Session 2 - Hands-On! Automate

Session 2 (4 hours): Hands-On! Automation

Deep Tools Training + Productivity Workflows + First Automations

0. Software Coding Fundamentals - Compiling

a) Demo: Compiling custom programs, safely

i) CLICK HERE to access scripts

1. Contract Analysis

Evaluate this contract for how to terminate, risks for the Owner. Act as a lawyer. MAKE REFERENCES DOWN TO THE SENTENCE. 

Contract Link

Challenge: How might we use this for our policies such as these public Sandia policies: Click Here

2. Interactive Dashboards

a) Demo: The power of interactive dashboards 

CLICK HERE

• Words of caution and guardrails

3. Automation, and AI Builder for Workflows

a) Ecosystem of 30,000+ existing automations and how to apply in your workflow. Access PowerAutomate HERE
b) Online vs. offline automations
c) Teamwork! Creating your own automation. Answer: What would success look like?

PROBLEM STATEMENT

I WANT TO ______ WITH ______ SO THAT ________

d) AI builder to craft AI recognition into workflows

4. Data Thinking Orchestration – Coordinating tools into a well-functioning system

a) Structuring data into database format for ease of AI use

What is a database? Header all the way down. One row per entry; no subtotals. Each row is unique. 

b) Examples of linking unrelated software: ORCHESTRATION!
c) Following the data workflow
d) Teamwork! Tracing your data flow, thinking in database terms.

Complex Challenge: Where would you store this database, and ensure it is compliant for the data stored?

Practical Takeaways

• Useful, ready-to-use html and Python apps in Excel, Outlook, and Powershell
• Automation library
• Confidence and skills to create your own AI-integrated automations