No-Code AI Personal Agent Setup Guide

I'm going to show you how to set up a no-code team of AI personal agents that can do just about anything like getting your calendar, email inbox, updating your CRM or project management tool, send emails, and even create meetings and events in your calendar with desired guests. So by texting my agent on Messenger or even having Siri send a voice message or text, I can have this agent summarize my schedule for today, tomorrow, next week, next month, maybe summarize the emails I've received from yesterday or even today, and really anything to do with personal administration. The reason I built this is because I recently started working more with a no-code agent building platform called NAN, and I wanted to try out something a little more complex with this software, hence the reason I'm building this out. Now, the task that this agent does for you, it really can save you a lot of time in the long run, and more importantly, helps you stay informed. And I'm going to show you how to build this out step by step in this video. But real quick, I wanted to mention that if you're a business owner and you're tired of being stuck in the day-to-day grind, and you want to leverage our systems to scale your business and completely eliminate your repetitive tasks, then book a free call with me and I'll show you how to drive revenue, save time in your business, and ultimately scale for growth so that you can finally step away from the daily operations. Also, be sure to join my school community because I'll be providing so much other valuable resources like this automation that will help you grow and scale your business which i don't provide in my youtube so this is what the automation looks like in nan the platform that i use to build out this entire agent so it's pretty robust but i want to show you how it works and showcase some of its abilities so it could go down every one of these different paths getting calendars sending emails getting emails creating meetings updating my project management tool but let's say we want to get our emails from yesterday So I'm using an iPhone. I'm just going to voice activate it. So I don't want to, I don't feel like texting out the agent. So I'm going to say something like, Hey Siri, text my AI agent. Can you get my emails from yesterday? Send. So it just sent this off. And in a second, I should be getting a message. there's my AI agent. So this is the agent repeating the message that I sent off. And then it's saying, here's your email. So I got two emails from yesterday. And as you can see, they're listed out right here. So for one, I included who it's from. So there's a little from section, and there's also a summary section. But it doesn't stop there. So as you can see, I have this entire list. So let's call this my CRM. So I just use ChatGPT to create this for me. but let's say you have a giant list of you know clients or leads and um you want to input them into your database or you need to put them in your database so basically i gave nan access or my ai agent access to this sheet so let's say these are you know just some of my friends or something like that and i want to send an email to one of them so or maybe i can even create a meeting with one of them so what i can do is i'm just going to say Can you create a meeting with Alicia Boyd at Thursday for 1pm? I'm going to send this off. It's going to repeat the message. And if I check my calendar, so if I go to Friday, I'll just refresh. I'll scroll down. I'll go to Thursday. And as you can see, there's the meeting set up, Alicia and Nick sync. So it just created that meeting automatically for me. So it found this person in my CRM. So it has access to my database. So, you know, if you have a vast knowledge base or anything like that, you can give it access to this AI agent. So there's a lot of different use cases there. But let's say we want to send an email to Brianna Miller. So if I pull it up, I say, send an email to Brianna Miller. Just. tell her that we're unsatisfied with the services that we've been getting recently and we are going to go to your competitor i'm going to send that off so as you can see i used voice activation once again but also you could just text it out so it's going to repeat the message and then it's going to say done was there anything else so what i did here is instead of actually sending it off i made it create a draft because i just want to review So once it says done, that just signifies that I should go review it. So if I refresh it coming into my email. So as you can see, there's a draft right there. So it says unsatisfactory services feedback. So it created a subject line for me. It created this entire email. So based off of what I said, it's just compiling that into my email. So it says we're unsatisfied with the services that we've been getting recently. And, you know, exactly what I said in the message. So it could do so much more than that. So it can. you know get your calendar so it can find um if i wanted to you know list out my calendar for next month or something like that then it could do so if i wanted to list out my you know meetings for tomorrow or if i have any meetings for next week it can do that if i want to update my project management tool so if i want to create a task you know um so a lot of times i'll create tasks in my notion page and basically i'll just say something like um you you know you need to write down your five beliefs or do 20 push-ups i don't know something random but you're gonna have it do that so if i wanted to do that i'm just going to pull up my phone again i'm going to say create a task for me um to do 50 push-ups on thursday this week i'm going to send it off it's going to repeat the message and if i come into notion so i'll just type in notion Let me make sure I can find it. I'll go to my project management section once this loads in. So if I scroll down, you can see one of the tasks is complete 50 pushups. And this is for tomorrow. So if I were to open my calendar, I'll find this for tomorrow as well. But let me go ahead and actually open up this page. as you can see listed office tomorrow and you could even put in more credentials so i can you know change the importance of this i could change the time to complete it but all i did right now is just the execution date so there's there's so many different things that this can do and this probably took me i think this took me like an hour to actually set up um you know if you already have a understanding of make.com then you should have an understanding of nan it kind of goes hand in hand and it's pretty easy to understand so Imagine if you were to spend more time than that, if you were to spend a few hours or a week or a couple of weeks building out some systems that you could have something that's pretty, pretty damn insane that can just act as your administrative assistant. So maybe you don't even have to employ someone, you know, paying them, I don't know, $40,000 a year, $50,000, even more to do these administrative assistants that this agent can take care of everything. So anyway, that's enough rambling. So now I want to get into how we actually built this out and how you can do so for yourself, because this is a pretty, it looks pretty complex. And I think that once I break it down, showing you how I did so and showing you how I did it step by step will help you achieve the same results as I did. So whether you're using mate.com, Zapier, NAN, it doesn't matter. They're pretty much all the same across the board. So we're starting off with a trigger. And a lot of these different platforms have the same modules and everything. So feel free to follow along on a different platform. But anyways, what we're using is Twilio. So what Twilio is, is a platform that allows me to buy numbers and deploy them on platforms like this. So every time I'm saying, hey Siri, can you text this person? I'm texting my AI agent with the number that I bought from, or I'm sending it to the number that I bought from Twilio. So let's say the number that I bought is, you know, 856. So I'm texting that number 856, specifically the directions and everything. So as you can see, we're starting off with this trigger. So all I did bought that number. You could buy one for, I don't know, 30 cents, a few dollars, something like that. And then you're just connecting the account from Twilio. So you're finding the API key. and everything and you're just plugging that in simple stuff right there and what we're doing then so basically this trigger is just watching for messages so if we come into here we go to um sorry add a node and if we search twilio you'll see it here and then you'll just find triggers right here so on new sms so you can just input that right there we want to delete this but Once we receive that message, what do we want to happen? Well, we want to do all these different things that we built out. So to get there, we're going to start with an open AI module. And I just want to repeat again that this isn't the best practice to go about everything. So I'm relatively new when it comes to using NAN. So I know that there's different functionalities like AI agents and everything, which I'm still exploring. But this is what I've learned and how I got the project across the finish line. So, you know, just... know that there are better practices to go about doing this whole thing. But this took me just an hour or so to build out. So it works for me. Now let's zoom in a little bit. And let's go to open AI. So what we're doing is we're taking that text message that we just received, and we want to analyze it. So we want to say see what it was saying and give it some specific outputs from there. So I'll read off what it's saying. So let me open this up a little bit. So your task is to analyze the message and decide which actions to take. There are five possible actions and your output should be based on the content of the message and apply common sense to determine the correct actions. You must ensure that your output only includes relevant actions based on the specific message provided. The five actions are getting your calendar, getting emails, creating tasks, sending emails, and creating meetings. So as you can see the output over here on the right side output. So here's the input, the content. or the result is going to be get emails, send email. Because in the message, I asked basically my AI assistant to get emails for me from a specific day and to send an email to a specific person about something. So it decided to go with these two outputs because that's basically what I was asking for. So it's just breaking it down into two very simple binary things. So I included a section important. your output should only contain the actions that are directly relevant to the message. So for example, if the message suggests retrieving emails, the output should be get emails and nothing else unless other actions are clearly indicated by the message content. Then I provide it with some further actions. So this is so important when it comes to prompting is providing your your AI with some examples. So let's say you don't give any examples. Well, I mean, your AI probably will still work properly but it won't work as