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 Duration 14 hours

Course Outline

Day 1: Workflows and the AI Component

    Introduction

    • Determining when to automate, when to use an AI step, and when to deploy an agent.
    • n8n in context: comparing cloud versus self-hosted deployments and their implications for data control.

    n8n Fundamentals

    • Core concepts: workflows, nodes, triggers, and executions.
    • Transferring data between nodes by dragging fields, eliminating the need for syntax.
    • Analysing execution logs to identify and resolve issues.

    App & Data Connectivity

    • Utilising webhooks and form triggers.
    • Working with spreadsheet, email, and calendar nodes.
    • Managing credentials and authentication for external services.
    • A step-by-step walkthrough of the HTTP Request node.

    The AI Step

    • Integrating a model into a workflow.
    • Crafting prompts to ensure reliable outputs.
    • Achieving structured output and automatically correcting malformed responses.
    • Classifying and extracting data from emails, forms, and documents.

    Decision Logic & Actions

    • Implementing branching logic using If and Switch nodes.
    • Incorporating approval steps: requesting human confirmation before action.
    • Recording results in spreadsheets and dispatching notifications.

    Hands-on Lab: First End-to-End Workflow

    • Tracing a journey from an incoming request to a classified, logged, and routed outcome.

    Day 2: Agents and Operations

      Agents

      • Agent architecture: model, memory, and tools.
      • Choosing between a fixed workflow and an agent.
      • Granting agents access to company documents and spreadsheets.

      Action-Oriented Agents

      • Distinguishing between read-only and write-capable tools.
      • Setting system prompt rules: mandatory fields, prohibiting fabricated data, and preventing duplicate records.
      • Stress-testing agents by attempting to disrupt their logic.

      Channels

      • Configuring a chat interface for internal use.
      • Linking the agent to a single messaging platform.

      Reliability

      • Setting up error workflows, retries, and alert notifications.
      • Reviewing logs and execution history.
      • Monitoring and controlling model and execution costs.

      Data & Privacy

      • Assessing what data is transmitted when a model is invoked.
      • Exploring self-hosting and local models via instructor demonstration.
      • Utilising a checklist for review with IT or legal teams.

      AI-Assisted Workflow Building

      • Using an AI assistant to draft a workflow structure.
      • Reviewing the draft: understanding node functions, data sources, and empty-state handling.

      Final Project & Next Steps

      • Participants finalise and present a workflow featuring an AI step and an agent applied to a personal business process.
      • Establishing a maintenance plan and identifying future automation opportunities.

      Deliverable: A functional workflow incorporating an AI step, an agent linked to corporate data, robust error handling, and a review checklist.

      Requirements

      • No programming background is necessary.
      • Basic familiarity with web applications and spreadsheets.
      • A clear understanding of at least one repetitive process within your current role.

      Target Audience

      • Professionals in business, operations, and customer-facing roles.
      • Team leaders and process owners.
      • Non-technical staff aiming to build automations and AI agents using corporate data.

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