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Artificial intelligence - Intermediate

AI Automation Without Code: Workflows, Agents and Everyday Tools

Build real automations without writing code: triggers, actions and conditions, AI steps that summarise and classify…

About this course

Much office and small-business work is repeating the same steps: a customer fills in a form, someone copies the details into a sheet, someone sends a message, someone files a document. Automation lets a computer do those steps for you, every time, without forgetting. Today you can build such automations with visual tools, with no programming, and you can add an AI step that reads, sorts or drafts text along the way.

This intermediate course teaches the thinking first: what to automate, how triggers, actions and conditions fit together, and how data moves from step to step. Then you build workflows, add AI steps for summarising, classifying and drafting, extract data from documents, and learn what an AI agent really is. You will also learn the habits that separate a toy from a tool people can trust: testing, error handling, human approval, cost limits, privacy and safe permissions.

The course does not depend on one product. Tools change often, so you learn ideas that transfer, and every exercise has a free option.

What you will learn

  • Explain what automation is and choose tasks that are worth automating
  • Describe any workflow as a trigger, conditions and actions, and map how data flows between steps
  • Build a simple form-to-sheet-to-notification workflow with a free no-code tool
  • Add AI steps that summarise, classify and draft replies, with clear and reliable prompts
  • Extract data from documents and messages into a structured table and check its quality
  • Explain how AI agents and tool use work, and when a plain workflow is the better choice
  • Plan a safe FAQ chatbot for a small business, with a handover to a real person
  • Test workflows, handle errors, add human approval and keep costs under control
  • Protect private data and give automations only the permissions they need
  • Plan, document and present an automation project for your portfolio

Course content

5 modules · 16 lessons · 5 h 5 min · 6 quizzes

Module 1: Automation basics3 lessons

Learn what automation is, how workflows are built from triggers, conditions and actions, and build your first one.

  1. What automation is and what to automate 15 min
  2. Triggers, actions and conditions 20 min
  3. Your first workflow: form to sheet to notification 25 min
  4. Quiz: 7 questions
Module 2: Adding AI steps to workflows3 lessons

Use AI inside a workflow to summarise, classify, draft and extract, with prompts that return reliable, structured results.

  1. Where AI fits in a workflow 15 min
  2. Writing prompts that work inside automations 20 min
  3. Extracting data from documents and messages 20 min
  4. Quiz: 6 questions
Module 3: Agents, chatbots and human approval3 lessons

Understand AI agents and tool use, plan a safe FAQ chatbot, and add a person where it matters.

  1. AI agents and tool use, explained simply 20 min
  2. A helpful FAQ chatbot for a small business 20 min
  3. Human in the loop: approval steps 15 min
  4. Quiz: 8 questions
Module 4: Testing, reliability, cost and safety4 lessons

Make automations dependable: test them, handle errors, control costs, protect personal data and limit permissions.

  1. Testing your automation 20 min
  2. Errors, logs and fallbacks 20 min
  3. Cost, limits and keeping it affordable 15 min
  4. Privacy and safe permissions 20 min
  5. Quiz: 8 questions
Module 5: Your automation portfolio project3 lessons

Plan, build, document and present a complete automation that shows employers or clients what you can do.

  1. Choosing and designing your project 20 min
  2. Build, test and document 25 min
  3. Presenting your work and growing your skills 15 min
  4. Quiz: 7 questions
Final exam

30 questions. Pass with 70% or more to earn your certificate.

What you need

  • Completed Generative AI at Work (generative-ai-at-work), or equivalent experience writing prompts
  • A computer with internet access, a free email account and a free spreadsheet and form tool such as Google Forms and Google Sheets
  • Willingness to practise by building small things step by step

Further reading

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