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Duration 7 hours
Course Outline
From Process to Automation
- Step-based thinking: decomposing a process into an automatable workflow
- Determining which tasks to automate and which to retain for human execution
Make Essentials
- Overview of scenarios, modules, and triggers
- Data mapping techniques across applications
- Implementation of filters and routers
Application and Data Integration
- Utilizing webhooks and instant triggers
- Connecting spreadsheets, email, and calendar modules
- Data persistence strategies between execution runs
AI Integration within Scenarios
- Adding an AI model to a scenario architecture
- Crafting prompts to achieve consistent and reliable results
- Leveraging model responses for classification, data extraction, and decision-making
Developing Your First AI Agent
- Defining an agent: instructions, available tools, and data access
- Assigning scenarios as executable tools for the agent
- Linking the agent to relevant business data sources
- Incorporating human validation prior to agent action
Operational Execution
- Strategies for error handling and retry logic
- Monitoring and maintenance practices for active scenarios
- Considerations regarding costs and usage limits
Conclusion and Path Forward
- Participant presentation of their automated process
- Identifying subsequent automation candidates and future development steps
Outcome: A functional automated process featuring an AI component and an initial agent, accompanied by a prioritized list of next processes to automate.
Requirements
- Programming background is not necessary
- Familiarity with navigating web applications and spreadsheets
- Identification of at least one repetitive workflow that the participant wishes to automate
Target Audience
- Professionals in business and operations roles
- Team leaders and individuals responsible for process ownership
- Non-technical users seeking 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
