AI Workflow Automation / Process Builder
Real portfolio pieces built during the course, not a certificate for its own sake. Each one is work you can show.
- Workflow design specA short document written before any build starts, turning a vague request into a trigger, an ordered list of actions, every condition and branch, the known edge cases, and what is explicitly out of scope. Filled in against the appointment reminder workflow built for Two Rivers Landscaping.
- Automation build and runbookA live-workflow document covering what it does, its dependencies, step by step behaviour, known fragile points, and how to diagnose and fix its common failure modes. Written for the invoice reminder workflow, including the fragile status flag uncovered during a real duplicate-message incident.
- Workflow test and QA checklistA reusable checklist covering the happy path, missing or invalid data, duplicate triggers, boundary timing and downstream app unavailability, with a sign-off section confirming what was actually tested before a workflow went live.
- Client scoping and pricing proposalA client-facing proposal for a narrower, lower risk first version of an ambitious automation request, separating what is included from what is not, and separating a one-off build fee from an ongoing monitoring fee.
- AI step diagnosis and fix noteA diagnosis of one misbehaving AI step in a live workflow before anything is switched off: the payload the step actually receives set against the job record fields it is never given, what the bad output proves and what it does not, the smallest change that fixes it without a rebuild, and what the crew lead hears today rather than after the fix is live.
- Weekly client handover noteThe Friday close out written for the owner rather than for a builder: what is live and what it changed for the business, what is fixed but still being watched and until when, what was deliberately not built this week and the real reason, and the one thing needed from her before Monday, inside ninety seconds of reading.
What you'll learn
Course content · 7 modules, 27 lessons
Sign up to unlock every lesson - the titles below show exactly what is inside.
Just enough concept to make sense of everything after this: what a workflow automation actually is, the vocabulary of triggers, actions and nodes, where an AI call fits as one step in a pipeline rather than the whole system, how apps actually connect to each other, and what separates an automation that is genuinely good from one that just happened to run once.
Requirements
- No prior experience in this field is required to start.
- A computer with a reliable internet connection.
- Comfortable using a web browser - no software to install.
Description
Every CertClue course follows the same seven-part shape: fundamentals, the role translated out of job-posting language, a real working day, the job's recurring rhythms, a multi-day simulation, the portfolio you build along the way, and a handoff into your next move. Here is what that looks like for ai workflow automation specialist.
Who this course is for
Anyone aiming to become a ai workflow automation specialist, including career changers with no background in it yet. This is the entry rung of a realistic ladder:
Builds and tests individual workflows for one employer or a small handful of small business clients, usually connecting two to four apps per workflow, with a senior person or the client owner reviewing anything higher risk.
Owns a portfolio of live workflows across several clients or one larger company, designs multi-step pipelines with real branching and error handling, and scopes and prices new automation work directly with stakeholders.
Sets automation strategy and tool choice across an entire company or client base, designs how AI steps are used responsibly at scale, and trains or reviews the work of other automation builders.
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