🤖

No-Code AI Personal Agent Setup Guide

Sep 14, 2024

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.