Using Process Flows (Automations)
Mapping Business Processes into Simple Flow Diagrams
Review how to visually break down tasks into step-by-step flows for example, charting how a new customer inquiry moves from a website form to CRM entry to follow-up.
Identifying Tasks Best Suited for Simple Automations
Learn when predictable, repeatable steps should use rule-based automation such as automatically sending appointment confirmations or updating inventory records when a sale is made.
Recognizing When A.I. Agents Add Value
Explore scenarios where decisions and interpretation are needed like an A.I. agent reviewing customer emails to determine urgency, intent, and next actions instead of following a fixed rule.
Side-by-Side Process Flow Examples (Automation vs Agent)
Students compare real workflows:
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A simple automation moves support tickets to the right folder based on keywords.
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An A.I. agent reads the full message and understands the issue before routing it.
OR:
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An automation posts daily metrics to a dashboard.
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An A.I. agent analyzes the metrics and highlights problems and opportunities.
