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Duration 7 hours
Course Outline
Transitioning from Process to Automation
- Step-based thinking: decomposing processes into automatable workflows
- Determining which tasks to automate versus those requiring human oversight
Foundations of Make
- Understanding scenarios, modules, and triggers
- Data mapping techniques across various applications
- Utilizing filters and routers for data flow control
Integrating Applications and Data
- Implementing webhooks and instant triggers
- Working with spreadsheet, email, and calendar modules
- Data persistence strategies between execution runs
Incorporating AI into Scenarios
- Adding AI models to existing scenarios
- Crafting prompts to ensure reliable and consistent outputs
- Leveraging model responses for classification, extraction, and decision-making
Developing Your First AI Agent
- Agent components: instructions, available tools, and data access
- Assigning scenarios as functional tools for the agent
- Connecting agents to enterprise business data
- Implementing human-in-the-loop approval workflows
Operational Execution
- Error management and retry mechanisms
- Ongoing monitoring and maintenance of live scenarios
- Tracking costs and usage limitations
Conclusion and Future Roadmap
- Participant presentations on the automated processes developed
- Identifying future automation candidates and continuous learning paths
Key Deliverable: 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 spreadsheet software
- Identification of at least one repetitive internal process for automation
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
