Real Use Cases & Building Your Own Agents

1 x Full-Day Bespoke Session

Built around one team’s own documents and problems, using their real work rather than examples.

Summary:

A bespoke day that starts from the questions a team actually has and works through each one properly, ending with them building an agent that lives in a spreadsheet they already own. Every case uses their own material. It suits a team that has done the basics and wants to see what is genuinely possible.

Course Breakdown:

Know your use cases

• Opening on the team’s own questions, and setting up a question and answer prompt that keeps returning to them

Quick wins

• Turning PDF documents into Word
• Pulling a participant list out of meetings and documents
• Validating role and permission conflicts

Comparing spreadsheets and reconciling tickets

• One problem solved three ways
• Option: Copilot in Excel
• Option: Copilot Chat
• Option: a script
• How to choose between them

The tender review agent

• Using AI as a structured evaluation assistant against published criteria
• Where the judgement must stay with a person

Human in the loop

• Article creation with verification built into the process, and why that matters more than the output

Templates that fill themselves

• A stakeholder deck template populated from real material

Persona-based simulator agents

• One-shot and few-shot prompting
• Creating a persona
• Building a simulator to practise against

Agent workflows

• An event creation team of agents
• The different ways agents can support work
• The honest limit of a built agent

The agent that lives in a spreadsheet

• Everything already in Excel
• Data in a table
• A rules sheet the agent reads
• How it works and where it slips
• A prompt library
• The part that rewrites its own rules

Outcome:

Participants leave with several of their own problems already solved, and with a working agent built in a tool they already have, that they can extend without help.