AI Automation

Summary

AI Automation is for teams ready to move from doing a task with AI’s help, one prompt at a time, to a process that runs on a trigger with a defined human checkpoint. It covers what automation adds beyond a chat window, how to build a first automation on a real task, and the governance a process needs once it runs without someone typing each step.

Who Should Attend

• Staff and process owners who have already identified a repetitive, high-volume task often from AI Foundations or AI for Business and want to automate it properly
• IT and operations partners who will support or approve automations once they are built
• Anyone currently running the same AI-assisted prompt manually, every day, on the same kind of input

Course Description

The course starts from a distinction that is easy to miss: doing the same manual prompt every day is not automation, it is a habit. True automation means a trigger, a defined set of steps, and an output that reaches the right place without someone re-entering the task each time. The first module draws that line clearly, because not every repeated task should be automated, and not every automation candidate is ready yet.

From there, participants map a real workflow’s triggers, steps and outputs, then build a first working automation using approved tools, on a task they bring with them. The course deliberately keeps the human checkpoint in view throughout: where approval belongs before an automated step goes out, and how to design that checkpoint so it protects without recreating all the manual effort the automation was meant to remove.

The closing module applies the governance approach from AI Foundations specifically to automated processes: monitoring, an audit trail, and a named owner because a process that runs without anyone watching is exactly where small errors become large ones unnoticed.

Duration and Format

• Length: One full day, instructor-led and hands-on
• Format: Requires a laptop and, where possible, access to your organisation’s approved automation or AI tools
• What to bring: A specific, real, repetitive task to automate during the session the course is built around working candidates, not hypothetical ones

Pre-Requisite

Participants should:

• Have completed AI Foundations, particularly the data-handling and governance module, or hold equivalent working knowledge
• Bring a specific candidate task or process ideally one already identified as high-volume and low-risk
• Know, or be able to find out during the session, which tools their organisation has approved for automation use

Course Outline

     01: From one-off prompt to repeatable process
     02: Anatomy of an automated workflow
     03: Building your first automation
     04: Where the human checkpoint stays
     05: Governance for automated processes

What You Will Be Able to Do

• Distinguish a task genuinely worth automating from one that should stay manual
• Map a workflow’s triggers, steps and outputs before building anything
• Build a working first automation on a real task using approved tools
• Place a human approval checkpoint where the stakes or ambiguity require it
• Apply monitoring, audit trail and ownership practices to an automated process

You Leave With

• A working, or near-working, first automation built on a real task from your own role
• A workflow map template for scoping future automation candidates
• A governance checklist for approving and monitoring new automations in your organisation