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Duration 7 hours
Course Outline
From Workflow to Automation
- Adopting a step-based thinking approach: decomposing processes into automatable workflows
- Determining which tasks to automate versus those best left to human judgment
Foundations of Make
- Understanding scenarios, modules, and triggers
- Data mapping techniques between different applications
- Utilizing filters and routers for logic control
Integrating Applications and Data
- Implementing webhooks and immediate triggers
- Working with spreadsheet, email, and calendar modules
- Persistence of data across multiple execution runs
Incorporating AI into Scenarios
- Integrating AI models directly into Make scenarios
- Crafting prompts to ensure reliable and precise outputs
- Leveraging model responses for classification, data extraction, and decision-making
Creating Your First AI Agent
- Defining an agent: combining instructions, available tools, and data sources
- Assigning scenarios as executable tools for the agent
- Linking the agent to relevant business data
- Implementing human-in-the-loop approval mechanisms before agent action
Practical Deployment
- Configuring error handling and retry strategies
- Ongoing monitoring and maintenance of active scenarios
- Tracking costs and understanding usage limits
Wrap-Up and Future Directions
- Participant presentations on their successfully automated processes
- Identifying future automation opportunities and outlining subsequent steps
Outcome: A functional automated process featuring an AI component and a basic agent, along with a strategic list of future automation candidates.
Requirements
- No programming background is necessary
- Proficiency in using web applications and spreadsheets
- A specific repetitive workflow that the participant wishes to automate
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
