Course Outline
Introduction
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What constitutes business automation with ChatGPT?
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Models, agents, tools, and workflows
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Fixed workflows versus agentic processes
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Selecting the appropriate level of autonomy
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The role of human review and decision-making
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Moving beyond single conversations: reusable workflows and recurring execution
Understanding Context and Memory
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Chat context versus persistent memory
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Explicitly stored process state
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Maintaining decisions and key information between runs
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Context limitations and potential loss of earlier information
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Continuing work across multiple conversations
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Distinguishing permanent rules from current process status
Organizing Work in ChatGPT
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Risks of combining too many tasks and changing requirements in one thread
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Identifying missing decisions and inconsistent outputs
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Breaking work down into smaller, clearly defined tasks
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Transferring goals, sources, decisions, and results between tasks
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When to use separate conversations or workflows
Working with Plugins, Projects, and Spaces
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The purpose of plugins, projects, and Spaces
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Organizing reusable instructions and tools
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Connecting workflows to business information sources
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Organizing related conversations and shared materials
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Sharing documentation and results
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Preparing the working environment for a business process
Building a Workflow with Memory
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Defining the workflow objective
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Identifying inputs, steps, outputs, and acceptance criteria
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Recording process state between executions
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Applying previous decisions in subsequent runs
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Handling errors and incomplete execution
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Resuming a workflow after interruption
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Building a prototype workflow for a selected business task
Scheduling and Repeatable Execution
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Manual versus recurring workflow execution
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Defining execution frequency and time zone
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Notification and stopping rules
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Handling cases where no new data is available
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Re-running a workflow with saved state
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Comparing repeated executions
Evaluating Workflow Quality and Repeatability
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Defining quality criteria
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Checking required fields, numbers, sources, and output format
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Identifying duplicate or inconsistent results
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Distinguishing acceptable wording differences from process errors
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Understanding sources of variability in AI-generated results
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Testing the workflow on representative business cases
Practical Workshop
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Selecting a recurring business task
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Designing the workflow
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Defining process memory and state
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Running and testing the workflow
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Comparing multiple executions
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Identifying errors and improvement opportunities
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Preparing the automation for practical use
Troubleshooting
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Missing or incomplete context
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Incorrect or outdated process state
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Inconsistent results between executions
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Missing data or unavailable sources
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Duplicate processing
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Failed or partially completed workflow runs
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Tool or account feature limitations
Summary and Next Steps
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Reviewing the completed workflow prototype
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Identifying tasks suitable for automation
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Defining quality and acceptance criteria
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Planning deployment in daily work
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Identifying opportunities for a more advanced second-day version with code-supported processing and agent development
Requirements
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Expected Participant Knowledge
- Basic proficiency with ChatGPT
- Programming skills are not required as a prerequisite.
- Participants should have access to a computer, an internet connection, and a ChatGPT account with permissions for the features utilized in workshops.
- Access to plugins, Spaces, and scheduling/automation features should be verified prior to the course, as availability may vary based on account and organizational configurations.
Target Audience
This course is designed for:
- Specialists and managers who utilize ChatGPT in their daily operations
- Process owners and business analysts tasked with optimizing team workflows
- Professionals responsible for reports, summaries, documents, data aggregation, and recurring business updates
- Team leaders driving AI adoption and coordinating work through shared information hubs
A concise summary could read:
Prerequisites: Fundamental knowledge of ChatGPT. No coding experience necessary.
Audience: Managers, specialists, process owners, business analysts, reporting/documentation professionals, and AI implementation leaders.
Testimonials (1)
Able to pivot upon audience suggestions - ie able to create a real AI agent scenario on the spot.
