Corporate Training · AI Agents · Work Automation
AI Agent and Workflow Automation Training
Who it's for
Office and administrative staff and team leaders who have used generative AI — no coding experience required
Training hours
2-hour special lecture · 4-hour half-day · 8-hour full-day
Deliverable
Automate 3 recurring tasks in a full-day session + time-savings calculation sheet
How it works
On-site or live on Zoom · Hands-on with laptops
Hands-on tools
Claude (file automation and internal web apps), with a comparison of n8n and Make to help you choose
What comes after the chatbot?
Even with the same AI, the human role differs. This training focuses on the middle column: you build automations that run defined tasks the same way every time, and get a feel for moving on to agents.
Chatbot
Ask and get an answer
What people do: ask a question every time, copy and paste the answer, and edit files by hand
e.g. "Summarize this table for me"
Workflow Automation
Runs the same fixed sequence every time
What people do — state the rules once at the start, then just review the results
Example: collect 12 department Excel files, align the formats, merge them, and produce a summary table highlighting only the changes
AI agents
Takes a goal, chooses the steps it needs on its own, and uses tools
What people do — set the goal and the red lines, and approve interim results
Example: "Find clients whose contracts expire this month and draft renewal notices." The agent decides the order itself: find files, filter, write.
Which tasks to automate first
Tasks that automate well get a "yes" to all three questions. In the first session, each participant picks their own task using this standard.
- Can the input be exported as a file?If you can download it as Excel, CSV, PDF, or a document, it will work in most cases. If it is only visible on an internal system screen, we first look for a way to export it.
- Can you explain the processing rules in words?If the rule comes out as a sentence, such as "exclude employees with under one year of service, and include only those with 5 or more remaining leave days," it is easy to automate. Tasks where judgment varies from person to person come later.
- Is the output format fixed?If the result is the same table, document, or email every time, automation works best. Sketch the output on one page first, and half the work is done.
How many hours a year do you spend on that task?
××=
Based on 48 weeks a year. Automate the tasks with the biggest numbers first, and the training pays for itself fastest.
Examples of repetitive tasks by job function
These are automations that training managers actually share in their communities, and the tasks participants pick most often in hands-on sessions. We swap in your company’s own tasks, collected in advance.
| Job function | Repetitive tasks | Input | Process | Output | How it’s built |
|---|---|---|---|---|---|
| HR | Identifying employees for annual leave promotion and drafting notices | Hire-date and leave-usage Excel file | Calculate eligible employees by the rules | List of target employees + draft individual notices | File automation |
| HR | Collecting headcount and payroll files by department | Multiple department Excel files | Merge into one format and flag month-over-month changes | Consolidated ledger + summary of changes | File automation |
| HR | Headcount lookup | HR master Excel | Totals by department, grade, and tenure | A lookup screen you filter and browse | Business web apps |
| Sales | Sales and profit summary by client | Excel exported from an ERP | Totals by client and month-over-month comparison | Summary table + chart | File automation |
| Sales | Bulk quote generation | Item and unit-price list + request list | Filling in forms and calculating VAT | Quote files by client | File automation |
| Finance | Month-end deposit and withdrawal reconciliation | Bank transactions + ledger | Case-by-case matching and flagging mismatches | Mismatch list | File automation |
| CS | Complaint type statistics | Consultation log spreadsheet | Type classification · weekly aggregation | Weekly report table | File automation |
| General Affairs & Legal | Contract and permit expiry alerts | Contract list Excel file | Filter those expiring within 30 days | Deadline-ordered view screen | Business web apps |
| Planning | Compiling and summarizing team weekly reports | Per-member report documents | Extract key points, issues, and requests | One-page weekly team report | File automation |
| Training | Enrollment and completion by course | Registration responses · attendance sheet | Totals by course and a list of employees who have not completed | Completion status table + list of employees to notify | File automation |
Curriculum — three program options
Minutes reflect hands-on time only; breaks are spread between modules. If you prefer a multi-day format with on-the-job assignments in between, please ask us.
2-hour lectureNo laptop needed
No laptop is needed. The instructor demonstrates, start to finish, how three repetitive tasks get automated, and participants fill in a one-page 'My Work Automation Plan' on their smartphones to take back with them.
20 min
After chatbots, workflows
Using real cases, we explain how chatbots, work automation, and AI agents differ, and how the work people do will change.
25 min
Breaking your work into input, processing, and output
Pick one repetitive task, break it into input (I), processing rules (P), and output (O), then calculate annual hours as frequency × time spent.
45 min
Demo — watching 3 repetitive tasks get automated
In front of participants, we build the real thing: collecting files from each department → generating documents in bulk → a lookup web app. You give instructions by voice and watch as errors are fixed by voice, too.
20 min
Choosing tools and security rules
We cover the criteria for choosing among Claude, n8n, Make, and Power Automate, and which data must never be entered.
10 min
Finish your automation design document · Q&A
You email the design document to yourself and decide the first step to try the very next day.
4 hours, half dayLaptop hands-on
On their own laptops, each participant completes two file automations. You get hands-on practice with one shared exercise, then run one of your own tasks through to the end.
