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Duration 7 hours
Course Outline
From Process to Automation
- Step-based thinking: Decomposing a process into an automatable workflow.
- Determining which tasks to automate and which to retain for human management.
Core Make Concepts
- Understanding scenarios, modules, and triggers.
- Mapping data flow between different applications.
- Utilizing filters and routers for logic control.
Application and Data Integration
- Implementing Webhooks and immediate triggers.
- Integrating spreadsheet, email, and calendar modules.
- Persisting data across multiple execution runs.
Incorporating AI into Scenarios
- Adding AI models to a Make scenario.
- Crafting prompts to ensure consistent and reliable outputs.
- Leveraging model responses for classification, data extraction, and decision-making.
Building Your First AI Agent
- Defining an agent: Instructions, available tools, and data sources.
- Providing the agent with scenarios as usable tools.
- Linking the agent to relevant business data.
- Including human approval steps before agent actions are executed.
Practical Deployment
- Implementing error handling and retry mechanisms.
- Monitoring and maintaining active scenarios.
- Managing costs and understanding usage limits.
Wrap-up and Future Directions
- Participants present the process they successfully automated.
- Identifying subsequent automation candidates and outlining next steps.
Outcome: A functional automated process featuring an AI component and a basic agent, along with a list of recommended processes for future automation.
Requirements
- No coding background is necessary.
- Confidence in using web-based applications and spreadsheets.
- A specific repetitive task or process 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 in 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
