AI-NATIVE PROFESSIONAL: WORKFLOWS & AGENTS FOR PRODUCTIVITY

Stay ahead in the AI era.
Automate your daily finance work with AI tools

USD 999
Use code AINPNEW to save $200

Start learning as low as $399

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Stay ahead in the AI era. Automate your daily finance work with AI tools
TRUSTED BY MILLIONS OF LEARNERS
  • Key Program Highlights
  • Curriculum
  • Academic Director
  • Outcomes
  • Toolkit
  • Skills
  • Who Its For
  • Fees
  • FAQ

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AI-Native Professional: Workflows and Agents for finance Productivity

AI-Native Professional: Workflows and Agents for finance Productivity

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KEY PROGRAM HIGHLIGHTS

Experience a unique
learning journey

Solve real-world finance use cases

Build with latest AI tools

Learn from industry experts

Design for compliance

Create reusable AI workflows

Build AI agents for finance

Not in finance? You can still explore our AI-native professional program for all roles.

Explore Program

CURRICULUM

Curriculum designed by
AI and finance experts

Learn to prompt, research, model, automate, and deploy AI agents that handle recurring finance work.

10+ Latest AI Tools
Weekly Live Sessions
Capstone Real-World Projects
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Pre-Work 00

AI Literacy

Understand AI fundamentals and where it fits in your finance work.

• YOU'LL LEARN

Mapping AI to Finance

Understand the true potential of AI in finance. Identify high-impact productivity opportunities across finance functions and learn which financial data is safe to use with AI tools.

• PROJECT

Understanding AI in Finance

Create your personal AI-in-Finance roadmap and identify practical AI use cases relevant to your role.

Week 01

AI Foundations and Prompt Engineering

Master structured prompting and build reusable templates.

• YOU'LL LEARN

Create Finance Prompt Templates

Learn to create structured prompts that generate stakeholder-specific financial commentary from the same dataset, while applying best practices for handling sensitive financial information.

• PROJECT

Multi-Audience Variance Commentary Engine

Build a prompt library that transforms a single variance dataset into tailored financial commentary for executives, business leaders, and operations teams.

TOOLS
Claude Claude
ChatGPT ChatGPT
Gemini Gemini
Google Sheets Google Sheets
Microsoft Excel Microsoft Excel
Week 02

Research and Content Creation

Build research pipelines that replace hours of manual reading with structured, cited intelligence.

• YOU'LL LEARN

Build Research Pipelines and Briefs

Use AI-powered research tools to synthesize regulatory updates, validate financial assumptions, and generate reliable, source-backed briefs while maintaining data privacy.

• PROJECT

Tax Regulatory Research and Brief Filing

Build a research workflow that pulls live regulatory updates, compares them against prior year, and delivers a cited filing implications brief before the cycle opens. Then turn them into slide decks.

TOOLS
Claude Claude
Perplexity Perplexity
Gemini Notebook Gemini Notebook
Week 03

Financial Analysis

Turn spreadsheet data into clean analyses and scenario models using AI. No formulas.

• YOU'LL LEARN

Generate Scenario Models and Financial Insights

Analyze large financial datasets using AI, build scenario models with sensitivity analysis and generate decision-ready financial insights without complex spreadsheet formulas.

• PROJECT

Customer Revenue Analysis and Segment Review

Build an AI-assisted revenue analysis workflow that identifies customer concentration, segment anomalies, and key business trends from large datasets.

TOOLS
Claude Claude
Gemini Gemini
Microsoft Excel Microsoft Excel
Google Sheets Google Sheets
Week 04

AI Workflows and No-Code Automations

Automate recurring Finance tasks across your existing workflows without writing code.

• YOU'LL LEARN

Build AI Workflows with Approval Checkpoints

Turn recurring finance tasks into triggered no-code AI workflows, with a human validation checkpoint before any output is shared or acted on.

• PROJECT

Invoice Matching and Exception Flagging

Build an automated workflow that validates invoices against purchase orders, flags mismatches, and routes approved invoices for processing.

TOOLS
Claude Claude
Activepieces Activepieces
Microsoft Excel Microsoft Excel
Google Sheets Google Sheets
Week 05

AI Agents and Responsible AI

Build AI agents that monitor financial signals and support better planning decisions.

