Automation & AI Course 02
AI Automation and AI Agents
Learn to design automation systems that combine AI with the tools businesses already use. The course covers automation thinking, Make.com, Zapier and n8n, and how to build AI agents and chatbots that handle real business tasks.
Course Introduction
Learn how to build intelligent automation systems using AI tools, Make.com, Zapier, n8n, and practical business integrations.
What you will learn
- Identify business processes that are worth automating
- Build multi-step automations in Make.com and Zapier
- Create and manage workflows in n8n
- Connect AI models to business workflows
- Design AI agents and chatbots with clear instructions and safeguards
- Test, monitor and document automations
Curriculum
Module by module.
7 modules
Course outlines show the topics covered. Schedules, fees and the training format are shared when you enquire.
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Module 01 Automation Fundamentals
Main topics
- Triggers, actions and data flow
- Mapping a business process
- Choosing the right tool for the job
- APIs and webhooks in plain language
Practical exercise
Map a real business process and identify automation opportunities.
Learning outcome
Recognise where automation saves time and how to plan it.
Skills developed
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Module 02 Make.com Scenarios
Main topics
- Modules, routers and filters
- Mapping data between apps
- Error handling
- Scheduling and running scenarios
Practical exercise
Build a scenario that routes form submissions to a spreadsheet and an email notification.
Learning outcome
Build reliable multi-step scenarios in Make.com.
Skills developed
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Module 03 Zapier Automation
Main topics
- Single and multi-step Zaps
- Paths and conditional logic
- Formatter and utilities
- Connecting common business apps
Practical exercise
Automate lead notifications across several apps with Zapier.
Learning outcome
Automate everyday tasks between popular apps with Zapier.
Skills developed
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Module 04 n8n Workflows
Main topics
- Nodes and credentials
- Expressions and data handling
- Branching and loops
- Webhooks and triggers
Practical exercise
Recreate an earlier automation in n8n and compare the approaches.
Learning outcome
Build flexible workflows in n8n and choose between tools with confidence.
Skills developed
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Module 05 AI Integrations
Main topics
- Using OpenAI models inside workflows
- Writing prompts for reliable results
- Structured outputs for automation
- Classification and summarisation
Practical exercise
Add AI summarisation and lead qualification to a workflow.
Learning outcome
Use AI models as dependable steps inside business automations.
Skills developed
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Module 06 AI Agents and Chatbots
Main topics
- How agents use instructions, tools and memory
- Designing chatbot conversations
- Knowledge sources
- Safeguards and handing over to a person
Practical exercise
Build an AI assistant that answers common questions and escalates to a person when needed.
Learning outcome
Design AI assistants that are helpful and know their limits.
Skills developed
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Module 07 Business Integration and Delivery
Main topics
- Connecting automations to CRMs
- Testing and monitoring
- Documenting automations
- Handing over to a client or team
Practical exercise
Deliver a documented automation for a sample business.
Learning outcome
Deliver automations that others can understand, use and maintain.
Skills developed
Practical Exercises
What you will practise
- 01Map a business process and plan its automation
- 02Build the same automation in Make.com, Zapier and n8n
- 03Add AI steps for summarising and qualifying leads
- 04Build and test an AI assistant with a human handoff
Skills
Skills you can develop
- Process Mapping
- Make.com
- Zapier
- n8n
- Prompt Design
- AI Agents
- API Integrations
Who It Is For
Who should take this course
- Professionals who want to automate repetitive work
- Freelancers who want to offer automation services
- Business owners exploring practical AI
- CRM and GoHighLevel specialists expanding their skills
Prerequisites
- Basic computer and internet skills
- Familiarity with everyday web apps such as email, spreadsheets and online forms
Training Details
Format, schedule and enrolment
Duration, schedule, fees and the training format are shared when you enquire, so you always receive current information.
Request Course DetailsQuestions
Frequently asked questions
Which tools does the course cover?
The course works with Make.com, Zapier and n8n for automation, and with AI models such as those from OpenAI for the AI steps, agents and chatbots.
What will I build?
Each module includes a practical exercise, from a simple form-to-spreadsheet automation to an AI assistant that answers questions and hands over to a person.
How long is the course and how is it delivered?
Duration, schedule and training format are confirmed when you enquire, so you always receive current information. Send us a message and the MentorFold team will share the details.
Interested in AI Automation and AI Agents?
Send us a message and the MentorFold team will share the schedule, fees and format for this course.
Enquire About This Course