# AI for Business Workflows

Canonical URL: <https://www.creativelive.com/classes/ai-business-workflows>

## Overview

This interactive course is designed to establish a shared baseline of AI understanding across your team, regardless of current experience level. Grounded in a lean manufacturing mindset, the training reframes AI not as a threat, but as a force multiplier that eliminates repetitive, time-consuming tasks so your people can focus on the analysis, strategy, and decision-making that only they can provide.

Delivered in one 4-hour session or two 2-hour sessions, this hands-on course covers everything from AI fundamentals and prompt engineering to live tool demos and practical safety guardrails , all using the AI platforms your team already has access to. Participants leave with a repeatable framework, hands-on experience, and at least one real workflow they've tested with AI on their own work.

## What you'll learn

- Understand how AI works at a practical level and build the confidence to use it. 
- Write prompts using the RACE Framework (Role, Action, Context, Expectations) to get consistently relevant output.
- Apply AI to everyday tasks, including drafting documents, summarizing meetings, and generating data insights.
- Use AI for specialized work such as financial modeling, data analysis, complex formulas, and multi-step reasoning.
- Know when and when not to use AI, including data privacy basics, PII awareness, and safe prompting practices.
- Identify specific tasks in your own role where AI can save time and shift your focus to higher-value work.

## Curriculum

### Section 1

#### Welcome, Level-Set & Establishing Baseline

- Team introductions and expectations
- Experience-level poll
- Common examples of AI already used in everyday work
- What generative AI is
- How AI learns patterns from data

#### The Lean Tool Mindset

- AI as a force multiplier
- The modern workload challenge
- Everyday tasks AI can support
- Identifying strong candidate tasks for AI
- The lean parallel: reducing waste in knowledge work

#### Prompt Engineering: How to Talk to AI

- The RACE Framework: Role, Action, Context, Expectations
- Building a prompt step by step
- Using your team’s primary AI tool
- Continuing a conversation vs. starting fresh
- Why verification always matters

#### Hands-On Practice & Session 1 Wrap-Up

- Write a RACE prompt for a real work task
- Test prompts in your AI tool
- Group debrief and discussion
- Review key takeaways
- Preview Session 2

### Section 2

#### Quick Refresh & Tool Overview

- Recap Session 1 concepts
- Check in on AI use between sessions
- Overview of your organization’s AI toolkit
- Strengths and differences between tools
- When to use each tool

#### Live Demos: Your Primary AI Tool in Action

- Drafting emails and adjusting tone
- Simplifying language for different audiences
- Summarizing meetings and documents
- Extracting decisions, action items, and deadlines
- Generating data insights from a dataset

#### Live Demos: Specialized AI Applications

- Financial modeling and analytical work
- Data analysis and formula building
- Debugging complex models or analysis
- Handling what-if scenarios and multi-step logic
- Using transparent reasoning to verify results

#### Safety, Ethics & Practical Guardrails

- Data privacy essentials
- What not to share in AI tools
- Understanding personally identifiable information (PII)
- Safe prompting practices
- Practical dos and don’ts for your organization

#### Application Exercise & Wrap-Up

- Use AI to solve a real work problem
- Identify a task that fits the lean criteria
- Group share on outcomes and surprises
- Course summary and key takeaways
- Next steps for continued skill building

## Pricing

**Tuition:** $0