well as often so you're just really ensuring that um the conversion is going to be 100 um more often so i'm just giving it some examples of what it should look like properly so if the message says please send me the emails from last week your output should be get emails if the message says we need to set up a meeting for tomorrow your output should be create meeting If the message says can you check my schedule and send a follow-up email your output should be get a calendar send email Then the instructions are analyze the message content then i'm giving it the message content here So here's the json all I did was plug in the body from all the way down here And drag it into there So then I said use common sense and logic to decide the correct actions based on the message your output should Include only the relevant actions and nothing else if the message implies only one action output just that action so i gave it the message that it's analyzing and everything and yeah so that's one of the most important steps of this entire thing if you can understand that step and this step then you kind of understand the entire thing and i don't want to say you're halfway there but you're halfway there to understanding how to do stuff like this so let's say we get our actions so we had what was our output in this example get emails, send email. So with that, it's going to go down this route, get email, send email. So how did we achieve this and make sure it doesn't go down all these different paths. So I figured what this path was right here. So this was, let me make sure I just renamed this. So it's easy to understand. So this one was updating project management. Okay. So all these different tasks we have the getting email, send email, get calendar, updating project management or updating tasks or creating tasks whatever, then creating meeting where you're just sending out calendar invites and all of that and Google meet invites. So how do we make sure it doesn't go through all of these? Well that's something that we use is called filters. So what we did is we opened up sorry not opened up we added a node and we just searched if. So if you search if this is where you're going to route different things and you're going to be able to filter different stuff So let me delete that open up this so this is the filter right here so if my message content from chat gpt contained get emails then it's going to go down this route and it's not going to go down other things it's going to go down this route specifically and it's not going to allow anything else to come in here unless it contains specifically this wording so as you remember in chat gpt in this module right here we prompted it to say different things like get emails if we're asking to find our emails from a day or whatever So that's essentially the filter is broken down. Next, what we're going to be doing is we want to find the date that we're talking about getting our emails. So let's say I ask my assistant, hey, can you get my emails from yesterday? Well, we have to know the current date and we have to know what date that they're talking about. So, I mean, we may understand it, but we have to make sure AI and our assistants are understanding it. So. How we did that is we used a tool called date and time. So you can just find this by simply searching, open it. So if you search dates and you find get current date and I input that right there. So bringing this little node and putting it to date and time, then connecting it to chat GPT. Now, what this is doing particularly is it's extracting the content from the body and it's determining the days to get. So. Here's what I said particularly. I said you're to determine the date to get. If the text message asks to get emails for today, then your output should be today's date. For example, if today's date is the 10th of September, then your output should be 2024 September and the day of the month, which is 10. Time doesn't really matter. We could always just keep that as zeros. So for example, if the text asks to get emails from yesterday and the date is the 10th of September, then your output should be the 9th. of September 2024. So for example, if the message asked to get emails from last week, and today's date is the 17th of September, then your output should be the 7th of September. And then I just give it the context. So I'm giving it the message content. And I'm also giving it the current date. So and then I said, your only output should look like this. And it should never say anything more. So let's go ahead and test this out. I'm not sure if it's going to give a Proper example. Okay, well, so what did I say here in the message? I think I said to get emails from yesterday. So I said, Hey, can you get my emails from yesterday and also send an email to Nancy Curry, just saying that I want to meet up for a coffee tomorrow at four. So let's focus on this first part. So it says, Hey, can you get my emails from yesterday? So today is the 11th. So it's getting the 10th. So as you can see, there's the 10th right there, just as I asked it for. And up here. we're connecting it to a gmail module so all you do search gmail get message get many messages and you'll get exactly what i am looking at in here one second let me delete that so you'll get this so connecting it to my gmail account i'm getting many messages from this operation i'm only returning 20. i'm probably never going to return more than that because i don't get very many emails every day um don't have to focus on this to just keep that simplified but what we are focusing on is the filters so label names or ids so how you get that exactly so if i go to add filter and i'm basically hold on one second so if i were to delete this label names or ids would come up same with received after so once i get the label names or ids on here i'm just searching for inbox and the unread because those are the only two that I'm looking for. I don't want anything. I don't want it to give me anything in my drafts. I don't want it to give me emails that I've sent. I don't want it to give me spam. That won't be my inbox. I only want it to get my inbox and unread emails because if I already read them, then I probably know what's going on already and I don't need to get notifications about them or summarizations, whatever. Then I'm getting received after, and this is just where you're putting the previous AI modules content. So I just drag this in here. So I'll even show you, just drag it in, put it right there and I'll test it out. And in a second, it should output those emails. So here's the two emails that I got from yesterday from the 10th of September. And in a second, it's also going to text me those. So you make sure I don't screw this up So why it's going to text me that is because I then sent a Twilio or created a Twilio node So this node right here So as I showed you earlier, you see you're just adding a node search Twilio and this specific action is just sending an SMS message So you can also use whatsapp But I just like using messenger because it's so accessible and I can use Siri to do it for me So I can literally be in the car and just call call up my phone be like hey siri i just need you to text my ai agent whatever but basically i'm just including um the context so i'm saying here's your emails so from the previous um node i'm including uh the json so that would be this snippet right here i'm dragging that and putting right there i'm sorry i'm dragging the from so that would be right here so dragging this putting it right there in the summary that's where i'm grabbing the snippet so that's um obviously the summary and that is all i'm including in the message so the from is obviously the number that i have hooked up to twilio and the two is just what the number that you want to send it to so i would recommend your personal number cool so now let's move on to the next step so let's say we want to send an email so if we want to send an email so let's say i'm sending it to nancy curry's because if we come into our crm nancy curry should be one of the numbers in here. So yep, here's the email and everything. So here's the company, fake company, Mendoza, Cook & Williams, email, first name, last name. So we're going to send an email. Obviously we have to find out their emails and everything. So let's say you have your database and you have your database. It's containing a bunch of clients, leads, friends, contacts, whatever, you name it. So it's this mass database and you want to give it context to your agent. So you just want to train it on all that information. So anytime you're trying to look for a specific person, so let's say you're trying to look for a Mark Williams, it's going to search in my CRM for a Mark Williams, get their email, put that into Gmail and send them an email. So how do we go about doing all of this? So as you can see, I requested to send an email to Nancy Curry. So now we have this filter. It is going to go down this route. So if my message content from the previous module contains send email, then it's going to run down this route. So very similar to what we just discussed previously. It's just going to do that for the sending of emails. So the first thing we want to do is getting the last name. So sometimes there can be similar first names, even last names sometimes, but it's a lot less common. And hopefully you're going to differentiate. um between those contacts if they do have the same last names somehow but essentially what i'm going to do to get the last names for here because we have to find them in google sheets so to do that we got to get the first name and or i'm sorry the last name so basically what i'm prompting it is you're to look at the message and just give me the last name and only make that your output so for example morrison i gave it that output because the message contained mark morrison here's the message and um the body of the message basically. So if I were to test this, I believe I said Nancy Curry. So the output should be Curry. So if I scroll over to the content. So if I go to the expression now test this out as you can see my answer is curry so it didn't Do the exact spelling of it properly, but that's okay But anyways, once we get that last name, we should be able to find it in the next module So what we're doing is a Google sheets module and let me assume in a little bit. So with Google sheets, basically, I'm just connecting it one second so connecting it to the action so google sheets what i'm doing is get rows and sheets and then you'll get this little node right here so let me go ahead and test this right now and see if it finds the last so it's not going to output it properly because it didn't get the it didn't spell the name properly so sometimes you might have to specify but in this specific case we're just going to type in curry and then test the step and then we should get our output So because we have a Nancy Curry in our CRM, so right here, it then outputted it and it's giving me that row number from Google Sheets, the first name, last name, email, and the company. So this is what we need to then give to our next step, which I will show you in a second, but let me go ahead and replace this value before I forget to do it