Course Outline
Introduction
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The concept of business automation using ChatGPT
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The interplay of models, agents, tools, and workflows
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Fixed workflows versus agentic processes
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Selecting the appropriate degree of autonomy
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The importance of human oversight and decision-making
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Moving beyond single conversations to reusable workflows and recurring tasks
Grasping Context and Memory
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The difference between chat context and persistent memory
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Explicitly storing process state
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Maintaining decisions and key information across multiple runs
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Limitations of context and the risk of losing earlier information
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Continuing work across separate conversations
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Differentiating between permanent rules and current process status
Structuring Work in ChatGPT
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Risks associated with combining excessive tasks and shifting requirements in a single thread
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Identifying missing decisions and inconsistent outputs
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Breaking work down into smaller, clearly defined tasks
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Transferring goals, sources, decisions, and results between tasks
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Determining when to use separate conversations or distinct workflows
Utilizing Plugins, Projects, and Spaces
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The purpose and application of plugins, projects, and Spaces
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Organizing reusable instructions and tools
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Linking workflows to business data sources
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Managing related conversations and shared materials
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Sharing documentation and final results
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Preparing the environment for specific business processes
Constructing Workflows with Memory
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Defining the primary objective of the workflow
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Identifying inputs, steps, outputs, and acceptance criteria
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Recording process state between executions
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Incorporating previous decisions into subsequent runs
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Managing errors and incomplete execution
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Resuming workflows after interruptions
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Creating a prototype workflow for a chosen business task
Scheduling and Repeatable Execution
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Manual versus recurring workflow execution
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Setting execution frequency and time zones
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Establishing notification and termination rules
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Handling scenarios where new data is unavailable
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Re-running workflows using saved state
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Comparing outcomes from repeated executions
Assessing Workflow Quality and Consistency
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Defining quality benchmarks
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Verifying required fields, numerical data, sources, and output format
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Detecting duplicate or inconsistent results
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Distinguishing acceptable wording variations from process errors
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Understanding variability sources in AI-generated content
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Testing workflows with representative business cases
Practical Workshop
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Selecting a recurring business task for automation
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Designing the workflow structure
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Defining process memory and state management
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Executing and testing the workflow
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Comparing multiple execution runs
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Identifying errors and areas for improvement
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Preparing the automation for real-world use
Troubleshooting
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Addressing missing or incomplete context
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Correcting incorrect or outdated process state
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Resolving inconsistent results between runs
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Managing missing data or unavailable sources
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Preventing duplicate processing
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Handling failed or partially completed workflow runs
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Overcoming tool or account feature limitations
Conclusion and Future Steps
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Reviewing the completed workflow prototype
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Identifying other tasks suitable for automation
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Defining quality and acceptance criteria
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Planning integration into daily operations
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Exploring opportunities for an advanced second-day module focusing on code-supported processing and agent development
Requirements
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Recommended Prior Knowledge for Participants
- Fundamental understanding of ChatGPT
- No programming background is required as a precondition.
- Participants need access to a computer, a stable internet connection, and a ChatGPT account with permissions to utilize the features covered in the workshops.
- Verify access to plugins, Spaces, and scheduling/automation capabilities prior to the session, as availability may vary based on account or organizational configurations.
Target Audience
This course is designed for:
- Professionals and managers who incorporate ChatGPT into their daily operations
- Process owners and business analysts tasked with optimizing team workflows
- Individuals responsible for creating reports, summaries, documentation, data aggregations, and regular business updates
- Team leaders driving AI adoption who coordinate work around shared information sources
A concise summary for catalog purposes:
Prerequisites: Basic familiarity with ChatGPT. No coding experience necessary.
Target Audience: Managers, specialists, process owners, business analysts, reporting/documentation experts, and AI implementation leaders.
Testimonials (1)
Able to pivot upon audience suggestions - ie able to create a real AI agent scenario on the spot.
