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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 reserve for human intervention

Make Essentials

  • Understanding scenarios, modules, and triggers
  • Transferring data between applications
  • Implementing filters and routers

Integrating Applications and Data

  • Utilizing webhooks and instant triggers
  • Employing modules for spreadsheets, email, and calendars
  • Persisting data between execution runs

Embedding AI within Scenarios

  • Integrating an AI model into a scenario
  • Crafting prompts to ensure dependable output
  • Leveraging model responses for classification, data extraction, and decision-making

Creating Your Initial AI Agent

  • Defining an agent: Comprising instructions, tools, and data
  • Providing scenarios to the agent as usable tools
  • Linking the agent to corporate data sources
  • Including a human approval step prior to agent action

Practical Implementation

  • Managing errors and implementing retries
  • Overseeing and maintaining active scenarios
  • Monitoring costs and platform limitations

Wrap-up and Future Directions

  • Participants present the specific process they have automated
  • Identifying subsequent automation candidates and strategies for continued development

Outcome: A functional automated process featuring an AI component and a basic agent, along with a prioritized list of additional processes to automate.

Requirements

  • No prior programming expertise is necessary
  • Proficiency in navigating web applications and spreadsheets
  • Identification of one repetitive task they wish to automate

Target Audience

  • Business and operations specialists
  • Team leaders and individuals responsible for process management
  • Non-technical professionals seeking to implement AI-driven workflow automation within one day

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