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Level 2

Certified AI Workflow Specialist

Learn how to map business processes, identify automation opportunities, and translate repetitive operational tasks into structured workflows.

Course curriculum

What participants build and learn

Each module moves from concept to guided practice, then into a reusable workplace output that teams can apply after the session.

Module

Workflow Discovery and Prioritization

Map recurring processes across teams
Assess task volume, friction, and automation readiness
Use Perplexity and Claude to accelerate research, synthesis, and process discovery
Choose practical first-use cases with measurable value

Module

Automation Design Standards

Define triggers, steps, approvals, and exception handling
Translate business tasks into workflow logic
Match research, drafting, and review tasks to the right AI assistant
Document simple governance rules for automations

Module

Hands-On Build Sessions

Prototype workflows using no-code automation tools
Connect email, forms, documents, and routine business actions
Test live workflows with realistic data and scenarios

Module

Operational Rollout

Create ownership and maintenance plans
Track time savings and adoption outcomes
Plan the next automation layer for the team

Duration

12 Hours

Delivery

Evening, Hybrid, or Department Cohort

Credential

Advanced Professional Certificate

Code

LL-202

Tools you will use hands-on

Industry-standard AI tools used in live sessions — no prior experience required.

Learning outcomes

What you will learn

Map business processes and identify which steps are strong candidates for AI automation
Design structured AI workflows that reduce manual effort in repeatable operations
Create process documentation that supports consistent team-level AI adoption
Connect AI tools to existing business software using no-code and low-code methods
Measure efficiency gains and document time savings from implemented workflows
Train colleagues to follow and maintain AI-assisted workflows you have built
Identify automation risks and build appropriate checkpoints into workflow design
Present workflow recommendations to leadership using a business case framework

Ideal participant

Who this program is for

Operations teams with repetitive process volume

Managers responsible for service coordination

Departments preparing to standardize AI workflows

Program features

What's included

Live instructor-led sessions

All sessions are delivered live with a dedicated facilitator — not pre-recorded video.

Applied workplace outputs

Every module produces a reusable deliverable you take back to your actual work.

Completion certificate

Receive a Lumera Learning certificate upon successfully completing all program requirements.

Cohort peer learning

Learn alongside professionals from other Canadian SMBs facing similar challenges.

Corporate cohort option

Private delivery available for teams of 4 or more — content tailored to your sector.

Post-program resource access

Participants retain access to templates, prompt libraries, and program materials after completion.

About this program

Program overview

The Certified AI Workflow Specialist program is designed for operations professionals and department managers who need to do more than use AI individually — they need to build it into how their team works. This program moves from theory to hands-on construction across twelve hours of structured lab and instruction sessions.

Participants map real workflows from their own organizations, assess which processes are strong candidates for automation, and build working prototypes using no-code tools. By the second half of the program, the focus shifts to rollout: how to document what you have built, how to hand it off to your team, and how to measure whether it is working.

Organizations that complete this program leave with a prioritized workflow inventory, a live automation prototype, and a documented implementation plan their teams can begin executing immediately.

Corporate training

Training a team of 4 or more?

We deliver private cohorts for departments and organizations — content adjusted to your sector, your tools, and your team's starting point.

See Corporate Options

Available in all tracks

Same certification depth, adapted to each sector.

Healthcare & Community Pharmacies Dental Practices Legal & Law Firms Real Estate Retail & E-commerce Hospitality & Food Service Construction & Trades Financial Services & Accounting HR & Recruitment Automotive Services Technology Teams

Next in the pathway

Certified AI Agent Builder

Design practical internal assistants using knowledge bases, agent frameworks, and guided lab sessions focused on applied organizational use cases.

Team Inquiry

Talk with our team

Tell us about your team, business goals, and where AI adoption could create practical value. We will help you identify the right program, cohort format, workshop scope, or starting point.

Most programs delivered live online across Canada

945 Syscon Rd, Burlington, ON, L7L 5S3

team@lumeralearning.ai