Learn to Create Your First Agent – Day 1

1

Learn to Create Your First Agent – Day 1, Understand AI Agents, Explore Business Use Cases, and Build a Payment Follow-Up Workflow with Claude.

Course Description

Learn to Create Your First AI Agent – Day 1

What if you could use AI to handle repetitive business tasks and free up more time for work that matters?

Welcome to Day 1 of Learn to Create Your First AI Agent, a practical introduction to AI agents and their applications in everyday business operations. This course is designed to help beginners and business owners understand how AI is evolving from answering questions to helping carry out tasks.

You do not need to be a programmer to begin exploring AI agents. The focus is on understanding business processes, identifying repetitive work, and learning how AI tools can support those activities.

What will you learn?

1. Understand AI and why it matters now

Explore the evolution of artificial intelligence, the major waves of AI, and the growing role of AI agents in business. Learn why AI is becoming increasingly accessible to smaller businesses and how it can create opportunities to improve productivity.

2. Discover practical AI use cases

Understand how AI can support routine business activities such as preparing emails, handling follow-ups, generating reports, and managing repetitive administrative tasks.

3. Learn what an AI agent is

Explore the key components of an AI agent: its brain, skills, connectors, memory, and tools. Understand how these components work together to help an agent carry out a task.

4. Understand the difference between chatbots and agents

Learn how an AI agent can go beyond answering a question by working towards a goal, following instructions, using connected tools, and reporting its results. You will also understand the importance of human review and approval.

5. Explore a practical payment follow-up workflow

Follow a demonstration using Claude and Gmail to understand how AI can assist with payment follow-ups. Explore the role of an Excel tracker, business instructions, email drafting, and human approval in the workflow.

Who is this course for?

  • Business owners interested in applying AI to everyday operations.
  • Beginners who want to understand AI agents without starting with coding.
  • Professionals looking to reduce repetitive administrative work.
  • Anyone curious about practical AI applications for business productivity.

What do you need?

A willingness to explore AI tools and follow the demonstrations is all you need to get started. For the practical setup and tryout, access to the relevant tools and a computer will be useful.

Your learning outcome

By the end of this course, you will understand the fundamentals of AI agents, recognise potential business use cases, and have followed a practical demonstration of a payment follow-up workflow using Claude and Gmail.

This is the first-day module of a broader learning journey. It focuses on building your understanding and exploring your first practical AI agent workflow.

Start your journey from understanding AI to exploring how it can do useful business work.

Who this course is for:

  • Owners and managers of small and mid-sized businesses who want AI to handle follow-ups, reports and routine work
  • Accountants, CA firm staff and finance teams who work daily in Tally, Excel and Google Sheets
  • Office and operations staff who spend hours on reminders, data entry and status reports
  • Non-technical professionals who want to build their first AI agent hands-on, step by step
  • Not for developers looking to code agents from scratch in Python or agent frameworks
We will be happy to hear your thoughts

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