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2 daysIA-270In-houseTFP-eligible (Tunisia)

Brevo × Agentic AI: From CRM to Agents

From CRM to agents: put Brevo to work for you.

This course takes marketers and executives from managing Brevo by hand to running it with agentic AI. Participants become CRM workflow architects, able to segment, analyze and automate marketing and sales processes without constant human intervention.

Building on Brevo and the Claude ecosystem (MCP connectors, skills, agents and plugin), each participant designs their own tailored automations without writing a line of code. Day one lays the Brevo foundations; day two hands them over to AI.

(+216) 36 361 552

Duration2 days

Schedule08h30 – 14h00, coffee break included

AudienceMarketing and CRM managers, digital project managers, sales and customer relations teams, SME executives

FormatIn person or online, with recording on request

PrerequisitesA Brevo account (the free plan is enough), a Claude account with connectors enabled and a demo ClickUp workspace

CertificationExpert Certificate in Prompt Engineering and AI Automation

TFP funding: how does it work?

Detailed syllabus

2 days, 10 modules, 1 workshop

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

Day 1 — Mastering Brevo: CRM, campaigns and automations

08h30 – 09h15Module 1

Foundations: setting up Brevo

The Brevo ecosystem: marketing, CRM, conversations, transactional emails.
Account architecture, senders and domain authentication (SPF, DKIM, DMARC).
Deliverability and GDPR compliance: consent and unsubscribes.
Workshop: configure the account and validate the sending domain.

09h15 – 10h15Module 2

Contact database: structure, segment, clean

Custom attributes, lists and segments, CYCLE_VIE field.
CSV import, deduplication and database cleanup.
Workshop: import a registrant file, create 5 attributes and 3 segments.

10h15 – 10h30Break

Coffee break

10h30 – 11h15Module 3

CRM and pipeline: tracking every opportunity

Companies, contacts, deals, pipeline stages, tasks and notes.
Workshop: build a training sales pipeline.

11h15 – 12h15Module 4

Campaigns: communicating at scale

Email editor, HTML templates, personalization and A/B testing.
SMS and WhatsApp, scheduling, reading statistics (opens, clicks, unsubscribes).
Workshop: create and schedule an email and SMS campaign.

12h15 – 13h45Module 5

Automations: keeping Brevo working around the clock

Triggers, conditions, delays and actions.
Welcome and follow-up sequences at D+3, D+7 and D+14, scoring, transactional emails.
Workshop: build a 4-email post-webinar sequence, the basis for day 2 exercises.

13h45 – 14h00Wrap-up

Day 1 recap and day 2 preparation

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.

BrevoDays 1 and 2CRM, contacts and segments, email, SMS and WhatsApp campaigns, automations and transactional emails.

ClaudeDay 2 · Modules 6 and 7System prompt with guardrails, database audit and campaign comparison, connected to Brevo.

MCPDay 2 · Modules 6 and 7Brevo connector: API key, permissions, read versus write.

SkillsDay 2 · Module 8Reusable procedures: webinar to Brevo, lifecycle sync, campaign report.

Multi-tool agentsDay 2 · Module 9Brevo, ClickUp, Drive and Calendar orchestrated, with human validation and logging.

"Brevo CRM" pluginDay 2 · Module 10Skills, agents, connector and entry command bundled, installed and tested.

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.

Brevo and marketing automationClaude, MCP & SkillsDigital strategyE-commerceProcess automation

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 TFP (Tunisia's Professional Training Tax) and that the program qualifies as an eligible expense.

2File submissionPreparing the advance or refund application: detailed program, quote, schedule and provisional list of participants.

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

4Documentation and refundHandover of the closing file — invoice, attendance sheets, certificates — for the refund claim.

What we provide

Detailed hour-by-hour training program
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

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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