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 Duration 7 hours

Course Outline

Transitioning from Process to Automation

  • Step-by-step thinking: Decomposing a process into an automatable workflow
  • Determining what to automate and what remains human-driven

Make Core Concepts

  • Scenarios, modules, and triggers
  • Data mapping between applications
  • Filters and routing logic

Integration of Apps and Data

  • Webhooks and immediate triggers
  • Modules for spreadsheets, email, and calendars
  • Data persistence between executions

Incorporating AI into Scenarios

  • Embedding an AI model within a scenario
  • Crafting prompts for consistent output
  • Leveraging model responses for classification, extraction, and decision-making

Building Your First AI Agent

  • Understanding agents: Instructions, tools, and data
  • Providing the agent with scenarios as functional tools
  • Linking the agent to business data
  • Implementing human approval before agent actions

Operational Execution

  • Error management and retry mechanisms
  • Monitoring and maintenance of scenarios
  • Managing costs and usage limits

Recap and Future Directions

  • Participants present the workflow they automated
  • Identifying future automation opportunities and continued learning paths

Deliverable: A functional automated workflow featuring an AI step and an initial agent, accompanied by a list of subsequent processes to automate.

Requirements

  • No programming background is necessary
  • Familiarity with web applications and spreadsheets
  • One repetitive internal process that you wish to automate

Target Audience

  • Business and operations specialists
  • Team leads and process owners
  • Non-technical professionals aiming to automate workflows with AI in one day

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