AI Agents, Automations and Scheduled Tasks

What we cover

Learn the difference between an AI conversation, a reusable workflow, an automation and an agent. Participants will map a repeated process using triggers, inputs, actions, review gates, fallbacks and logs. The workshop emphasizes starting with low-risk, reversible tasks before allowing AI to take more consequential actions. Example workflows include weekly content planning, research summaries, meeting follow-ups, reminder systems, lead organization, customer-question routing, recurring reports and internal task preparation.

Tools that may be demonstrated

You do not need paid tools to use this pack. Free accounts are enough unless noted above.

Preparation checklist

• One repeated task you perform daily or weekly
• Access to the tools that task already touches

What this digital purchase includes

• Immediate online dashboard access after verified payment.
• A downloadable workbook, prompt templates, practical exercises and module resources.
• One scheduled live Zoom implementation lab for guided practice and questions.
• The learning materials remain useful independently of the live lab.

Recording

The downloadable materials are the core product. A recording of the included live lab is only available as streaming access when listed in your dashboard.

Next weekend to be announced

This module rotates back into the calendar. Check published weekends for the next available date.