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.
Price per private group, online live training, starting from 1600 € + VAT*
Contact us for an exact quote and to hear our latest promotions
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