Identify, design, and deploy automated workflows combining RPA and artificial intelligence
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.
Is it for you ?
Professionals seeking to optimize their daily work, project managers, consultants.
Prerequisites
Basic knowledge of office tools and the Internet
What You'll Walk Away With
- ✓ Identify automation opportunities using structured process analysis methods (SIPOC, mapping)
- ✓ Design clear workflows with triggers, actions, and data flows
- ✓ Implement RPA solutions for repetitive tasks such as emails, reporting, and data synchronization
- ✓ Integrate AI capabilities (classification, extraction, summarization) into business processes
- ✓ Test, optimize, and deploy automations while measuring productivity gains
Training content
1 Introduction to Automation
- What is automation?
- Difference between traditional automation and AI‑based automation
- Concrete examples in companies
2 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
3 Introduction to Automation Tools
4 RPA
- How does a software robot work?
Use cases:
- Extracting data from emails
- Synchronizing files
- Automating reports
5 AI‑Based Automation
- AI agents (e.g., Copilot)
- Document analysis, OCR, classification
- Automated AI responses
6 Practical workshop
- Demonstration of a simple Power Automate flow
7 Design Methodology
- Define a clear business need
- Formalize the process steps
- Create a simple diagram
- Determine input and output data
8 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
9 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
10 Testing, Optimization, and Deployment
- Identifying common errors
- Unit testing and end‑to‑end testing
- Measuring time saved
- Production rollout and documentation
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📌 Practical information
Our training sessions are offered in Montreal or Quebec City, in person or in a virtual classroom. Dates and locations are specified when you select your session below. If you have any questions, check out our FAQ.
Trainers
Upcoming information