Training course · AI Agents · SMEs & Mid-Sized Businesses

AI Agents for SMEs

Agentic AI for business teams: understand AI agents, automate workflows safely and keep control with human-in-the-loop and governance.

Duration
2 days (14 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

“AI Agents for SMEs” is a hands-on course for roles such as Owners and managing directors of SMEs, Sales, purchasing and administration staff and HR managers in small and mid-sized companies. Rather than learning AI Agents in the abstract, you work on tasks from your daily routine – with examples, exercises and templates from SMEs & Mid-Sized Businesses.

AI agents go a step beyond conventional chat assistants: they plan sub-tasks, use tools such as search, files or business applications and complete multi-step work largely on their own. Over two days you will learn how agents are built, how they differ from chatbots and traditional automation, and which tasks genuinely justify their use. Widely used platforms serve as practical examples, including Microsoft Copilot Studio, custom GPTs and Claude with projects and tool connections.

In the hands-on sessions you design agent workflows for tasks from your own area of work, from triaging requests through research and drafting to handing results over to business systems. You decide where a person reviews and approves, which permissions an agent receives and how errors are detected. A dedicated block covers governance, data protection and accountability, so that your agents not only work but remain controllable, traceable and defensible within your organisation.

Small and medium-sized enterprises are the backbone of the economy – and are hit especially hard by skills shortages and growing administrative burdens. Generative AI offers mid-sized businesses big opportunities precisely because it can be used without an IT department or major investment. Owners and staff use AI assistants to write quotes and customer correspondence, review tenders and contracts, draft job adverts, capture the know-how of experienced employees and create marketing content. Simple automations and AI agents connect email, spreadsheets and industry software. The key is a pragmatic start with clear rules that delivers noticeable benefits quickly and brings the whole team along.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • Owners and managing directors of SMEs
  • Sales, purchasing and administration staff
  • HR managers in small and mid-sized companies
  • Digitalisation and operations leads
  • Trades businesses and family-owned companies

Typical challenges we address

  • Skills shortages and heavy workloads in small teams
  • Growing administrative and documentation requirements
  • No dedicated IT or digital transformation department
  • Uncertainty about data protection, costs and the right way to start with AI

What you will be able to do

  • You can explain how AI agents are structured and clearly distinguish them from chatbots and classic automation.
  • You can select a suitable agent platform for your requirements using transparent criteria.
  • You can design an agent workflow for a real process in your area and build a working prototype.
  • You can define human-in-the-loop checkpoints, test cases and escalation rules.
  • Apply AI pragmatically in sales, administration, HR and marketing in your company.
  • Define clear, privacy-compliant rules for AI use in your team.
  • Identify processes that can be improved with AI and automation without an in-house IT department.

Course outline

Day 1

Module 1 What makes an AI agent
  • Agent building blocks: language model, instructions, knowledge, tools and memory
  • How agents differ from chatbots, macros and classic workflow automation
  • Levels of autonomy: from suggestion-making assistants to agents that act independently
  • Realistically judging which tasks suit agents and which do not
Module 2 Platform overview: Copilot Studio, GPTs and Claude
  • Microsoft Copilot Studio: agents grounded in company data and connected to Microsoft 365
  • Custom GPTs: configuring instructions, knowledge files and actions
  • Claude with projects, knowledge bases and tool access via the Model Context Protocol
  • Selection criteria: data access, integrations, administration and licensing
Module 3 Designing and building agent workflows
  • Breaking tasks into steps and defining hand-offs between agent and human
  • Writing system instructions, examples and knowledge sources for consistent output
  • Connecting tools: search, documents, email, spreadsheets and business applications
  • Building a prototype agent for a real process from your own area
Module 4 Human-in-the-loop, quality and error handling
  • Setting approval steps, escalation rules and thresholds for human review
  • Test cases, evaluation criteria and spot checks for quality assurance
  • Common failure modes: wrong tool choice, endless loops and fabricated facts
  • Using structured user feedback to improve the agent over time

