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 Διάρκεια 14 Ώρες

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Introduction

  • What is business automation with ChatGPT?

  • Models, agents, tools, and workflows

  • Fixed workflows vs agentic processes

  • Choosing the right level of autonomy

  • The role of human review and decision-making

  • Beyond a single ChatGPT conversation: reusable workflows and recurring execution

Understanding Context and Memory

  • Chat context vs persistent memory

  • Explicitly stored process state

  • Preserving decisions and important information between runs

  • Context limitations and loss of earlier information

  • Continuing work across multiple conversations

  • Distinguishing permanent rules from current process status

Organizing Work in ChatGPT

  • The risks of combining too many tasks and changing requirements in one thread

  • Recognizing missing decisions and inconsistent outputs

  • Splitting work into smaller, clearly defined tasks

  • Passing goals, sources, decisions, and results between tasks

  • When to use separate conversations or workflows

Working with Plugins, Projects, and Spaces

  • What plugins, projects, and Spaces are used for

  • Organizing reusable instructions and tools

  • Connecting workflows to business information sources

  • Organizing related conversations and shared materials

  • Sharing documentation and results

  • Preparing the working environment for a business process

Building a Workflow with Memory

  • Defining the workflow objective

  • Identifying inputs, steps, outputs, and acceptance criteria

  • Recording process state between executions

  • Using previous decisions in subsequent runs

  • Handling errors and incomplete execution

  • Resuming a workflow after interruption

  • Building a prototype workflow for a selected business task

Scheduling and Repeatable Execution

  • Manual vs recurring workflow execution

  • Defining execution frequency and time zone

  • Notification and stopping rules

  • Handling cases where no new data is available

  • Re-running a workflow with saved state

  • Comparing repeated executions

Evaluating Workflow Quality and Repeatability

  • Defining quality criteria

  • Checking required fields, numbers, sources, and output format

  • Identifying duplicate or inconsistent results

  • Distinguishing acceptable wording differences from process errors

  • Understanding sources of variability in AI-generated results

  • Testing the workflow on representative business cases

Practical Workshop

  • Selecting a recurring business task

  • Designing the workflow

  • Defining process memory and state

  • Running and testing the workflow

  • Comparing multiple executions

  • Identifying errors and improvement opportunities

  • Preparing the automation for practical use

Troubleshooting

  • Missing or incomplete context

  • Incorrect or outdated process state

  • Inconsistent results between executions

  • Missing data or unavailable sources

  • Duplicate processing

  • Failed or partially completed workflow runs

  • Tool or account feature limitations

Summary and Next Steps

  • Reviewing the completed workflow prototype

  • Identifying tasks suitable for automation

  • Defining quality and acceptance criteria

  • Planning deployment in daily work

  • Identifying opportunities for a more advanced second-day version with code-supported processing and agent development

Απαιτήσεις

  • What delegates should know prior to the course

    • Basic familiarity with ChatGPT
    • No programming knowledge is specified as a prerequisite.
    • Delegates should have a computer, internet connection, and a ChatGPT account with access to the features used during the workshops.
    • Availability of plugins, Spaces, and scheduling/automation features should be checked before the course, as access can depend on account and organizational settings.

    Audience

    The course is addressed to:

    • Specialists and managers using ChatGPT in their daily work
    • Process owners and business analysts responsible for improving team workflows
    • People preparing reports, summaries, documents, data compilations, and recurring business updates
    • Team leaders implementing AI and organizing work with shared information sources

    A short catalogue-style version could be:

    Prerequisites: Basic knowledge of ChatGPT. No programming experience required.

    Audience: Managers, specialists, process owners, business analysts, reporting/documentation professionals, and AI implementation leaders.

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