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Insights Training
Practical agentic AI

AI for Automation: Working with AI Agents

Move beyond one-response prompting and learn how to work effectively with AI agents that can plan, inspect information, use tools, create and revise outputs, and complete multi-step assignments under human direction. The course includes an overview of n8n without making workflow development its main focus.

Join a Public ClassRequest Company Training

Build practical capability in AI for Automation: Working with AI Agents.

Move beyond one-response prompting and learn how to work effectively with AI agents that can plan, inspect information, use tools, create and revise outputs, and complete multi-step assignments under human direction. The course includes an overview of n8n without making workflow development its main focus.

Distinguish AI assistants, automated workflows, and AI agents and select appropriate workplace applications.
Delegate multi-step assignments to AI agents using clear goals, context, constraints, files, tools, and completion criteria.
Guide, monitor, review, and redirect agent work while maintaining appropriate human control.
Apply privacy, security, validation, approvals, auditability, and governance to agent-assisted work.

Course overview

A structured, application-focused AI program. Open each topic to review its practical coverage.

Module 1: From AI Assistants to AI Agents
  • AI Assistants vs AI Workflows vs AI Agents
  • From Automation to Agentic AI
Module 2: How AI Agents Work
  • The Components of an AI Agent
  • Inputs, Memory, Tools, and Outputs
Module 3: Giving an Agent a Clear Assignment
  • Defining the Goal and Expected Outcome
  • Providing Context, Source Files, and Reference Material
Module 4: Working with Agents on Multi-Step Tasks
  • Breaking Complex Work into Stages
  • Allowing the Agent to Plan and Sequence Work
Module 5: Agents Using Tools and Taking Actions
  • Reading and Creating Files
  • Searching and Gathering Information
Module 6: Reviewing and Validating Agent Output
  • Checking Completeness Against the Original Goal
  • Identifying Hallucinations, Errors, and Unsupported Claims
Module 7: Reusable Agent Workflows
  • Building Reusable Instructions for Recurring Tasks
  • Creating Templates, Checklists, and Reference Packages
Module 8: Overview of n8n and Workflow Platforms
  • What n8n Is and Where It Fits
  • Nodes, Connections, Triggers, and Actions
Module 9: Responsible Agent Use
  • Privacy Considerations and Confidential Information
  • Security Basics and Permission Management
Module 10: Hands-On Agent Assignment
  • Define a Useful Multi-Step Workplace Task
  • Prepare the Instructions, Files, Constraints, and Completion Criteria

Full course outline

This restructured outline uses the strongest applicable topics from the legacy AI programs while removing unnecessary overlap.

View full outline
  • Module 1: From AI Assistants to AI Agents
    • AI Assistants vs AI Workflows vs AI Agents
    • From Automation to Agentic AI
    • Thinking, Planning, and Acting
    • Current Capabilities and Limitations
    • Real-world Business Applications
  • Module 2: How AI Agents Work
    • The Components of an AI Agent
    • Inputs, Memory, Tools, and Outputs
    • Large Language Models and Context Windows
    • Single-Agent vs Multi-Agent Systems
    • Human-in-the-Loop Concepts
  • Module 3: Giving an Agent a Clear Assignment
    • Defining the Goal and Expected Outcome
    • Providing Context, Source Files, and Reference Material
    • Setting Scope, Constraints, and Non-Negotiable Requirements
    • Defining Completion Criteria and Quality Standards
    • Using Effective System and Task Instructions
  • Module 4: Working with Agents on Multi-Step Tasks
    • Breaking Complex Work into Stages
    • Allowing the Agent to Plan and Sequence Work
    • Maintaining Context Across a Long Assignment
    • Reviewing Progress and Providing Corrections
    • Knowing When to Continue, Redirect, or Stop the Agent
  • Module 5: Agents Using Tools and Taking Actions
    • Reading and Creating Files
    • Searching and Gathering Information
    • Working with Documents, Data, and Applications
    • Calling APIs and Connecting External Services
    • Triggering Automated Actions
    • Understanding Permissions and Approval Boundaries
  • Module 6: Reviewing and Validating Agent Output
    • Checking Completeness Against the Original Goal
    • Identifying Hallucinations, Errors, and Unsupported Claims
    • Validating Files, Calculations, Links, and Actions
    • Requesting Revisions Without Losing Good Work
    • Creating Review Checklists and Acceptance Tests
  • Module 7: Reusable Agent Workflows
    • Building Reusable Instructions for Recurring Tasks
    • Creating Templates, Checklists, and Reference Packages
    • Using Memory and Knowledge Sources Appropriately
    • Coordinating Multiple Agents or Specialized Roles
    • Documenting the Human and Agent Responsibilities
  • Module 8: Overview of n8n and Workflow Platforms
    • What n8n Is and Where It Fits
    • Nodes, Connections, Triggers, and Actions
    • AI Agent Nodes, Tools, Memory, and Structured Outputs
    • When to Use a Workflow Platform Instead of an Interactive Agent
    • Examples of Connected Business Automations
  • Module 9: Responsible Agent Use
    • Privacy Considerations and Confidential Information
    • Security Basics and Permission Management
    • Human Oversight and Approval Workflows
    • Auditability, Logs, and Traceability
    • AI Governance Fundamentals
  • Module 10: Hands-On Agent Assignment
    • Define a Useful Multi-Step Workplace Task
    • Prepare the Instructions, Files, Constraints, and Completion Criteria
    • Guide an AI Agent Through Planning and Execution
    • Review, Test, and Revise the Agent's Output
    • Document the Final Workflow and Human Controls

