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Course Outline

Introduction to Agentic AI in Business Automation

  • Defining agentic AI and its significance for automation
  • Reviewing tools and frameworks for developing intelligent agents
  • Enterprise applications: customer support, logistics, and marketing

Pinpointing Automation Opportunities

  • Mapping existing workflows and identifying bottlenecks
  • Assessing feasibility and ROI for AI-driven automation initiatives
  • Establishing success criteria and integration needs

Architecting Agentic Workflows

  • Creating task-specific agents and orchestration-level structures
  • Crafting prompts and structuring logic for automation agents
  • Incorporating decision-making logic and exception handling

Connecting Agents to Business Systems

  • Linking AI agents with CRMs, ERPs, and communication platforms
  • Leveraging Zapier, Make, or Power Automate for workflow orchestration
  • Executing API-based integrations using Python

Practical Application Scenarios

  • Automating customer service and performing sentiment analysis
  • Forecasting supply chain demand and coordinating with vendors
  • Optimizing marketing campaigns through AI-generated insights

Governance, Security, and Oversight

  • Administering access controls and data privacy
  • Configuring monitoring dashboards and alert systems
  • Reviewing and auditing automated decisions

Practical Project: Creating an Integrated AI Workflow

  • Selecting a specific process target for automation
  • Designing and deploying the AI agent
  • Conducting tests, evaluations, and optimization

Conclusion and Future Actions

Requirements

  • Fundamental knowledge of business workflows and process automation
  • Proficiency with Python or API-based integration concepts
  • Prior experience utilizing productivity or automation software

Target Audience

  • Product managers looking to discover automation potential
  • Automation engineers tasked with building AI-driven workflows
  • Business analysts focused on creating data-informed business processes
 21 Hours

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