BR Academy

AI for Business Builders: LLMs, Prompting, Agents and Automation

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← AI for Business Builders: LLMs, Prompting, Agents and Automation

1How LLMs Work (and Why It Matters)0/4

How LLMs work: tokens, training, context windows15m
Model costs, speed, and quality: GPT-4, Claude, Llama
Choosing the right model for your task
What LLMs can't do: hallucinations, reasoning, real-time data
Module quiz

2Prompt Engineering That Works0/5

Prompt structure: role, task, context, format
Chain-of-thought and step-by-step reasoning
Few-shot prompting: teaching by example
Structured output: JSON, XML, and parsing
Testing and iterating prompts: metrics that matter
Module quiz

3No-Code Automations (Zapier, Make, Integrations)0/4

Zapier and Make: building workflows without code
Connecting Claude/GPT to your CRM: lead scoring, follow-ups
Email and Slack automations: drafting, routing, summaries
Error handling, retries, and monitoring workflows
Module quiz

4AI Agents That Do Work0/4

What are AI agents? Tools, memory, loops
Building a research agent: web search, summarization, reporting
Lead qualification and outreach agents
Customer support agents: FAQ, escalation, handoff
Module quiz

5Evaluation, Guardrails, and Safety0/4

Evaluating accuracy, bias, and hallucinations
Monitoring costs and optimizing spend
Human review loops: when and how to add them
Data privacy, GDPR, and compliance for AI workflows
Module quiz

6Building Your AI Operating Plan (Capstone)0/2

Audit your company: which tasks to automate
Capstone project: write your AI operating plan
Module quiz

No-Code Automations (Zapier, Make, Integrations)·Lesson 11 of 23·15 min

Connecting Claude/GPT to your CRM: lead scoring, follow-ups

This lesson is for enrolled learners

The concept Most CRMs support a webhook or a "new record" trigger — the moment a new lead is created, your automation platform can fire. Wire an LLM step into that trigger, using the structured-output JSON pattern from Module 2, and every new lead gets automatically scored and assigned a suggested next action the instant it lands, instead of sitting……

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