This isn't a survey of AI tools or a demo of everything that exists. It's a working session built around your real job. You'll bring a workflow you own, analyze where it slows down, identify the right AI application, write and test a prompt, and leave with a redesigned process you can implement immediately.
Every exercise connects to a single workflow thread you carry from the first module through the last. By the end of the session, you won't just understand the concepts. You'll have applied them to something that matters to you. Participants who complete the full-day session leave with two redesigned workflows, a tested prompt library for their most common tasks, and a method they've proven they can apply independently.
Looking for a half-day or open enrollment option for yourself or your team? Find our public course schedule here.
This course will earn you 7 PDUs
- Map a recurring workflow and identify the specific steps where time is lost, or rework occurs
- Match AI capabilities (Draft, Summarize, Extract, Analyze, Answer) to workflow problems based on the type of friction involved
- Structure an effective prompt using a 5-element framework that produces consistent, useful output
- Evaluate AI-generated output against a defined goal and iterate with targeted revisions
- Redesign a workflow to incorporate AI at the right point, with human review checkpoints built in
- Stress-test a redesigned workflow using structured peer review before implementation
- Document a before/after workflow comparison with a measurable success criterion
Who should attend Improving Your Workflows with AI (1 day) Course
This workshop is designed for anyone who does knowledge work and wants to get more done with less manual effort. No technical background is required. No prior AI experience is needed. If you have a recurring process that takes more time than it should, this session is for you.
Roles that benefit most include project coordinators, operations professionals, analysts, administrative professionals, team leads, and anyone who regularly produces written work, manages information, or coordinates across teams.
Prerequisites for Improving Your Workflows with AI (1 day) Course
Improving Your Workflows with AI (1 day) Course Outline
- Section 1: Welcome and Session Framing
- How to Analyze a Workflow: The 3-Question Method
- What AI Tools Do and Don't Do: Live Demo of 5 Capabilities
- Module 1: Map a Workflow You Own
- Module 2: Match the Right AI Capability to Your Workflow
- Module 3: Write and Test a Real Prompt
- Module 4: Redesign Your Workflow with AI Built In
- Share-Out
- Section 2: Same Method, Independent Application
- Module 5: Map Your Second Workflow
- Module 6: Match, Prompt, and Test
- Module 7: Redesign and Document
- Peer Review: Does This Hold Up?
- Share-Out and Close


