Effective Agentic Knowledge Work Workshop
2-day onsite intensive · Up to 20 knowledge workers per cohort
Overview
This workshop teaches knowledge workers to wield general-purpose AI agents—Claude Cowork, Microsoft 365 Copilot / Copilot Cowork / Copilot Studio, ChatGPT Work, and Google Workspace Studio—as reliable, everyday problem-solving tools rather than chatbot toys. Participants will master the full knowledge-work agent lifecycle: task decomposition, context engineering, iterative delegation, output verification, and responsible rollout.
The curriculum is tool-agnostic by design. We teach principles that transfer across any agentic stack while providing hands-on experience with the leading platforms of 2026.
Key Outcomes
- Decompose manual tasks into agent-delegable, verifiable workflows
- Choose the right agent platform for a given knowledge-work task
- Engineer context and prompts for consistent, reliable outputs
- Build single-step and multi-step agents/flows in common platforms
- Verify agent outputs and know when to trust, correct, or escalate
- Apply governance, security, and sharing discipline for responsible scale
Who Should Attend
- Business Analysts & Strategy Teams — research, reporting, and competitive intelligence
- Marketing & Communications — content workflows, campaign analysis, and stakeholder updates
- Finance & Operations — reporting, variance analysis, process automation, and approvals
- HR & People Teams — onboarding, policy Q&A, and internal communications
- Legal & Compliance — document review, clause extraction, and regulatory scanning
- Customer Success & Sales Ops — account research, status updates, and ticket triage
Delivery Format
| Element | Detail |
|---|---|
| Pre-Workshop Discovery | 2 × 2-hour online sessions (scoping, customization, stakeholder alignment) |
| Format | Onsite, instructor-led, hands-on |
| Duration | 2 days (16 hours instruction + 4 hours guided lab) |
| Cohort Size | 12–20 knowledge workers |
| Prerequisites | None technical; bring 2–3 manual tasks you want to automate or accelerate |
| Deliverables | Personal agentic playbook, 2–3 working workflows, verification checklist, governance brief |
| Post-Workshop | 30-day Slack access; office hours; prompt templates and case-study library |
Packages
| Package | Includes |
|---|---|
| Core 2-Day Workshop | 2 × 2-hr discovery sessions + prep + customization + 2-day onsite + materials + 30-day support |
| Core + Capstone Day | Above + guided build of production-ready agentic workflows on your stack |
| Multi-Cohort Bundle | 3 workshops within 12 months (mix workshops), each with discovery & customization |
Travel expenses billed at cost for locations outside major metro areas. Discovery sessions conducted online via Zoom/Teams.
Curriculum at a Glance
| Day | Focus | Modules |
|---|---|---|
| Day 1 | The Agentic Mindset & The Knowledge Work Loop | Agentic Landscape, Task Decomposition, Context & Prompting, Building Reliable Agents |
| Day 2 | Applied Agents & Responsible Scale | Document & Data Agents, Communication Agents, Process Automation, Governance & Security |
Email us to schedule a discovery call and discuss your team's agentic knowledge work goals.
Related Track
We also offer the Effective Agentic Development Workshop for engineering teams ready to wield agentic coding tools with production discipline.