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Duration 7 hours
Course Outline
From Process Definition to Automation
- Thinking in steps: Decomposing a process into an automatable workflow
- Determining which tasks to automate and which to retain for human oversight
Core Concepts of Make
- Understanding scenarios, modules, and triggers
- Data mapping across different applications
- Utilizing filters and routers
Integrating Applications and Data
- Implementing Webhooks and instant triggers
- Working with spreadsheet, email, and calendar modules
- Retaining data between execution runs
Incorporating AI into Scenarios
- Adding an AI model to a Make scenario
- Crafting prompts for reliable and precise output
- Leveraging model responses for classification, extraction, and decision-making
Building Your First AI Agent
- Understanding agent architecture: instructions, tools, and data
- Assigning scenarios as tools to the agent
- Connecting the agent to proprietary business data
- Implementing human approval workflows before agent execution
Practical Implementation
- Error management and retry mechanisms
- Monitoring and maintaining active scenarios
- Tracking costs and operational limits
Wrap-Up and Future Directions
- Participant presentations on their automated processes
- Identifying next candidates for automation and planning for continued development
Key Deliverable: A functional automated process featuring an AI step and a first-generation agent, accompanied by a roadmap of subsequent processes to automate.
Requirements
- No prior programming experience is necessary
- Basic proficiency in using web applications and spreadsheets
- Identification of one repetitive process that you wish to automate
Target Audience
- Business and operations specialists
- Team leaders and process owners
- Non-developers seeking to automate workflows with AI 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
