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Duration 7 hours
Course Outline
Transitioning from Process to Automation
- Adopting a step-by-step mindset to deconstruct a process into an automatable workflow
- Determining which tasks to automate and which require human oversight
Core Make Concepts
- Understanding scenarios, modules, and triggers
- Mapping data flow between various applications
- Implementing filters and routers
Integrating Applications and Data
- Utilizing webhooks and instant triggers
- Managing spreadsheets, email, and calendar modules
- Preserving data across multiple execution runs
Incorporating AI into Scenarios
- Adding an AI model to an existing scenario
- Crafting prompts to ensure reliable model outputs
- Leveraging model responses for classification, data extraction, and decision-making
Developing Your First AI Agent
- Defining an agent: instructions, available tools, and data inputs
- Equipping the agent with scenarios as operational tools
- Connecting the agent to critical business data sources
- Implementing human approval gates before the agent executes actions
Operational Best Practices
- Configuring error handling and retry mechanisms
- Monitoring and maintaining scenario performance
- Managing costs and monitoring usage limits
Review and Path Forward
- Participants will present the specific process they have automated
- Identifying future automation candidates and strategies for continued development
Outcome: A functional automated process featuring an AI step and an initial agent, accompanied by a roadmap for subsequent automation projects.
Requirements
- No prior programming knowledge is necessary
- Familiarity with navigating web applications and spreadsheets
- Identification of one repetitive workflow that the participant wishes to automate
Target Audience
- Business and operations specialists
- Team leaders and process owners
- Non-technical professionals seeking to implement AI-driven workflow automation within 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
