Business · All levels

Put AI to work in processes you can actually measure

A recorded programme that takes you from a structured audit to a mapped process, a working agent setup and a controlled pilot — without automating chaos.

Level: all levels6 modules · 24 lessons
  • 24 recorded video lessons
  • Audit and process-map templates
  • Agent setup walkthroughs
  • Lifetime access
  • 14-day money-back guarantee
See the curriculum

Why AI projects stall before they start

You have tried a few AI tools. Maybe you use a chatbot for drafts, or someone on the team has a subscription to a writing assistant. It helps here and there, but the real work still sits in the same place: messages pile up, requests get lost, documents are rebuilt from scratch, and the same questions come back every week.

The usual next step is to buy another tool or ask someone to 'add AI' to a process nobody has written down. That is where most projects lose momentum. Without a clear picture of how the work happens today, automation only makes the confusion faster. The team tries it for a while, the output is inconsistent, and the tool quietly stops being used.

This programme teaches the opposite route. You start with an audit of where time and attention actually leak, map the process as it works now, choose one priority candidate, and only then plan and build a controlled AI-assisted workflow. The goal is not to hand over judgement to a machine. The goal is to give repeatable work a reliable system, with a person still in the loop where it matters.

The lessons are recorded and self-paced. You work through the same stages used in a practical implementation project, using templates that keep the scope small enough to finish and honest enough to review.

What you will be able to do

By the end of the programme, you will have a documented first process and a pilot plan you can defend.

  • Run a structured AI audit of a business process

    Find the repeated work, handovers and decision points that consume time.

  • Map a process from trigger to handover

    Show inputs, outputs, roles, systems and the places where work waits.

  • Choose the first automation candidate by impact and risk

    Use clear criteria instead of picking the loudest complaint.

  • Write an implementation plan with roles and quality criteria

    Define scope, access, acceptance checks and a fallback route.

  • Brief and configure an AI assistant or agent for a defined role

    Turn a process step into a clear brief, context and test set.

  • Build a small knowledge base the team can trust

    Collect the rules, examples and answers an assistant needs to be useful.

  • Design a pilot on a limited part of the process

    Test quality before expanding, with human review at the right points.

  • Set up human review and escalation rules

    Decide what the system does, what it must not do, and when it calls a person.

  • Hand over a documented system with support notes

    Leave instructions, checklists and a plan for the next process.

6
modules
24
recorded lessons
7
templates and worksheets

The method: audit first, automate second

The programme follows a simple sequence: audit, process map, implementation plan, agent setup, pilot launch and handover. Each stage ends with a concrete artefact, so you are never left with a pile of theory and no next step. The audit is something you run yourself with the templates, not a vague conversation about 'using AI more'.

The audit looks at where time is lost: repeated messages, manual copying, approvals, follow-ups, document preparation, reporting and internal questions. You mark the points where a person makes a decision and the points where information moves between systems. That map becomes the basis for choosing one candidate process, not five at once.

The implementation plan turns the map into a small scope of work. It defines what the AI will do, what stays with a person, how access and data will be handled, what quality looks like, and what happens if a tool is unavailable. Only then do you build the assistant, agent or connection.

The pilot is deliberately limited. You test on real examples, review outputs with a human in the loop, collect feedback and decide whether to expand, pause or stop. The final module covers documentation, team instructions and a maintainable knowledge base so the system can survive after the initial enthusiasm.

How the course works

The course is delivered as recorded video lessons with worksheets and practical assignments. You can move at your own pace, pause between modules and return to the material when you are ready to apply it. There are no live sessions or one-to-one consulting included; the value is in the structured method and the templates you keep.

Each module ends with a short exercise that produces a usable artefact: an audit summary, a process map, a prioritisation score, an implementation plan, an agent brief, a pilot review or a handover document. You can complete the exercises for a real process in your own business, or use a realistic example if your current process is not ready to share.

The lessons are tool-agnostic. They show how to think about assistants, agents, prompts, knowledge sources and simple connections without tying you to one subscription. You can follow along with common tools, including free tiers where available, and adapt the setup to the systems your team already uses.

The programme

Six modules follow the same route used in a practical implementation engagement, rebuilt as recorded lessons and exercises.

