Automation

With the tools your team uses

Test and improve your AI agents and workflows

Learn to check whether a change improves your AI agent or workflow: compare versions using the same cases and decide what to fix using evidence.

8 h · 4 × 2 hSpanish & English
Contact

Before we begin

Basic experience building or maintaining a workflow with an AI step, or equivalent. We agree the client’s tool, authorised test environment, records and usage. Simulations support learning the method but do not validate a real agent.

Choose the platform and model around your environment. Agree test-workflow access, records, features, authorised data and usage. Files include simulated outputs; tool execution is confirmed per edition and documented separately. Production agents are not changed.

Learn methods and criteria you can apply with your own tools. We adapt the exercises to your team’s environment and confirm the features, access and usage needed for the agreed practice.

See preparation and terms →

By the end you will be able to

  1. 01

    Prepare a short set with inputs, expected results and separate criteria.

  2. 02

    Compare two versions preserving cases, conditions and an attempt record.

  3. 03

    Locate a failure and check that a correction does not break another result.

  4. 04

    Explain what to keep, fix or stop using evidence another person can review.

What we will work on

A more convincing answer can hide a new failure. Start with a prepared assistant, define what it should do and compare two versions using the same cases. Leave an explainable decision and a set the team can use again.

01

Define what needs checking

Task, sources and permitted actions. Typical, incomplete and out-of-scope cases with reviewable criteria.

You will work on

  • Bound the task and actions requiring review.
  • Write expectations before reading outputs.
  • Add ambiguous cases and identify failures that block continuation.
Practice
Prepare a twelve-case set and contribute an individual variation.
How you will check it
A versioned set with expectations, criteria and severity.
02

Compare using the same test set

Versions, attempts, evidence and severity. Distinguish a real improvement from a merely convincing answer.

You will work on

  • Preserve inputs and conditions when comparing versions.
  • Distinguish an assistant’s statement from case state.
  • Find a result that worsens despite a better total.
Practice
Compare A and B, review a scoring disagreement and identify EV-11.
How you will check it
Case-level evidence without presenting the count as real reliability.
03

Improve and check again

A bounded change, repeated tests and individual variation. Decision, ownership and next review.

You will work on

  • Prioritise a failure and document the change.
  • Repeat the whole set and a variation not used while tuning.
  • Leave a decision, limits and owner.
Practice
Correct EV-11’s routing and individually resolve a new case.
How you will check it
A before/after record and explained decision; the example does not replace individual evidence.

The total improves, but one request gets worse.

Classroom example with fictional data

Compare two prepared versions of an assistant handling internal requests for tools and access. Review twelve fictional cases, identify a regression and explain a change. The platform is chosen for each edition; materials include simulated outputs for practice without real accounts.

Fictional classroom case. Brisa has a current tool-request guide. Two prepared versions answer twelve requests. No actions run and no access is granted; review simulated outputs and records.

Starting point
A meets four of twelve cases; in EV-10 it claims to have activated access that does not exist.
First reading
B meets eleven of twelve, but routes EV-11 to People although the guide names Support. That request was previously correct.
What we review
Review each case against the source. Distinguish A’s false activation, B’s regression and what remains untested.
Result
The example proposes correcting B, repeating the set and testing a new variation. It does not recommend publication based on twelve prepared outputs.

Check before drawing conclusions.

A better overall result does not remove a regression

Fictional material: one prepared result per case and version. It does not estimate reliability.

A better overall result does not remove a regression
VersionPassing casesWhat keeps the review open
A4 of 12EV-10 claims a nonexistent activation.
B11 of 12EV-11 routes to People instead of Support.

Swipe to see all columns.

How it is calculated

A: EV-01, EV-02, EV-11 and EV-12. B: all except EV-11. Same twelve cases and criteria.

Correct B, repeat the set and check an individual variation. Do not accept based only on the total.

What we cannot conclude

  • The current guide names Support.
  • Twelve prepared outputs do not demonstrate real performance.

Saying it happened does not prove an action

Before review

EV-10, A: “I activated your access.” The simulated record says no action ran.

After review

B keeps approval pending and does not claim access exists.

