Automation & AI Integration
From RPA to Governed AI Automation
A03 · Specialist
Entry requirements
A01 and A02; G01 recommended
What 48 hours means
- Lessons
- 36 h
- Capstone
- 8 h
- Assessment
- 2 h
- Remediation
- 2 h
Syllabus
Four modules, twelve lessons. Every lesson states what it covers and the evidence you produce for it.
Module 1
Process discovery
Process discovery · Automation suitability · Baseline measurement
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A03.01 · 180 min
Process discovery
Map a service process with its actual inputs, decisions and handoffs.
Evidence: A map identifies bottlenecks and missing ownership.
A03.02 · 180 min
Automation suitability
Score steps for rules, APIs, screen automation or AI assistance.
Evidence: Each choice has a reason and a manual fallback.
A03.03 · 180 min
Baseline measurement
Module 2
Automation design
Document extraction · UI automation boundaries · Decision rules
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A03.04 · 180 min
Document extraction
Extract structured fields from synthetic documents with validation.
Evidence:
Module 3
Human control
Human review queues · Access and audit · Exception management
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A03.07 · 180 min
Human review queues
Design assignment, escalation and approval capture.
Evidence:
Module 4
Pilot delivery
Pilot evaluation · Adoption planning · Scale decision
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A03.10 · 180 min
Pilot evaluation
Compare automation with the baseline on a held-out case set.
Evidence:
Capstone
Redesign a document-heavy service process with deterministic steps, bounded AI extraction and human exceptions. Demonstrate a measured baseline and an auditable pilot.
Lab environment
Workflow and AI API sandboxes
Lab infrastructure is not yet provisioned, so this describes the environment the course is designed for rather than one you can launch today.