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 Duration 7 hours

Course Outline

From Process to Automation

  • Step-by-step thinking: converting a process into an automatable workflow
  • Determining what to automate and what to retain for human oversight

Foundations of Make

  • Understanding scenarios, modules, and triggers
  • Data mapping between different applications
  • Utilizing filters and routers

Integrating Apps and Data

  • Webhooks and immediate triggers
  • Modules for spreadsheets, email, and calendars
  • Persisting data across multiple runs

AI Integration in Scenarios

  • Incorporating an AI model into a scenario
  • Crafting prompts for consistent output
  • Leveraging model responses for classification, extraction, and decision-making

Your First AI Agent

  • Defining an agent: instructions, tools, and data
  • Assigning scenarios as tools for the agent
  • Connecting the agent to enterprise data
  • Implementing human approval before the agent executes actions

Practical Implementation

  • Error management and retry mechanisms
  • Monitoring and maintaining scenarios
  • Tracking costs and usage limits

Summary and Future Steps

  • Participants present their automated processes
  • Identifying subsequent automation candidates and strategies for continued progress

Deliverable: A functional automated process featuring an AI step and a basic agent, along with a roadmap for the next processes to automate.

Requirements

  • No prior programming experience is necessary
  • Proficiency with web applications and spreadsheets
  • A specific repetitive workflow that you aim to automate

Target Audience

  • Business and operations specialists
  • Team leads and process owners
  • Non-technical professionals seeking to automate workflows with AI in a single day

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