Designing assistants and automations for your team
A method for choosing what to hand over to Learnya, designing reliable assistants and improving them with the team.
10 lessons · 1 quiz · 1 h 35 min · completion badge
- Identify the team tasks that are worth handing over to an assistant
- Write assistant instructions that are clear, testable and shared
- Frame an assistant through its knowledge, its tools and its approvals
- Schedule tasks and watches whose status reads in one sentence
- Measure usage and quality to keep improving your assistants
- Who it is for
- AI champions who design the assistants and automations of their team.
- Prerequisites
- Have taken “Getting started with Learnya” or have used Learnya daily for a few weeks.
- Duration
- 1 h 35 min
- Level
- Intermediate
What the course covers.
- 01Analysing the work2 lessons
- Start from the team’s real work9 min
Observe the work before choosing what to automate, the first step of the WorkStreams cycle.
- Choosing the tasks to automate9 min
Sort the candidates by frequency, verifiability, reversibility and available material.
- Start from the team’s real work9 min
- 02Co-designing the assistant2 lessons
- Writing an assistant’s instructions9 min
Structure testable instructions, written with the future users.
- Providing knowledge and sources9 min
Choose the documents that prevail and require sourced answers.
- Writing an assistant’s instructions9 min
- 03Tools and guardrails2 lessons
- Choosing the tools and skills9 min
Give the assistant what it needs, and nothing more.
- Setting the guardrails9 min
Approvals, explicit limits and human review to stay in control.
- Choosing the tools and skills9 min
- 04Automating over time2 lessons
- Scheduling a task9 min
Create a task that runs on its own, with an instruction that holds up without you.
- Setting up a watch9 min
Monitor a page, a topic or a source and only be alerted if something changes.
- Scheduling a task9 min
- 05Measuring and improving2 lessons
- Measuring usage and quality9 min
Track who uses the assistant, for what, and whether its answers are right.
- The WorkStreams cycle, continuous improvement9 min
Move through analysis, co-design, artefacts and optimisation, then start again.
- Measuring usage and quality9 min
- ✓Final quiz6 questions