Check the answer against case state. A fails by claiming a nonexistent outcome; no actual access was granted.

Before calling it complete

  • Each judgement cites an output and an expectation.
  • EV-11 is identified as a regression and EV-10 as a false claim.
  • The decision retains limits and an individual variation.

Four sessions to put it into practice.

Reference edition · 8 h live

Reference edition: 8 live hours across 4 sessions of 2 hours. Individual practice and short feedback take place in the sessions, without additional mandatory tasks.

  1. Session 12 h

    Agree criteria and cases

    Bound task, sources, actions and important failures. Prepare the set before grading.

    By the end

    A versioned set and criteria another person can apply.

  2. Session 22 h

    Compare two versions

    Review the same A and B inputs and outputs, disagreements and a regression hidden by the total.

    By the end

    Case-level evidence and a prioritised correction.

  3. Session 32 h

    Change and repeat

    Investigate EV-11, propose a bounded correction and repeat checks. Distinguish simulated material from tool execution.

    By the end

    A change record and review of the whole set.

  4. Session 42 h

    Decide using individual evidence

    Each participant resolves a variation and explains what to keep, fix or stop. Feedback in the session.

    By the end

    An individual decision with limits, an owner and next review.

If your team needs to go further

  • This continuation has its own 8 hours and builds on basic AI-automation experience.
  • Advanced automated graders, infrastructure and continuous integration require a separate scope.
  • The exercise does not demonstrate production security, quality or availability.

An individual piece of work to close.

Prepare an individual variation, grade A and B using evidence, document a change and explain what to fix, keep or stop. Trainer review and feedback on the practice take place within the 8 hours.

Define the test

Pass
Links input, expectation, criterion and severity before grading.
Needs review
An expectation is missing or grading is by impression.

Compare using evidence

Pass
Preserves conditions, identifies EV-11 and checks EV-10 against its record.
Needs review
Uses only the total or confuses an answer with executed action.

Check the change

Pass
Records the correction, repeats the set and resolves an individual variation.
Needs review
Accepts a correction without repeating the other tests.

Explain limits

Pass
Leaves ownership and next review; distinguishes classroom and real validation.
Needs review
Claims reliability or safety from these prepared outputs.

The trainer reviews the task and explains the result within the agreed course time. Additional reassessment is agreed for each edition.

Learn with someone who develops projects for companies.

Borja Martínez

Borja Martínez

The Optimal Flow consultant

Over two years of experience developing projects for companies across industries and sizes.

We confirm the case, practice setup, dates and trainer availability when preparing each edition with your team.

Materials to practise and leave evidence.

Fictional sources and cases, blank templates and worked examples. Actual results are recorded during the edition.

  • Practice guide and timings
  • Classroom case and sources
  • Twelve fictional test cases
  • Expectations and criteria
  • Simulated A and B outputs and records
  • Blank comparison
  • Worked comparison
  • Blank decision record
  • Worked decision example
  • Individual variation
  • Assessment rubric
  • Expected checks

With guidance, practice and support.

Each delivery includes working materials, feedback on practical work and assessment against the agreed objectives.

See materials, support and terms

Materials you can keep

Downloadable, versioned guides, exercises and review criteria for internal use.

To prepare and complete the delivery

A short recommendation, an editable communications kit and a group learning report.

TOF’s own certificate

A certificate of achievement after the agreed assessment. It is not a vendor certification.

A month of email support

On the content covered, up to two accumulated hours for the whole group.

What does your
team need to learn?

Tell us what you want to work on, how many people would take part and where you are based. We will prepare a proposal with scope, sessions and a budget.

Would you like to ask about FUNDAE?

We check eligibility for each company and edition, subject to requirements and available training credit in Spain. Funding is neither automatic nor guaranteed. Official FUNDAE information ↗

Discuss eligibility
The Optimal FlowlearnWith the tools your team uses

Test and improve your AI agents and workflows

Learn to check whether a change improves your AI agent or workflow: compare versions using the same cases and decide what to fix using evidence.

8 live hours4 sessions of 2 hoursIn Spanish or English

Reference edition: 8 live hours across 4 sessions of 2 hours. Individual practice and short feedback take place in the sessions, without additional mandatory tasks.

