The meeting provided a step-by-step walkthrough of building a no-code AI agent using relay.app, highlighting its simplicity and connectivity to over 100 apps.
Key features such as workflow creation, adding company-specific knowledge, custom triggers, and integrating pre-made templates were demonstrated.
The session discussed practical use cases, including automated email handling, and encouraged further learning through AI automation resources.
Action Items
None identified with specific date or owner in transcript.
Introduction to relay.app and Key Features
Relay.app allows beginners to build AI agents without coding.
The platform supports connections to 100+ apps (e.g., Gmail, Google Drive, QuickBooks, Outlook, HubSpot, GitHub, Facebook Ads, etc.).
Users can add company-specific knowledge by uploading files from multiple sources (Box, Dropbox, Google Docs, Google Drive, Google Sheets, Google Slides).
The workspace interface displays recent projects and provides access to documentation, templates, videos, and community support.
Building a No-Code AI Agent: Step-by-Step Demonstration
Users can start by creating a new workflow and selecting a trigger event (manual, scheduled, webhook, mail hook, RSS, or actions in other apps).
Example agent: automate email responses for specific senders using Gmail triggers.
Filters can be applied (e.g., only emails from a specific address).
Steps can be added to the workflow: AI summarization of email, generation of polite declining responses, and automatic email replies.
Debugging and testing processes were shown, highlighting how to adjust workflow steps to resolve errors.
The finalized agent automatically summarizes incoming emails and sends an appropriate response without user intervention.
Leveraging Templates and Use Cases
Relay.app offers a template gallery for various automation scenarios (social media, sales, finance, email, CRM, marketing, meetings).
Templates come with step-by-step video tutorials and can be imported directly into the user's account.
The platform enables rapid creation and deployment of multiple AI agents for diverse business needs.
Suggestions were made to leverage these AI agents for personal productivity or as a service offering to clients.
AI Automation School and Further Learning
The presenter promoted further learning through "AI Automation School," offering tutorials and workflow audits.
Emphasis on the future impact of AI: those who embrace automation tools will be less likely to be replaced in the job market.
Decisions
Relay.app recommended as the primary tool for beginner AI agent creation — Chosen for its ease of use, no-code approach, and broad app integration capabilities.
AI automation highlighted as a critical future skill — Urged attendees to adopt AI tools proactively to stay competitive.