Live Replay WebinarBasic level

Understanding AI Workflows & Infrastructure

This course introduces the foundational concepts required to understand how artificial intelligence and automation function within business processes. Participants will learn a simple, universal model of how work is performed, explore the categories of technology that enable automation and AI, and review how organizations progress from basic automation toward more advanced AI-driven operations. Participants will also examine the role of humans within AI-enabled workflows, including how human judgment and oversight remain essential in automated business processes.

CPE Credits1
Field of Study Information Technology

Watch

1:05 Why Accounts Payable Gets AutomatedAccounts payable is a structured, repetitive process that happens in every business—and it's exactly the type of work loop that benefits most from automation. In this clip, we break down the AP workflow from vendor bill to payment and identify the key characteristics that make it prime for AI-driven automation. Watch to see how recognizing these patterns can transform your business processes. 1:18 Five Stages of AI MaturityMost organizations don't operate at a single automation level—different processes mature at different speeds. This breakdown shows the progression from manual spreadsheets to autonomous multi-agent systems, and why stage five isn't as distant as it seems. Watch to see where your workflows stand today. 3:57 Work Loops Are EverywhereEvery workflow—whether run by people, software, or AI—follows the same eight-step loop: trigger, input, process, reason, review, output, memory, and improve. Understanding this structure reveals why AI isn't changing how work fundamentally works, just how efficiently we execute it. Learn the core pattern that powers business processes across every industry. 2:11 Professional Productivity as the Starting PointThe fastest path to enterprise AI adoption isn't overhauling your entire operation—it's helping employees work smarter at tasks they already do. Learn why professional productivity tools for email drafting, research, and summarization create lower-risk entry points that drive faster adoption and immediate value. Watch how leading organizations are using this bridge strategy to scale AI confidently.

What's included

Every registration comes with the course materials — yours to keep.

  • Additional course files PDF

Course details

Recommended CPE credit
1
Field of study
Information Technology
Program level
Basic
Delivery method
Group Internet Based
Prerequisites
None
Advance preparation
None
Course number
26C01537

CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].

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Common questions

Will this course help me understand where AI actually applies to my work, or is it mostly theoretical?

This course is built around the work loop—a practical framework showing how any business process actually operates. You'll learn to map your own processes (trigger, input, process, reason, review, output, memory) and see exactly where AI fits in. The instructor walks through accounts payable as a worked example, then shows how agents coordinate multiple connected work loops in that same real process. By the end, you'll have a mental model you can apply to your department or role tomorrow.

Do I need to understand machine learning, neural networks, or other AI technical concepts to get value from this course?

No. The instructor explicitly states that deep technical AI knowledge is not the focus. Instead, the course teaches you to understand work first—how it operates, where judgment happens, where repetition happens—and then the technology becomes much easier to grasp. The emphasis is on the work loop and how infrastructure layers support it, not on how AI algorithms work under the hood.

If I implement what I learn here, what will I actually be able to do differently in my organization?

You'll be able to identify which business processes are candidates for AI and automation, prioritize them correctly, and plan implementation in the right sequence. The course teaches you to spot high-volume repetitive work (like AP entry), recognize where judgment is applied, and see how agents can coordinate multiple connected processes. You'll also learn professional productivity as a starting point—helping individuals draft communications, summarize documents, and retrieve knowledge—which builds organizational momentum while larger process transformation takes shape.

Is this focused on hands-on tools and demos, or more on frameworks and thinking?

It's primarily frameworks and thinking. The course teaches mental models (the work loop, the infrastructure mental map, maturity progression, and implementation sequence) and shows how they connect. You'll see a simple diagram of how an agent manages multiple work loops and how orchestration provides control, but the depth comes from understanding the structure of work and where technology fits into it, not from step-by-step tool walkthroughs.

What kinds of processes does this course cover? Are there areas it doesn't address?

The course focuses on business process work—structured, repetitive, triggered processes like accounts payable, order fulfillment, customer support tickets, and onboarding. It explicitly covers about 50–60% of work in most organizations. The other categories are professional productivity (email drafting, summarization) and human organizational work (strategy, leadership, culture). The course emphasizes business process work because it's most suitable for AI and automation, but professional productivity is also treated as a practical starting point.

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