tuning, and establish observability practices for monitoring WrenAI in a production environment.
By the end of this training, participants will be able to:
- Evaluate the precision and reliability of natural language to SQL outputs.
- Apply prompt tuning techniques to enhance performance.
- Track drift and query behavior over time.
- Integrate WrenAI with logging and observability frameworks.
Format of the Course
- Interactive lectures and discussions.
- Hands-on exercises focusing on evaluation and tuning techniques.
- Practical labs for integrating observability and monitoring solutions.
Course Customization Options
- To request a customized training program for this course, please contact us to arrange.
Building with the WrenAI API: Applications, Charts, and NL to SQL
14 HoursThe WrenAI API is a robust interface designed to generate SQL queries from natural language, build custom applications, and integrate charts into internal platforms.
This instructor-led, live training (available online or onsite) is tailored for intermediate-level engineers who aim to leverage the WrenAI API for practical applications such as SQL generation, data visualization, and application integration.
By the end of this training, participants will be able to:
- Authenticate and connect their applications to the WrenAI API.
- Generate SQL queries from natural language inputs.
- Create and embed charts using API endpoints.
- Integrate WrenAI into backend systems and internal tools.
Format of the Course
- Interactive lectures and discussions.
- Hands-on exercises involving API calls and integrations.
- Practical projects that connect applications, charts, and data pipelines.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
WrenAI Cloud Essentials: From Data Sources to Dashboards
14 HoursWrenAI Cloud is a contemporary platform designed for integrating data sources, modeling data, and creating interactive dashboards.
This instructor-led, live training (available online or onsite) is tailored for data professionals at the beginner to intermediate level who are interested in learning how to set up WrenAI Cloud, model data, and visualize insights through dashboards.
By the end of this training, participants will be able to:
- Set up and configure WrenAI Cloud environments.
- Connect WrenAI Cloud to various data sources.
- Model data and establish relationships for analytics.
- Create interactive dashboards to gain business insights.
Format of the Course
- Interactive lectures and discussions.
- Hands-on configuration of the cloud platform and data modeling.
- Practical exercises in building and visualizing dashboards.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
WrenAI for Financial Analytics: KPI Modeling and Regulatory-Aware Dashboards
14 HoursWrenAI empowers finance teams to model key performance indicators (KPIs), integrate standardized metrics, and create dashboards that comply with regulatory requirements and audit standards.
This instructor-led, live training (available online or on-site) is designed for intermediate to advanced finance professionals who aim to leverage WrenAI for constructing compliant financial data models and dashboards that facilitate decision-making and risk management.
By the end of this training, participants will be able to:
- Model financial KPIs and metrics using WrenAI.
- Create dashboards that adhere to regulatory and audit requirements.
- Integrate WrenAI with various finance data sources for real-time reporting.
- Implement best practices for financial analytics and risk monitoring.
Format of the Course
- Interactive lectures and discussions.
- Hands-on exercises involving financial data models.
- Practical labs focused on dashboard design and compliance reporting.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
WrenAI OSS Deep Dive: Semantic Modeling, Text to SQL, and Guardrails
21 HoursWrenAI is an open-source generative business intelligence tool that facilitates the conversion of natural language into SQL and supports semantic data modeling.
This instructor-led, live training (available online or on-site) is designed for advanced-level data engineers, analytics engineers, and machine learning engineers who aim to build robust semantic layers, refine prompts, and ensure reliable SQL generation.
By the end of this training, participants will be able to:
- Implement semantic models to maintain consistent metric definitions across teams.
- Optimize text-to-SQL performance for both accuracy and scalability.
- Set up and enforce safeguards to prevent invalid or risky queries.
- Integrate WrenAI OSS into data pipelines and analytics workflows.
Format of the Course
- Interactive lectures and discussions.
- Numerous exercises and practice sessions.
- Hands-on implementation in a live-lab environment.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
WrenAI for Product Teams: Conversational Analytics and Self-Service BI
14 HoursWrenAI is a conversational analytics platform that transforms natural-language queries into reliable data insights, allowing non-technical teams to generate and access meaningful analytics swiftly and consistently.
This instructor-led, live training (available online or onsite) is designed for intermediate-level product managers, analysts, and data champions who are interested in adopting conversational analytics and developing self-service business intelligence capabilities with WrenAI.
By the end of this training, participants will be able to:
- Design conversational analytics workflows that provide reliable insights into product performance.
- Create and maintain a standardized metrics layer for consistent and accurate reporting.
- Effectively use natural-language-to-SQL features to answer complex product questions.
- Integrate WrenAI-driven self-service dashboards and safeguards into their product workflows.
Format of the Course
- Interactive lectures and discussions.
- Hands-on labs using WrenAI and sample datasets.
- Workshop: create a self-service dashboard and a set of conversational queries.
Course Customization Options
- To request a customized training for this course, please contact us to arrange.
Deploying WrenAI for SaaS: Embedded GenBI in Customer-Facing Products
14 HoursWrenAI empowers SaaS providers to integrate generative business intelligence (GenBI) directly into their customer-facing products. This course equips SaaS teams with the skills necessary to incorporate Wren AI through its Embedded API, set up white-label analytics, and manage multi-tenant deployments.
This instructor-led, live training (available online or on-site) is designed for intermediate to advanced SaaS product leaders, data engineers, and full-stack developers who are interested in deploying WrenAI as an embedded analytics solution within SaaS environments.
By the end of this training, participants will be able to:
- Integrate WrenAI into customer-facing applications using the Embedded API.
- Implement white-label conversational BI with customized branding and design.
- Design secure and scalable multi-tenant deployments.
- Monitor usage, optimize performance, and ensure compliance in SaaS environments.
Format of the Course
- Interactive lecture and discussion sessions.
- Hands-on labs utilizing the WrenAI Embedded API.
- Workshop: design and deploy a white-label analytics feature for a SaaS use case.
Course Customization Options
- To request a customized training session for this course, please contact us to arrange.
Operational Analytics with WrenAI Spreadsheets and Metrics Library
14 HoursWrenAI Spreadsheets and Metrics Library facilitate rapid reporting through AI-driven spreadsheet workflows and a comprehensive library of pre-built, cross-platform business metrics.
This instructor-led, live training (available online or on-site) is designed for operations professionals at the beginner to intermediate level who are looking to speed up their reporting and analysis using WrenAI Spreadsheets and the Metrics Library.
By the end of this training, participants will be able to:
- Create AI-powered spreadsheets for data analysis and reporting.
- Utilize the WrenAI Metrics Library for standardized KPIs.
- Integrate spreadsheets with various data sources for real-time updates.
- Develop automated workflows to enhance operational reporting efficiency.
Format of the Course
- Interactive lectures and discussions.
- Hands-on spreadsheet creation using WrenAI.
- Practical exercises focused on metrics and KPI reporting.
Course Customization Options
- To arrange a customized training for this course, please contact us.