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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.

Interested in an expanded version? Book our 1-day course version as a private event for your company.

This course will earn you 3.5 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
Virtual Instructor-Led Training 4 hours

Who should attend Improving Your Workflows with AI (1/2 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 (1/2 day) Course

No previous AI experience is required. To participate fully in the hands-on exercises, participants should: Have access to an AI tool approved by their organization or IT/compliance team. Complete the provided pre-work checklist before attending. Come prepared to identify a recurring work process or workflow they can examine and improve during the workshop. Because participants will work with AI tools during the course, they should follow their organization's policies regarding confidential, proprietary, personal, or otherwise sensitive information.

Improving Your Workflows with AI (1/2 day) Course Outline

  • 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 and Close

Resources