Business · AI and operations
Safe Automation Planner: AI workflow automation and AI agents for business
Six vendor-neutral lessons built on guidance from NIST, OWASP, the UK NCSC, the FBI’s IC3, Australia’s AI adoption guidance and Anthropic: SOPs, choosing what to automate, permissions, prompt injection and pilots.
About this course
AI workflow automation and agents for small business: document the process, then automate it safely.
Starter · About 2 hours of learning · 6 lessons · 18 quick checks · 1 download
Who it's for
Small business owners and operations staff in the US, Australia, the UK and elsewhere who want to automate repetitive work with AI workflows or agents, safely.
How it works
6 guided lessons in your browser, with worked examples, exercises and a quick check after each lesson. Progress is saved in this browser only, and you can restart at any time.
Sources we rely on
10 published sources, mostly regulators and official bodies, listed below so you can check the original guidance yourself.
By the end you can
- Tell rule-based automation, AI workflows and AI agents apart
- Write a one-page SOP before automating a process
- Score processes and choose a low-risk first project in draft-only mode
- Set least-privilege access and human approvals for high-impact steps
- Design around prompt injection, then pilot and monitor honestly
Downloads
- AI automation planner .xlsxProcess inventory and scoring, one-page SOP template, permissions and approvals map, prompt injection and data risk checklist, and a pilot plan with a monitoring log.
Rules by country
Learning time
About 2 hours of learning. May count towards your CPD or professional development; check your professional body's rules. Estimated from reading time, exercises, quick checks and downloads.
Sources
Check the originals.
Drafted with AI assistance and run through automated quality and source checks. How these courses are made. Spotted an error or out-of-date rule? Send a correction.
General education only, not legal, tax, financial, securities or investment advice, and no promise of income or results. Rules differ by country and change; check the official sources linked in each course and talk to a qualified adviser about your situation.
- Building effective agents · Anthropic
- Artificial Intelligence Playbook for the UK Government · GOV.UK
- Guidance for AI Adoption · Department of Industry, Science and Resources (Australia)
- Artificial intelligence (AI) · business.gov.au (Australian Government)
- least privilege (glossary) · NIST Computer Security Resource Center
- LLM06:2025 Excessive Agency · OWASP Gen AI Security Project
- LLM01:2025 Prompt Injection · OWASP Gen AI Security Project
- Prompt injection is not SQL injection (it may be worse) · National Cyber Security Centre (UK)
- Business Email Compromise: The $55 Billion Scam (PSA I-091124-PSA) · FBI Internet Crime Complaint Center (IC3)
- Guidelines for secure AI system development · National Cyber Security Centre (UK)
Publisher
Who publishes this course.
Published by trainyourself.org, a trading name of Combine TRS Pty Ltd (ABN 42 112 983 678), Brisbane, Australia.
How it's made: drafted with AI assistance from published official business and regulator guidance, then run through automated quality checks against our course depth standard and automated source checks that match each rule to its official source, listed above. Read how these courses are made.
Last updated:
General information, not tax, accounting, legal or professional advice. Spotted an error or an out-of-date rule? Send us a correction.
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