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Duration 14 hours
Course Outline
- Day 1: Strategic planning and initial agent deployment
- Transitioning from passive assistance to active autonomous agents
- Differentiating capabilities: Chat interfaces, AI assistants, autonomous agents, and full automation
- Current reliability standards and operational limits of agentic systems
- Application examples across administrative, procurement, human resources, and public service functions
- Practical application: Categorize three internal workflows to determine the appropriate level of AI intervention (chat, assistant, or agent).
- Optimal task selection for automation
- Evaluation criteria: High frequency, well-defined procedural steps, and objectively verifiable outcomes
- Documentation of data inputs, processing logic, expected outputs, and critical control points
- Establishing clear success metrics and performance benchmarks
- Practical application: Complete a standardized agent profile for a selected departmental workflow.
- Core architectural components of an AI agent
- Defining operational objectives and specific instructional guidelines
- Integrating institutional knowledge bases, document repositories, and file storage systems
- Utilizing operational tools including email, scheduling, database management, and web access
- Establishing operational boundaries and escalation protocols for edge cases
- Practical application: Draft specific instructions and operational limits for the target agent.
- Initial agent development and validation
- Selecting a deployment platform based on organizational approval and security compliance
- Implementation via Microsoft Copilot Agent Builder, custom GPT models, Claude projects with specific skills, or Langdock agent frameworks
- Validating performance using three representative real-world scenarios
- Practical application: Construct the initial agent and conduct validation testing across three distinct cases.
- Day 1 Deliverable: Each participant will possess a documented agent profile and a validated, pilot agent configured for a specific internal workflow.
- Transitioning from passive assistance to active autonomous agents
- Day 2: Advanced integration, workflow orchestration, and governance controls
- Executing action-based agentic tasks
- Advancing from information retrieval to task execution and process completion
- Integrating connectors for email systems, enterprise file storage, CRM platforms, and structured data tables
- Implementing browser-based agents to streamline external communication, such as Outlook integration
- Practical application: Link the Day 1 agent to an external tool, such as a secure file repository or data table.
- Embedding agents within automated workflows
- Configuring event triggers, including new email receipts, form submissions, or scheduled intervals
- Incorporating AI agent steps into orchestration platforms such as n8n or Make
- Logging outcomes to structured databases, ticketing systems, or monitored inboxes
- Practical application: Design a workflow where an agent categorizes incoming requests and generates a draft response.
- Ensuring human oversight and accountability
- Implementing mandatory approval gates prior to external transmission, resource booking, or data deletion
- Maintaining a comprehensive audit log of all agent actions and decision points
- Defining standard operating procedures for handling uncertainty or low-confidence outputs
- Practical application: Integrate a digital approval mechanism via email or Microsoft Teams into the automated workflow.
- Quality assurance and operational management
- Developing comprehensive test suites, including expected outcomes and anticipated failure scenarios
- Monitoring financial costs, usage quotas, and ongoing maintenance requirements
- Clarifying roles, responsibilities, and technical documentation standards
- Practical application: Execute five standardized test cases and produce concise operational documentation.
- Review and strategic next steps
- Demonstrating functional results to the peer group
- Identifying priority candidates for the next phase of agent deployment
- Defining ongoing maintenance responsibilities and pathways for continuous improvement
- Practical application: Present the functional agent and its capabilities in a three-minute overview.
- Day 2 Deliverable: Each participant will possess a fully integrated agent equipped with tool access, mandatory approval controls, a validated test suite, and concise operational documentation.
- Executing action-based agentic tasks
Requirements
- Authorized access to at least one approved agent platform (e.g., Copilot Agent Builder, ChatGPT, Claude, Langdock, or n8n) and identification of a recurring workflow within the participant's area of responsibility.
- No prior programming experience is required.
Target Audience
- Specialist users, key personnel, and process owners seeking to transfer routine operational duties to AI agents for government applications.
Testimonials (1)
real life examples