later. So let's go to content, place that in there. And next we want to create the email body. So Let me go ahead and expand this. So what I'm saying here is you are to look at the message and determine what is to be in the email body. So for example, if the message says, send an email to Mark Morrison asking for their cell phone number, then your output should be, could you send over your cell phone number? So you should use common sense to determine what should be in the body and don't add or remove anything from what was mentioned in the message. You can just say it word for word. Here's another example. If the message says send an email to Matthew Curry, I guess I could say Nancy Curry, and your output should be we just sent payment and your check should be mailed out to you within the next few weeks to be on the lookout for it. Here's the message just to analyze and then I'm just giving it the Twilio message body. So let's test this out and basically it's just outputting I want to meet up for coffee tomorrow at four. So it sent that email because if I go to the message body, I said So I'm going to email to Nancy Curry just saying that I want to meet up for coffee tomorrow at 4. So I could have proposed it in a nicer manner or something like that. But this is just how I set it particularly. So now what do we want to do next? Now we want to basically just templatize this and make it look nice. So basically I'm just including formatting. So including a hey, inserting the first name, inserting a outro. So just saying like best Nick. And yeah, so this part I won't go too deep into, but essentially I'm just saying an introduction should always include Hey insert the first name So I'm grabbing the if I go to Google sheets go to the schema grab this first name and input it right there It'll then input the first name. So if I were to test this out, I will see what the email will look like So message content is going to be something like hey Nancy. I want to meet up for coffee tomorrow at 4 best Nick So I think it looks pretty solid. And now there's just one more thing. We need a subject line. So let me go ahead and expand this as well. So you are to determine a subject line from the message. It can be simple and just contain a summary of what the body is about. Keep it brief, simple, and easy to understand. Here's the body you are basing the subject off. So I'm giving it, you know, the body items and everything. Some of the message content. And then I say, if the body contains something like we are canceling our membership due to unsatisfactory service, then your output should be canceling our service. And I mentioned that's just an example. So now let's test this out and see what happens. I have to change this, make sure it's getting the schema properly. So the content is going to be meeting for coffee tomorrow at 4 p.m. That's going to be the subject line. Now let's go ahead and create a draft of this. So what I did here, I went to Gmail. Search.gmail, search draft. So create a draft. And here's what I get here. Accidentally executing it right now. But anyways, this is what you'll get. Hook up your account. As before, make sure the resource is the draft and that you're creating it. So the subject line. So as you can see, this is the previous module where it's creating the subject. Drag this in here. And then here's the body. So the message. So this is going to be the email body right here. And put that right there. And then who it's actually going to be sent to. So if we go to Google Sheets. grab the schema from here and the email just drag it in there so we'll test this out once again and we're going to check our email draft and it should be in there somewhere so if i refresh this okay so i'm meeting for coffee tomorrow at 4 p.m so it's everything that i asked for properly here's the email all we have to do now is just review this and send it off so if you want to make changes you can make changes but what you can also do is just make it send that actual email so instead of just creating a draft you can have it actually send it or maybe you could even create a step in nan where you're just saying it's asking you to review and once you confirm that it looks good it can send it for you as well so there's a bunch of different steps that you can take and like i mentioned i spent just like an hour two hours at most building this out so take your time with this you do some really cool stuff if you're actually trying to build something valuable now what we're doing next is um this is basically just a message just confirming that we've done this so basically in the message i'm just saying done was there anything else so all i did here was just creating a node for twilio similar to before i'm just sending an sms message to my number and everything and sending that off once everything is good so that takes care of the first two rows which deal with emails so getting the emails searching them and also sending emails now let's go to the next route which is getting your calendar so let's say i have a i know i have a very busy week next week but I want to know specifically what the events are that I have coming up. So we can do that. So I don't think I messaged to get calendar in here, but if I were to text my assistant, so I'm going to open up my AI agent. Actually, let's do it like this. Hey Siri, can you text my AI agent? Can you get my calendar for the next? two weeks i'm going to send that off and in a second it should come up so as you can see ran through all of this so now it's going to get my calendar so as you can see it's going through check marks of all these different stages but it's not passing because it didn't it should only contain get calendar so let's make sure that it says get calendar let's go here test the step make sure that it's in the expression so that it has context to the message and the message is get So now it should run through this little stage right here and go all the way down here. So now we want to start building up the getting of the calendar. So similar as before, we have our filters. So we're giving it a message content from the previous GPT module, making sure that it contains get calendar. And next, we're just giving it a date and time. So you could probably figure this one out for yourself why you need to get the date and the time. So this is because you're trying to analyze when to get the schedule for, when not to get the schedule for. Because if I say get my calendar for the next two weeks, then I only want it to be for the next two weeks. Not yesterday, not today. So once we get the date and time, we're going to be giving it to ChatGPT. And what we're going to be saying, let me open this up a little bit. So you're determined the date to get. If the text message asks to get calendar for today, then your output should be today's date. For example, if today's date is the 10th of September, then your output should be 2024, 10th of September. Now I'm giving it some more examples and everything. So feel free to look at what I'm saying and copy and pasting it straight into your prompt and make sure you change it back to expression so that it is formatting this context properly. Close that out. And let me go ahead and just run this test real quick. So I'll test this step. so i may have to run this whole module again okay no so i did say get my content for the next two weeks so the content is the 25th so if i were to check my calendar and the 25th is um wednesday in two weeks so that's good now we want to do is get before so making sure to um you know exclude any other dates so what i'm saying here is you are to look at the output of this message and determine the end date so i'm giving it the twilio body message so the original message that i'm sending to my ai agent and i'm saying you will have to analyze the message and determine an end date message could be could say many different things including but not limited to today maybe it says for wednesday of next week maybe it could say monday of the 20th of september 2024 and i'm giving it a bunch of different examples and all that similar to before but let's go ahead and test this out so the biggest thing about this um entire automation is it just comes down to prompting so um yeah so if you follow my steps you should be good so as you can see we're getting the date right here so the 25th and now let's move on to the next stage so google calendar so basically i'm including the after and the before So drag in the after so I listed it out so you can easily understand it. So the content of the after dragging it into here before dragging it into here. Now we'll run this and it should list out my calendar. So I don't have anything listed out for the next two weeks. So we're good. But if I were to create a calendar and I guess let's do it for the 25th, then it should list up something. So it'll say next. date save that and we'll try running this again go to google calendar test output okay cool so now let's move on to the next stage and actually sending out any um of those you know calendars to or any of those events to my number so in this next step what i'm doing is creating another twilio just sending a message where it's going to list out the events and everything so in the message i'm saying here's an event schedule then i include the summary from the previous module So the JSON summary and the JSON start date, which is just when the event is going to start and everything. So that's how you build out the getting of your calendars. So pretty cool step right there. And now let's do the updating of my tasks in Notion. So now let me open up my phone. I'm going to say something different. What can I say? So can you create a task for me? that will tell me to buy a whiteboard. So before I send it off, I want to make sure to test our workflow. So now I'm going to send it and in a second it should trigger. So here we go. So now it's going down this entire module. So why did this happen? Well because it determined that I am creating a task. Now if I go to my notion, so I don't have an open currently, so I've got a notion. I'll go to my to-do list, which is where I basically handle my project management. So if I search for buy a whiteboard, here it is. So I didn't specify a particular date, so it just said tomorrow. So I just have to make sure to include a date. So that's a slip up on my part. But yeah, if you don't include the date, AI is just going to randomly generate one for you. and you know just put it in your project management somewhere but so it shows to create a task because in this my filter is creating tasks so if the message contains create task it will thus go down towards this route so next we're determining a um or getting the current date and time once again so as you can see there's a pattern between everything here it's everyone is including the current date and time so i probably could have included it right here so i just include one and then it goes on forever and i'll have to do it a bunch of different times but um yeah so i did this kind of on the fly built it really quickly as you can tell everything's sloppy and not very presentable but it works for me as i said so next if we want to update our project management we have to