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Course List · Public Classes
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  • Home
  • Corporate Training
  • Public Class
    • 2027 Training Calendar
  • Course List
    • Excel Training >
      • Basic Excel
      • Intermediate MS Excel
      • Advanced Excel L1
      • Advanced Excel L2
      • Comprehensive Excel
      • Macros and VBA
      • Excel Data Analysis
      • Power Query
    • Data Analytics >
      • Data Analysis and Report Writing
      • Power BI Training for Beginners
      • Advanced Power BI Training
      • Excel Charting and Data Visualization
      • Dashboard Data Storytelling
      • Data Analysis and Interpretation for Better Business Decisions
    • AI Workshops >
      • AI for Office Productivity
      • AI for Content Generation
      • AI for Data Analysis
      • AI for Image and Video Generation
      • Practical AI Automation
      • AI for Automation: Working with AI Agents
      • AI for Supervisors and Leaders
      • AI for Trainers and Teachers
      • AI for HR Personnel
      • Google Gemini Training for Workplace Productivity
      • Microsoft Copilot Training
      • ChatGPT and Claude Training
    • Microsoft Office and Google Workspace >
      • MS Office Training: Excel, Word, PowerPoint
      • MS 365 Productivity: Outlook, OneNote, Teams, etc.
      • Fundamentals of MS Access Training
      • Managing Emails using MS Outlook
      • Google Workspace Productivity
      • Advanced Google Sheets
    • Creatives and PowerPoint >
      • Data Visualization and Storytelling
      • Basic to Intermediate PowerPoint
      • Advanced MS PowerPoint
      • Designing Business Presentations
      • Adobe Photoshop Fundamentals
      • Canva Design Training
      • Canva Level 2: Advanced Design, Collaboration and Automation
      • think-cell Training
    • Leadership and Management Skills >
      • Supervisory and Leadership Skills: Fundamentals
      • Coaching Your Team
      • Managing Using Metrics and Data
      • Essential Manager Skills
      • Coaching and Mentoring
      • Fundamentals of Project Management
      • MS Project Fundamentals
      • Earned Value Management
    • Risk, Safety and Qualit >
      • Hazard Identification, Risk Assessment and Determining Control
      • Risk Management Understanding Using ISO 31000New Page
      • ISO 9001:2015 and Amendment 1:2024 Quality Management System Understanding
    • Problem Solving and Workplace Improvement >
      • Critical Thinking and Decision Making
      • Creative Problem Solving
      • Change Management for Leaders
      • Conflict Resolution
      • Root Cause Analysis
      • Good Documentation Practice
      • Attention to Details
      • Design Thinking for Innovation
      • 5S Implementation in the Workplace
      • Train-the-Trainer: Facilitation Skills
      • Train-the-Trainer: Instructional Design
    • Professional Effectiveness >
      • Professional Presence and Workplace Etiquette
      • Social and Business Etiquette
      • Confidence Building for Workplace Success
      • Practical Tools for Time Management
      • Critical Thinking and Analytical Skills
      • Workplace Behavior & Maturity
      • Assertiveness Workshop
      • Influencing and Persuasion Skills
      • Work Attitude and Values Enhancement (WAVE)
      • Handling Difficult Conversations
      • Work Ethics and Reliability
    • Business Communication >
      • Effective Business Writing
      • Technical Writing
      • Grammar Essentials
      • Business Communication (Written and Oral Skills)
      • Ethical Communication in the Workplace
    • Sales and Customer Service >
      • Sales Skills: Handling Customers
      • Creating Effective Sales Presentations
      • Sales Negotiation Workshop
      • Consultative Selling Skills
      • Advanced Sales and Customer Engagement Skills
      • Negotiation Skills Workshop
      • Customer Service Training
      • Customer Service Training for Tech Support
      • Phone Etiquette: Handling Phone Conversations
      • Handling Irate or Angry Customers
      • Customer Relationship Management
    • Business Support Training >
      • Fundamentals of Employee Relations
      • Bookkeeping and Accounting for Non-Accountants
      • Strategic Talent Acquisition
  • Contact
  • Meet the Experts
    • Donnie Baje
    • Jan Francis Calinao
    • Sonny Soriao Jr
    • Vicente Caraig III
  • Request for Proposal
  • Other Services
  • Privacy Policy
  • Class Videos
  • Insights & Resources
  • Testimonials
  • Cancellation Policy