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Duration 7 hours
Course Outline
From Process to Automation
- Step-by-step thinking: Decomposing a process into an automatable workflow
- Determining which tasks to automate versus those best handled by humans
Foundations of Make
- Understanding scenarios, modules, and triggers
- Mapping data flow between various applications
- Utilizing filters and routers for logic control
Integration of Apps and Data
- Implementing webhooks and immediate triggers
- Working with spreadsheet, email, and calendar modules
- Storing data across multiple execution runs
Incorporating AI into Scenarios
- Adding AI models to existing scenarios
- Crafting prompts to ensure reliable output
- Leveraging model responses for classification, extraction, and decision-making
Creating Your First AI Agent
- Defining an agent: instructions, available tools, and data sources
- Equipping the agent with scenarios as actionable tools
- Linking the agent to core business data
- Implementing human approval gates before agent actions
Practical Implementation
- Managing errors and configuring retry mechanisms
- Monitoring and maintaining active scenarios
- Tracking costs and observing usage limits
Recap and Future Steps
- Each participant demonstrates the process they successfully automated
- Identifying subsequent automation candidates and outlining the path forward
Outcome: A functional automated process featuring an AI component and an initial agent, along with a roadmap for upcoming automation projects.
Requirements
- No prior programming expertise is necessary
- Proficiency in navigating web applications and spreadsheets
- Identification of one repetitive workflow that the participant desires to automate
Target Audience
- Professionals in business operations and management
- Team leaders and individuals responsible for process ownership
- 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
