Process automation
Traditional automation could never handle steps that require reading, such as sorting emails, extracting data from documents, filling in forms or writing a first reply. Many processes are full of them, and AI can now do a large part of this work.
In this training, business teams look for those steps in their own processes and decide which to automate and which to leave with people. They then learn to build automations they can trust.
What the training is about
Picking a tool is usually the easy part of automation. Most of the effort goes into choosing the right step, defining what a correct result looks like and deciding where a person still needs to check.
Participants bring processes from their own work. During the training we map them, pick candidates for automation and design how each one should run.
Who it is for
Operations teams
Automating order, request and document flows that are handled the same way every day.
Finance and accounting
Handling invoices, reconciliations and reports that require reading and checking documents.
Customer service
Sorting and routing incoming requests, and drafting answers to them.
HR and administrative units
Processing applications, forms and internal requests that follow a fixed procedure.
Topics
We agree with you in advance which topics get the most time, depending on the processes participants bring.
- Finding the steps in a process that suit automation, and the ones that should stay with people
- What AI adds to traditional automation: reading documents, emails and forms
- Designing a workflow with human approval at the right points
- Building automations with the tools your organization already uses
- Handling errors, exceptions and unclear cases
- Measuring time saved, error rates and whether the automation is still working
Frequently asked questions
Do business teams need coding skills to automate processes with AI?
No. The focus is on process design and on judging results. When an automation needs code or system access, technical colleagues can join that part.
What do participants leave the process automation training with?
If your internal rules allow them to work on real processes during the training, participants leave with an automation plan for one of their own processes that they can take forward.
Plan a training program with us
Tell us about your team and what you want them to be able to do. We'll get back to you.
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