30 min
After chatbots: workflows and the input-process-output way of thinking
Start by setting the criteria that separate what can be automated from what cannot (a three-line suitability check).
30 min
[Hands-on] My repetitive tasks worksheet
Write up one task to automate as input, processing rules, and output, then set priorities by frequency × time spent.
30 min
Folder connection, instructions, and verification checklist
The principle of connecting only your working folder, instructions that specify input, rules and output format (down to the saved file name), and a checklist for verifying results.
90 min
[Hands-on] File automation: ① shared exercise · ② your own work
① Together, you compile Excel files from each department into a change summary table; ② then you automate your own task from the worksheet.
40 min
Fixing by voice · common sticking points · security rules
How to fix one thing at a time, common mistakes such as an unconnected folder, vague instructions and skipped verification, and the principle of using dummy or pseudonymized data.
20 min
Calculate time saved, present, and choose your next automation
Record time before and after adoption in numbers, then choose the second task to automate.
8 hours, full dayHands-on with laptops
You automate three repetitive tasks: one shared exercise built together, one automation of your own work file, and one web app for your own work that turns input into results. You also take away how to share what you built with your team.
40 min
Why AX matters now + the Input-Process-Output way of thinking
Start with one task you repeat every week, not company-wide DX. How to tell structured (easy) from unstructured (hard) work.
30 min
[Hands-on] My repetitive tasks worksheet
If the output is a file, use file automation; if you need a screen, use a business web app. You choose which fits your work.
30 min
Folder connection, instructions, and verification checklist
A principle of never connecting sensitive folders, plus a checklist for reviewing results.
100 min
[Hands-on] Automation ① Common exercise · ② Automating your own work files
After practicing with a shared exercise, each participant completes a task from their own worksheet as a file automation.
30 min
Fixing by prompt · common sticking points
How to request one change at a time — adding data, changing formats, adjusting filters — and the five most common mistakes.
40 min
Vibe coding: building a quote calculator together
Instead of code syntax, you describe the result you want in plain words. Five steps: what → check the structure → generate and preview → refine by talking → save.
110 min
[Hands-on] Automation ③ My Work Web App
Build the screen that fits your work: a lookup dashboard, deadline alert, calculator, or document generator.
40 min
Sharing, always-on automation and security practices
How to share a finished web app only with the people who need it, how to design always-on automation that runs at set times or when files arrive in a folder, and how to back up a working version.
30 min
Tool selection criteria — compared with n8n, Make, and Power Automate
Where the approach you used today and workflow tools each fit, and which to choose for your company's environment.
30 min
Present time saved and a plan to roll out across the team
Present before-and-after results in numbers, then make an action commitment: use it on real work 3 times and share it with 1 colleague.
What you take home
- A one-page automation blueprint for your own work: inputs, processing rules, outputs, and success criteria
- Your finished automations (file automation and a work web app) and the instructions to rerun them
- Time-savings calculation sheet — frequency × time required, before and after adoption
- A list of data that must not be entered, and tips for pseudonymization
- A shortlist of tasks to automate next
Which tool to use — compared with n8n, Make and Power Automate
Hands-on work uses Claude, which lets you finish a working result in one day on a single laptop, with no installs or app connections. Workflow tools are covered as criteria for choosing what fits your company’s environment.
| Tools | How it’s built | Best-suited tasks | Check first | In this training |
|---|---|---|---|---|
| Claude Desktop · Cowork | Connect a working folder and give instructions in plain language | Reading Excel, PDF, and documents and producing new files | Paid subscription · Access from the corporate network | Hands-on |
| Vibe coding (Claude) | Describe the screen and behavior you want in plain words, and the code is generated | A small business web app that returns results from your input | Sharing scope · version backups | Hands-on (full day) |
| n8n | Connect blocks (nodes) with lines to build a sequence | Always-on automation linking multiple services · can be installed on your own server | Who will install and run it | Comparing selection criteria |
| Make | Draw scenarios on a web screen to connect apps to each other | Connecting email, spreadsheets, and messengers | Usage-based billing · data passes through an external service | Comparing selection criteria |
| Power Automate | Build flows inside Microsoft 365 | Repetitive work across Outlook, Excel, Teams and SharePoint | Company license tiers | Comparing selection criteria |
| RPA | Records and replays a person’s on-screen actions | Repetitive data entry on internal system screens that have no integration option | Stops when the screen changes | Concept intro |
Security and privacy — four rules we follow in the hands-on sessions
- Never enter real personal dataResident registration numbers, bank account numbers, customer personal data, and confidential documents are not used in the hands-on sessions. We work with dummy data that matches only column names and formats, or with pseudonymized copies.
- Connect only the working folderNot the whole desktop or a shared drive — just one folder set up for practice.
- Confirm your company account and internal AI policy firstSo that work files never end up in personal free accounts, we settle the company account and your internal AI usage policy before rollout. If you don’t have a policy yet, we walk through the draft items together in training.
- Keep a human checkpointHard-to-reverse steps such as outgoing email, approvals, and payments are never sent automatically. We design them to go out only after a person approves.