Who it is for

People building or maintaining AI-powered workflows and process owners who can define an acceptable result. A continuation for participants who already understand the workflow; coding is not required for the reference scope.

By the end you will be able to

  • Prepare a short set with inputs, expected results and separate criteria.
  • Compare two versions preserving cases, conditions and an attempt record.
  • Locate a failure and check that a correction does not break another result.
  • Explain what to keep, fix or stop using evidence another person can review.

Before we begin

Basic experience building or maintaining a workflow with an AI step, or equivalent. We agree the client’s tool, authorised test environment, records and usage. Simulations support learning the method but do not validate a real agent.

Choose the platform and model around your environment. Agree test-workflow access, records, features, authorised data and usage. Files include simulated outputs; tool execution is confirmed per edition and documented separately. Production agents are not changed.

Your trainer

Borja Martínez
The Optimal Flow consultant

Over two years of experience developing projects for companies across industries and sizes.

We confirm the case, practice setup, dates and trainer availability when preparing each edition with your team.

The Optimal FlowlearnTest and improve your AI agents and workflows

Four sessions to put it into practice

  1. Session 1 · 2 h

    Agree criteria and cases

    Bound task, sources, actions and important failures. Prepare the set before grading.

    Result: A versioned set and criteria another person can apply.

  2. Session 2 · 2 h

    Compare two versions

    Review the same A and B inputs and outputs, disagreements and a regression hidden by the total.

    Result: Case-level evidence and a prioritised correction.

  3. Session 3 · 2 h

    Change and repeat

    Investigate EV-11, propose a bounded correction and repeat checks. Distinguish simulated material from tool execution.

    Result: A change record and review of the whole set.

  4. Session 4 · 2 h

    Decide using individual evidence

    Each participant resolves a variation and explains what to keep, fix or stop. Feedback in the session.

    Result: An individual decision with limits, an owner and next review.

A fictional classroom case

The total improves, but one request gets worse.

Fictional classroom case. Brisa has a current tool-request guide. Two prepared versions answer twelve requests. No actions run and no access is granted; review simulated outputs and records.

By the end of the exercise: The example proposes correcting B, repeating the set and testing a new variation. It does not recommend publication based on twelve prepared outputs.

The Optimal FlowlearnTest and improve your AI agents and workflows

What we will work on

Define what needs checking

  • Bound the task and actions requiring review.
  • Write expectations before reading outputs.
  • Add ambiguous cases and identify failures that block continuation.

Practice: Prepare a twelve-case set and contribute an individual variation.

Compare using the same test set

  • Preserve inputs and conditions when comparing versions.
  • Distinguish an assistant’s statement from case state.
  • Find a result that worsens despite a better total.

Practice: Compare A and B, review a scoring disagreement and identify EV-11.

Improve and check again

  • Prioritise a failure and document the change.
  • Repeat the whole set and a variation not used while tuning.
  • Leave a decision, limits and owner.

Practice: Correct EV-11’s routing and individually resolve a new case.

Extensions agreed separately. This continuation has its own 8 hours and builds on basic AI-automation experience. Advanced automated graders, infrastructure and continuous integration require a separate scope. The exercise does not demonstrate production security, quality or availability.

What accompanies the programme

  • A downloadable, versioned guide, exercises and review criteria; keep a copy for internal use.
  • A short recommendation, editable kit and group learning report. Responsibilities, a prior access check, handover and recipients are agreed for each delivery.
  • TOF’s own certificate of achievement after passing the agreed assessment. It is not a vendor certification.
  • Email support on the content covered for one calendar month after the last session. A maximum of two accumulated hours for the whole group, with a response time of up to two working days.

Clients provide licences unless expressly agreed otherwise. Recordings are agreed in advance. Implementation, work carried out independently by TOF, production deployment and ongoing maintenance are quoted separately. Delivery link access is agreed per delivery. Later updates and specific support require agreement. Structured documents and text alternatives; participation needs reviewed before starting.

Full format and terms → theoptimalflow.com/en/learn/how-we-teach