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AI for Business Process Automation

Course Description:


This 3-day course explores how Artificial Intelligence (AI) can streamline, optimize, and transform core business processes. Participants will gain practical knowledge of using AI tools for automating tasks such as document processing, customer support, decision-making, and workflow integration. The course emphasizes low-code/no-code AI platforms, RPA (Robotic Process Automation), and enterprise-ready solutions for business users, analysts, and process designers.


Duration: 3 Days

Format: Instructor-led sessions with real-world case studies, tools demonstrations, and interactive labs

🔹 Day 1: Understanding AI and Business Automation

Session 1: Introduction to Business Process Automation (BPA)


  • What is BPA? Benefits and use cases
  • Traditional automation vs. AI-driven automation
  • Key areas for automation: HR, Finance, Operations, Customer Service


Session 2: Introduction to AI in Business


  • Types of AI used in BPA: NLP, ML, Computer Vision, RPA
  • Common AI tools and platforms (Power Automate, UiPath, ChatGPT, Azure AI)
  • AI capabilities for document understanding, chat automation, and data extraction


Session 3: Identifying Automation Opportunities


  • Process mapping and identifying inefficiencies
  • Automation maturity model
  • Selecting the right process to automate using AI


Lab Activities:


  • Map and analyze a simple business process
  • Use AI-based process mining tools (e.g., UiPath Process Mining or Microsoft Process Advisor)
  • Identify tasks suitable for automation in your organization


🔹 Day 2: Implementing AI-Powered Automation

Session 1: Using AI for Document & Data Automation


  • Extracting data from forms, invoices, emails
  • Tools: Azure Form Recognizer, Google Document AI, Power Automate AI Builder
  • Automating document classification and routing


Session 2: Conversational AI and Virtual Assistants


  • Chatbots for internal/external processes
  • Tools: Power Virtual Agents, Dialogflow, ChatGPT
  • Integrating bots into websites, Teams, or Slack


Session 3: RPA + AI = Intelligent Automation


  • Overview of Robotic Process Automation (RPA)
  • Combining RPA with AI for smart decision-making
  • Example: Automating invoice processing from email to ERP


Lab Activities:


  • Build a document automation flow using AI Builder in Power Platform
  • Create a basic chatbot using Power Virtual Agents or ChatGPT API
  • Design an end-to-end automation workflow using RPA + AI


🔹 Day 3: Real-World Applications and Project Work

Session 1: AI-Powered Decision Making


  • Using AI for classification and prediction tasks (ML models)
  • Forecasting and intelligent recommendations
  • Tools: Excel + AI, Power BI + AI visuals, AutoML platforms


Session 2: Automation at Scale & Governance


  • Deployment considerations (security, scalability, monitoring)
  • Human-in-the-loop and fallback mechanisms
  • Compliance, ethics, and responsible AI use


Session 3: Capstone Project + Innovation Showcase


  • Teams/individuals develop an AI automation use case
  • Present business problem, automation design, and expected benefits
  • Review and feedback session


Lab Activities:


  • Implement a mini AI model using a no-code AutoML tool
  • Design a governance strategy for AI automation
  • Finalize and present capstone project


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