Northwestern|Kellogg

Leveraging
AI Agents


A hands-on, AI-first session on building and managing AI agents.
Sébastien MartinAssociate Professor of Operations · Northwestern Kellogg
Mastering the Human-AI Partnership · October 8, 2026
Our page for the morning

Open it now and keep it open all morning:

sebastienmartin.info/p/hmi

Everything we will copy and paste is there.

Introduction

Poll: do you use one of these regularly?

ChatGPT
ChatGPT
OpenAI
Claude
Claude
Anthropic
Gemini
Gemini
Google
Introduction

Poll: have you ever tried one of these?

Claude Code
Claude Code & Cowork
Anthropic
OpenAI Codex
Codex & Work
OpenAI
Introduction

Poll: have you ever tried one of these?

OpenClaw
OpenClaw
Open source
Hermes Agent
Hermes
Nous Research
Muse
Muse
Meta
Dots
Dots
OpenAI
Instinct
Instinct
Startup
Introduction

How I relate to AI

Research
Deployment of AI and algorithms
Teaching
“AI Foundations for Managers”
Leveraging AI to improve education
Industry
Board of Directors
Focusing on AI strategy
My family
Our son was born on July 31. Figuring out what the world will be when he grows up.
One section of AI Foundations for Managers
Sébastien, Khadija and their newborn son
Introduction

Why leaders should build

This program is about AI leadership, not technical skill. So why start by building?

Because you cannot lead what you have never touched. Building it yourself is the fastest way to see what an agent can and cannot do, and where a person has to stay in charge.

We will get our hands dirty. Some things will break. We will figure it out together.

Then
Lead
Would you deploy it? What changes in your organization?
Next
Decide
Where should AI act alone, and where do people stay in the loop?
First
Build
An AI agent, by hand, at the level only technical teams usually see
from the ground up
Introduction

Our morning

1
Hands-on agentic workflow design
we build a real AI agent together in n8n, no experience needed
2
Leveraging AI agents
now that we know what AI can do, how should we use it to really help the company, and where do people fit in?
3
Where are things going?
what changed in four years, what is coming next, and what you can do about it now.
PART 1 · UNTIL THE BREAK

Building AI workflows with n8n


The best way to understand the technology is to use it.
Building AI workflows with n8n

What is n8n?

n8n
An automation platform. You connect blocks into workflows that run on their own, with little or no code.
And one of the most widely used platforms for deploying AI agents in practice.
Building AI workflows with n8n

Skyline Experiences

Premium outdoor experiences, worldwide

  • Harbour sails and vineyard tours
  • Hot-air balloons and food tours

Their customers are always travelling, and the weather always matters.

Our goal
A customer-service AI agent for customers who have already booked an experience.
Skyline Experiences hot-air balloon ride over a vineyard valley
Building AI workflows with n8n

Build together · Your first AI agent

Follow along with me, step by step. Lost the thread? Pick up here:
  • Create your workflow. In the HMI Build your Agent project, click Create workflow and name it after yourself: firstname-lastname-agent1.
  • Add the agent. Click the +, type AI, and choose AI Agent. Close the window that opens.
  • Give it a brain. Under the agent, click the + next to Chat Model and choose OpenAI Chat Model. The key is already set up.
  • Talk to it. Click Open chat at the bottom and say hello. Then tell it your favorite color, and ask it back.
🎉 You just rebuilt ChatGPT (a very bad version of it).
Building AI workflows with n8n

What is an AI agent?

LLM the model User message Reply to the user Conversation so far System message instructions + information reasoning talks to itself on hard tasks Tools what's the weather in Miami? tomorrow: 25°C, sunny
Building AI workflows with n8n

Build together · Instructions and a tool

Same workflow, keep following along. Lost the thread? Pick up here:
  • Copy the instructions. On our page, copy the block under “1 · Concierge prompt”.
  • Paste them in. Double-click AI Agent, click Add option → System message, replace “You are a helpful assistant” with what you copied, and close.
  • Test it. In the chat, ask: “Hi, who are you?”
  • Add a tool. Click the + next to Tool, search weather, choose OpenWeatherMap, and set it to the 5-day forecast. Next to City, click the ✨ button so the model picks the city.
  • Ask about the weather. “What should I pack for my balloon ride in Napa this weekend?” Then open the Logs.
🎉 A model, instructions, and a tool: that is the whole agent.
Building AI workflows with n8n

