Course : n8n: Automate Workflows and Integrate AI
Practical course - 2d
- 14h00 - Ref. N8A
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 | Identify and define a business process that can be automated in order to assess the expected benefits and the suitability of automation |
| Design and build an n8n workflow without coding, from the trigger to the actions performed |
| Connect multiple business applications and transform the data flowing between them |
| Integrating a generative AI step into an automation workflow and ensuring its secure execution |
Intended audience
Administrative assistants, data managers, operations managers, project managers, support staff, and professionals who want to automate recurring tasks or processes across multiple applications.
Prerequisites
Proficiency with a web browser and common office applications or SaaS tools. Ability to work with simple data in a spreadsheet or CSV file. No programming skills are required.
Course schedule
1 Identify opportunities for automation
- Principles of Process Automation and the Role of No-Code Platforms.
- Assessment of the benefits, limitations, and relevance of automation.
- Distinction between simple workflows and complex, cross-application processes.
- Mapping of the necessary data, applications, and management rules.
- n8n's Position in the Automation Tools Ecosystem.
Hands-on work
Analysis of a business process and identification of steps that can be automated.
2 Discover n8n and build your first workflow
- Navigating the dashboard and the workflow editor.
- Creating, naming, and organizing workflows.
- The Role of Nodes, Connections, and the Execution Flow.
- Types of triggers: manual, scheduled, event-based.
- Adding and configuring action nodes, sequencing steps.
- Reviewing executions, logs, and intermediate results.
Hands-on work
Design and implementation of a simple automation system based on a business scenario.
3 Connect Your Applications and Data
- Connecting business applications using n8n's native nodes.
- Configuring credentials and authentication mechanisms.
- Principles of APIs and Data Exchange Between Services.
- Implementing webhooks to trigger a workflow from a third-party application.
- Mapping data across multiple applications.
Hands-on work
Creating a workflow connected to multiple business applications.
4 Transform and Analyze Data
- Data Structure and JSON Object Manipulation.
- Selecting, renaming, and transforming fields.
- Using expressions to process data from one node to another.
- Filtering and conditional routing of processing.
- Combining multiple data sources.
- Handling Missing Data and Special Cases.
Hands-on work
Data transformation, filtering, and consolidation within a workflow.
5 Enhancing Workflows with AI
- The Role of Generative AI in an Automation Workflow.
- Identifying high-value tasks for AI processing.
- Connecting an AI service to a workflow and configuring the calls.
- Automatic analysis, classification, and synthesis of content.
- Extraction of structured information from unstructured content.
- Verification of the results produced before an action is triggered.
Hands-on work
Integrating an AI step into a workflow to automatically analyze and process an incoming request.
6 Test, secure, and monitor your automation systems
- Testing a workflow on representative datasets.
- Handling errors, follow-ups, and unforeseen situations.
- Protection of credentials and data processed by workflows.
- Execution monitoring, logging, and alerting mechanisms.
- Best Practices for Documenting and Commissioning an Automation System.
Hands-on work
Improving the reliability and monitoring of an existing workflow.
7 Implement end-to-end business automation
- Analysis of a business need and definition of the process to be automated.
- Design and structuring of the target workflow.
- Application connectivity and data flow.
- Application of business management rules.
- Incorporating an AI step and verifying the results.
Hands-on work
Development and presentation of a complete business workflow using n8n.
PARTICIPANTS
Administrative assistants, data managers, operations managers, project managers, support staff, and professionals who want to automate recurring tasks or processes across multiple applications.
PREREQUISITES
Proficiency with a web browser and common office applications or SaaS tools. Ability to work with simple data in a spreadsheet or CSV file. No programming skills are required.
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
Administrative assistants, data managers, operations managers, project managers, support staff, and professionals who want to automate recurring tasks or processes across multiple applications.
PREREQUISITES
Proficiency with a web browser and common office applications or SaaS tools. Ability to work with simple data in a spreadsheet or CSV file. No programming skills are required.
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TEACHING AIDS AND TECHNICAL RESOURCES
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
This programme is an original creation, developed by the teaching teams at ORSYS Formation. Any reproduction, representation, adaptation or use, in whole or in part, without the prior written authorisation of ORSYS, is strictly prohibited. ORSYS reserves the right to take any action necessary to protect its intellectual property rights.
This programme is an original creation, developed by the teaching teams at ORSYS Formation. Any reproduction, representation, adaptation or use, in whole or in part, without the prior written authorisation of ORSYS, is strictly prohibited. ORSYS reserves the right to take any action necessary to protect its intellectual property rights.