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AI Agent Workflow Design

Jun 20, 2025

Overview

The video emphasizes building simple yet scalable AI agent workflows suitable for non-technical users, using a modular "work team" approach. It demonstrates how to create, link, and manage specialized AI assistants with a manager agent for streamlined task delegation and reliable performance.

Challenges with Complex AI Agents

  • Complex AI agent workflows are often harder to maintain, debug, test, and scale.
  • An agent's value is not determined by its technical complexity or the number of workflow nodes.
  • Simplicity leads to more manageable and scalable solutions.

Key Elements of Effective AI Agents

  • Clearly define the agent’s role and responsibility.
  • Specify accessible tools or external data sources.
  • List required user inputs.
  • Outline workflow details for consistent behavior.
  • Implement guardrails and rules.
  • Establish output formats and success criteria.
  • Include error handling and unexpected situation management.

Prerequisites and Setup

  • Obtain API keys for each AI model or service used.
  • Set up required credentials (e.g., Perplexity API for agents).

Three-Step Building Block Framework

  • Map your workflow by identifying 2–3 distinct, repetitive tasks (e.g., research, copywriting, data analysis).
  • Design specialized AI agents using no-code AI agent builders (e.g., n8n).
  • Add a manager agent to delegate and coordinate tasks between assistants, ensuring scalability.

Example: Creating a Research Agent

  • Use an AI agent designer to craft detailed system prompts for the agent.
  • Select a reasoning AI model (e.g., Claude Sonnet 4) and set up the required tools (Perplexity search, Google Doc read/write).
  • Test and adjust every workflow node for reliability.
  • Use system prompts to guide agent behavior and report formats.

Example: Creating a Data Visualization Agent

  • Design system prompts for converting research report links into visual dashboards and emailing results.
  • Integrate Google Doc and Gmail nodes, testing each step.
  • Adjust AI model token limits for complex tasks.
  • Ensure system instructions are custom-tailored for accuracy.

Linking Agents with a Manager Agent

  • Remove direct triggers and memory from assistants, letting the manager handle these.
  • Change workflow triggers to be executed by the manager agent.
  • Set up the manager agent to call specific assistant workflows as needed.
  • Use system prompts to define delegation behavior and reporting.

Benefits and Best Practices

  • Modular design allows easy addition of new assistants or workflows via the manager agent.
  • Each assistant remains simple for effortless management and maintenance.
  • Public chat authentication can be enabled for a more interactive experience.
  • Simple systems are preferable for reliability and scalability.

Additional Resources

  • Free ebook "Master AI Agents" from HubSpot (link provided in the video description).
  • Community access and further content available via links in the description.