find out the date and everything so if i said get my task for or buy a whiteboard tomorrow then it's it's going to um you know mention that for tomorrow or put the execution date for tomorrow i should say so in this prompt what i'm saying right here is your job is to look at the message and determine what the name of the task should be should be concise and never more than 10 words even 10 words is a lot then i'm giving it the content or the context to the message so including the twilio message so the text that i sent to the agent then i'm giving an example so if the message says something like create a task to send a voting ballot on Thursday, then your output should be send voting ballot and only that. So I want it to be very simple. So as you can see, I mentioned I want to buy a whiteboard, then it just simply says buy a whiteboard. Cool. And we'll go down to the next route. And basically I'm saying here, your job is to look at the message and determine what the execution date of the task should be. So here's the message, giving it the context of the Twilio message. Here's the current date. and then I'm giving it some more examples. So now it's providing the date. So i didn't let me make sure i messaged it tomorrow yeah so i didn't message tomorrow but if i were to say tomorrow then it's going to come up with tomorrow's date so today is the 11th it would have listed out the 12th um let me go ahead and do that real quick just to prove that this is right create a task for me to buy a whiteboard tomorrow so we'll send that off it should go down towards And we'll find another one. So let me delete this one. Delete a couple of things. So buy a whiteboard. So there it is. Now the execution date is for tomorrow. So working properly. Cool. So now that we have all those prompts listed out as we want, then what we're doing next is hooking up our Notion table or our database. So all I did was search Notion and you just had to integrate or create an integration in Notion. So you do that by... going here and just manage your connections connecting this to nan and everything and um yeah just making sure that it's properly integrated so what i did here is um i believe it was create a database page yeah so as you can see create database page if you open that up you'll get this so for the title i'm just including um the message content so that would be i believe this So including that context and then just including the date. So this will be the execution dates. And then this will create the output for you. And let me show you the output. So it's giving me this right here. So as you can see, here's all the properties. So the status, time to complete execution date, name, all of that, then I'm having a Twilio message, basically, I'm just saying at the end, some ways to before I'm saying specifically done anything else. So just allowing you to ask more questions. So next up is the creating of meetings. So let's say I want to schedule a time or, you know, create a Google meet with, let's find somebody in our calendar or in our database. So we'll do Todd Nichols. So let's say we want to schedule a Google meet with Todd Nichols for next Tuesday. So today is the September 11th. And next Tuesday would be the 17th of September. So I'm going to open up my workflow. I'm going to test it out. So what was the name again? Todd Nichols. And I believe I mentioned Tuesday. So I'm going to say, can you schedule an event with Todd Nichols for next Tuesday? the event's going to be about making money. I'm going to send. So open this up. So it's going down this route because our filter was create meetings. So similar to before, it's all super similar or basically the same exact thing. So going down here, getting the date and time once again. So we'll do here. similarly to the other modules we have a prompt that's basically going to analyze the date and time so what did i say here i said i wanted to get the event for next tuesday so it's finding the date of today so today was the 11th of september and now it's finding when tuesday would be so that's the 17th as i mentioned before it would be so i'm just mentioning the um some things to include giving it a bunch of examples so make sure you prompt your ai properly So I'll even scroll down so you have a chance to copy this and write it out. Okay, you can simplify the output. We're not really too worried about that. But the next step is to find the end time. So we want to make a meeting for probably an hour. So I'm always going to make the meeting for an hour. So for the end time, I'm just looking at the last message or the last output. So I'm looking at here and then just adding an hour after. So I... didn't mention in the message what time i want the meeting at which is probably pretty important and it is important so i'm going to restart this and i'm going to say can you schedule an event with todd nichols for next tuesday at 11 a.m the event's going to be about making money i'll send now it's going to run through this again and it should be right this time i hope so if it's going to extract the date and time it should be 11 a.m so let me make sure i have it set to expression test that out and we foot should find that it's 11 a.m so yep so the 17th at 11 right there so the end time should be 12 in here because it's just going to add on an hour because our events are always going to be one hour exactly so if i test this okay as you can see noon right there and now for this part we're just going to get the last name because to create the event we have to and create the meeting we have to create an attendee and invite them to it so to do that we got to find their email from our database so we're just plugging our database into our agent giving it that context it's going to find everything from that database find Todd Nichols, get the email, create the event with them. So for here, I already created this module before, so I'm not going to show this again. Obviously, I'm just getting the last name. So once I get that last name from ChatGPT, I'm going to create a Google Sheets, same as before, where I'm just going to search the, you know, the entire CRM. So I'm getting the rows, finding my sheets, connecting it, giving it the value of the name and everything. So let me go ahead and test this out real quick. So Todd Nichols right here. this is the last name i put the last name right in here so i just dragged it put it in here and it came up with todd nichols so row number 58 here's the email so if i go in here i should find row number 58 yep so perfect this is what we wanted and next it's going to create a google calendar so to do this add a node i'll go to google got a calendar and what i'm doing is just creating an event so there's a bunch of different options options like um you know getting your availability and stuff like that as you just saw um so lots of different use cases for this but basically we're just including the start time the end time so the start time i don't think i have it listed out no i don't so it's hard to understand which one's which but um create meeting no so i'm not sure which one it is okay i think it's date time to get so 11 a.m okay yeah so the meeting is starting at 11 a.m so ai or gpt gave me that output i'm dragging this output into the start so that's when the meeting is going to start when it's going to end we created a prompt or a ai model for that so we grab this content and put it into the end and now we want to include additional fields so for the additional fields you'll just go to add a field click attendees and also um summary so the summary is going to be the title so attendees is where i'm going to include the email so if you go to go sheets as you can see in the schema let me close out some of these go to the schema go to google sheets you'll find the email and input that right there so that'll make sure it's going to send the email to them that the event was created and everything it's going to send them reminders and uh all that good stuff so for the summary basically all i did is just include their first name so i don't want it to be anything too crazy so to get the first name as you can see from google sheets all i did was just drag it in here and then i said and nick sync so now let me test this out and i'll show you what it should look like so if i run this and if i go to my calendar i believe this was for next tuesday so here's wednesday i'll refresh this make sure i'm going to the 17th so it should be with todd nichols on the 17th so there it is 11 a.m to noon so just one hour you and it created it with todd so you can include more information you include you know descriptions um send more reminders to them through here there's so many different routes and use cases that you can go with this and this is really just the basics so this is just a administrative assistant that can do simple stuff imagine what else you can do so next what we're doing is just saying an email and we're just saying done was there anything else so let me back out and show you this entire thing so this is what it looks like so you can clean it up however you would like and you know feel free to use different platforms like make.com because it's a little more user-friendly this one isn't as definitely not as pretty and aesthetically pleasing but but yeah so i know that was a lot and i thank you for sticking to the end uh with me but yeah so this was the ai agent personal assistant that i built out that handles an array of different tests and i'm going to clean this up a little bit more and actually employ it for myself and my company So, you know, I can get my emails from yesterday. I can summarize all my emails. I can get my calendar, my availability. I can send out emails and all that good stuff. So there's so many like real use cases that you can use for this automation that will help you save a lot of time because, you know, these little tasks, they do stack up and it will end up saving you a lot of time and provide you with a lot of value in the long run. But yeah, with that being said, I really thank you for watching and I encourage you to. book a call with me if you're looking to streamline some of your tasks or implement something like this for your own business and won't even identify your pain points, go about. and I really thank you for watching so and and once again thank you for watching so once again and once again thank you for watching so feel free to book a call with me and my company with the link in the description below where we'll go over your biggest pain points identify your bottlenecks and you know prioritize things that we should be automating and actually doing it for you and you know we could be building out things like this specifically from this video for your company to help you you know save time provide more value make more money and you know just leveraging these systems um to you know just get a head start within your industry so you can find a link down below for that in the description and also i encourage you to join my free school community because i provide you with resources like this automation that i don't give you on my youtube channel so with that being said thanks for watching like and subscribe and i'll see you in the next video

