Designing applied AI training for a banking audience
An enterprise training engagement combining programme design, client coordination, direct teaching and practical workflow demonstrations.
01Context
This was a Digital Marketing training engagement combining enterprise coordination, programme design and direct teaching.
02Programme Scope
The programme covered campaign planning, workflow automation, and AI-assisted content workflows with quality checks and human review.
03My Role
Strategic & commercial
- Discovery
- Proposal and pricing discussions
- Negotiation
- Account management and client coordination
Programme & delivery
- Programme design
- Instructor coordination
- Direct teaching
- Building and demonstrating n8n workflows in a training environment
04Approach
- Plan
- Automate
- Add AI with Human Review
The programme progressed from campaign planning, to rule-based workflow automation, and then to AI-assisted content generation with quality checks and human review.
This describes the training sequence, not evidence of production adoption.
05What Was Delivered
Training materials and direct teaching/demonstrations covering campaign planning, workflow automation and AI-assisted content workflows. n8n workflows were built and demonstrated using business rules, Google Sheets, email automation, AI-generated content and execution logs in a training environment.
06Evidence & Outcomes
This note documents programme scope and training delivery. Production adoption and post-training business impact have not been established.
07Key Lessons
- Define work and decision points before introducing tools.
- Distinguish automated AI quality checks from human approval.
- Treat classroom practice and operational adoption as separate milestones.
A relevant problem or a shared interest?
For enterprise work, partnerships, or a thoughtful exchange about operations and applied AI, feel free to get in touch.