• YOU'LL LEARN

Build Finance Intelligence Agents

Configure AI agents to track market developments, competitor activity, and financial events, while applying governance principles to ensure outputs remain accurate, secure, and reviewable.

• PROJECT

Monitor Competitor Earnings and Forecast

Develop an AI agent that tracks competitor earnings announcements, extracts planning-relevant insights, and delivers forecast-ready briefing reports.

TOOLS
Claude Claude
Perplexity Perplexity
Activepieces Activepieces
Week 06

Governance and Frontiers of AI in Finance (Self-paced Module)

Audit everything you build, apply critical judgment to every AI output, and develop skills that compound over time.

• YOU'LL LEARN

Develop AI Judgment and Build AI-Native Skills

Evaluate the workflows and agents you've built against a finance-specific governance framework, classify your data across three privacy tiers, and map the skills that compound as an AI-native finance professional.

• PROJECT

Finance AI Governance Audit

Audit every workflow built throughout the program and develop your own AI governance framework and usage policy.

TOOLS
Claude Claude
ChatGPT ChatGPT
Gemini Gemini
End --

Demo Day: Capstone Project

Apply everything you’ve learned to solve a real Finance challenge.

• YOU’LL LEARN

Live Demo

Design, build, and present an AI-powered workflow, automation, or agent that addresses a real business problem from your workplace, supported by mentor feedback and peer review.

• PROJECT

Finance AI Workflow or Agent

Build a working automation, agent, or multi-tool finance workflow solving a real problem from your own work, demonstrated live in a 3-minute peer presentation.

// Note: The curriculum and projects listed above are indicative and subject to updates as technology evolves.

YOUR ACADEMIC DIRECTOR

Program curated by world class faculty

Dr. Pavankumar Gurazada

Dr. Pavankumar Gurazada

Director, Academics — Artificial Intelligence, Great Learning

  • Ph.D. in Applied Machine Learning
  • Adjunct Faculty at Northwestern University and University of Arizona
OUTCOMES

Build agents and workflows to
multiply your productivity

In 6 weeks, go from basic ChatGPT use to building & using agents - the skill that now separates the AI-fluent from everyone else.

  1. 01

    Generate multi-audience financial communications

  2. 02

    Build multi-source research pipelines to validate budget assumptions

  3. 03

    Analyze financial spreadsheets to identify deviations with AI

  4. 04

    Design no-code finance workflows

  5. 05

    Implement Human-in-the-Loop Governance

  6. 06

    Monitor competitor signals with AI agents

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TOOLKIT

Automate everyday finance work
with AI

Gain hands-on experience with leading generative AI tools used for research, analysis, automation, and financial reporting.

ChatGPT
Claude
Gemini
Google Sheets
Microsoft Excel
Perplexity
Gemini Notebook
Claude
ChatGPT
Gemini
Gamma
Google Workspace Studio
Microsoft Excel
Google Workspace Studio
Claude
Gemini
Claude
Gemini
Gemini Notebook
Activepieces
Google Forms
Google Workspace Studio
Perplexity

// Note: The list above is indicative and subject to updates as technology evolves.

Skills you will learn

  • Financial Prompt Engineering
  • Budget Assumption Validation
  • AI Spreadsheet Analysis
  • No-Code Workflow Automation
  • Human-in-the-Loop Governance
  • AI Agent Configuration
  • AI Output Evaluation
  • Audit Trail Design
WHO IT'S FOR

Designed ground-up for
Finance professionals

Carefully curated to help finance and audit professionals automate systems that reduce manual coordination and effort.

  • Financial Analysts and FP&A Professionals
  • Accountants and Finance Operations Analysts
  • Finance Managers and Controllers
  • Tax and Compliance Professionals
  • Financial Advisory Consultants
  • Internal Auditors
  • Other Finance professionals

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AI-Native Program for Professional Productivity

Go from basic AI use to building your own AI agents and workflows to automate everyday tasks like writing, research and analysis.

Explore Program

Become an AI-Native finance Professional today

Admissions close once the required number of participants enroll. Secure your spot today.

  • Learn by building through live sessions
  • Build with AI without coding
  • Connect AI tools to build end-to-end workflows
  • Work on real-world problems
TOTAL PROGRAM FEE
USD 999
Use code AINPNEW to save $200

For more details on flexible fee payments, please contact a Program Advisor. EMI options available.