How we run it in the classroom
Participants open the hands-on portal on a smartphone or laptop and fill in, step by step: 'repetitive task → bottleneck → frequency × time spent → fit → one-sentence tool pick.'
The instructor screen shows in real time who is at which step and who is stuck with a hand raised. It turns the exercise into one where we reach those who are falling behind first.
Once the design is done, it is turned into a brief for the AI and emailed to the participant, so they can keep building the day after the training.
Finish installation and login before training with the pre-training setup guide, and you can start hands-on practice from the first hour.
Why this training — We read 40 public post titles from HR and training manager communities that contained 'automation, agent, workflow, no-code.' Far more posts shared automations that managers had built themselves than asked for training or adoption help — meaning what is needed is not a concept lecture but time to build it for your own work. (As of September 2026)
Courses you can combine
The program on this page combines the courses below. If your goal is clear, you can also run a single course as is.
Hands-On Work Automation with AI Agents
8 hours
The basis of the 8-hour format on this page: each participant completes one file automation and one work web app on their own laptop in a single day.
View course details →
Using Claude Cowork's Core Features
4 hours
The basis of the 4-hour half-day program — from Cowork setup to building and deploying your own automation tool, all in 4 hours.
View course details →
Work Automation Vibe Coding for Office Professionals, Starting with Claude Code
6 hours
Go deeper on automation that needs a screen — a 6-hour course on building and sharing business web apps in plain language.
View course details →
Practical Introduction to Agentic AI
4 hours
Go deeper on how agentic AI works, advanced Cowork practice, and a comparison of multi-agent platforms to sharpen your tool-selection criteria.
View course details →
AX Workshop - Business Innovation Starting with AI Agents
4 hours
For executives and team leaders — a 4-hour workshop to assess where you stand, try Claude hands-on, and build an action plan.
View course details →
B2B Sales Lead Generation Automation with AI Agents
4 hours
For sales teams — a 4-hour course that links the whole sales flow with agents, from lead classification to a web app that generates tailored proposals.
View course details →
Setting up a Claude team with company accounts
2 hours
For adoption prep: create a Claude team with your company account, then follow along through inviting members and verifying setup in 2 hours.
View course details →
Employment insurance refund
Nanum Consulting’s on-site corporate training is not an employment insurance refund (employer-commissioned training) program
To receive an employment insurance refund, training must be delivered as commissioned training under a course approved by the Ministry of Employment and Labor. Nanum Consulting does not hold training course approval, so our on-site training is not eligible for refunds.
If a refund is a requirement for budget approval, please tell us at the inquiry stage. We will point you to a route that fits that requirement, and if we are not the right fit, we will say so. Finding out after the fact that no refund is available is far worse for everyone.
On-site training inquiry · Quote
Tell us the format (2, 4 or 8 hours), the number of participants and the tasks you want to automate, and we will send a program proposal and quote within 24 hours.
FAQ
Can I follow along without any coding knowledge?
Yes. You won’t learn code syntax. You break a task into input, processing, and output, describe the result you want in words, and AI builds the automation and web app. Most of the training time goes to deciding what to ask for, checking the results, and refining them by talking.
Do you also run n8n or Make hands-on sessions?
Core hands-on work uses Claude, because you can finish a working result in one day on a single laptop with no installs or app connections. For n8n, Make, and Power Automate, we compare selection criteria for which fits which company environment. If your company already uses a specific tool, tell us when you inquire, and we will first let you know whether the program can be run with it.
What do participants need to bring?
A laptop, a paid Claude subscription (needed for the file automation and web app features), and one repetitive task you want to automate along with a sample file. Please prepare the sample using dummy or pseudonymized data. If you complete installation and login before the session using our pre-session setup guide, the first hour can go to hands-on work. The 2-hour lecture works on a smartphone alone, with no laptop.
What if installing software is blocked on our company PCs?
Even PCs where installation or virtualization settings are locked down can run the hands-on exercises in the cloud. The pre-training guide covers PC requirements and how to run in the cloud, so we recommend testing on one participant PC about a week before the session.
Is it safe to upload our company data?
Hands-on sessions use dummy or pseudonymized data by default. Within the course, participants also learn security practices: never upload personal information, account numbers, or confidential documents; connect only one working folder; and design any step that sends data outside so that a person approves it.
Do we need to take a generative AI basics course first?
If you have used a chatbot for work even a few times, you can join right away. If many of your employees are new to it, we recommend running the industry-specific employee AI training (basics) first, or combining both in one day: basics in the morning, automation in the afternoon.
Does hands-on practice work with a large group?
In hands-on training, the instructor needs to see the moment a participant gets stuck. With the practice portal, we check during class who is at which step and help those who raise a hand first. For larger groups, we also propose splitting into multiple sessions.
Is Employment Insurance reimbursement available?
No. Nanum Consulting’s on-site corporate training is not an employment insurance refund (employer-commissioned training) program. If a refund is a must-have for budget approval, please tell us at the inquiry stage. If we are not the right fit, we will say so.
Related pages
🤖 Industry-Specific AI Training for Employees (Basics)🧭 AI Readiness Assessment🎬 Online Course · Claude Cowork Basics in Practice🧾 Training Quote Calculator