A hands-on, guided training program that enables participants to identify a real task from their daily professional activity and transform it step by step into an automated workflow using AI and automation tools.
Objectives
The objective of this course is to enable each participant to automate a concrete task from their professional activity using AI, in order to gain in productivity, reliability, and quality.
Is it for you ?
Professionals seeking to optimize their daily work, project managers, consultants.
Prerequisite
Basic knowledge of office tools and the Internet
Your benefits
Content
Introduction to Automation
- What is automation?
- Difference between traditional automation and AI‑based automation
- Concrete examples in companies
Identifying Repetitive Processes
- Analysis methodology: SIPOC, process mapping
Exercises:
- Analyze one’s own daily routine
- Identify time‑consuming tasks
Automation criteria:
- Frequency
- Volume
- Clear or unclear rules
- Tools used
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Introduction to Automation Tools
RPA
- How does a software robot work?
Use cases:
- Extracting data from emails
- Synchronizing files
- Automating reports
AI‑Based Automation
- AI agents (e.g., Copilot)
- Document analysis, OCR, classification
- Automated AI responses
Practical workshop
- Demonstration of a simple Power Automate flow
Design Methodology
- Define a clear business need
- Formalize the process steps
- Create a simple diagram
- Determine input and output data
Building an Automated Workflow
- Connecting to sources (SharePoint, Excel, emails, CRM…)
- Triggers: events, schedules, conditions
- Actions: creation, update, extraction, decision
- AI integration: automatic summarization, information extraction, text analysis
Practical Workshop: Creation of a Complete Scenario
Examples proposed based on level:
- Automation of customer request tracking: Extraction → AI classification → logging → notification
- Automatic generation of weekly reports
- Generation of intelligent automated responses
Testing, Optimization, and Deployment
- Identifying common errors
- Unit testing and end‑to‑end testing
- Measuring time saved
- Production rollout and documentation
💡 Useful information
Our training sessions are offered in Montreal or Quebec City, in person or in virtual format. Dates and locations are provided when you select your session below. If you have any questions regarding registration, schedules, the language of instruction, or cancellation policies, please consult our FAQ .
Trainers
Private or personalized training
Do you have several employees interested in the same training course? Whether in person at your offices or remotely in virtual mode, we offer private training courses tailored to your team's needs. Group rates are available. Contact us for more details or request a quote online.
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