Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Duration 7 hours
Course Outline
From process definition to automation
- Adopting a step-based thinking approach: dissecting processes into automatable workflows
- Determining which tasks to automate and which require human intervention
Foundations of Make
- Understanding scenarios, modules, and triggers
- Data mapping between different applications
- Utilizing filters and routers
Integrating applications and data sources
- Implementing webhooks and immediate triggers
- Using modules for spreadsheets, email, and calendars
- Persisting data across multiple execution runs
Incorporating AI into scenarios
- Adding AI models to workflow scenarios
- Crafting prompts that yield reliable results
- Leveraging model responses for classification, data extraction, and decision-making
Constructing your first AI agent
- Defining an agent: its instructions, tools, and data dependencies
- Assigning scenarios as tools for the agent
- Linking the agent to relevant business data
- Implementing human approval gates before agent actions
Operational execution
- Managing errors and configuring retries
- Monitoring and maintaining scenario health
- Understanding costs and usage limits
Recap and future directions
- Participants present the processes they have automated
- Identifying subsequent automation opportunities and strategies for continued progress
Deliverable: A functional automated process featuring an AI step and an initial agent, along with a roadmap of next processes to automate.
Requirements
- Programming knowledge is not a prerequisite
- Familiarity with navigating web applications and spreadsheets
- Identification of one repetitive personal process desired for automation
Target Audience
- Professionals in business and operations roles
- Team leaders and owners of key processes
- Non-technical individuals seeking to automate workflows with AI 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
