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Duration 7 hours
Course Outline
Transitioning from process to automation
- Step-based thinking: converting a process into an automatable workflow
- Determining which tasks to automate and which to retain for human oversight
Essentials of Make
- Scenarios, modules, and triggers
- Mapping data across different applications
- Implementing filters and routers
Linking applications and data
- Utilising webhooks and instant triggers
- Modules for spreadsheets, email, and calendars
- Storing data between execution runs
Incorporating AI into scenarios
- Integrating an AI model into a scenario
- Crafting prompts to ensure reliable output
- Leveraging the model’s responses for classification, extraction, and decision-making
Creating your first AI agent
- Defining an agent: its instructions, tools, and data sources
- Providing the agent with scenarios as tools
- Connecting the agent to business data
- Including human approval before the agent takes action
Practical implementation
- Error handling and retry mechanisms
- Monitoring and maintaining scenarios
- Tracking costs and observing limits
Wrap-up and future steps
- Each participant demonstrates the process they have automated
- Identifying next automation candidates and strategies for continuation
Outcome: a functional automated process featuring an AI step and a first agent, along with a list of subsequent processes to automate.
Requirements
- No prior programming knowledge is necessary
- Proficiency in using web applications and spreadsheets
- Identification of one repetitive process within your own role that you wish to automate
Target Audience
- Business and operations specialists
- Team leaders and process owners
- Non-developers seeking to automate workflows with AI 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