But real quick, I wanted to mention that if you're a business owner and you're tired of being stuck in the day-to-day grind, and you want to leverage our systems to scale your business and completely eliminate your repetitive tasks, then book a free call with me and I'll show you how to drive revenue, save time in your business, and ultimately scale for growth so that you can finally step away from the daily operations. Also, be sure to join my school community because I'll be providing so much other valuable resources like this automation that will help you grow and scale your business which i don't provide in my youtube so this is what the automation looks like in nan the platform that i use to build out this entire agent so it's pretty robust but i want to show you how it works and showcase some of its abilities so it could go down every one of these different paths getting calendars sending emails getting emails creating meetings updating my project management tool but let's say we want to get our emails from yesterday So I'm using an iPhone. I'm just going to voice activate it.

So I don't want to, I don't feel like texting out the agent. So I'm going to say something like, Hey Siri, text my AI agent. Can you get my emails from yesterday?

Send. So it just sent this off. And in a second, I should be getting a message. there's my AI agent.

So this is the agent repeating the message that I sent off. And then it's saying, here's your email. So I got two emails from yesterday. And as you can see, they're listed out right here.

So for one, I included who it's from. So there's a little from section, and there's also a summary section. But it doesn't stop there. So as you can see, I have this entire list.

So let's call this my CRM. So I just use ChatGPT to create this for me. but let's say you have a giant list of you know clients or leads and um you want to input them into your database or you need to put them in your database so basically i gave nan access or my ai agent access to this sheet so let's say these are you know just some of my friends or something like that and i want to send an email to one of them so or maybe i can even create a meeting with one of them so what i can do is i'm just going to say Can you create a meeting with Alicia Boyd at Thursday for 1pm? I'm going to send this off.

It's going to repeat the message. And if I check my calendar, so if I go to Friday, I'll just refresh. I'll scroll down. I'll go to Thursday.

And as you can see, there's the meeting set up, Alicia and Nick sync. So it just created that meeting automatically for me. So it found this person in my CRM.

So it has access to my database. So, you know, if you have a vast knowledge base or anything like that, you can give it access to this AI agent. So there's a lot of different use cases there.

But let's say we want to send an email to Brianna Miller. So if I pull it up, I say, send an email to Brianna Miller. Just.

tell her that we're unsatisfied with the services that we've been getting recently and we are going to go to your competitor i'm going to send that off so as you can see i used voice activation once again but also you could just text it out so it's going to repeat the message and then it's going to say done was there anything else so what i did here is instead of actually sending it off i made it create a draft because i just want to review So once it says done, that just signifies that I should go review it. So if I refresh it coming into my email. So as you can see, there's a draft right there.

So it says unsatisfactory services feedback. So it created a subject line for me. It created this entire email. So based off of what I said, it's just compiling that into my email. So it says we're unsatisfied with the services that we've been getting recently.

And, you know, exactly what I said in the message. So it could do so much more than that. So it can.

you know get your calendar so it can find um if i wanted to you know list out my calendar for next month or something like that then it could do so if i wanted to list out my you know meetings for tomorrow or if i have any meetings for next week it can do that if i want to update my project management tool so if i want to create a task you know um so a lot of times i'll create tasks in my notion page and basically i'll just say something like um you you know you need to write down your five beliefs or do 20 push-ups i don't know something random but you're gonna have it do that so if i wanted to do that i'm just going to pull up my phone again i'm going to say create a task for me um to do 50 push-ups on thursday this week i'm going to send it off it's going to repeat the message and if i come into notion so i'll just type in notion Let me make sure I can find it. I'll go to my project management section once this loads in. So if I scroll down, you can see one of the tasks is complete 50 pushups. And this is for tomorrow. So if I were to open my calendar, I'll find this for tomorrow as well.

