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 Duration 7 hours

Course Outline

From Process Definition to Automation

  • Step-based thinking: Translating a business process into an automatable workflow.
  • Determining which tasks to automate and which require human intervention.

Core Concepts of Make

  • Understanding scenarios, modules, and triggers.
  • Data mapping techniques between connected applications.
  • Implementing filters and routers for logic flow.

Integration of Applications and Data

  • Utilizing webhooks and instant triggers.
  • Working with modules for spreadsheets, email, and calendars.
  • Managing data persistence between runs.

Incorporating AI into Scenarios

  • Adding AI models to existing workflows.
  • Crafting prompts to ensure reliable and accurate outputs.
  • Leveraging model responses for classification, data extraction, and decision-making.

Creating Your First AI Agent

  • Defining the agent: instructions, available tools, and data sources.
  • Assigning scenarios as tools to the agent.
  • Connecting the agent to internal business data.
  • Implementing human approval gates before the agent executes actions.

Operational Best Practices

  • Strategies for error handling and retry mechanisms.
  • Ongoing monitoring and maintenance of scenarios.
  • Monitoring costs and usage limits.

Summary and Future Directions

  • Participants present the automated processes they have developed.
  • Identifying further automation opportunities and strategies for continuous improvement.

Key Deliverable: A functional automated process featuring an AI step and an initial agent, accompanied by a roadmap of subsequent processes to automate.

Requirements

  • No prior programming experience is necessary.
  • Familiarity with web-based applications and spreadsheet software.
  • Identification of one repetitive internal process that you wish to automate.

Target Audience

  • Business and operations specialists.
  • Team leaders and process owners.
  • Non-technical professionals aiming to implement AI-driven workflow automation within a single day.

Custom Corporate Training

Training solutions designed exclusively for businesses.

  • Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
  • Flexible Schedule: Dates and times adapted to your team's agenda.
  • Format: Online (live), In-company (at your offices), or Hybrid.
Investment

Price per private group, online live training, starting from 1600 € + VAT*

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