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Duration 7 hours
Course Outline
From Process to Automation
- Step-by-step thinking: Decomposing processes into automatable workflows
- Determining which tasks to automate and which to retain for human handling
Make Fundamentals
- Understanding scenarios, modules, and triggers
- Data mapping between different applications
- Utilizing filters and routers
Connecting Applications and Data
- Webhooks and instant triggers
- Modules for spreadsheets, email, and calendars
- Data persistence between execution runs
AI Integration within Scenarios
- Incorporating AI models into scenarios
- Crafting prompts for consistent outputs
- Leveraging model responses for classification, extraction, and decision-making
Your First AI Agent
- Agent components: instructions, tools, and data
- Assigning scenarios as tools to the agent
- Linking the agent to business data sources
- Implementing human approval before agent actions
Practical Deployment
- Error management and retry mechanisms
- Monitoring and maintaining active scenarios
- Tracking costs and operational limits
Summary and Future Steps
- Participant presentations of their automated processes
- Identifying further automation candidates and outlining continuation strategies
Deliverable: A functional automated process featuring an AI step and an initial agent, along with a roadmap for subsequent processes to automate.
Requirements
- Programming experience is not required
- Familiarity with web applications and spreadsheets
- Identification of at least one repetitive process that you wish to automate
Target Audience
- Professionals in business and operations
- Team leads 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
