Lecture: Setting Up No-Code AI Personal Agents

Introduction

• Overview of creating a no-code AI team to handle personal tasks.
• Capabilities: Accessing calendar, managing emails, updating CRM, project management, and scheduling meetings.
• Interaction: Via text or voice (e.g., Siri) to perform various tasks.

Purpose and Motivation

• Utilizes NAN, a no-code agent building platform, for creating complex systems.
• Aims to save time and keep the user informed of daily schedules and tasks.

Benefits for Business Owners

• Potential to eliminate repetitive tasks.
• System to help scale business and focus on growth rather than daily operations.
• Invitation to book a call for personalized setup.

Demonstration of AI Capabilities

Email Management

• Example: Retrieving emails from the previous day using voice commands.
• AI agent lists emails with sender and summary sections.

CRM and Meetings

• Example: Scheduling a meeting using voice commands.
• Utilizes access to CRM to find contacts and schedule meetings automatically.

Sending Emails

• Example: Drafting an email to a contact using AI assistance.
• AI creates a draft email based on voice input for later review.

Calendar Management

• AI can list upcoming meetings or events by querying the user’s schedule.

Project Management

• Ability to create tasks in project management tools like Notion via voice commands.

Building the AI Agent

Tools and Platforms

• NAN: Main platform for building the AI agent.
• Twilio: Used for messaging; acquiring a number for communication.
• OpenAI: For analyzing text messages and deciding actions.
• Google Sheets and Calendar: For managing contacts and events.
• Notion: Used for task and project management.

Step-by-Step Setup

1. Triggers and Messaging: (Twilio)

   • Use Twilio to handle messaging triggers.
   • Configure with a bought number to watch for incoming messages.

2. OpenAI Module: Interpreting Messages

   • Analyze incoming text for actions (get calendar, send email, etc.).
   • Assign tasks based on message content.

3. Filtering Actions

   • Use filters to direct tasks (e.g., get emails, create meetings).

4. Date and Time Management

   • Modules to determine specific dates for tasks in messages.

5. Google Integration

   • Access Gmail for sending and receiving emails.
   • Use Sheets for managing contact databases and information.

6. Creating Calendar Events

   • Use Google Calendar to automate event creation with specified attendees.

7. Project Management with Notion

   • Create and update tasks in Notion based on voice-commanded tasks.

Conclusion

• Automating personal admin tasks saves time and is cost-effective.
• Encouragement to spend time setting up such systems for efficiency.
• Invitation to join a community or book a consultation for personalized setup and advice.
• Reminder of various and practical use cases to enhance productivity.