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 Duration 14 hours

Course Outline

Day 1: Workflows and AI Integration

    Introduction

    • Determining when to automate tasks, when to employ AI steps, and when to deploy full agents
    • Understanding n8n’s context: cloud vs. self-hosted environments and their implications for corporate data

    n8n Fundamentals

    • Core concepts: workflows, nodes, triggers, and execution cycles
    • Transferring data between nodes via drag-and-drop field mapping, eliminating the need for syntax entry
    • Interpreting execution logs to identify and resolve issues

    App and Data Integration

    • Utilizing Webhooks and form-based triggers
    • Working with spreadsheet, email, and calendar nodes
    • Managing credentials and authentication for external services
    • A detailed walkthrough of the HTTP Request node

    AI Integration

    • Incorporating AI models into workflow structures
    • Crafting prompts to ensure reliable outputs
    • Achieving structured outputs and automatically correcting malformed responses
    • Classifying and extracting data from emails, forms, and documents

    Decision Logic and Actions

    • Implementing branching logic using If and Switch nodes
    • Designing approval steps that require human verification before executing actions
    • Recording results in spreadsheets and dispatching notifications

    Practical Lab: First End-to-End Workflow

    • Transforming an incoming request into a classified, logged, and routed outcome

    Day 2: Agents and Operational Management

      Agent Architecture

      • Defining agents: the role of models, memory, and tools
      • Selecting between fixed workflows and autonomous agents
      • Granting agents access to internal documents and spreadsheets

      Active Agents

      • Differentiating between tools that read data and tools that write data
      • Establishing system prompt rules: mandatory fields, preventing data hallucination, and avoiding duplicate records
      • Testing agent robustness through adversarial scenarios

      Communication Channels

      • Setting up chat interfaces for internal use
      • Connecting agents to a specific messaging channel

      Reliability and Stability

      • Implementing error workflows, retry mechanisms, and alert notifications
      • Monitoring logs and execution history
      • Managing model usage and execution costs

      Data Security and Privacy

      • Assessing data exposure when external models are invoked
      • Exploring self-hosting and local models through instructor demonstrations
      • Using a checklist for review with IT or legal teams

      AI-Assisted Workflow Construction

      • Utilizing AI assistants to draft initial workflow structures
      • Reviewing generated code: analyzing node functions, data sources, and null-value handling

      Final Project and Future Steps

      • Participants finalize and present a workflow featuring an AI step and an agent applied to a personal process
      • Developing a maintenance plan and identifying future automation opportunities

      Outcome: A functional workflow incorporating an AI step, an agent linked to corporate data, error handling mechanisms, and a comprehensive review checklist.

      Requirements

      • No prior programming experience is necessary
      • Proficiency with web applications and spreadsheet software
      • A clear understanding of one repetitive process within your own workflow

      Target Audience

      • Professionals in business operations, customer service, and related roles
      • Team leads and individuals responsible for process management
      • Non-developers aiming to create automations and AI agents using internal company data

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