But let me go ahead and actually open up this page. as you can see listed office tomorrow and you could even put in more credentials so i can you know change the importance of this i could change the time to complete it but all i did right now is just the execution date so there's there's so many different things that this can do and this probably took me i think this took me like an hour to actually set up um you know if you already have a understanding of make.com then you should have an understanding of nan it kind of goes hand in hand and it's pretty easy to understand so Imagine if you were to spend more time than that, if you were to spend a few hours or a week or a couple of weeks building out some systems that you could have something that's pretty, pretty damn insane that can just act as your administrative assistant. So maybe you don't even have to employ someone, you know, paying them, I don't know, $40,000 a year, $50,000, even more to do these administrative assistants that this agent can take care of everything. So anyway, that's enough rambling. So now I want to get into how we actually built this out and how you can do so for yourself, because this is a pretty, it looks pretty complex.

And I think that once I break it down, showing you how I did so and showing you how I did it step by step will help you achieve the same results as I did. So whether you're using mate.com, Zapier, NAN, it doesn't matter. They're pretty much all the same across the board.

So we're starting off with a trigger. And a lot of these different platforms have the same modules and everything. So feel free to follow along on a different platform. But anyways, what we're using is Twilio. So what Twilio is, is a platform that allows me to buy numbers and deploy them on platforms like this.

So every time I'm saying, hey Siri, can you text this person? I'm texting my AI agent with the number that I bought from, or I'm sending it to the number that I bought from Twilio. So let's say the number that I bought is, you know, 856. So I'm texting that number 856, specifically the directions and everything.

So as you can see, we're starting off with this trigger. So all I did bought that number. You could buy one for, I don't know, 30 cents, a few dollars, something like that.

And then you're just connecting the account from Twilio. So you're finding the API key. and everything and you're just plugging that in simple stuff right there and what we're doing then so basically this trigger is just watching for messages so if we come into here we go to um sorry add a node and if we search twilio you'll see it here and then you'll just find triggers right here so on new sms so you can just input that right there we want to delete this but Once we receive that message, what do we want to happen? Well, we want to do all these different things that we built out. So to get there, we're going to start with an open AI module.

And I just want to repeat again that this isn't the best practice to go about everything. So I'm relatively new when it comes to using NAN. So I know that there's different functionalities like AI agents and everything, which I'm still exploring.

But this is what I've learned and how I got the project across the finish line. So, you know, just... know that there are better practices to go about doing this whole thing.

But this took me just an hour or so to build out. So it works for me. Now let's zoom in a little bit.

And let's go to open AI. So what we're doing is we're taking that text message that we just received, and we want to analyze it. So we want to say see what it was saying and give it some specific outputs from there.

So I'll read off what it's saying. So let me open this up a little bit. So your task is to analyze the message and decide which actions to take.

There are five possible actions and your output should be based on the content of the message and apply common sense to determine the correct actions. You must ensure that your output only includes relevant actions based on the specific message provided. The five actions are getting your calendar, getting emails, creating tasks, sending emails, and creating meetings.

So as you can see the output over here on the right side output. So here's the input, the content. or the result is going to be get emails, send email. Because in the message, I asked basically my AI assistant to get emails for me from a specific day and to send an email to a specific person about something.

So it decided to go with these two outputs because that's basically what I was asking for. So it's just breaking it down into two very simple binary things. So I included a section important. your output should only contain the actions that are directly relevant to the message.

So for example, if the message suggests retrieving emails, the output should be get emails and nothing else unless other actions are clearly indicated by the message content. Then I provide it with some further actions. So this is so important when it comes to prompting is providing your your AI with some examples.

So let's say you don't give any examples. Well, I mean, your AI probably will still work properly but it won't work as well as often so you're just really ensuring that um the conversion is going to be 100 um more often so i'm just giving it some examples of what it should look like properly so if the message says please send me the emails from last week your output should be get emails if the message says we need to set up a meeting for tomorrow your output should be create meeting If the message says can you check my schedule and send a follow-up email your output should be get a calendar send email Then the instructions are analyze the message content then i'm giving it the message content here So here's the json all I did was plug in the body from all the way down here And drag it into there So then I said use common sense and logic to decide the correct actions based on the message your output should Include only the relevant actions and nothing else if the message implies only one action output just that action so i gave it the message that it's analyzing and everything and yeah so that's one of the most important steps of this entire thing if you can understand that step and this step then you kind of understand the entire thing and i don't want to say you're halfway there but you're halfway there to understanding how to do stuff like this so let's say we get our actions so we had what was our output in this example get emails, send email. So with that, it's going to go down this route, get email, send email. So how did we achieve this and make sure it doesn't go down all these different paths. So I figured what this path was right here.

So this was, let me make sure I just renamed this. So it's easy to understand. So this one was updating project management. Okay. So all these different tasks we have the getting email, send email, get calendar, updating project management or updating tasks or creating tasks whatever, then creating meeting where you're just sending out calendar invites and all of that and Google meet invites.

So how do we make sure it doesn't go through all of these? Well that's something that we use is called filters. So what we did is we opened up sorry not opened up we added a node and we just searched if.

So if you search if this is where you're going to route different things and you're going to be able to filter different stuff So let me delete that open up this so this is the filter right here so if my message content from chat gpt contained get emails then it's going to go down this route and it's not going to go down other things it's going to go down this route specifically and it's not going to allow anything else to come in here unless it contains specifically this wording so as you remember in chat gpt in this module right here we prompted it to say different things like get emails if we're asking to find our emails from a day or whatever So that's essentially the filter is broken down. Next, what we're going to be doing is we want to find the date that we're talking about getting our emails. So let's say I ask my assistant, hey, can you get my emails from yesterday?

Well, we have to know the current date and we have to know what date that they're talking about. So, I mean, we may understand it, but we have to make sure AI and our assistants are understanding it. So.

How we did that is we used a tool called date and time. So you can just find this by simply searching, open it. So if you search dates and you find get current date and I input that right there. So bringing this little node and putting it to date and time, then connecting it to chat GPT. Now, what this is doing particularly is it's extracting the content from the body and it's determining the days to get.

So. Here's what I said particularly. I said you're to determine the date to get.

If the text message asks to get emails for today, then your output should be today's date. For example, if today's date is the 10th of September, then your output should be 2024 September and the day of the month, which is 10. Time doesn't really matter. We could always just keep that as zeros. So for example, if the text asks to get emails from yesterday and the date is the 10th of September, then your output should be the 9th.

of September 2024. So for example, if the message asked to get emails from last week, and today's date is the 17th of September, then your output should be the 7th of September. And then I just give it the context. So I'm giving it the message content. And I'm also giving it the current date.

