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AI-Powered Business Automation for SMEs

Bridge the gap between manual processes and intelligent automation. Build automated workflows with low-code platforms and AI-driven decisions.

Format
1 day (8 hours, including breaks)
Level
Intermediate
Prerequisite
Course 1: AI & Prompt Engineering for SMEs

Overview

This course is for SME leaders and operators who have mastered the basics of AI and are ready to move from simple tasks to systemic efficiency gains. We bridge the gap between manual processes and intelligent automation. Participants learn how to identify high-impact automation opportunities within their daily operations — from marketing and sales to finance and HR. The focus is on practical low-code/no-code tools that allow SMEs to build powerful automated workflows without a team of developers. By the end of the workshop, attendees will have designed and partially built an automated workflow for their own business, armed with a clear roadmap for implementing AI-powered automation.

Course schedule & modules

  • Module 1 — The Automation Mindset: from manual tasks to automated systems
  • Module 2 — Identifying Opportunities: the Effort vs Impact matrix and your Automation Hit List
  • Module 3 — Tooling: Zapier, Make, Microsoft Power Automate, plus APIs and webhooks
  • Module 4 — Building your first multi-step workflow with AI in the loop
  • Module 5 — Embedding prompts and AI decisions into automation pipelines
  • Module 6 — Managing change: a 'version log' for your automations and lightweight governance
  • Module 7 — ROI, error handling, and rolling out automation across the business

What you'll leave with

  • Define business process automation and its relationship with AI
  • Use a structured framework to identify and prioritize processes to automate
  • Build a multi-step automated workflow that integrates two apps and one AI model
  • Incorporate prompts from Course 1 into production automations
  • Map a manual process and design a complete automation plan with triggers, actions, logic, and error handling
  • Assess potential ROI and track changes with a simple version log

Audience

  • SME leaders and operators who have mastered the basics of AI and are ready to move to systemic efficiency gains.
  • Primary resource: AI Automation for SMEs: An Automation Handbook for Business Leaders