From use to mastery: taking the next step
After an introductory training or a few weeks of autonomous use, many collaborators reach a plateau. They know how to use ChatGPT to write an email, but they have not yet exploited 10% of the real potential of AI for their company.
The Mastering & Automating AI training is designed to overcome this hurdle. In 2 to 3 intensive days, your teams learn to build automated workflows, create custom AI assistants, and integrate AI directly into their daily tools: CRM, Drive, email, ERP.
The goal is not to "do things with AI". It's to transform the way your team works sustainably, by substituting time-consuming and repetitive tasks with intelligent automated processes.
Topics covered
The training takes place over 2 to 3 days depending on the level and needs of your team. The detailed schedule is organized by the certified training partner in charge of your session.
Advanced prompt engineering
Chains of reasoning (chain-of-thought). System prompts vs. user prompts. Iteration and refinement techniques. Creation of reusable team prompt libraries. Use cases: long writing, complex analysis, data extraction.
AI agents and custom assistants
Understanding the difference between an LLM and an AI agent. Creation of customized GPTs and Claude assistants for your team. Feeding an assistant with your internal document base. Best practices for data security and confidentiality.
No-code automation with Make and Zapier
Architecture of an automation workflow. Connection of AI to your existing tools (Gmail, Outlook, Notion, HubSpot, Salesforce, Slack, Teams). Error and exception management. Building a first real workflow adapted to your business.
AI integration into your business tools
Automation of qualification and CRM follow-up. Automatic generation of reports and summaries. Automatic processing and classification of emails. Creation of alerts and watch summaries. Exercise applied to your own tools.
ROI measurement and deployment
How to define and measure the KPIs of your AI automations. Presentation and review of workflows built by each participant. Deployment and adoption plan by the team.
AI use cases automated during training
Automatic qualification of incoming leads → CRM. Automatic synthesis of meeting reports. Generation of tailored commercial proposals. Processing and classification of support tickets. Automated weekly reporting with AI insights. Internal newsletter generated from multiple sources. Each case is adapted to your sector.
Prerequisites and who this training is for
Level 2 is aimed at profiles that already use AI tools in their daily work and want to move to advanced and automated use. The prerequisites are light: having completed our Level 1 or having used ChatGPT / Claude for at least 4 weeks in real-world conditions.
Target profiles
- Marketing and growth managers
- Project managers and operational managers
- Operations and process managers
- Office managers and advanced assistants
- Sales and ADV managers
Tools covered
- ChatGPT (API) + Claude Pro
- Make (Integromat) and Zapier
- N8N for technical profiles
- Notion AI, HubSpot, Salesforce
- Google Workspace + Microsoft 365
Frequently Asked Questions
Do you need to have coding or development knowledge?
No. The training is 100% no-code. Make and Zapier allow you to build advanced automations without writing a line of code. Only process logic is required, and your teams already have it.
Can we connect our own tools during the training?
Yes, it's even the goal. We ask you to list your main tools upfront to adapt the exercises. Each participant leaves with a functional workflow on their actual tools, not on fictional examples.