Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Duration 7 hours
Course Outline
Transitioning from Process to Automation
- Adopting a step-by-step mindset: decomposing processes into executable workflows
- Determining which tasks to automate and which require human oversight
Foundations of Make
- Understanding scenarios, modules, and triggers
- Data mapping strategies across various applications
- Utilizing filters and routers for logic control
Integrating Applications and Data
- Leveraging webhooks and instant triggers
- Modules for spreadsheets, email, and calendar systems
- Persistence strategies for storing data between executions
Embedding AI into Scenarios
- Integrating AI models within a Make scenario
- Crafting prompts to ensure reliable and accurate outputs
- Utilizing model responses for classification, data extraction, and decision-making
Building Your First AI Agent
- Defining agent capabilities: instructions, tool usage, and data access
- Assigning scenarios as functional tools for the agent
- Linking the agent to enterprise business data
- Implementing human approval gates prior to autonomous action
Operationalizing in Practice
- Strategies for error handling and automatic retries
- Monitoring and maintaining active scenarios
- Managing costs and understanding platform limitations
Wrap-up and Future Roadmap
- Participant presentations showcasing the automated processes developed
- Identifying subsequent automation opportunities and continuous improvement paths
Outcome: A functional automated process featuring an AI step and an initial agent, accompanied by a roadmap for further automation initiatives.
Requirements
- No prior programming expertise is necessary
- Proficiency in navigating web applications and spreadsheets
- Identification of one repetitive workflow that you intend to automate
Target Audience
- Professionals in business and operations
- Team leads and stakeholders responsible for process management
- Non-technical professionals seeking to implement AI-driven workflow automation within one 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