So and then I said, your only output should look like this. And it should never say anything more. So let's go ahead and test this out. I'm not sure if it's going to give a Proper example. Okay, well, so what did I say here in the message?

I think I said to get emails from yesterday. So I said, Hey, can you get my emails from yesterday and also send an email to Nancy Curry, just saying that I want to meet up for a coffee tomorrow at four. So let's focus on this first part. So it says, Hey, can you get my emails from yesterday? So today is the 11th.

So it's getting the 10th. So as you can see, there's the 10th right there, just as I asked it for. And up here. we're connecting it to a gmail module so all you do search gmail get message get many messages and you'll get exactly what i am looking at in here one second let me delete that so you'll get this so connecting it to my gmail account i'm getting many messages from this operation i'm only returning 20. i'm probably never going to return more than that because i don't get very many emails every day um don't have to focus on this to just keep that simplified but what we are focusing on is the filters so label names or ids so how you get that exactly so if i go to add filter and i'm basically hold on one second so if i were to delete this label names or ids would come up same with received after so once i get the label names or ids on here i'm just searching for inbox and the unread because those are the only two that I'm looking for. I don't want anything.

I don't want it to give me anything in my drafts. I don't want it to give me emails that I've sent. I don't want it to give me spam. That won't be my inbox.

I only want it to get my inbox and unread emails because if I already read them, then I probably know what's going on already and I don't need to get notifications about them or summarizations, whatever. Then I'm getting received after, and this is just where you're putting the previous AI modules content. So I just drag this in here. So I'll even show you, just drag it in, put it right there and I'll test it out. And in a second, it should output those emails.

So here's the two emails that I got from yesterday from the 10th of September. And in a second, it's also going to text me those. So you make sure I don't screw this up So why it's going to text me that is because I then sent a Twilio or created a Twilio node So this node right here So as I showed you earlier, you see you're just adding a node search Twilio and this specific action is just sending an SMS message So you can also use whatsapp But I just like using messenger because it's so accessible and I can use Siri to do it for me So I can literally be in the car and just call call up my phone be like hey siri i just need you to text my ai agent whatever but basically i'm just including um the context so i'm saying here's your emails so from the previous um node i'm including uh the json so that would be this snippet right here i'm dragging that and putting right there i'm sorry i'm dragging the from so that would be right here so dragging this putting it right there in the summary that's where i'm grabbing the snippet so that's um obviously the summary and that is all i'm including in the message so the from is obviously the number that i have hooked up to twilio and the two is just what the number that you want to send it to so i would recommend your personal number cool so now let's move on to the next step so let's say we want to send an email so if we want to send an email so let's say i'm sending it to nancy curry's because if we come into our crm nancy curry should be one of the numbers in here. So yep, here's the email and everything.

So here's the company, fake company, Mendoza, Cook & Williams, email, first name, last name. So we're going to send an email. Obviously we have to find out their emails and everything.

So let's say you have your database and you have your database. It's containing a bunch of clients, leads, friends, contacts, whatever, you name it. So it's this mass database and you want to give it context to your agent.

So you just want to train it on all that information. So anytime you're trying to look for a specific person, so let's say you're trying to look for a Mark Williams, it's going to search in my CRM for a Mark Williams, get their email, put that into Gmail and send them an email. So how do we go about doing all of this? So as you can see, I requested to send an email to Nancy Curry.

So now we have this filter. It is going to go down this route. So if my message content from the previous module contains send email, then it's going to run down this route. So very similar to what we just discussed previously. It's just going to do that for the sending of emails.

So the first thing we want to do is getting the last name. So sometimes there can be similar first names, even last names sometimes, but it's a lot less common. And hopefully you're going to differentiate.

um between those contacts if they do have the same last names somehow but essentially what i'm going to do to get the last names for here because we have to find them in google sheets so to do that we got to get the first name and or i'm sorry the last name so basically what i'm prompting it is you're to look at the message and just give me the last name and only make that your output so for example morrison i gave it that output because the message contained mark morrison here's the message and um the body of the message basically. So if I were to test this, I believe I said Nancy Curry. So the output should be Curry.

So if I scroll over to the content. So if I go to the expression now test this out as you can see my answer is curry so it didn't Do the exact spelling of it properly, but that's okay But anyways, once we get that last name, we should be able to find it in the next module So what we're doing is a Google sheets module and let me assume in a little bit. So with Google sheets, basically, I'm just connecting it one second so connecting it to the action so google sheets what i'm doing is get rows and sheets and then you'll get this little node right here so let me go ahead and test this right now and see if it finds the last so it's not going to output it properly because it didn't get the it didn't spell the name properly so sometimes you might have to specify but in this specific case we're just going to type in curry and then test the step and then we should get our output So because we have a Nancy Curry in our CRM, so right here, it then outputted it and it's giving me that row number from Google Sheets, the first name, last name, email, and the company.

So this is what we need to then give to our next step, which I will show you in a second, but let me go ahead and replace this value before I forget to do it later. So let's go to content, place that in there. And next we want to create the email body.

So Let me go ahead and expand this. So what I'm saying here is you are to look at the message and determine what is to be in the email body. So for example, if the message says, send an email to Mark Morrison asking for their cell phone number, then your output should be, could you send over your cell phone number? So you should use common sense to determine what should be in the body and don't add or remove anything from what was mentioned in the message. You can just say it word for word.

Here's another example. If the message says send an email to Matthew Curry, I guess I could say Nancy Curry, and your output should be we just sent payment and your check should be mailed out to you within the next few weeks to be on the lookout for it. Here's the message just to analyze and then I'm just giving it the Twilio message body. So let's test this out and basically it's just outputting I want to meet up for coffee tomorrow at four.

So it sent that email because if I go to the message body, I said So I'm going to email to Nancy Curry just saying that I want to meet up for coffee tomorrow at 4. So I could have proposed it in a nicer manner or something like that. But this is just how I set it particularly. So now what do we want to do next? Now we want to basically just templatize this and make it look nice.

So basically I'm just including formatting. So including a hey, inserting the first name, inserting a outro. So just saying like best Nick.

And yeah, so this part I won't go too deep into, but essentially I'm just saying an introduction should always include Hey insert the first name So I'm grabbing the if I go to Google sheets go to the schema grab this first name and input it right there It'll then input the first name. So if I were to test this out, I will see what the email will look like So message content is going to be something like hey Nancy. I want to meet up for coffee tomorrow at 4 best Nick So I think it looks pretty solid. And now there's just one more thing.

We need a subject line. So let me go ahead and expand this as well. So you are to determine a subject line from the message. It can be simple and just contain a summary of what the body is about. Keep it brief, simple, and easy to understand.

Here's the body you are basing the subject off. So I'm giving it, you know, the body items and everything. Some of the message content.

And then I say, if the body contains something like we are canceling our membership due to unsatisfactory service, then your output should be canceling our service. And I mentioned that's just an example. So now let's test this out and see what happens. I have to change this, make sure it's getting the schema properly. So the content is going to be meeting for coffee tomorrow at 4 p.m.

