Udemy
Turn what you know into an opportunity and reach millions around the world.
Learn More
Your cart is empty.
Keep shopping
Learn to Create Your First Agent - Day 1
New
4 students

Learn to Create Your First Agent - Day 1

Understand AI Agents, Explore Business Use Cases, and Build a Payment Follow-Up Workflow with Claude
Created byLokithraj Ravi
Last updated 10/2026
English

What you'll learn

  • Build a working AI agent that reads your business data and takes action, without writing any code
  • Turn a repetitive business task into a reusable Claude Skill you can run again in any chat
  • Send tone-matched payment reminders by email and WhatsApp from an overdue invoice sheet, with you approving each send
  • Convert a Tally or Excel export into a one-page weekly business review with a dashboard
  • Set up a Claude Project as a business assistant that answers from your company files and follows your policies
  • Build small browser apps just by describing them, such as a bank-statement-to-ledger mapper and a follow-up tracker that saves data
  • Build an n8n AI agent that reads a Google Sheet, sends emails, and runs on its own schedule
  • Decide what to automate, where a human must approve, and how to keep the AI’s numbers accurate

Course content

4 sections • 10 lectures • 42m total length
  • Welcome ! What are going to Build2:56

    In this lecture, we introduce the learning journey and what you can expect to achieve. You will get an overview of how AI agents can support everyday business activities and why we will focus on practical applications rather than coding theory. By the end of the programme, you will have a clearer idea of how to identify tasks that could benefit from AI automation.

  • Why AI and Why Now5:59

    Why is AI becoming important for businesses today? This lecture explores the changing role of AI, the growing possibilities for automating routine work, and why business owners should start exploring these tools now. We discuss how accessible AI tools are creating opportunities for smaller businesses to improve efficiency without needing large IT teams or complex technology projects.

Requirements

  • No programming experience needed. If you can use Excel and email, you can follow every step.
  • A laptop or desktop with Google Chrome and a Gmail account. A phone alone is not enough.
  • A Claude account. Claude Pro is recommended; browser automation, scheduled runs and some Project features need a paid plan.
  • A free n8n trial account for the final agent lesson. Sign-up is shown in the course.

Description

Learn to Create Your First AI Agent – Day 1

What if you could use AI to handle repetitive business tasks and free up more time for work that matters?

Welcome to Day 1 of Learn to Create Your First AI Agent, a practical introduction to AI agents and their applications in everyday business operations. This course is designed to help beginners and business owners understand how AI is evolving from answering questions to helping carry out tasks.

You do not need to be a programmer to begin exploring AI agents. The focus is on understanding business processes, identifying repetitive work, and learning how AI tools can support those activities.

What will you learn?

1. Understand AI and why it matters now

Explore the evolution of artificial intelligence, the major waves of AI, and the growing role of AI agents in business. Learn why AI is becoming increasingly accessible to smaller businesses and how it can create opportunities to improve productivity.

2. Discover practical AI use cases

Understand how AI can support routine business activities such as preparing emails, handling follow-ups, generating reports, and managing repetitive administrative tasks.

3. Learn what an AI agent is

Explore the key components of an AI agent: its brain, skills, connectors, memory, and tools. Understand how these components work together to help an agent carry out a task.

4. Understand the difference between chatbots and agents

Learn how an AI agent can go beyond answering a question by working towards a goal, following instructions, using connected tools, and reporting its results. You will also understand the importance of human review and approval.

5. Explore a practical payment follow-up workflow

Follow a demonstration using Claude and Gmail to understand how AI can assist with payment follow-ups. Explore the role of an Excel tracker, business instructions, email drafting, and human approval in the workflow.

Who is this course for?

  • Business owners interested in applying AI to everyday operations.

  • Beginners who want to understand AI agents without starting with coding.

  • Professionals looking to reduce repetitive administrative work.

  • Anyone curious about practical AI applications for business productivity.

What do you need?

A willingness to explore AI tools and follow the demonstrations is all you need to get started. For the practical setup and tryout, access to the relevant tools and a computer will be useful.

Your learning outcome

By the end of this course, you will understand the fundamentals of AI agents, recognise potential business use cases, and have followed a practical demonstration of a payment follow-up workflow using Claude and Gmail.

This is the first-day module of a broader learning journey. It focuses on building your understanding and exploring your first practical AI agent workflow.

Start your journey from understanding AI to exploring how it can do useful business work.

Who this course is for:

  • Owners and managers of small and mid-sized businesses who want AI to handle follow-ups, reports and routine work
  • Accountants, CA firm staff and finance teams who work daily in Tally, Excel and Google Sheets
  • Office and operations staff who spend hours on reminders, data entry and status reports
  • Non-technical professionals who want to build their first AI agent hands-on, step by step
  • Not for developers looking to code agents from scratch in Python or agent frameworks