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 Duration 14 hours

Course Outline

Day 1: Workflow Fundamentals and AI Integration

    Introduction

    • Determining when to automate, when to employ an AI step, and when to deploy a full agent
    • n8n in context: Implications of cloud versus self-hosted deployment for data governance

    n8n Core Concepts

    • Understanding workflows, nodes, triggers, and execution cycles
    • Transferring data between nodes via visual field mapping rather than syntax coding
    • Interpreting execution logs to diagnose and resolve issues

    Application and Data Integration

    • Implementing webhooks and form-based triggers
    • Utilizing nodes for spreadsheets, email, and calendar management
    • Configuring credentials and authentication for third-party services
    • Step-by-step usage of the HTTP Request node

    The AI Step

    • Integrating AI models into the workflow
    • Crafting prompts to ensure reliable output
    • Enforcing structured outputs and automatically correcting malformed responses
    • Classifying and extracting data from emails, forms, and documents

    Logic and Actions

    • Implementing branching logic using If and Switch nodes
    • Introducing approval steps that require human intervention before critical actions
    • Logging results to spreadsheets and dispatching notifications

    Practical Lab: First End-to-End Workflow

    • Transforming an incoming request into a classified, recorded, and routed outcome

    Day 2: Agent Development and Operational Management

      Agents

      • Defining agents as combinations of model, memory, and tools
      • Evaluating when to use a fixed workflow versus a dynamic agent
      • Granting agents access to corporate documents and spreadsheets

      Agentic Actions

      • Differentiating between read-only and write-enabled tools
      • Establishing system prompt rules: enforcing required fields, preventing data hallucination, and avoiding duplicate records
      • Stress-testing agents by attempting to introduce errors

      Communication Channels

      • Setting up internal chat interfaces
      • Connecting agents to specific messaging platforms

      Operational Reliability

      • Configuring error handling workflows, retry mechanisms, and alerts
      • Analyzing logs and execution history
      • Managing model inference and execution costs

      Data Governance and Privacy

      • Assessing data exposure when external models are invoked
      • Demonstration of self-hosting and local model options by the instructor
      • Reviewing a compliance checklist with IT or legal teams

      Leveraging AI in Workflow Construction

      • Using AI assistants to draft initial workflow structures
      • Reviewing AI-generated logic: validating node functions, data sources, and empty-state handling

      Final Project and Future Steps

      • Participants finalize and present a workflow featuring an AI step and an agent tailored to their own process
      • Developing a maintenance plan and identifying subsequent automation opportunities

      Outcome: A functional workflow incorporating an AI step, a data-connected agent, error handling, and a comprehensive review checklist.

      Requirements

      • No programming background is necessary
      • Familiarity with using web applications and spreadsheets
      • Identification of one repetitive process within their current workflow

      Target Audience

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

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