Pay now to get access immediately

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100% money-back guarantee

Experience the first 2 weeks of the program firsthand with confidence. If the program is not the right fit for your goals, you are eligible for a full refund.

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Attend the first two weeks of live sessions. Experience the content, faculty, and hands-on projects firsthand before making a final call.

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Learn and build with AI

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Frequently asked questions

Program Details
  • Working professionals can use AI agents and workflow automation to eliminate repetitive tasks, streamline daily operations, and focus more on strategic, high-value work. By combining AI tools with no-code automation platforms, professionals can automate activities such as reporting, research, email drafting, meeting summaries, document analysis, and cross-functional workflows.

    The "AI-Native Professional: Workflows and Agents for Productivity" program is a structured 6-week online AI agents course with certificate designed to help professionals move from basic AI usage to building and deploying AI agents. Through a hands-on, build-first approach, participants learn how to create practical AI-driven workflows that improve efficiency, automate repetitive work, and significantly boost day-to-day productivity.
  • Yes, this program is delivered entirely online through a combination of live expert sessions and project work. You should expect to spend approximately 3-4 hours per week.
  • All live sessions are recorded and made available within 24 hours. While live attendance is recommended for the "build-along" experience, recordings allow you to stay on track.
  • You will retain access to all learning and project files for one year after graduation. Additionally, you will receive curriculum updates even after your term ends to stay current with the latest AI tools.
  • Yes. Upon successful completion, you will earn a Professional Certificate from Great Learning.
  • The "AI-Native Professional: Workflows and Agents for Productivity" program differentiates itself from typical courses in several key ways:

    • Focus on AI Agents, Not Just Basic Automation: Many courses stop at basic prompt engineering or simple isolated tasks. This program shifts you from standard, information-based work to "agent-centric productivity."
    • "Portfolio Over Paper" (Build-First Philosophy): The program emphasizes that a tangible portfolio is more valuable to employers than a credential alone. Because the curriculum follows a "build-first" approach, you are required to create and submit functional weekly deliverables.
    • Multi-Tool Orchestration: Rather than locking you into a single ecosystem or teaching one app, the course teaches you how to chain specialized tools together. You will learn to orchestrate an entire stack of tools like ChatGPT, Claude, Perplexity, NotebookLM, Activepieces, and Gamma into systems that run on independent schedules.
    • Transferable Frameworks: Because AI tools evolve rapidly, the course prioritizes foundational methodologies over fleeting features. You will learn cross-platform frameworks, such as the Task-Context-References prompting model and strict hallucination detection workflows, ensuring your skills don't become outdated when current tools change.
Faculty, Curriculum, and Projects
  • The program is led by Dr. Pavankumar Gurazada, Director of Academics for AI at Great Learning.
  • In this program you learn a tool-agnostic approach, meaning you are not locked into a single ecosystem. You gain hands-on experience with the AI tools redefining finance work:

    • Logic and Drafting: Claude, ChatGPT, Gemini.
    • Research and Synthesis: Perplexity, NotebookLM.
    • Analysis: Claude and Gemini inside Microsoft Excel and Google Sheets.
    • Automation and Agents: Activepieces, Google Workspace Studio.
    • Reporting and Production: Gamma.

    Each week chains these tools together into working finance workflows, from prompt libraries to research pipelines to AI agents.
  • Over the 6 weeks, your portfolio grows as you complete one hands-on finance project every week:

    • Week 1: A prompt library that turns a single variance dataset into tailored commentary for multiple audiences.
    • Week 2: A research pipeline that tracks regulatory updates and delivers a cited filing implications brief.
    • Week 3: A revenue analysis built by asking plain-English questions of a 1,000+ row export in Excel or Google Sheets.
    • Week 4: An invoice matching automation that flags exceptions and routes clean invoices for approval.
    • Week 5: An AI agent that monitors competitor earnings and delivers a forecast-ready brief to your inbox.


