17 · AI Agents & Business Automation
AI Workflow Automation with APIs & AI
Use Codex to connect business systems through APIs, automate multi-step workflows, add AI processing, and build reliable integrations.
Course overview
Use Codex to connect business systems through APIs, automate multi-step workflows, add AI processing, and build reliable integrations. During this 3-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 business automation solution., 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 Automation professionals, business analysts, consultants, IT teams.. Prerequisites: Basic automation 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
- Automation professionals
- business analysts
- consultants
- IT teams.
- business analysts
Prerequisites
Basic automation 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
- Design workflows in a guided exercise, then verify and explain the result
- Understand APIs in a guided exercise, then verify and explain the result
- Use JSON in a guided exercise, then verify and explain the result
- Authenticate securely in a guided exercise, then verify and explain the result
- Connect applications in a guided exercise, then verify and explain the result
- Add AI processing in a guided exercise, then verify and explain the result
- Handle errors in a guided exercise, then verify and explain the result
- Implement approvals in a guided exercise, then verify and explain the result
- Monitor execution in a guided exercise, then verify and explain the result
- Test integrations 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
Integrations
Module 1 · 90 minutes
Workflow mapping and design.
- Learn the workflow and business concepts behind Workflow mapping and design.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Tested business automation solution.
- Test the result, review errors and limitations, and record what needs human approval
Module 2 · 90 minutes
HTTP, REST, JSON, and authentication.
- Learn the workflow and business concepts behind HTTP, REST, JSON, and authentication.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Tested business automation solution.
- Test the result, review errors and limitations, and record what needs human approval
Module 3 · 90 minutes
Webhooks, connectors, and data mapping.
- Learn the workflow and business concepts behind Webhooks, connectors, and data mapping.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Tested business automation solution.
- Test the result, review errors and limitations, and record what needs human approval
Module 4 · 90 minutes
Codex lab: build an API integration.
- Learn the workflow and business concepts behind Codex lab: build an API integration.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Tested business automation solution.
- Test the result, review errors and limitations, and record what needs human approval
Daily deliverable: Working integration
Day 2 · Six instructional hours, excluding breaks
AI Workflows
Module 5 · 90 minutes
AI classification and extraction.
- Learn the workflow and business concepts behind AI classification and extraction.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Tested business automation solution.
- Test the result, review errors and limitations, and record what needs human approval
Module 6 · 90 minutes
Multi-step logic and state.
- Learn the workflow and business concepts behind Multi-step logic and state.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Tested business automation solution.
- Test the result, review errors and limitations, and record what needs human approval
Module 7 · 90 minutes
Document, CRM, and reporting workflows.
- Learn the workflow and business concepts behind Document, CRM, and reporting workflows.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Tested business automation solution.
- Test the result, review errors and limitations, and record what needs human approval
Module 8 · 90 minutes
Codex lab: build an AI-enhanced integration.
- Learn the workflow and business concepts behind Codex lab: build an AI-enhanced integration.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Tested business automation solution.
- Test the result, review errors and limitations, and record what needs human approval
Daily deliverable: AI workflow prototype
Day 3 · Six instructional hours, excluding breaks
Reliability
Module 9 · 90 minutes
Secrets and permissions.
- Learn the workflow and business concepts behind Secrets and permissions.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Tested business automation solution.
- Test the result, review errors and limitations, and record what needs human approval
Module 10 · 90 minutes
Logging, retries, idempotency, and recovery.
- Learn the workflow and business concepts behind Logging, retries, idempotency, and recovery.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Tested business automation solution.
- Test the result, review errors and limitations, and record what needs human approval
Module 11 · 90 minutes
Human approvals, auditability, and maintenance.
- Learn the workflow and business concepts behind Human approvals, auditability, and maintenance.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Tested business automation solution.
- Test the result, review errors and limitations, and record what needs human approval
Module 12 · 90 minutes
Capstone: build and test a complete workflow.
- Learn the workflow and business concepts behind Capstone: build and test a complete workflow.
- Follow an instructor demonstration using a fictional or approved sample scenario
- Use OpenAI Codex in a guided exercise connected to Tested business automation solution.
- Test the result, review errors and limitations, and record what needs human approval
Daily deliverable: Tested business automation solution
Hands-on project
Use Codex to connect business systems through APIs, automate multi-step workflows, add AI processing, and build reliable integrations. The guided capstone produces Tested business automation solution.. 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 business automation solution.
- 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 business automation solution.. 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 automation 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.
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