Day 2

Module 5 Governance, security and roll-out
  • Roles and responsibilities across business units, IT, data protection and works council
  • Least-privilege permissions, logging and protection against prompt injection
  • Positioning under the EU AI Act and GDPR: transparency, documentation and data flows
  • From pilot agent to production: operation, maintenance and measuring success
Module 6 Practice lab: SMEs & Mid-Sized Businesses
  • Quotes and customer correspondence
  • Reviewing tenders and contracts
  • Recruitment
  • Preserving know-how
  • Marketing without an agency
  • Automating workflows
Module 7 Data protection, quality & transfer to daily work
  • SMEs must also comply with the GDPR when using AI, for example through data processing agreements and clear rules on which customer and employee data may be entered. The EU AI Act requires businesses to ensure adequate AI literacy among staff, and trade secrets and customer data belong only in approved tools.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Quotes and customer correspondence

AI drafts quote text, service descriptions, follow-up emails and replies to customer enquiries based on your templates and price lists – you review and send.

Reviewing tenders and contracts

Tender documents, suppliers' terms and framework agreements are summarised for requirements, deadlines, liability and special conditions so you can decide faster. Key exclusion criteria are highlighted clearly.

Recruitment

Job adverts, careers page copy, interview guides and onboarding plans are written for the target audience to stand out in the competition for skilled staff.

Preserving know-how

The experience of long-serving employees is captured in interviews and structured with AI into work instructions, FAQs and onboarding material before it is lost to retirement.

Marketing without an agency

Website copy, newsletters, social posts, case studies and trade fair materials are created with AI and adapted to the language of your customers. Your company gains visibility without a marketing department.

Automating workflows

Recurring processes such as sorting incoming invoices, routing enquiries or producing reports from spreadsheets are connected using no-code tools and AI agents. This noticeably relieves small teams and reduces errors.

Prerequisites

You should already use an AI assistant such as ChatGPT, Copilot or Claude on a regular basis. No programming skills are required. Working in a small or medium-sized business; no technical background required.

Technical requirements

You will need a laptop with an up-to-date browser. Ideally you have access to at least one agent platform such as Copilot Studio, ChatGPT with GPTs or Claude; practice accounts can be provided if needed.

Data protection & compliance

SMEs must also comply with the GDPR when using AI, for example through data processing agreements and clear rules on which customer and employee data may be entered. The EU AI Act requires businesses to ensure adequate AI literacy among staff, and trade secrets and customer data belong only in approved tools.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Thu, 26 November 2026 – Fri, 27 November 2026 Online Request
  • Mon, 7 December 2026 – Tue, 8 December 2026 Stuttgart Request
  • Thu, 21 January 2027 – Fri, 22 January 2027 Online Request
  • Thu, 28 January 2027 – Fri, 29 January 2027 Berlin Request
  • Wed, 10 February 2027 – Thu, 11 February 2027 Online Request
  • Wed, 24 February 2027 – Thu, 25 February 2027 Munich Request

Frequently asked questions

Do I need programming skills to build AI agents?

No. The platforms used on the course rely on visual interfaces, plain-language instructions and ready-made connectors. You learn to specify agents precisely from a business perspective, connect tools and test workflows. Where deeper technical integration would be needed, you will know which requirements to put to your IT team.

Which platform will we use during the course?

The course is vendor-neutral and uses Microsoft Copilot Studio, custom GPTs and Claude as examples. You build your prototype on the platform that is available or planned in your organisation. The principles of workflow design, control and governance you learn carry over to other agent solutions as well.

How do I stop an agent from acting without control?

Through deliberate design: agents receive only the minimum permissions they need, critical actions such as sending, booking or deleting require human approval, and every step is logged. In addition, you define test cases and escalation rules. These are exactly the control mechanisms you develop for your own use case during the course.

How should a small business get started with AI?

Start with two or three concrete, time-consuming tasks such as quotes, correspondence or job adverts. Choose a privacy-compliant tool, set simple rules and let the team practise together. In the course you develop exactly this kind of starter plan for your company.

Do we need our own IT department?

No. Common AI assistants and no-code automations can be used without programming skills. What matters is deliberate tool selection, data processing agreements and clear responsibilities. For integrations with industry software, occasional external support may help, but getting started is something you can do yourselves.

How much does “AI Agents for SMEs” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 2 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart or Kaiserslautern. We can also run the course exclusively for your team.

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