13 · AI Agents & Business Automation
AI Agents for Everyday Business
Use Codex to build practical AI agents that assist with research, reporting, document processing, and supervised business workflows.
Course overview
Use Codex to build practical AI agents that assist with research, reporting, document processing, and supervised business workflows. During this 2-day instructor-led course, you work through the practical problem behind this work with OpenAI Codex as a guided coding and workflow assistant. You begin by defining the intended outcome, users, inputs, constraints, and success checks. With starter materials and instructor demonstrations, you build Tested supervised business agent., so you can inspect Codex’s suggestions and explain how the result works. Exercises use fictional or approved sample data; keep sensitive records, passwords, and keys out of prompts and source files. The final workshop checks functionality, calculations, edge cases, and output clarity. The course is designed for Managers, analysts, consultants, automation professionals.. Prerequisites: Basic AI prompting knowledge.. You leave with project files where appropriate, reusable prompts, exercises, reference notes, and an adaptation checklist. The result is a learning prototype rather than automatically production-ready software; further security, deployment, accessibility, and maintenance review may be required before live use.
Every course follows the same practical path:
The Copiloted Build Method
- 01Discover
Choose a real work problem or opportunity.
- 02Design
Define requirements, inputs, constraints, and success checks.
- 03Build
Use OpenAI Codex to create a practical solution.
- 04Validate
Test behavior, calculations, privacy, and security risks.
- 05Apply
Plan how to adapt the deliverable at work.
Who should attend
- Managers
- analysts
- consultants
- automation professionals.
- business analysts
Prerequisites
Basic AI prompting knowledge.
Tools and access
OpenAI Codex, a browser, and the course-specific applications listed in the curriculum. Our instructors explain setup, access, and any usage limits. Use fictional or approved information only.
Participants need access to OpenAI Codex through an account and plan suitable for the exercises. Access and usage may involve separate provider charges; plans and limits vary. We will confirm the setup before training. Never share passwords, API keys, or secrets in prompts.
What you will learn
- Understand agents in a guided exercise, then verify and explain the result
- Define goals in a guided exercise, then verify and explain the result
- Select tools in a guided exercise, then verify and explain the result
- Create instructions in a guided exercise, then verify and explain the result
- Manage workflow state in a guided exercise, then verify and explain the result
- Implement approvals in a guided exercise, then verify and explain the result
- Test reliability in a guided exercise, then verify and explain the result
- Evaluate outputs in a guided exercise, then verify and explain the result
- Control permissions in a guided exercise, then verify and explain the result
- Document agent behavior in a guided exercise, then verify and explain the result
Complete curriculum
Six instructional hours, excluding breaks Day. Each module includes instructor-led teaching, practical demonstration, a guided exercise with OpenAI Codex, and verification of the work.
Day 1 · Six instructional hours, excluding breaks
Agent Foundations
Module 1 · 90 minutes
Agents, tools, and business applications.
- Learn the workflow and business concepts behind Agents, tools, and business applications.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Tested supervised business agent.
- Test the result, review errors and limitations, and record what needs human approval
Module 2 · 90 minutes
Instructions, context, and task design.
- Learn the workflow and business concepts behind Instructions, context, and task design.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Tested supervised business agent.
- Test the result, review errors and limitations, and record what needs human approval
Module 3 · 90 minutes
Business tools and data sources.
- Learn the workflow and business concepts behind Business tools and data sources.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Tested supervised business agent.
- Test the result, review errors and limitations, and record what needs human approval
Module 4 · 90 minutes
Codex lab: build a reporting agent prototype.
- Learn the workflow and business concepts behind Codex lab: build a reporting agent prototype.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Tested supervised business agent.
- Test the result, review errors and limitations, and record what needs human approval
Daily deliverable: Supervised agent prototype
Day 2 · Six instructional hours, excluding breaks
Reliable Agents
Module 5 · 90 minutes
Multi-step workflows and tool use.
- Learn the workflow and business concepts behind Multi-step workflows and tool use.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Tested supervised business agent.
- Test the result, review errors and limitations, and record what needs human approval
Module 6 · 90 minutes
Permissions, approvals, and prompt injection.
- Learn the workflow and business concepts behind Permissions, approvals, and prompt injection.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Tested supervised business agent.
- Test the result, review errors and limitations, and record what needs human approval
Module 7 · 90 minutes
Evaluation, monitoring, and costs.
- Learn the workflow and business concepts behind Evaluation, monitoring, and costs.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Tested supervised business agent.
- Test the result, review errors and limitations, and record what needs human approval
Module 8 · 90 minutes
Codex lab: complete and test a business agent.
- Learn the workflow and business concepts behind Codex lab: complete and test a business agent.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Tested supervised business agent.
- Test the result, review errors and limitations, and record what needs human approval
Daily deliverable: Tested supervised business agent
Hands-on project
Use Codex to build practical AI agents that assist with research, reporting, document processing, and supervised business workflows. The guided capstone produces Tested supervised business agent.. Participants use a defined problem, sample or approved data, and visible success checks; they inspect generated work, test likely failure cases, and document unresolved risks.
What you take home
- Tested supervised business agent.
- Project files and source code where applicable
- Reusable prompts, exercise materials, and reference notes
- A practical checklist for adapting and validating the work
The workshop produces a learning prototype, not automatically production-ready software. Further security, deployment, accessibility, and maintenance review may be needed before live use.
Pricing
Prices are in USD per course. Individual pricing is for live online training; corporate pricing covers up to 10 participants.
On-site delivery requires a custom quote. Travel and accommodation are separate.
Request a quote ↗Instructor-led delivery
Private remote training is available, with on-site delivery discussed when required. The session language is agreed in advance. Public-course language depends on the scheduled session.
Course FAQs
What will I build?
The course project is Tested supervised business agent.. You will work through it in guided stages and leave with the daily deliverables and a practical plan for adapting the result.
Do I need coding experience?
Basic AI prompting knowledge. Our instructors use starter materials and explain Codex suggestions. Technical experience is helpful only where the course description requires it.
What Codex access and software do I need?
The course uses OpenAI Codex and the software named in the curriculum. Access may require a separate account or paid plan. We confirm setup and costs before training; never share credentials or API secrets.
Will the project be ready for production?
The workshop creates a tested learning prototype. Production use can require additional privacy, security, accessibility, deployment, and maintenance reviews.
Don't Just Learn AI. Build Something That Works.
Private remote training is available, with on-site delivery discussed when required. The session language is agreed in advance. Public-course language depends on the scheduled session.
Book a discovery call ↗