Preview · Your 1:1 advisory session with Rita Alaoui
Your advisory session: Introduction to Agentic AI.
A preview of your 1:1 advisory session. Here you see the structure; in the session, we go through it together, applied to your organisation, your teams and your goals. You also leave with a notebook to capture your takeaways and next steps.
Book a 30-min call →Today's agenda.
From AI to agents, one layer at a time.
Every agent is AI, but not all AI is an agent.
We work through this together during your session, applied to your context, your team and your
We work through this together during your session, applied to your context, your team and your
We work through this together during your session, applied to your context, your team and your
We work through this together during your session, applied to your context, your team and your
Key AI vocabulary.
Ten terms you’ll hear in every AI conversation. Shared vocabulary is the fastest way to align a leadership team.
LLM
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Prompt
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Multimodal
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Token
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Hallucination
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Sycophancy
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RAG
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Fine-tuning
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Guardrails
We work through this together during your session, applied to your context,
Human in the loop
We work through this together during your session, applied to your context,
Three levels of AI integration.
Prompting, workflows, AI agents: when and how to use each.
AI tools
Operator
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AI workflows
Designer
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AI agents
Governor
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Prompt with design and technique.
Five ingredients, the CRAFT method, turn a vague request into a result you can use.
Context
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Role
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Action
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Format
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Test
We work through this together during your session, applied to
Create your prompt library.
Pick three tasks you do every week. We write the prompts together, then you save the best versions where your team can reuse them.
1Your prompt #1
2Your prompt #2
3Your prompt #3
AI workflows: same steps, every time.
A fixed sequence of steps, some done by AI, that runs the same way every time. You design the path; AI does the work at each stop.
A workflow is a train 🚆
An agent is a taxi 🚕
The basics of an agent.
Strip any agent down and you find three parts working together.
Model
The brain
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Loop
The project manager
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Tools
The hands
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Six steps to build an agent.
It's a loop, not a line. We walk through each step with one of your own processes.
Step 1: Define.
Start with the problem, not the technology.
We work through this together during your session, applied to your context, your team
We work through this together during your session, applied to your context, your team
We work through this together during your session, applied to your context, your team
Step 2: Data.
No data, no agent. Garbage in, garbage out.
We work through this together during your session, applied to your context, your team
We work through this together during your session, applied to your context, your team
We work through this together during your session, applied to your context, your team
Six properties of good data quality.
Garbage in, garbage out.
Completeness
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Uniqueness
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Timeliness
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Validity
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Accuracy
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Consistency
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Apply your business expertise to think like a data engineer.
Pick one AI problem from your matrix, then map the data it needs, level by level.
Internal data
CRM, ERP, spreadsheets, emails, documents
External data
Open data, market studies, partner and supplier data
Think outside the box
Industry data, third-party APIs, public datasets
Step 3: Design.
Draw it on paper before anyone builds it.
We work through this together during your session, applied to your context, your team
We work through this together during your session, applied to your context, your team
We work through this together during your session, applied to your context, your team
Step 4: Empower.
Treat it like a new hire: a clear brief, and only the access it needs.
We work through this together during your session, applied to your context, your team
We work through this together during your session, applied to your context, your team
We work through this together during your session, applied to your context, your team
Step 5: Protect.
Decide where it must stop before it ever starts.
We work through this together during your session, applied to your context, your team
We work through this together during your session, applied to your context, your team
We work through this together during your session, applied to your context, your team
Step 6: Test & Deploy.
Launch small, measure, then scale. And never leave it without an owner.
We work through this together during your session, applied to your context, your team
We work through this together during your session, applied to your context, your team
We work through this together during your session, applied to your context, your team
The six parts of every agent.
Whatever the platform, every agent is built from the same six parts. We design yours, part by part.
Model
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Instructions
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Tools
We work through this together during your session, applied to your context, your team and your
Memory
We work through this together during your session, applied to your context, your team and your
Guardrails
We work through this together during your session, applied to your context, your team and your
Loop
We work through this together during your session, applied to your context, your team and your
Governance best practices.
Treat an agent like a new colleague: a clear scope, limited access, and someone in charge.
Human in the loop
We work through this together during your session, applied to your
Data privacy & security
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Who trains & monitors it?
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What if it goes wrong?
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Ownership
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Where do we set the bar?
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Bringing people along
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EU AI Act compliance
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The EU AI Act: risk decides the rules.
The higher the risk to people, the stronger the obligations. We place each of your use cases on the pyramid.
Simplified overview, not legal advice. Check with your legal or compliance team.
Data security and sovereignty.
Five pillars to protect your data.
Confidentiality
Only authorised eyes.
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Integrity
Data stays unaltered.
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Availability
Reachable when needed.
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Control
You keep control of your data.
We work through this together during your session, applied
Compliance
You meet the regulations.
We work through this together during your session, applied
AI Financial Governance.
Keep AI costs under control.
People
Accountability, skills
Process
Budgets, reviews
Technology
Billing tools, automation
Your AI use-case matrix.
We list your ideas, then place each one by impact and effort, to find the right first project.
Disruptions
Transformations
Quick wins
Developments
Your agent brief, on one page.
Pick one use case from your matrix and answer six questions: that’s your brief, whoever builds it.
1Trigger
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2Data
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3Outcome
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4Boundaries
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5Ownership
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6Output
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The next 90 days.
You leave with concrete actions, owners and a way to measure success.
Learn & pick
Pilot
Measure & scale
Notes & next steps.
In a 2-hour 1:1 advisory session, we go through every slide together, for your organisation and your goals. You leave with a notebook to capture your takeaways, your use cases and your next steps.
Book a 30-min call →Rita Alaoui · Inspirational trAInings · inspirationaltrainings.com