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Duration 7 hours
Course Outline
From Process to Automation
- Step-by-step thinking: Decomposing a process into an automatable workflow.
- Determining which tasks to automate and which to reserve for human oversight.
Make Fundamentals
- Understanding scenarios, modules, and triggers.
- Mapping data flows between different applications.
- Implementing filters and routers for logic control.
Integrating Apps and Data
- Utilizing Webhooks and instant triggers.
- Working with spreadsheet, email, and calendar modules.
- Storing data persistence across multiple runs.
Embedding AI in Scenarios
- Adding an AI model to the automation flow.
- Crafting prompts for dependable and accurate output.
- Leveraging model responses for classification, data extraction, and decision-making.
Building Your First AI Agent
- Defining an agent: Instructions, available tools, and data access.
- Assigning scenarios as tools for the agent to utilize.
- Connecting the agent to internal business data sources.
- Implementing human approval steps before the agent executes actions.
Operational Execution
- Configuring error handling and retry mechanisms.
- Monitoring and maintaining live scenarios.
- Tracking costs and system limits.
Summary and Future Steps
- Participant presentations on the automated processes they have developed.
- Identifying subsequent automation opportunities and strategies for ongoing development.
Deliverable: A functional automated process featuring an AI step and a primary agent, accompanied by a roadmap of next processes to automate.
Requirements
- No prior programming experience is necessary.
- Proficiency in navigating web applications and spreadsheets.
- A specific repetitive process that the participant wishes to automate.
Target Audience
- Business and operations specialists.
- Team leads and process owners.
- Non-developers seeking to implement AI-driven workflow automation in 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
