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AI Automation Workshop for Businesses

Plenty of teams use AI one prompt at a time, which helps individuals but is hard to manage at scale; quality can vary, workflows stop when they’re not attended to, and inconsistent prompts yield inconsistent results. This workshop covers the tools that turn those one-off results into automations, and in the longer formats we’ll help your team build theirs.

  • Learn which tools can help you automate.
  • Identify repetitive work that is ripe for automation.
  • Develop prompts to assist in your efforts.
  • Leave with automations your team built.

Turning AI Use Into Automated Workflows

Generative AI and Automation is our workshop for teams ready to stop doing the same task by hand. We map out the ethical and security implications of AI, work through the various types of prompts and prompt engineering, and then outline a suite of AI and automation tools that help save time and money. It runs for one and a half to four hours, online or in person, and at the longer end, the session includes hands-on support to set up your team’s own automations.

Workshop at a Glance

  • Format: Online or in person.
  • Duration: 1.5-4 hours.
  • Who it is for: Teams with repetitive, rules-based work, and operations or marketing staff who already use AI informally.
  • What you receive: A facilitated session covering prompt engineering and a suite of AI and automation tools, with hands-on automation setup at the longer durations.
  • Booking: Scheduled with your team after an initial call, with the length set by how much building you want to do.

What Is the Generative AI and Automation Workshop?

The session begins by mapping the ethical and security implications of AI, because automation raises the stakes on both. A prompt someone runs by hand gets read before it’s used. An automation runs unattended, at volume, on whatever data it’s pointed at, so we need to answer the questions about what goes in and who checks what comes out first.

From there we work through the various types of prompts and prompt engineering. Automation demands more precision than casual use does: a prompt that produces a good result three times out of four is fine when a person is watching and unacceptable when it’s running fifty times a day. We then outline a suite of AI and automation tools and show where each one works best.

The session length changes what you get. At the shorter end, it’s a thorough grounding in the tools and the methods. At longer durations, it includes hands-on help setting up your team’s own automations, so people leave with something running rather than something planned. Sessions are catered to your industry wherever possible.

What You Will Learn

  • Identify which of your team’s tasks are worth automating first.
  • Apply different prompt types to different kinds of tasks.
  • Select from a suite of AI and automation tools by fit.
  • Assess the security implications of automating a task.
  • Decide what should stay under human review.

What Is Included

  • Facilitated session: One and a half to four hours led by a CAIAI instructor and/or partner, online or at your premises.
  • Notes package: A notes package for your learners to reference following the engagement. This ensures your team aren’t scrambling to write down workshop takeaways or letting content slip through the cracks.
  • Tool suite walkthrough: The AI and automation tools worth knowing, shown in use.
  • Prompt engineering: The prompt types and techniques automation depends on.
  • Hands-on automation setup: For longer durations, help building your team’s own automations during the session.

Teams We Have Helped

We have helped many organizations in their AI learning efforts, varying from single-day to multi-workshop engagements.

Take a look at some of our engagements below, and explore how your organization could benefit
from a workshop engagement or a broader AI literacy initiative.

  • University of the Fraser Valley: Educational AI workshops, one of which included a live AI automation demo with Koala Tech.
  • Greyspace Maintenance: Email summarizing, competitive pricing research and CRM automation explored across four workshops and ongoing consulting.
  • Greater Vancouver Zoo: Two custom AI workflows developed with management and C-suite staff, with a notes package to support ongoing adoption.

Where This Workshop Fits

Schedule a Call With Us

Tell us which tasks are eating your team’s week, and we’ll agree scope, length and format on a short call before anything is booked.

Our Mission

Our mission is to help Canadians learn, adapt and succeed with AI. Succeeding with it usually means the work gets lighter rather than louder – fewer repetitive hours, spent on the parts of the job that need a person.