Home/Training/Agentic AI for business — Level 1 in-house (3 days)

3 days · 21 exercisesIA-211In-houseTFP-eligible (Tunisia)

Agentic AI for business — Level 1 in-house (3 days)

From Chat to Action: Master the AI that works for you.

Help the company's teams move from conversational AI use to concrete, reusable automations. Designed for a single company, this in-house training builds on its real files, processes and use cases.

Working exclusively in the Claude ecosystem (Claude, Claude for Excel, Claude Cowork), participants master data analysis in Excel, build their own Skills, connect Claude to their tools through MCP connectors and build Agents that chain several Skills end to end. 21 hands-on exercises, about 75% practice.

(+216) 36 361 552

Agentic AI for business — Level 1 in-house (3 days)

Duration3 consecutive days, 21 hands-on exercises (about 75% practice)

Schedule08h30 – 14h30, breaks included

AudienceLeadership and managers, finance and management control, sales and marketing, HR, operations, customer service

FormatIn-house, online or in person, with recording of the training on request

PrerequisitesRegular Excel use and some initial experience with generative AI

ValidationNamed professional training certificate attesting to mastery of Claude Skills, MCP connectors and Agents

Follow-upFollow-up session at D+30

TFP funding: how does it work?

Prefer to join an open session with participants from other companies? See the 2-day Level 1 and its public sessions

Detailed syllabus

3 days, 8 modules, 8 workshops

Each day combines core concepts in the morning with hands-on practice on your own use cases in the afternoon.

Day 1 — Prompting and Claude for Excel

08h30 – 08h45Introduction

Welcome and in-house scoping

Introductions, expectations, review of the use cases gathered beforehand from the company's teams.
Overview of the 3-day deliverables and the business “common thread” agreed with the sponsor.

08h45 – 09h30Module 1

The agentic paradigm

Tokens, context window, the agentic loop (perception, reasoning, action, observation). Conversational AI vs. agentic AI.
Mapping the ecosystem: Claude, Projects, Claude for Excel, Claude Cowork, Claude Code — which tool for which use in the company.

09h30 – 10h30Module 2

RCTFE prompt engineering and Projects

The RCTFE method (Role, Context, Task, Format, Example), multi-step reasoning, choosing a model.
Exercise 1 — Turn 3 vague prompts from the company's daily work into RCTFE prompts; compare before and after.
Exercise 2 — Create a team Claude Project (standing instructions and internal reference documents) and query it.

10h30 – 10h50Break

Coffee break

10h50 – 11h50Module 3

Claude for Excel: getting started

Reading a workbook, explaining and generating formulas, multi-sheet navigation, change tracking.
Exercise 3 — Clean a raw export (duplicates, badly formatted dates, text in numeric columns, inconsistent labels) with a correction log.
Exercise 4 — Audit an inherited workbook: explain, fix and simplify complex formulas.

11h50 – 13h05Workshop

Advanced Excel workshop

Exercise 5 — Build pivot tables and a dashboard (KPIs, charts, slicers) from sales or operational data.
Exercise 6 — Build a simulation model: budget and forecast with adjustable assumptions and 3 scenarios (conservative, base, ambitious).
Exercise 7 — Detect anomalies: budget vs. actual variances, outliers, revenue ≠ quantity × price inconsistencies, conditional-formatting alerts.

13h05 – 14h15Workshop

Common-thread workshop #1 — Excel

Exercise 8 — Starting from a real (anonymized) company file, each pair independently produces: a cleaned and checked workbook, a summary dashboard and a one-page memo for leadership. Time spent is measured against the usual method.

14h15 – 14h30Wrap-up

Day 1 debrief

Feedback from pairs, best practices and pitfalls identified, points of caution (checking figures, confidentiality).

Technologies & platforms

The tools you'll work with

Each platform is used live during the workshops, on your own use cases. No technical prerequisites required.

Claude and ProjectsDay 1 · Modules 1 and 2RCTFE prompt engineering, multi-step reasoning and a team Project with standing instructions and reference documents.

Claude for ExcelDay 1 · Module 3 and workshopsCleaning exports, auditing formulas, pivot tables, dashboards, scenario modeling and anomaly detection.

SkillsDay 2 · Module 4 and workshopsWriting and reporting Skills, tested triggering, a company Skills library.

MCP connectors and pluginsDay 2 · Modules 5 and 6Email, documents, calendar and CRM connected to Claude; a team plugin bundling Skills, connectors and commands.

Claude CoworkDay 3 · Module 7 and workshopsMulti-step agents, scheduled tasks, an agent orchestrating several Skills with human approval checkpoints.

Your trainer

Portrait de Mohamed Kais Khenine, fondateur et formateur i2Business

Mohamed Kais Khenine, MBA

Senior Consultant & Trainer in AI, Digital Transformation & Digital Marketing

The course is led by a consultant who designs and deploys AI agents connected to our clients' business systems every day. Demos are run live, on production tools, under real-world security, cost and compliance constraints.

Claude & Claude CoworkClaude for ExcelMCP & SkillsAI agentsAI governance

Funding

This course is eligible for TFP funding

Our training firm is state-approved in Tunisia (approval no. 11 1823 19), which means your company can have its training costs refunded through the TFP (Tunisia's Professional Training Tax) if it is eligible for the related tax credit.

1Eligibility checkWe confirm with you that your company is subject to the TFP (Tunisia's Professional Training Tax) and that the program qualifies as an eligible expense.

2Application filingPreparation of the advance or refund application: detailed program, quote, schedule and provisional participant list.

3Course deliveryDaily sign-in sheets, learning assessment and named certificates meeting the scheme's requirements.

4Supporting documents and refundDelivery of the closing file — invoice, attendance sheets, certificates — for the refund claim.

What we provide

Detailed training program, session by session
Named quote and compliant invoice
Attendance sheets signed per half-day
Learning assessment at the start and end of the course
Individual certificates of completion

Questions about eligibility? Call us directly.(+216) 36 361 552

Go further

Related courses

See the full catalog

PractitionerIA-293Become an AI-Augmented Traffic Manager — Level 1One profession, four acquisition channels managed with AI: Meta (Facebook and Instagram), Google Ads, LinkedIn Ads and ChatGPT Ads, with a validation exam for each subject.50 hoursIn-house or public session, in person

PractitionerIA-292Agentic AI for digital marketing — Level 1From chat to action: KPIs, SEO, Google Ads, GA4 and Meta Ads managed with Claude, its Skills, its MCP connectors and a cross-channel marketing agent.3 days · 18hIn-house, in person

PractitionerIA-291Agentic AI for sales teamsFrom chat to action: automate prospecting, meeting preparation, proposals, CRM and sales management with Claude, its Skills and its agents.3 days · 18hIn-house, in person

Book a session

Public session or in-house training at your premises, tailored to your processes. We'll get back to you within 24 business hours with a proposal and the TFP paperwork.

(+216) 36 361 552