The AI-Powered Back Office: Admin & Finance Automation
Transform your administrative and finance workflows with AI automation. This focused half-day course teaches back-office professionals how to leverage AI tools for daily tasks, from document processing to financial reporting.
Automate daily admin and finance tasks using AI tools like ChatGPT. Half-day hands-on course in Malaysia. HRD Corp claimable.
Overview
Course Overview
Transform your administrative and finance workflows with AI automation. This focused half-day course teaches back-office professionals how to leverage AI tools for daily tasks, from document processing to financial reporting.
Learn targeted AI tool usage, prompt engineering for admin tasks, and hands-on applications that deliver immediate productivity gains in your back-office operations.
Ideal for administrative staff, finance teams, HR professionals, and operations managers looking to automate routine tasks and boost efficiency with AI.
Audience
Who Should Attend
Administrative Staff
- Office administrators and executive assistants
- HR professionals handling routine documentation
Finance & Accounting Teams
- Accounts staff processing invoices and reports
- Finance professionals automating data tasks
Operations & Support
- Operations managers seeking efficiency gains
- Anyone in a support role wanting to leverage AI
Learning Outcomes
What You Will Learn
AI Tool Selection
Identify and set up the right AI tools for your specific back-office needs.
Prompt Engineering for Admin
Write effective prompts for emails, reports, documents and financial data.
Document & Report Automation
Automate document processing, filing and report generation with AI.
Workflow Optimization
Map and optimize existing workflows to integrate AI automation.
Risk & Privacy Awareness
Understand AI limitations, data privacy and responsible use in the office.
Curriculum
Course Outline
Module 1: Targeted AI Tool Use
- Overview of AI tools for back-office work
- Selecting the right tool for each task
- Setting up AI tools for admin and finance
- Hands-on: Configure your AI toolkit
Module 2: Prompt Engineering for Daily Tasks
- Writing prompts for common admin tasks
- Templates for email, reports and documents
- Financial data prompting techniques
- Practical Exercise: Build a prompt library for your role
Module 3: Hands-On AI Applications
- Automating document processing and filing
- Financial calculations and report generation
- Meeting notes, agendas and follow-ups
- Practical Exercise: Automate three daily tasks with AI
Module 4: Workflow Design & Risk
- Mapping existing workflows for AI optimization
- Identifying automation opportunities
- Understanding AI limitations and data privacy
- Practical Exercise: Design an optimized workflow
Module 5: Discussion & Use Cases
- Sharing team-specific use cases
- Troubleshooting common challenges
- Building an AI adoption plan for your department
- Interactive: Group discussion and Q&A
Investment
Training Investment & Advantages
What’s Included
Prerequisites
Basic computer literacy. No prior AI experience required.
Why Us
Why You Shouldn’t Miss This Course
Focused Half-Day Training
Quickly equips you with AI automation skills for admin and finance tasks.
Flexible Learning Mode
Attend in person at Leisure Commerce Square PJ or join online via Zoom.
Seasoned Trainer
Learn from an instructor with 16 years of teaching experience focused on real workflows.
Hands-On Projects
Guided exercises and a final project that builds confidence and competence.
3 Months Post-Training Support
Continue benefiting from support including direct contact with the trainer.
HRD Corp Claimable
100% claimable — subject to employer terms and approval process.
Trainer
Meet Your Instructor
Yavinesh Rajagopal
Senior Creative Trainer • 16 Years Experience
With over 6 years as a DTP artist, graphic designer and multimedia designer, plus 16 years of teaching experience, Yavinesh brings extensive knowledge in Adobe, Autodesk and more. His expertise ensures a comprehensive learning experience, combining practical skills with creative insights.
“The content is very informative and Mr Yavinesh is indeed very knowledgeable in his field.” — Dr. Norhanifah Binti Murli, UTHM
FAQ
Frequently Asked Questions (FAQs)
Yes, this is HRD Corp claimable training.
No, this is live trainer guided training.
Yes. We will send the Zoom link upon registration.
Yes. Location: Leisure Commerce Square, Petaling Jaya, Selangor, Malaysia.
It’s 4 hours, 9am – 1pm.
Face-to-face: RM 700. Online: RM 700.
Yes, you will get a certificate of completion.
Yes, discounts may be available for students. Please email us your details.
Click the button and fill up the form. We’ll contact you by email.
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Ready to Automate Your Back Office?
Enroll now and transform admin and finance tasks with AI automation.