    The core piece of your portfolio is the Capstone, where you build a working finance workflow or agent for a real problem from your own job and demo it live on Demo Day.
  • The specific requirements for the capstone project emphasize building a practical, working application rather than a theoretical paper. Here are the specific requirements and expectations for the project:

    • Solve a Real-World Problem: The core requirement is that your project must solve a real, recurring pain point or task in your own professional, academic, or personal life.
    • Build a Functioning Multi-Step System: You must create a live, multi-step automated workflow or AI system. You will use the automation skills and triggers you learn in Week 4 as the foundation for developing this final project.
    • Deliver a Live Demonstration: You are required to present your finalized project on "Demo Day" during Week 6.
    • Follow the Development Timeline: You will receive the capstone brief in Week 4, which gives you exactly three full weeks to design and build the project. During this time, you are required to utilize structured mentor guidance to refine your project plan, tool selection, and implementation approach before presenting it to your peers and mentor.
Eligibility and Admission
  • Yes. This is an AI automation course for beginners with zero coding requirements. It is designed to help anyone start building AI workflows and agents without prior technical experience.
  • Yes, the program is specifically designed for functional professionals in HR, Marketing, finance, and Operations. Because the course has zero technical prerequisites and requires no coding, it is perfectly suited for non-technical professionals from any department. The skills you learn provide cross-functional value and are highly adaptable to your specific industry.

    Throughout the program, you will apply the weekly skills to your own professional context to solve real, everyday problems.
  • Cohorts run on a rolling schedule. Currently, the next start date is in August 2026. Please contact a Program Advisor for exact dates and to reserve your seat.
Fee and Payment
  • The course fee is USD 999 . Pay online to receive a USD 200 discount, bringing your total to USD 799.
  • The program uses tools at the free tier. In the case of Claude, you will be required to use your own subscription. Please reach out to your Program Advisor for more details.
  • We understand that working professionals need to be confident that a program will deliver real value at work. That's why we offer a 2-week money-back guarantee. If, during the first two weeks, you decide that the program isn't relevant to your role, productivity goals, or career objectives, you can request a full refund, and you get 100% money back, which is subject to the applicable terms and conditions.
Career-related Queries
  • Avoiding AI is increasingly the bigger career risk. Automating parts of your work does not replace your value as a professional; it increases your ability to operate at a higher strategic level. The "AI-Native Professional: Workflows and Agents for Productivity" program is designed to help working professionals build practical AI workflows.

    Beyond the credential, you will walk away with a portfolio of working AI systems. This provides tangible proof of your "AI fluency"—a skill 55% of leaders now expect as a baseline. You will also learn how to showcase these projects to hiring managers during a dedicated career guide session. You will graduate with hands-on experience similar to an AI agent builder course, with deployable projects that demonstrate real business impact.
  • This AI workflow automation course teaches you how to use AI tools for automating repetitive tasks and streamlining daily work processes. You will learn how to move beyond basic AI prompts and build agent-driven workflows that connect AI models directly with workplace tools like Gmail, Slack, and Google Sheets.

    Using visual automation platforms such as Activepieces, you can create workflows through simple triggers and actions—without writing code. The program also shows you how to combine multiple AI tools, such as Perplexity for live research and NotebookLM for document analysis, to automate reporting, research, communication, and other repetitive business tasks.

    Following a build-first approach, you will gain hands-on experience by creating and submitting functional AI automation projects every week, helping you apply AI directly to real workplace scenarios.
General Queries
  • Agentic AI applications refer to systems that can plan, decide, and execute tasks. In this AI agent building course, you will learn how to design agents for use cases like research automation, content generation, workflow execution, and decision support.
  • Yes. Working professionals can build no-code automated workflows that connect Gmail, Slack, Google Sheets, and AI tools to handle repetitive tasks automatically. Using platforms like Activepieces and OpenAI ChatGPT, you can create workflows that summarize emails, update spreadsheets, generate reports, and send Slack notifications without manual intervention.

    These workflows run on triggers or schedules, allowing you to automate recurring operational tasks and focus on higher-value strategic work instead of repetitive execution.
  • You can start automating your work without writing a single line of code by utilizing visual automation tools and plain language. The AI-Native Professional program is designed with zero technical prerequisites, making it fully accessible to functional professionals without any background in computing.
  • As a non-tech professional, you should start with foundational AI tools like ChatGPT, Claude, and Gemini to learn prompting and everyday productivity workflows. Once you understand the basics, you can progress to research and knowledge tools such as NotebookLM and Perplexity, followed by no-code automation platforms like Activepieces and Google Workspace tools.

    The AI-Native Professional program's step-by-step approach helps you gradually build the skills needed to automate workflows, connect apps, and eventually create AI agents without any coding experience.

AI-Native Professional: Workflows and Agents for finance Productivity

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