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Duration 7 hours
Course Outline
Transitioning from process to automation
- Step-by-step thinking: Decomposing a process into an automatable workflow
- Determining which tasks to automate and which to retain for human oversight
Core concepts of Make
- Understanding scenarios, modules, and triggers
- Data mapping techniques between various applications
- Application of filters and routers
Linking apps and data sources
- Utilizing webhooks and instant triggers
- Integration of spreadsheet, email, and calendar modules
- Methods for storing data between execution runs
Incorporating AI within a scenario
- Adding an AI model to your workflow
- Crafting prompts to ensure reliable output
- Leveraging model responses for classification, extraction, and decision-making
Developing your first AI agent
- Agent fundamentals: Instructions, tools, and data inputs
- Assigning scenarios to an agent as usable tools
- Connecting the agent to enterprise business data
- Implementing human approval gates before agent actions
Practical implementation
- Strategies for error handling and retry logic
- Ongoing monitoring and maintenance of scenarios
- Managing costs and understanding usage limits
Recap and future actions
- Participant presentations on their automated processes
- Identifying subsequent automation candidates and pathways for continued development
Deliverable: A functional automated process featuring an AI step and a first agent, along with a roadmap for additional processes to automate.
Requirements
- No prior programming background is necessary
- Familiarity with navigating web applications and using spreadsheets
- Identification of one repetitive process that the participant wishes to automate
Target Audience
- Business and operations specialists
- Team leads and process managers
- Non-technical professionals seeking to implement AI-driven workflow automation 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
