Course Outline

Introduction to CrewAI and Business Agents

  • What is CrewAI and why use it for business automation
  • Understanding agents, roles, tools, memory, and crew orchestration
  • Overview of business agent use cases

Designing Domain-Specific Agents

  • Creating custom roles and objectives for business domains
  • Designing finance, marketing, and operations agents
  • Using tools for data lookup, analysis, and content generation

Building and Running Agent Crews

  • Collaborative workflows between agents
  • Defining task flows and communication between agents
  • Evaluating and iterating on crew performance

Integrating External Data and APIs

  • Connecting agents to spreadsheets, CRMs, and business databases
  • Using APIs to extend agent capabilities
  • Handling real-time input and triggers

Business Use Cases and Best Practices

  • Marketing assistant: customer segmentation and content generation
  • Finance analyst: reporting, forecasting, and KPI monitoring
  • Customer support crew: ticket triage and resolution

Deployment and Scaling

  • Running agents in production
  • Monitoring and maintaining agent systems
  • Security and governance considerations

Summary and Next Steps

Requirements

  • Understanding of business processes and workflows
  • Basic experience with Python programming
  • Familiarity with AI concepts and tools

Audience

  • Business analysts
  • Digital transformation leaders
  • AI consultants
 14 Hours

Delivery Options

Private Group Training

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  • Pre-course call with your trainer
  • Customisation of the learning experience to achieve your goals -
    • Bespoke outlines
    • Practical hands-on exercises containing data / scenarios recognisable to the learners
  • Training scheduled on a date of your choice
  • Delivered online, onsite/classroom or hybrid by experts sharing real world experience

Private Group Prices RRP from £3800 online delivery, based on a group of 2 delegates, £1200 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.

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