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Duration 7 hours
Course Outline
Transitioning from process to automation
- Step-by-step thinking: deconstructing processes into automatable workflows
- Determining which tasks to automate and which to retain for human oversight
Foundations of Make
- Understanding scenarios, modules, and triggers
- Data mapping techniques across different applications
- Utilizing filters and routers for logic flow
Integrating applications and data
- Implementing Webhooks and instant triggers
- Modules for spreadsheets, email, and calendar synchronization
- Data persistence strategies between execution runs
Integrating AI into scenarios
- Embedding AI models within a scenario
- Crafting prompts for dependable output generation
- Leveraging model responses for classification, extraction, and decision-making
Building your first AI agent
- Defining an agent: the role of instructions, tools, and data
- Assigning scenarios as tools for the agent
- Connecting the agent to organizational business data
- Implementing human approval gates prior to agent actions
Operational best practices
- Error management and retry mechanisms
- Ongoing monitoring and maintenance of scenarios
- Monitoring costs and usage limits
Recap and forward planning
- Participant presentations on their automated processes
- Identifying future automation candidates and strategies for continuous improvement
Outcome: A functional automated process featuring an AI component and an initial agent, accompanied by a roadmap for subsequent automation opportunities.
Requirements
- Programming knowledge is not a prerequisite
- Proficiency in using web-based applications and spreadsheets
- Identification of one repetitive workflow that the participant wishes to automate
Target Audience
- Professionals in business operations and administration
- Team leaders and owners of specific processes
- Non-technical professionals seeking to automate workflows with AI assistance within one 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
