Highlights
- Choose the right automation tool
- Connect to an AI API
- Build a trigger-based automation
- Use AI to process documents or emails
- Route outputs to the right system
- Handle errors without writing code
- Test safely before going live
- Monitor and fix failures
- Store credentials securely
- Hand over to a business owner
Course Details
Tool landscape overview:
Power Automate, Make, and Zapier compared honestly on capability, cost, and which type of organisation each suits best
HTTP connector lab:
calling an AI API directly from a no-code tool, handling the response, and displaying the result in a usable form
Trigger build:
a working automation that starts when an email arrives, a form is submitted, or a file is dropped into a shared folder
AI task workshop:
participants build automations that classify support emails, summarise meeting notes, or extract key fields from invoices
Routing logic lab:
conditional steps that send AI output to SharePoint, a Teams channel, an email address, or a CRM record based on content
Error handling without code:
failure branches, retry steps, and notification logic so the automation does not silently break
Safe testing approach:
using test accounts, sample data, and dry-run modes to verify behaviour fully before connecting to live systems
Monitoring setup:
reading run histories in your automation tool, spotting failures early, and understanding what error messages mean
Credential management:
understanding connection accounts, shared credentials, and what must never be stored directly inside a flow
Handover documentation:
a one-page guide written during the session so a non-technical owner can run and maintain the automation
Who should attend
- Business analysts and Operations seeking to improve processes through AI and automation.
Feedback
4.8 out of 5 average
"Our tailored course provided a well rounded introduction and also covered some intermediate level topics that we needed to know. Clive gave us some best practice ideas and tips to take away. Fast paced but the instructor never lost any of the delegates"
Brian Leek, Data Analyst, May 2022