  1. 1Module 1 — Audit: where time and attention leakFind the processes worth improving before choosing a tool.
    • Running a one-hour process audit without a consultant
    • Spotting repeated work, handovers and decision points
    • Separating a real bottleneck from a noisy complaint
    • Writing an audit summary your team can act on
  2. 2Module 2 — Process map and first candidateTurn the audit into a clear picture and one priority process.
    • Mapping the process as it works today
    • Marking inputs, outputs, roles and systems
    • Scoring candidates by impact, effort and risk
    • Choosing one priority process for the first pilot
  3. 3Module 3 — Implementation plan and rolesDefine a small scope of work with quality criteria and a fallback route.
    • Turning the process map into a scope of work
    • Defining what the AI does and what stays human
    • Setting quality criteria and acceptance checks
    • Planning access, data and a fallback route
  4. 4Module 4 — Building assistants, agents and connectionsBrief, configure and test an AI-assisted step in the process.
    • Writing a role brief for an AI assistant
    • Designing prompts, context and knowledge sources
    • Connecting an agent to a simple workflow
    • Testing outputs against real examples
  5. 5Module 5 — Pilot launch and quality controlRun a limited test, review outputs and decide what happens next.
    • Running a limited pilot without disrupting the team
    • Reviewing outputs with a human in the loop
    • Collecting feedback and fixing weak spots
    • Deciding when to expand, pause or stop
  6. 6Module 6 — Handover, documentation and supportLeave a system the team can use, check and maintain.
    • Writing rules for what the system must not do
    • Creating team instructions and quality checklists
    • Building a small, maintainable knowledge base
    • Planning support and the next process to improve

What you get

Every module produces a practical asset you can reuse in the next process.

  • 24 recorded video lessons

    Short, focused walkthroughs you can watch in order or return to by topic.

  • Audit scorecard and interview guide

    A structured way to collect evidence about where time is going.

  • Process mapping canvas

    A simple layout for triggers, steps, roles, systems and handovers.

  • Prioritisation matrix

    Score candidate processes by impact, effort, risk and readiness.

  • Implementation plan template

    Scope, roles, access, quality criteria and fallback planning in one place.

  • Agent brief and prompt worksheet

    Turn a process step into a clear role, context and test set.

  • Pilot QA checklist

    Review outputs, record issues and decide whether to expand.

  • Handover documentation template

    Rules, team instructions and support notes for a maintainable system.

  • Lifetime access to the lesson library

    Return to the material when you are ready for the next process.

Is this course for you?

This course is for you if…

  • Business owners who keep processes in their head and want a clearer system
  • Department managers whose teams spend hours on repeated actions
  • Operators and entrepreneurs losing the working day to messages, requests and admin
  • Sales and support leads who need requests and follow-ups to stop falling through
  • Project teams with data spread across tables, chats and separate services

Probably not a fit if…

  • People looking for a magic button or instant automation without process work
  • Teams unwilling to describe how the work happens today
  • Anyone who wants to automate chaos without a first review
  • Readers expecting guaranteed income, headcount cuts or specific business results
  • People looking for live consulting or a done-for-you implementation service

After the course

You finish with one process documented clearly enough that someone else can follow it. You have an audit summary, a process map, a prioritisation decision and an implementation plan with roles, access notes, quality criteria and a fallback route. That alone prevents the most common failure: buying a tool before understanding the work.

You also have a tested pilot design. You know which part of the process to start with, what the AI should produce, which examples to test against, where a person must review the output, and what evidence would make you expand or stop. The system is not presented as autonomous. It is a controlled assistant inside a process you understand.

Finally, you have handover material: rules for what the system must not do, team instructions, a quality checklist and a small knowledge base plan. You can use the same method on the next process without starting from a blank page.

Questions before you start

How much time do I need each week?

Most learners spend around two to three hours per week watching lessons and completing the exercises. The programme is self-paced, so you can spread it over more weeks or work through a module in one sitting if you already have the material ready.

Do I need technical skills or a developer?

No. The course is written for business owners, managers and operators. It explains the concepts in plain language and focuses on process design, briefs, testing and quality control. If your setup needs a developer later, you will have a clear specification to hand over.

How do I get access after payment?

After payment is confirmed, you receive access to the course library where the recorded lessons and worksheets are hosted. You can start immediately and work through the modules in your own order.

What format are the lessons in?

The lessons are recorded videos with supporting worksheets, templates and practical assignments. There are no live sessions. You watch, complete the exercise and keep the artefact for your own process.

How long does the material stay available?

You keep lifetime access to the lesson library, including the templates and any updates made to the course material. You can return to it when you are ready to improve another process.

What is the refund policy?

There is a 14-day money-back guarantee. If the programme is not right for you, request a refund within 14 days of purchase and the payment is returned according to the store policy.

Can I use my company's existing tools?

Yes. The lessons are tool-agnostic and teach a method you can apply to the systems your team already uses. Examples may use common assistants and automation tools, but the goal is to help you choose and test what fits your process.

Is this a live programme or personal consulting?

It is a recorded, self-paced programme. There are no live sessions, one-to-one consulting or done-for-you implementation included. You get the method, templates and recorded walkthroughs to apply yourself.

What if my processes are not documented yet?

That is a normal starting point. Module 1 begins with the audit and Module 2 shows how to map the process as it works today. You do not need polished documentation before you begin.

Start with one process, not the whole company

Work through the audit, choose a priority process and build a pilot you can review with evidence.