← All workshops
Agents & Automations Series

Building AI Agents & Automations

Four hands-on sessions that turn AI into a workforce — automations and agents that quietly handle the busywork, so you and your team spend your hours on the work only you can do.

The sequence

Put AI to work

Four 2-hour sessions · optional +1-hour guided lab per session

Session 01

Automation Foundations

Where automation pays off — and how to build your first one.

  • Workflow mapping — finding the repetitive tasks worth automating
  • Triggers & actions — the building blocks behind every automation
  • No-code platforms — Zapier, Make, and native app automations
  • Connecting your stack — email, calendar, docs, and your CRM
  • Reliability — testing, error handling, and human checkpoints
  • First automation — ship one live for a real task in the room
Session 02

Building AI Agents

From rigid automation to something that can think.

  • Agents vs. automations — when to use which
  • Tools & connectors — giving an agent hands to act
  • Instructions & memory — behavior that persists across runs
  • Multi-step tasks — planning, acting, and self-checking
  • Guardrails — approvals, limits, and safe defaults
  • Build an agent — one that handles a real inbox or task
Session 03

Automating the Business

The recurring rituals — running on their own.

  • Scheduled routines — work that runs on its own clock
  • Document pipelines — intake, extract, summarize, and file
  • Data & reporting — dashboards that refresh themselves
  • CRM & follow-up — enrichment, nudges, and pipeline hygiene
  • Smart notifications — the right alert at the right moment
  • Build a routine — automate a weekly ritual end to end
Session 04

Orchestration & Scale

Many moving parts — working together and holding up.

  • Multi-agent workflows — agents that hand off to each other
  • Monitoring — knowing the moment something breaks
  • Cost & limits — running lean as volume grows
  • Access & governance — who's allowed to run what
  • Documentation — so your team can maintain it without you
  • Rollout plan — deploying it across the team
Pricing

Options

Core $9,500

Four 2-hour sessions. 8 hours of training.

Core + Labs $14,500

Four sessions plus four 1-hour guided building labs. 12 hours of training.

Core, Lab + Support $19,500

Core + Labs, plus prebuilt assets. Ongoing async help available as an AI Counsel retainer.

Executive 1:1 $7,500

The full series, one-on-one — four 90-minute sessions for a single leader.

Each price covers a cohort of 2–10. For 11–15, add $750 per person, per tier; groups over 15 split into multiple cohorts. Run more than one cohort and 15% comes off all pricing — the first cohort included.

Offered as a complete series — sessions aren't sold individually. Travel beyond one hour of Fort Wayne, IN billed separately.

Request a proposal →