The ONLY three things you control

The model
The LLM, the large language model: the brain. Bigger and smarter, or cheaper and faster. Hosted by a provider, or run on your own machines. Many trade-offs.
The instructions
The system message. Information it was never trained on, and the rules you want it to follow.
The tools
What it can reach and act on. Like you, but with your phone in your hand.
Building AI workflows with n8n

Hands-on 1 · Make it yours

Edit the system message of the chat agent we just built, send a message, see what changes. Try a few, they get harder.
  • Change the way it speaks: warm, playful, five-star formal, or another language.
  • Give it facts about Skyline it can share.
  • Have it upsell another experience when it fits.
  • Tell it when to use the weather tool, not every time.
  • Make it always add a 3-day forecast for any city asked.
  • Swap the model for a smarter one: gpt-6-luna → gpt-6-terra. Do you see any difference?
Building AI workflows with n8n

Hands-on 2 · Give it an inbox

You can just follow along with me, step by step. Lost the thread? Pick up here:
  • Create your workflow. In n8n, open the HMI Build your Agent project, then add one named after yourself: firstname-lastname-agent2 (e.g. johnsmith-agent2).
  • Add the template. On this page, copy the code under “2 · Email agent” and paste it onto your workflow canvas.
  • Set your email. Open the Gmail Trigger node and replace YOUR_EMAIL_HERE@EMAIL.COM with your own address.
  • Email the agent. From that same address, write to aiml901sebastienmartin@gmail.com, then wait a minute.
  • Run it by hand. Click each box in order, waiting for the green check before the next.
  • Go live (optional). Click Publish and the agent runs on its own, checking for mail once a minute.
🎉 Congratulations, you've created an agentic workflow!
Building AI workflows with n8n
Would you deploy it?
Why, or why not?
Building AI workflows with n8n

Hands-on 3 · The full workflow

Set it up
  • Same process as the last slide, with a new workflow named after yourself: firstname-lastname-agent3 (e.g. johnsmith-agent3).
  • This time copy “3 · Human in the loop” from the page and paste it onto the canvas.
  • Set your email in the Gmail Trigger, as before.
  • Email the agent, then run each box by hand, or click Publish so it runs automatically on each new email.
Your inbox plays both parts: the customer who writes in, and the reviewer who approves the tricky ones.
Experiment with the AI instructions
  • Run the whole thing. Try to get one reply the AI sends directly, and one that goes to a human.
  • Make the router more cautious, so more emails go to a human.
  • Have the AI always add the customer's local weather forecast to its note for the reviewer.
Building AI workflows with n8n

So why did we do this?

What should it do?
Which tasks, with which information, in which tone.
When does it act alone?
And when should it hand the decision to a person?
Who stays in charge?
Who reviews, who decides, who is accountable.
AI is powerful, but it can't answer these for us. We need to understand it well enough to manage it, and to decide how humans and AI work together.
PART 2 · AFTER THE BREAK

Leveraging AI agents


Impressive is not the same as useful. How do we use AI to really help the company, and where do people fit in?
Leveraging AI agents

You just built this

A router reads each email, then routes it to an AI branch or a human branch.
The full Skyline routing workflow in n8n
Leveraging AI agents

Two ways to put AI to work

An AI project

Using an AI assistant (ChatGPT, Claude, Claude Code) to help you work, or to work for you.

One-off, and AI is here to augment your productivity and your capabilities.

An AI-powered process / workflow

Built to be repeated, and to play a big role in the company.

Like any workflow in manufacturing or software.

And here is the surprise: most of the work is already yours.
95% your domain knowledge: operations, your business, how work gets organized
5% AI: one new ingredient you fold into how you already organize work.
Leveraging AI agents

AI or human?

a (flawed) framework
↑
Cost of a mistake
Automate, with checks
Rules do the work, you verify the output.
Human in the loop
AI drafts, a person decides.
the human as guardrail, not a bottleneck
Just automate it
Plain rules, no AI needed.
Let the AI handle it
Let the agent run on its own.
Ambiguity of the task →
Leveraging AI agents

An interactive case

Proxima Health Systems

An AI-powered interactive case.

The pain point

After every client visit, Proxima's sales representatives lose 1 to 3 hours on paperwork: writing up notes, updating the CRM (the customer database), and drafting follow-up emails.

