AI Agent Training for Businesses: Save Time on Admin and Follow-Up

AI Agent Training for Businesses:

Save Time on Admin and Follow-Ups + A Cup of Tea!

Short summary: No CODING experience needed

Overwhelmed by admin? Learn to use AI agents for routine tasks, customer replies and follow-ups. Practical training. No coding needed.

Course description

Is running your business leaving you little time to grow it?

Emails pile up. Customer enquiries need replies. Documents take longer than expected. By the end of the day, the important work is still waiting.

This practical bMoneywize CIC course helps you explore how AI agents can support everyday business tasks—starting with one problem you want to solve.

An AI agent is a digital helper that follows instructions to carry out a task. You will learn how to give it clear directions, test its results and check its work before using it in your business.

What you will learn

• Reduce repetitive admin: draft routine emails, organise information and prepare documents.
• Respond with confidence: create clear, personalised replies to customer enquiries.
• Improve follow-ups: plan a repeatable process so you know who needs a response.
• Give better instructions: explain the task, your business needs and the result you want.
• Check the results: spot mistakes, improve answers and decide when human review is needed.
• Understand your next steps: explore when app connections or scheduled tasks could help.

Who is this course for?

Small business owners, sole traders, freelancers, social enterprises and staff who manage administration or customer communication.

You do not need coding experience. The course uses plain English and practical business examples.

What will you work towards?

A clear plan for one useful AI task in your business, reusable instructions, and a simple process for testing and reviewing the results.

Bring a task that regularly slows you down—such as answering similar enquiries, drafting follow-up emails or preparing routine documents.

Start with one task. Build your confidence. Make more room for your customers.

What to bring

• A laptop and charger — a laptop is best for the practical activities.
• Access to your email account — you may need it to sign in or verify an account.
• Your login details for any AI tools you already use — keep your passwords private.
• One business task you want to make easier — such as answering enquiries, writing emails or organising follow-ups.
• A sample to practise with — a typical enquiry, routine document or task list. Remove names, contact details and confidential information.
• A short description of your business — what you offer and who your customers are.
• A notebook and pen, if you prefer taking notes on paper.

No coding experience needed. Bring your questions and a willingness to try something new!

Event venue & nearby stays

Street Kitchen, Kingsley Hall, Ilford, United Kingdom

Concerts, fests, parties, meetups — all the happenings, one place.

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