Build an AI agent for your business automations with Claude
One day to take a task you repeat every week and hand it to an agent, without writing a line of code. You leave with your agent built on your own process, connected to your tools, with its guardrails written down and its 30-day rollout plan.
This training is designed for:
The admin assistant who copies data by hand
Every week she takes the same information from a document and copies it into a spreadsheet, following rules only she knows.
The team manager
They watch their department spend hours on files prepared assembly-line style and want that time back without launching an IT project.
The freelancer running everything alone
They handle their own quotes, follow-ups and reports, and want some of that work to run without them.
Build an AI agent for your business automations with Claude
Learning objectives
The learning objectives of this training can be assessed. By the end of the session, each participant is able to:
- Assess a recurring business process against automation criteria: frequency, stability of the rules, expected output format, sensitivity of the data involved
- Write the procedure sheet for a real process, covering the trigger, inputs, ordered steps, decision rules, output format and handling of exceptions
- Configure an agent in Claude without writing code: standing instructions, a context folder and the procedure packaged as a reusable command
- Connect the agent to the trainee's work tools (email and document storage), applying the principle of least privilege
- Run the agent on real work files and assess its outputs with a review checklist
- Define the guardrails for daily use and write them into the agent's configuration: human approval, stop and escalation rules, excluded data, run log
- Configure how the agent is triggered (manually or as a scheduled task) and check its first run
- Build a 30-day rollout plan with dated actions, the compliance checks to carry out and tracking indicators
Audience and prerequisites
Audience. Non-technical staff in every function: executive support, sales administration, business management, accounting, human resources, marketing and communications, quality, purchasing. Team and department managers who want to offload recurring tasks and give their employees the right tools. Freelancers and independent professionals who run their own back office. Anyone who can point to at least one repetitive process in their work whose rules they know well.
Prerequisites. No programming skills required. The training relies on graphical interfaces and on describing processes in plain language, and the trainee writes no code at all. Any technical elements that come up in the session are presented and explained step by step by the trainer. Comfortable with everyday digital tools (web browser, office suite, email, file manager). Some prior use of an AI chat assistant, even occasional (preferred but optional). Working knowledge of at least one recurring process in your role, including its rules and special cases.
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.
Official title in the training program: « Créer un agent IA pour ses automatisations métier avec Claude : de la tâche répétitive à l'agent qui tourne au quotidien » (Build an AI agent for your business automations with Claude: from a repetitive task to an agent that runs every day). 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?
Accessibility · results · complaints
Our quality commitments, our results indicators and the adjustments available to people with disabilities are published on a dedicated page.