Who is on it

Maya Chen leads the company's push to put AI agents to work (the AfterVisit AI pilot). She is sure it is a winner. Her ideas may or may not be good.

Your role

You are the advisor Maya brought in. Talk to her and gather as much as you can, she knows a lot. Work out what you would do in her shoes, and how you would use AI.

Leveraging AI agents

Talk to Maya

Proxima Health Systems
Maya Chen
Maya Chen
Lead, AfterVisit AI
Proxima Health Systems

It is an interactive case: you can actually talk to the people in it.

1
Open the class page, then the “Talk to Maya” section.
sebastienmartin.info/p/hmi
2
Interview her. Ask as many questions as you can.
Your goal · figure out
›The situation, deeply: what does Maya want to do?
›Would you do anything differently?
›How exactly would you use AI, and which agent is worth building?
›Where is the line between agents and people?
~15 min then we debrief together.
Leveraging AI agents

What’s really going on at Proxima

A communication problem between the field and headquarters, and AI is the proposed fix.

Sales Management makes the decisions Field Reps see what’s really happening Customers Visit / call Directives, top-down CRM reps log it… rarely happens HQ is flying blind AfterVisit AI captures every visit auto-fills the CRM
Leveraging AI agents

You only met Maya

If you asked, Maya may have shared other people’s points of view across the company.

Maya Chen
Maya Chen
Program Lead, AfterVisit AI
The one you talked to
Dana Morales
Dana Morales
Senior Sales Rep
“Don’t surveil me”
“I want to stay in control”
Marcus Green
Marcus Green
Head of Sales
“Can it connect me and my reps?”
“Will I finally see the field?”
Gavin Holt
Gavin Holt
Chief Financial Officer
“Prove the ROI”
“What if it fails?”
Morgan Ainsworth
Morgan Ainsworth
Chief Executive Officer
“Give me a board story”
“Just don’t embarrass us”
Jordan Reeves
Jordan Reeves
Head of IT
“Is our data safe?”
“People use AI in secret”
Leveraging AI agents

One agent, all of this at once

When should a human step in? Will reps feel watched? Where’s the ROI? Who stays in control? Shadow AI is already here A story for the board Fear of being replaced What should the agent do? Data security & privacy What to measure in 90 days? Fix the system, not the people Include users in design Replace the costly CRM? Could our data leak? Move fast, or build trust? Give HQ real visibility Risk of a field revolt Kill switch & stage gates Where does our data live? Consent to record?
PART 3

Where are things going?


Things can be scary, but my advice remains: use this technology as much as you can.
Where are things going?

Ask a question, get an answer

2022–23
2024
2025
2026
Question
→
ChatGPTChatGPT
→
Answer
Where are things going?

AI that uses tools

2022–23
2024
2025
2026
QuestionChatGPTAnswerTools
Designing AI workflows for companies
An n8n workflow that answers customer emails, with AI agents and a human-review branch
Where are things going?

Agents that do the work

2022–23
2024
2025
2026
TaskCoding agentWork doneYour computer
Claude Code
Claude Code
OpenAI Codex
Codex
Where are things going?

Not just code: anything

2022–23
2024
2025
2026
OpenClaw
OpenClaw
Open source
Hermes Agent
Hermes
Nous Research
Muse
Muse
Meta
Dots
Dots
OpenAI
Instinct
Instinct
Startup
Where are things going?
A 90-year-old math problem,
solved in 88 hours
OpenAIOpenAI
×
Hugging FaceHugging Face
How 700 AI agents
committed a felony
Where are things going?
There are no AI experts.
Or: we can all become one.
Where are things going?

What I would do if I were you

AI is getting easier by the day
AI rewards non-AI expertise
Ask for more than you think it can do
Use it more than you think you should
Where are things going?

What getting started actually feels like

Success / fun Time Before AI As you keep using it
Everyone dips first. The one thing that predicts success: how involved you stay.
Where are things going?
Opinion timeLive demo
Where is this all going?
Where are things going?

Thank you!

There are no AI experts. Which is just another way of saying that everyone can become one.
So here's my one piece of advice: build, build, build.
sebastienmartin.info
linkedin.com/in/sebmart
sebastien.martin@kellogg.northwestern.edu
I'll keep the slides and course materials online for a couple of months, in case you'd like to revisit anything.