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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
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