Design and try an AI-supported workflow for a task in your team. Work through a checklist and two requests, then keep the checklist and worked examples for later suitable tasks.
You work on a task from your own area, such as answering recurring service enquiries. Using a supplied workflow template, you map the steps from receiving a request to checking the response. You choose the sources and decide what a response must contain. You then try the workflow with two examples: one has all the information needed, while the other is missing an important detail. You check the outputs against the sources and repeat one test with the same inputs. Use any differences to improve the workflow and decide when a person needs to step in.
A service case with an FAQ and two sample enquiries illustrates each step. Finally, you compare the new workflow with your current approach, including the time needed for checking and correction. You record how your team can use and review the workflow next.
Keep a personal AI work card containing your task, selected sources, review criteria, improved instructions and worked examples. Reuse the procedure for the next suitable task.
What you will work on
Divide a recurring task into steps for the team and AI
Choose sources and define what the result must contain
Try a workflow with two examples and assess differences in the results
Check AI responses against sources and decide when a person needs to intervene
Who it is for
Managers with team or process responsibility
Functional owners in operations, customer service or analysis
Project leads designing AI use for their teams
Topics
Choosing a recurring task and a suitable part for AI
Selecting information and sources for the task
Designing the steps from request to review and handover
Working through two examples, including one with missing information
Repeating a test and checking results against sources
Planning effort, responsibilities and the next use with your team
Your result
Your AI work card records the task, sources and review criteria. Together with the completed checklist and two examples, it helps you reuse the workflow for suitable tasks and check responses for missing information and support from sources.
Prerequisites
Professional responsibility for processes, projects or teams is expected. Programming skills and your own API key are not required.
Format and approach
The course is planned as HTML-based self-study. You work with a workflow template, a service case, two sample enquiries and OpenCode. Short dialogues, step-by-step help and annotated examples support you as you work on your own task.
Planned learning time: 3 hours of active learning, plus breaks
Redesign a business process within your area of responsibility. First map the current workflow and identify steps that could be removed or simplified without AI. Then design an AI-supported alternative, specifying who decides, checks the results and handles exceptions.
Together, set up an AI team for an organisational process. Allocate tasks to roles, design handovers and establish human decision rights. Test and improve the workflow using agreed cases to inform a decision on further use.
An AI agent can sort purchase-order discrepancies and prepare a draft for a caseworker. Set up an example agent, run it on practice data and observe how it handles the task.