CRM & Automation · Intermediate
AI Agents & Workflow Automation
Build AI agents and automations that take repetitive work off your team’s plate.
In-person · on-site 3-4 hours Certificate on completion
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.