AI Agent Fundamentals & Governance

• Understand what AI agents can and cannot do
• Recognize the difference between drafts and decisions
• Explore Email, Meeting, and Research Agents
• Hands-on: Draft vs. Decision analysis using real emails

Module 2 – Workflow Thinking in the Workplace

• Map the path work takes from request to completion
• Identify roles (Requester, Drafter, Reviewer, Approver)
• Distinguish draft steps from decision steps
• Hands-on: Workflow mapping using email or spreadsheet datasets

Module 3 – Supervised Agent Mode

• Shift from one-off prompting to structured agent workflows
• Learn agent roles: Collector, Classifier, Summarizer, Drafter
• Identify human stop-points and escalation steps
• Hands-on: Convert a real AI interaction into a supervised workflow

Module 4 – Template-Based Agent Workflow Design

• Select a real workplace use case and dataset
• Use the full workflow template (inputs, outputs, roles, stop-points)
• Draft a complete supervised agent workflow
• Hands-on: Build your first agent workflow draft

Module 5 – Supporting Work & Learning with Agents

• Distinguish appropriate agent support from substitution
• Analyze meeting summaries and task management examples
• Define safe boundaries for agent behavior
• Hands-on: Support vs. Substitute classification and boundary rules

Module 6 – AI Agent Failure Lab (NEW)

• Examine how AI agent failures occur in real workplace scenarios
• Identify workflow design gaps that lead to errors and harm
• Diagnose missing stop-points, unclear ownership, and governance breakdowns
• Connect failure analysis to the need for structured oversight
• Hands-on: Failure investigation, governance diagnosis, and safeguard design

Module 7 – Governance, Ethics, and Organizational Risk

• Apply governance principles to agent workflows
• Identify risks in Data Cleanup, Knowledge Base, and Research agent scenarios
• Assess transparency, oversight, documentation, consistency, and proportionality
• Hands-on: Governance checklist and workflow improvements

Module 8 – Capstone: Workplace Agent Blueprint

• Select one agent workflow to document fully
• Complete all blueprint template sections clearly and defensibly
• Define governance considerations, risks, and safeguards
• Prepare a review-ready supervised agent workflow

Appendix – Optional Exercises

• Additional enrichment activities by module and agent type