CRM & Automation · Intermediate
AI Agents & Workflow Automation
Build AI agents and automations that take repetitive work off your team’s plate.
Two ways to take it
Essential
90-120 min
The complete program in a focused session: the same hands-on training, assessment, and certificate of completion, compressed into 90-120 min.
$297 + tax / person
≈ $59 / person after ETG
Full
3-4 hours
The same content and certificate, with more guided practice time on your own tools and workflows.
$500 + tax / person
≈ $100 / person after ETG
Minimum 2 participants. ETG reimburses up to 80% for eligible employers.
Who it’s for
Operators and managers who want to automate repetitive work and put AI agents to work inside their CRM and tools.
What you’ll be able to do
- Identify the highest-value tasks to automate in your business
- Design and configure AI agents for those tasks
- Connect agents and automations into reliable workflows
- Monitor, test, and improve automations over time
Curriculum
- 01
Automation fundamentals
Where AI agents fit, and which tasks pay off first.
- 02
Building agents
Configuring agents to handle real, recurring work.
- 03
Workflows
Chaining agents and triggers into dependable automations.
- 04
Reliability
Testing, guardrails, and improving over time.
Assessment & certificate
Competency is confirmed through a hands-on assessment in which each participant builds a working automation for their own role. Certificate of completion provided.
Frequently asked questions
Who is AI Agents & Workflow Automation for? +
Operators and managers who want to automate repetitive work and put AI agents to work inside their CRM and tools.
What will my team be able to do after AI Agents & Workflow Automation? +
By the end of the program, participants can identify the highest-value tasks to automate in your business; design and configure AI agents for those tasks; connect agents and automations into reliable workflows; monitor, test, and improve automations over time.
How long is AI Agents & Workflow Automation, and how is it delivered? +
It runs in two formats, both in-person · on-site at your location and hands-on: an Essential session (90-120 min) and the Full program (3-4 hours). Sessions use your own tools and workflows and are scheduled around your team’s working hours.
How much does AI Agents & Workflow Automation cost? +
Two formats, minimum 2 participants: Essential (90-120 min) is $297 + tax / person, and the Full program (3-4 hours) is $500 + tax / person. Eligible B.C. employers can recover up to 80% through the Employer Training Grant, bringing those to roughly $59 and $100 per person after funding. See our Funding page for eligibility and how to apply.
What’s the difference between the Essential and Full versions of AI Agents & Workflow Automation? +
Both cover the same content and include the hands-on assessment and certificate of completion. The Essential session (90-120 min) is a focused, compressed version; the Full program (3-4 hours) covers the same outcomes with more guided practice time on your own tools.
Is there a certificate or assessment for AI Agents & Workflow Automation? +
Competency is confirmed through a hands-on assessment in which each participant builds a working automation for their own role. Certificate of completion provided.
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