FORMATION IA
L'IA Pratique pour les PME du Secteur Technique et des Métiers
Repartez avec des flux de travail IA opérationnels pour la planification, les devis, la facturation et la relation client.
Ce qu'elle couvre
Un atelier d'une journée conçu pour les dirigeants et responsables administratifs de petites entreprises artisanales — plombiers, électriciens, techniciens CVC. Les participants apprennent à utiliser des outils d'IA pour leurs tâches de back-office les plus chronophages : planification et dispatch, rédaction de devis, extraction de données de factures et messages de suivi client. Le format alterne courtes introductions conceptuelles et exercices pratiques basés sur des scénarios réels du secteur. En fin de journée, chaque participant repart avec au moins deux flux de travail assistés par l'IA immédiatement applicables.
À l'issue, vous saurez
- Configure an AI chatbot prompt template to generate accurate, professional job quotes in under two minutes
- Set up a simple dispatch-assistance workflow using a no-code tool that suggests technician assignments based on location and availability
- Use an AI document-extraction tool to pull line items and totals from supplier invoices into a spreadsheet automatically
- Draft and schedule AI-generated customer appointment reminders and post-job follow-up messages
- Evaluate a new AI tool for suitability using a basic checklist covering cost, data privacy, and integration with existing software
Sujets abordés
- Using AI chatbots to draft customer quotes and follow-up messages
- Automating job dispatching and scheduling with AI-assisted tools
- Extracting invoice and purchase-order data using AI OCR tools
- Optimising field technician routing with AI-powered mapping tools
- Setting up automated customer SMS/email reminders
- Choosing and evaluating no-code AI tools suitable for small trades businesses
- Understanding data privacy basics when using AI with customer data
Modalité
Delivered in-person or via live virtual session (Zoom/Teams). Each participant needs a laptop. The day is approximately 70% hands-on exercises and 30% facilitated discussion. A shared resource pack (prompt templates, tool comparison sheet, GDPR one-pager) is provided digitally. In-person delivery works well at a trade association venue or on-site at the business owner's premises.
Ce qui fait que ça marche
- Starting with one high-frequency task (e.g. quote drafting) and perfecting it before adding more workflows
- Assigning one person in the business as the internal AI champion to maintain and improve the workflows
- Using prompt templates stored in a shared document so all team members produce consistent outputs
- Reviewing AI-generated outputs against real jobs in the first month to build trust and catch errors early
Erreurs fréquentes
- Buying a complex field-service software platform before testing simpler AI add-ons that plug into existing tools
- Using generic AI outputs for customer quotes without reviewing for accuracy — leading to costly pricing errors
- Sharing full customer databases with AI tools without checking the provider's data retention and GDPR compliance
- Expecting AI to replace dispatcher judgment entirely rather than using it as a decision-support layer
Quand NE PAS suivre cette formation
This workshop is not suitable for a trades business that has not yet digitalised its scheduling and invoicing — if the business still runs entirely on paper, foundational digital-tools training should come first before introducing AI workflows.
Fournisseurs à considérer
Sources
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