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 Duration 7 hours

Course Outline

From process design to automation

  • Step-based thinking: decomposing a process into an automatable workflow.
  • Distinguishing between tasks suitable for automation and those requiring human intervention.

Core Make concepts

  • Understanding scenarios, modules, and triggers.
  • Data mapping across different applications.
  • Utilizing filters and routers for logic control.

Integrating applications and data

  • Implementing webhooks and instant triggers.
  • Using modules for spreadsheets, email, and calendars.
  • Persisting data across multiple executions.

Incorporating AI within scenarios

  • Adding an AI model to a Make scenario.
  • Crafting prompts for consistent and reliable output.
  • Leveraging model responses for classification, extraction, and decision-making.

Building your first AI agent

  • Defining an agent: understanding instructions, tools, and data sources.
  • Assigning scenarios as tools for the agent.
  • Linking the agent to enterprise business data.
  • Implementing a human approval step before agent execution.

Operational implementation

  • Managing errors and configuring retries.
  • Monitoring and maintaining active scenarios.
  • Tracking costs and usage limitations.

Conclusion and future pathways

  • Participant presentations on the automated processes they developed.
  • Identifying next candidates for automation and strategies for continued progress.

Outcome: A functioning automated process incorporating an AI step and an initial agent, accompanied by a roadmap for subsequent automation targets.

Requirements

  • Programming experience is not required.
  • Familiarity with web applications and spreadsheets.
  • Identification of one repetitive personal process to be automated.

Target Audience

  • Business and operations specialists.
  • Team leads and process owners.
  • Non-technical professionals seeking to automate workflows using AI within a single day.

Custom Corporate Training

Training solutions designed exclusively for businesses.

  • Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
  • Flexible Schedule: Dates and times adapted to your team's agenda.
  • Format: Online (live), In-company (at your offices), or Hybrid.
Investment

Price per private group, online live training, starting from 1300 € + VAT*

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