Build a Routine That Runs and Knows When to Stop
Build a trigger-based workflow with an AI step, a review gate, and a clear failure path.
Start where you are.
Who it is for
People ready to automate a small recurring task while retaining oversight.
Starting skills
Level 4 skills and a mapped workflow; access to the selected training platform confirmed before class.
Proposed format: 3 × 90-minute sessionsClear goals. Useful skills.
- Describe a trigger, inputs, conditions, AI action, and output.
- Build and test one small automation using sample data.
- Document failure handling, ownership, monitoring, and a stop procedure.
Hands-on exercise
Build a sample request-to-summary workflow that stores a draft for review. Test a missing field and an unavailable AI action; keep outward sending disabled during the lab.
Learn, try, reflect.
Session 1
- review the process — 15 minutes
- explain trigger and action patterns — 20
- design the flow and boundaries — 25
- confirm training access — 20
- write test cases — 10
Session 2
- prepare sample data — 10 minutes
- build the trigger and AI step — 45
- add draft review and failure handling — 25
- document configuration — 10
Session 3
- run successful examples — 20 minutes
- test missing input and an unavailable step — 25
- improve recovery — 20
- create a runbook — 15
- demonstrate and review — 10
Practice that earns
your confidence.
The flow does not act on an incomplete input, records failures, produces a reviewable draft, and has a named owner and stop procedure.
Feedback and another try are part of learning. Attendance alone does not establish the level.
Between-class practice
Run several sample cases, review the logs, and revise the runbook before considering a live rollout.
Materials and access
A facilitator-selected automation platform, sample requests, test-case sheet, runbook, and an approval checklist.
Account and tool requirements will be confirmed before enrollment. Labs use fictional or approved material.
Start where you are.
Rise from there.
Bring one question, one goal, or one task you would like to make easier.
Let’s find your next step