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Duration 7 hours
Course Outline
From process to automation
- Step-by-step thinking: Deconstructing a process into an automatable workflow
- Determining what to automate versus what should remain under human control
Foundations of Make
- Understanding scenarios, modules, and triggers
- Data mapping between various applications
- Utilizing filters and routers
Integrating apps and data
- Implementing webhooks and immediate triggers
- Using modules for spreadsheets, email, and calendars
- Retaining data across multiple runs
Incorporating AI into scenarios
- Adding an AI model to your scenario
- Crafting prompts for dependable output
- Leveraging model responses for classification, data extraction, and decision-making
Your initial AI agent
- Defining an agent: Instructions, tools, and data
- Assigning scenarios as tools for the agent
- Linking the agent to internal business data
- Including a human approval step before the agent takes action
Practical execution
- Managing errors and implementing retries
- Monitoring and maintaining scenarios
- Observing costs and usage limits
Wrap-up and future steps
- Participants present the specific processes they have automated
- Identifying future automation opportunities and strategies for continued progress
Outcome: A functioning automated process featuring an AI component and a first agent, along with a list of subsequent processes to automate.
Requirements
- No prior programming experience is necessary
- Familiarity with using web-based applications and spreadsheets
- Identification of one repetitive internal process that you wish to automate
Target Audience
- Business and operational specialists
- Team leads and individuals responsible for process ownership
- Non-developers seeking to implement AI-driven workflow automation within a 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
