AIPTDEst. 1995
Workshop · Automation

Building AI Agents: No Code Required

Design, build, and govern working AI agents for your own recurring tasks, without writing code: triggers, tools, oversight checkpoints, and a governance checklist for everything you automate.


AI is moving from chat to action. The same models that answer questions can now read an inbox, pull data from a spreadsheet, draft a response, file a document, and hand the result to a person for approval. Systems that do this are called agents, and they are rapidly becoming part of ordinary professional work beyond engineering teams.

This workshop teaches professionals to build working agents using no-code automation platforms and the AI tools their organizations already have. Across two hands-on sessions, you will build agents against your own recurring tasks: triaging messages, monitoring sources, assembling reports, and moving information between the systems you use every day.

The house emphasis on verification applies with particular force here: an agent that acts on your behalf needs scoping, oversight, and verification. You will learn how to build agents, and how to decide what they should and should not be trusted to do. You will leave with two to three working agents, a verification habit, and a one-page governance checklist for everything you automate next.


Participants will learn to:

  • Distinguish an agent from a chatbot and from simple automation, and recognize which tasks suit each
  • Build a working agent on a no-code platform: triggers, instructions, tools, and memory
  • Connect agents safely to email, files, calendars, and spreadsheets using least-privilege access
  • Design multi-step agent workflows with branching, error handling, and verification
  • Place human-in-the-loop checkpoints where judgment, risk, or money is involved
  • Estimate and govern running costs, and recognize when a task should not be automated at all
  • Apply a governance checklist covering data scope, permissions, logging, and failure modes

Topic Outline

Six Modules Across Two Sessions

Delivered across two hands-on sessions

Module 01Foundations

What an Agent Actually Is

  • Model, tools, and loop: the anatomy of an agent, and how it differs from a chatbot
  • Agent vs. automation vs. macro: matching the task to the lightest machinery that handles it
  • Where agents pay off first: the recurring-task patterns worth automating
  • Where they fail: ambiguity, judgment calls, and the tasks to keep human
Module 02First Build

Your First Agent, End to End

  • The no-code platforms and what each is good for
  • Triggers, instructions, tools, and memory: assembling the four parts
  • Build along: an inbox-triage agent that reads, classifies, and drafts
  • Testing against real inputs before trusting real outputs
Module 03Connections

Connecting Your Systems Safely

  • Connecting mail, drive, calendar, and spreadsheets
  • Least privilege: granting each agent the smallest access it needs
  • Data boundaries: what the agent may read, and what it must never touch
  • Credentials and accounts: keeping automation out of your personal identity
Module 04Workflows

Multi-Step Workflows That Hold Up

  • Chaining steps: monitoring into a summary, a summary into a filed report
  • Branching and error handling: what the agent does when a step fails
  • The lying-agent problem: why agents report success they did not earn
  • Verification patterns: spot checks, samples, and confirmation steps
Module 05Oversight

Oversight, Cost & Governance

  • Human-in-the-loop checkpoints: where approval gates belong
  • Logging and review: knowing what your agents did and when
  • Cost governance: usage-based pricing and keeping spend predictable
  • The do-not-automate list: judgment, relationships, and irreversible actions
Module 06Capstone

Ship an Agent for Real Work

  • Choose one recurring task from your actual week
  • Build, scope, and test the agent live with instructor support
  • Write the one-page runbook: what it does, what it touches, who reviews it
  • Capstone review: present your agent and its governance checklist

Upcoming Sessions

Cohort 01Live online

October 12 & 14, 2026

Schedule
9:00 AM – 12:00 PM PST
Tuition
US$495
Instructors
Josh Alpert
Cohort 02Live online

December 1 & 3, 2026

Schedule
9:00 AM – 12:00 PM PST
Tuition
US$495
Instructors
Josh Alpert
Cohort 03Live online

February 16 & 18, 2027

Schedule
9:00 AM – 12:00 PM PST
Tuition
US$495
Instructors
Josh Alpert

Programs can be customized for your organization. Delivered on-site, in-person, live-online, or asynchronously as a course library.
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