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Duration 14 hours
Course Outline
Introduction
- What constitutes business automation with ChatGPT?
- Models, agents, tools, and workflows
- Fixed workflows versus agentic processes
- Selecting the appropriate level of autonomy
- The function of human review and decision-making
- Moving beyond single ChatGPT interactions: reusable workflows and recurring execution
Comprehending Context and Memory
- Chat context versus persistent memory
- Explicitly stored process state
- Maintaining decisions and critical information across runs
- Context limitations and the loss of prior information
- Continuing work across multiple conversations
- Differentiating permanent rules from current process status
Organizing Work in ChatGPT
- The risks of merging excessive tasks and changing requirements in a single thread
- Identifying missing decisions and inconsistent outputs
- Dividing work into smaller, clearly defined tasks
- Transferring goals, sources, decisions, and results between tasks
- When to utilize separate conversations or workflows
Working with Plugins, Projects, and Spaces
- The purpose of plugins, projects, and Spaces
- Organizing reusable instructions and tools
- Linking workflows to business data sources
- Structuring 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
- Applying previous decisions in subsequent runs
- Managing errors and incomplete execution
- Resuming a workflow after interruption
- Constructing a prototype workflow for a specific business task
Scheduling and Repeatable Execution
- Manual versus recurring workflow execution
- Defining execution frequency and time zone
- Notification and stopping rules
- Handling scenarios where no new data is available
- Re-running a workflow with saved state
- Comparing repeated executions
Evaluating Workflow Quality and Repeatability
- Establishing quality criteria
- Verifying required fields, numbers, sources, and output format
- Identifying duplicate or inconsistent results
- Distinguishing acceptable wording variations from process errors
- Understanding sources of variability in AI-generated results
- Testing the workflow against 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
Requirements
Knowledge expected from delegates prior to the course
- Familiarity with the basics of ChatGPT
- No programming skills are listed as a prerequisite.
- Delegates must possess a computer, internet access, and a ChatGPT account with access to the features utilized during the workshops.
- The availability of plugins, Spaces, and scheduling/automation features should be verified before the course, as access may vary based on account and organizational configurations.
Target Audience
This course is designed for:
- Specialists and managers who incorporate ChatGPT into their daily operations
- Process owners and business analysts tasked with optimizing team workflows
- Individuals responsible for producing reports, summaries, documents, data aggregations, and recurring business updates
- Team leaders adopting AI and coordinating work via shared information sources
A concise catalog-style summary could be:
Prerequisites: Basic understanding of ChatGPT. No coding experience needed.
Audience: Managers, specialists, process owners, business analysts, reporting/documentation professionals, and AI implementation leaders.
Testimonials (1)
Able to pivot upon audience suggestions - ie able to create a real AI agent scenario on the spot.
