Course : n8n, AI agents for sales and marketingBuild AI agents and automate sales and marketing with n8n
Practical course - 2d
- 14h00 - Ref. N8N
|
Download in PDF format
Share this course by email
 | Understanding the Basics of Automation |
| Exploring the concepts of AI agents and their integration into n8n workflows |
| Mastering the Creation, Import, and Use of n8n Templates |
| Implementing practical solutions: AI automation, AI agents, and RAG |
| Develop practical, real-world case studies for sales and marketing |
Intended audience
Marketing managers, sales representatives, business developers, and CRM managers.
Prerequisites
Proficiency in using computers. A general understanding of generative AI.
Practical details
Hands-on work
A balance of theory and practice.
Teaching methods
The instructor assesses the participant's learning progress throughout the training course using multiple-choice questions, role-playing exercises, hands-on activities, and more.
Course schedule
1 Introduction to Automation
- What is automation?
- The Challenges of Automation.
- What is n8n? Comparison with Zapier/Make.
- Overview of the n8n ecosystem and its integrations (more than 400 apps).
- n8n deployment options: cloud, on-premises, server.
Storyboarding workshops
Discussions on automation accessible to non-technical roles, enabling sales and marketing teams to create their own solutions without relying on IT teams.
2 n8n Interface and Basic Concepts
- The n8n visual editor (Canva) and its features.
- Overview of the main node types: Triggers, Actions, Flow, and Core nodes (Code, Webhook, HTTP Requests).
- Data Referencing Between Nodes: Static Data vs. Dynamic Data.
- How do I import a template into n8n?
Hands-on work
Log in to n8n and explore the interface.
3 Automation with n8n
- Run an automation.
- Use the conditions and connections.
- Working with data.
- Perform actions in applications.
- Use HTTP requests and integrate external APIs (e.g., Perplexity).
- Handle errors and debug workflows.
Hands-on work
Getting Started with n8n: Configuring a trigger, working with data, and managing conditions and actions in applications.
4 Introduction to AI Agents
- What is an AI agent?
- Agentic versus non-agentic workflows.
- Use cases for an AI agent and its limitations.
- Basic Principles of Prompt Engineering for AI Agents.
Storyboarding workshops
Discussion on use cases for AI agents in sales and marketing teams.
5 Exploring AI Nodes in n8n
- Basic LLM Chain: Calling an AI Assistant.
- Information Extractor: Structured Information Extraction.
- Sentiment Analysis: Sentiment and Tone Analysis.
- Text Classifier: Automatic Text Classification.
- Summarization Chain: Automatic document summarization.
- AI Agent: Call external tools via an AI agent.
Hands-on work
Implementation of several workflows using different AI nodes to understand their specific features and use cases.
6 Introduction to the Concept of RAG (Retrieval-Augmented Generation)
- Why combine research and creation?
- Explanation of how it works.
- Architecture of a Basic RAG System.
- Advantages of a RAG system compared to LLMs alone.
- Implementation of RAG in n8n.
Hands-on work
Creation of a comprehensive document-based chatbot capable of answering questions about a PDF.
7 Optimization and Best Practices
- Structuring complex workflows.
- Security and Sensitive Data Management.
- Performance Optimization.
- Workflow monitoring and maintenance.
Storyboarding workshops
Sharing experiences and discussing the challenges encountered when implementing n8n workflows.
PARTICIPANTS
Marketing managers, sales representatives, business developers, and CRM managers.
PREREQUISITES
Proficiency in using computers. A general understanding of generative AI.
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.
Marketing managers, sales representatives, business developers, and CRM managers.
PREREQUISITES
Proficiency in using computers. A general understanding of generative AI.
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.
Dates and locations
Select your location or opt for the remote class then choose your date.
Remote class
Dernières places
Date garantie en présentiel ou à distance
Session garantie
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.