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Duration 7 hours
Course Outline
From Process to Automation
- Step-based thinking: breaking down a process into an automatable workflow
- Determining which tasks to automate and which to retain for human oversight
Make Fundamentals
- Understanding scenarios, modules, and triggers
- Mapping data flow between different apps
- Implementing filters and routers
Integrating Apps and Data
- Utilizing Webhooks and instant triggers
- Working with spreadsheet, email, and calendar modules
- Storing data across multiple runs
Incorporating AI into a Scenario
- Adding an AI model to your scenario
- Crafting prompts for consistent and reliable output
- Leveraging model responses for classification, extraction, and decision-making
Your First AI Agent
- Defining an agent: instructions, tools, and data
- Equipping the agent with scenarios as tools
- Linking the agent to business data sources
- Implementing human approval before agent execution
Practical Execution
- Managing errors and implementing retry mechanisms
- Monitoring and maintaining active scenarios
- Tracking costs and usage limits
Summary and Future Steps
- Participants present the process they have automated
- Identifying subsequent automation candidates and continuing the journey
Outcome: A functional automated process featuring an AI step and an initial agent, along with a roadmap for future automation projects.
Requirements
- No prior programming experience is necessary
- Familiarity with web applications and spreadsheets is preferred
- Participants should have one repetitive process of their own that they aim to automate
Target Audience
- Business and operations professionals
- Team leads and process owners
- Non-developers 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
