Automate your processes and build secure AI agents
An assistant suggests. An AI agent acts. One day to build your automations and agents on a safe foundation: break the process down before you automate, specify before you execute, keep humans in the loop.
This training is designed for:
The operations manager
They want to systematize cross-team workflows without tying up a developer.
The project manager and the product owner
They run automation projects and have to decide what can be handed to an agent.
The AI lead
They lead the change in their organization and need to set up a trust framework.
Automate your processes and build secure AI agents
Learning objectives
The learning objectives of this training can be assessed. By the end of the session, each participant is able to:
- Tell apart simple automation, AI automation, AI assistants and AI agents, and choose the right building block for a given process
- Break a business process down into elementary tasks with Paul Leonardi's STEP method, and sort those tasks as non-automatable, augmentable or automatable
- Identify the internal and external risks of AI agents, link them to the applicable GDPR and AI Act obligations, and write up a trust framework that sets human stop points and the shutdown procedure
- Spot the 5 pillars of an agent (context, instructions, memory, tools, model) on a working agent in n8n, run it and diagnose a configuration error from its execution log
- Write an agent's instructions in SOP format, covering the role, expected inputs, steps, decision criteria, escalation cases and output format
- Build an AI agent in n8n in 4 milestones, from trigger to decision logic, connected to your business tools on the principle of least privilege, with human approval before any action a third party can see
- Build a 30-day action plan covering the rollout of the agent you built, the next 2 automations and measurable tracking indicators
Audience and prerequisites
Audience. Ops, IT, Data and Process roles, project managers, AI leads.
Prerequisites. Hands-on experience in an Ops, IT or project management role, 2 years recommended. Already using generative AI for about 10 work tasks. Comfortable with digital tools.
Each participant's actual level is checked before the session with a placement questionnaire, which is used to adjust the outline.
Program
The full outline, sequence by sequence, is in the detailed program you receive before registering.
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Teaching methods and resources
The training combines demonstrations with commentary, guided workshops and hands-on work on the participants' real cases. Theory is limited to what you need to put things into practice.
- A practitioner trainer who works on the subjects taught
- Course materials for each participant
- Each participant works on their own computer, with their own files
- Environment set up in advance and tested before the session
In person
The training takes place at the client's premises. The client provides a room with a projector or screen, an internet connection and a computer for each participant.
Remote
The training runs as a live virtual classroom, in a group with the trainer, on a fixed schedule. Participants interact by voice, screen sharing and chat, in both directions and throughout the session. Each participant's connection is logged and serves as the attendance record. Technical support is available by email and phone for the whole session, and a connection test is offered ahead of the day.
Hybrid
A single session can bring together on-site and remote participants. The trainer leads from the in-person venue, and remote participants follow in the virtual classroom with the same individual support and the same deliverables.
Assessment and certification
- Placement questionnaire before the training starts
- Continuous assessment through the exercises completed during the session
- Final assessment of learning against the objectives listed above
- Satisfaction questionnaire at the end of the session, then again a few weeks later
The training leads to an end-of-training certificate stating the objectives and the assessment results, and to a certificate of completion sent to the funder where applicable.
I have the pleasure of working with Jessy as an AI consultant. Custom training, automation projects, AI assistants, RAG: he has built solid skills and a rare ability to make complex concepts accessible. Technical excellence and human qualities in one person. I highly recommend him.
Official title in the training program: « Automatiser ses processus et créer des agents IA sécurisés : segmenter avant d'automatiser, spécifier avant d'exécuter » (Automate your processes and build secure AI agents: break down before you automate, specify before you execute). Page updated on August 31, 2026.
Free course to get started with Claude
Judge our teaching before you commit a budget.
- 1 hour 20 minutes of video in 5 short modules
- Installing Claude and setting up your workspace
- 6 ready-to-copy skills and starter files
- The privacy settings to apply from your first day
- A selection of 20 AI tools for marketing
The course videos and emails are in French.
Questions?
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