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Duration 7 hours
Course Outline
From process to automation
- Step-by-step thinking: converting a process into an automatable workflow
- Determining what should be automated versus what remains under human control
Core Make concepts
- Scenarios, modules, and triggers
- Data mapping across different apps
- Utilizing filters and routers
Integrating apps and data
- Webhooks and instant triggers
- Modules for spreadsheets, email, and calendars
- Data persistence between execution runs
Integrating AI into scenarios
- Incorporating AI models into a scenario
- Crafting prompts for consistent and reliable output
- Leveraging model responses for classification, extraction, and decision-making
Developing your first AI agent
- Agent fundamentals: instructions, tools, and data
- Assigning scenarios as tools for the agent
- Linking the agent to business data sources
- Implementing human approval before agent actions
Practical implementation
- Error management and retry mechanisms
- Monitoring and maintaining active scenarios
- Tracking costs and usage limits
Wrap-up and future steps
- Each participant showcases the process they have automated
- Identifying next candidates for automation and pathways for continued learning
Outcome: A functional automated process featuring an AI step and a foundational agent, accompanied by a list of subsequent processes for automation.
Requirements
- No programming background is necessary
- Proficiency with web applications and spreadsheets is expected
- Identification of one repetitive personal or business process desired for automation
Target Audience
- Business and operations specialists
- Team leaders and process owners
- Non-technical professionals seeking to automate workflows with AI in a single 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
