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 Duration 14 hours

Course Outline

Day 1: Workflow Architecture and AI Integration

    Introduction

    • Distinguishing when to use standard automation, AI steps, or full agents.
    • Understanding n8n deployment models: cloud versus self-hosted, and the implications for data security.

    n8n Fundamentals

    • Core concepts: workflows, nodes, triggers, and execution cycles.
    • Data mapping between nodes using a drag-and-drop interface, eliminating the need for syntax knowledge.
    • Analyzing execution logs to identify and resolve issues.

    Application and Data Connectivity

    • Setting up webhooks and form-based triggers.
    • Integrating spreadsheets, email, and calendar services.
    • Managing credentials and authentication for third-party services.
    • A step-by-step guide to using the HTTP Request node.

    Incorporating AI Steps

    • Adding AI models to existing workflows.
    • Crafting effective prompts to ensure reliable model outputs.
    • Implementing structured output parsing and automatic correction for invalid responses.
    • Extracting and classifying information from emails, forms, and documents.

    Logic and Action Management

    • Implementing decision logic using If and Switch nodes.
    • Designing approval steps that require human intervention before critical actions.
    • Logging results to spreadsheets and triggering notifications.

    Practical Lab: First End-to-End Workflow

    • Building a complete process from receiving a request to classifying, recording, and routing the result.

    Day 2: Advanced Agents and Operational Reliability

      Agent Architecture

      • Deconstructing agent components: models, memory, and toolsets.
      • Decision-making: When to choose a fixed workflow versus an autonomous agent.
      • Granting agents secure access to company documents and data sources.

      Action-Oriented Agents

      • Differentiating between read-only and write-enabled tools.
      • Defining system prompt rules to enforce data integrity, prevent hallucinations, and avoid duplicate records.
      • Stress-testing agents to identify and mitigate potential failure points.

      Communication Channels

      • Setting up internal chat interfaces.
      • Connecting agents to external messaging platforms.

      Operational Reliability

      • Configuring error-handling workflows, automatic retries, and alert notifications.
      • Utilizing logs and execution history for auditing.
      • Strategies for managing and controlling model usage costs.

      Data Governance and Privacy

      • Assessing data exposure risks when invoking external models.
      • Demonstration of self-hosted and local model deployment.
      • Creating a compliance checklist for review with IT and legal teams.

      AI-Assisted Development

      • Using AI assistants to draft initial workflow structures.
      • Validating AI-generated workflows: verifying node functions, data sources, and null-state handling.

      Capstone Project and Future Roadmap

      • Participants will finalize and present a customized workflow featuring an AI step and an agent, applied to a real-world process.
      • Developing a maintenance plan and identifying further opportunities for automation.

      Outcome: A fully functional workflow integrating an AI step, a data-connected agent, robust error handling, and a compliance review checklist.

      Requirements

      • No prior programming knowledge is necessary.
      • Familiarity with navigating web applications and using spreadsheets.
      • Identification of at least one repetitive process in your current role that could benefit from automation.

      Target Audience

      • Professionals in business, operations, and customer-facing roles.
      • Team leaders and individuals responsible for process management.
      • Non-technical staff seeking to create automations and AI agents using internal company data.

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