Workflow Automation with AI Agents

Handing repetitive processes to agents: choosing what can be automated, designing the flow, and running it within safe boundaries.

Duration: 1 day
Format: On-site / Online
Level: Intermediate
Category: Artificial Intelligence

An agent is not a question-and-answer box: it has a goal, it uses tools and it moves step by step. This programme teaches how to tell which processes suit that shape, and how to build one end to end.

Who it is for

Teams responsible for operations and process improvement
Managers looking to reduce repetitive manual work
Anyone wanting to take AI use beyond one-off prompts

By the end of this programme

Know the difference between an agent and a chat interface, and what an agent requires
Select suitable processes and rule out unsuitable ones
Connect tools and data sources to the flow
Place human approval at the right decision points
Set up monitoring, error handling and a safe stop

Programme content

What an agent is, and how it differs from a chatbot

Goals, tool use, memory and loops; where agents help and where they do not.

Process selection

Scoring automation candidates by frequency, rule clarity and cost of error.

Tools and integration layer

Connecting calendar, email, spreadsheets, CRM and file systems; permission and access boundaries.

Flow design

Breaking down steps, decision points, stops that require human approval and fallback paths.

Monitoring, errors and safe stop

Logging, catching unexpected output, spend and action limits, and an emergency stop.

Build workshop

Each participant picks a process from their own job and turns it into a working flow by the end of the day.