That's going to be the subject line. Now let's go ahead and create a draft of this. So what I did here, I went to Gmail. Search.gmail, search draft. So create a draft.

And here's what I get here. Accidentally executing it right now. But anyways, this is what you'll get. Hook up your account.

As before, make sure the resource is the draft and that you're creating it. So the subject line. So as you can see, this is the previous module where it's creating the subject.

Drag this in here. And then here's the body. So the message. So this is going to be the email body right here.

And put that right there. And then who it's actually going to be sent to. So if we go to Google Sheets.

grab the schema from here and the email just drag it in there so we'll test this out once again and we're going to check our email draft and it should be in there somewhere so if i refresh this okay so i'm meeting for coffee tomorrow at 4 p.m so it's everything that i asked for properly here's the email all we have to do now is just review this and send it off so if you want to make changes you can make changes but what you can also do is just make it send that actual email so instead of just creating a draft you can have it actually send it or maybe you could even create a step in nan where you're just saying it's asking you to review and once you confirm that it looks good it can send it for you as well so there's a bunch of different steps that you can take and like i mentioned i spent just like an hour two hours at most building this out so take your time with this you do some really cool stuff if you're actually trying to build something valuable now what we're doing next is um this is basically just a message just confirming that we've done this so basically in the message i'm just saying done was there anything else so all i did here was just creating a node for twilio similar to before i'm just sending an sms message to my number and everything and sending that off once everything is good so that takes care of the first two rows which deal with emails so getting the emails searching them and also sending emails now let's go to the next route which is getting your calendar so let's say i have a i know i have a very busy week next week but I want to know specifically what the events are that I have coming up. So we can do that. So I don't think I messaged to get calendar in here, but if I were to text my assistant, so I'm going to open up my AI agent.

Actually, let's do it like this. Hey Siri, can you text my AI agent? Can you get my calendar for the next?

two weeks i'm going to send that off and in a second it should come up so as you can see ran through all of this so now it's going to get my calendar so as you can see it's going through check marks of all these different stages but it's not passing because it didn't it should only contain get calendar so let's make sure that it says get calendar let's go here test the step make sure that it's in the expression so that it has context to the message and the message is get So now it should run through this little stage right here and go all the way down here. So now we want to start building up the getting of the calendar. So similar as before, we have our filters.

So we're giving it a message content from the previous GPT module, making sure that it contains get calendar. And next, we're just giving it a date and time. So you could probably figure this one out for yourself why you need to get the date and the time. So this is because you're trying to analyze when to get the schedule for, when not to get the schedule for.

Because if I say get my calendar for the next two weeks, then I only want it to be for the next two weeks. Not yesterday, not today. So once we get the date and time, we're going to be giving it to ChatGPT.

And what we're going to be saying, let me open this up a little bit. So you're determined the date to get. If the text message asks to get calendar for today, then your output should be today's date.

For example, if today's date is the 10th of September, then your output should be 2024, 10th of September. Now I'm giving it some more examples and everything. So feel free to look at what I'm saying and copy and pasting it straight into your prompt and make sure you change it back to expression so that it is formatting this context properly. Close that out. And let me go ahead and just run this test real quick.

So I'll test this step. so i may have to run this whole module again okay no so i did say get my content for the next two weeks so the content is the 25th so if i were to check my calendar and the 25th is um wednesday in two weeks so that's good now we want to do is get before so making sure to um you know exclude any other dates so what i'm saying here is you are to look at the output of this message and determine the end date so i'm giving it the twilio body message so the original message that i'm sending to my ai agent and i'm saying you will have to analyze the message and determine an end date message could be could say many different things including but not limited to today maybe it says for wednesday of next week maybe it could say monday of the 20th of september 2024 and i'm giving it a bunch of different examples and all that similar to before but let's go ahead and test this out so the biggest thing about this um entire automation is it just comes down to prompting so um yeah so if you follow my steps you should be good so as you can see we're getting the date right here so the 25th and now let's move on to the next stage so google calendar so basically i'm including the after and the before So drag in the after so I listed it out so you can easily understand it. So the content of the after dragging it into here before dragging it into here. Now we'll run this and it should list out my calendar. So I don't have anything listed out for the next two weeks.

So we're good. But if I were to create a calendar and I guess let's do it for the 25th, then it should list up something. So it'll say next.

date save that and we'll try running this again go to google calendar test output okay cool so now let's move on to the next stage and actually sending out any um of those you know calendars to or any of those events to my number so in this next step what i'm doing is creating another twilio just sending a message where it's going to list out the events and everything so in the message i'm saying here's an event schedule then i include the summary from the previous module So the JSON summary and the JSON start date, which is just when the event is going to start and everything. So that's how you build out the getting of your calendars. So pretty cool step right there. And now let's do the updating of my tasks in Notion. So now let me open up my phone.

I'm going to say something different. What can I say? So can you create a task for me? that will tell me to buy a whiteboard. So before I send it off, I want to make sure to test our workflow.

So now I'm going to send it and in a second it should trigger. So here we go. So now it's going down this entire module. So why did this happen?

Well because it determined that I am creating a task. Now if I go to my notion, so I don't have an open currently, so I've got a notion. I'll go to my to-do list, which is where I basically handle my project management. So if I search for buy a whiteboard, here it is.

So I didn't specify a particular date, so it just said tomorrow. So I just have to make sure to include a date. So that's a slip up on my part.

But yeah, if you don't include the date, AI is just going to randomly generate one for you. and you know just put it in your project management somewhere but so it shows to create a task because in this my filter is creating tasks so if the message contains create task it will thus go down towards this route so next we're determining a um or getting the current date and time once again so as you can see there's a pattern between everything here it's everyone is including the current date and time so i probably could have included it right here so i just include one and then it goes on forever and i'll have to do it a bunch of different times but um yeah so i did this kind of on the fly built it really quickly as you can tell everything's sloppy and not very presentable but it works for me as i said so next if we want to update our project management we have to find out the date and everything so if i said get my task for or buy a whiteboard tomorrow then it's it's going to um you know mention that for tomorrow or put the execution date for tomorrow i should say so in this prompt what i'm saying right here is your job is to look at the message and determine what the name of the task should be should be concise and never more than 10 words even 10 words is a lot then i'm giving it the content or the context to the message so including the twilio message so the text that i sent to the agent then i'm giving an example so if the message says something like create a task to send a voting ballot on Thursday, then your output should be send voting ballot and only that. So I want it to be very simple. So as you can see, I mentioned I want to buy a whiteboard, then it just simply says buy a whiteboard. Cool.

And we'll go down to the next route. And basically I'm saying here, your job is to look at the message and determine what the execution date of the task should be. So here's the message, giving it the context of the Twilio message. Here's the current date.

and then I'm giving it some more examples. So now it's providing the date. So i didn't let me make sure i messaged it tomorrow yeah so i didn't message tomorrow but if i were to say tomorrow then it's going to come up with tomorrow's date so today is the 11th it would have listed out the 12th um let me go ahead and do that real quick just to prove that this is right create a task for me to buy a whiteboard tomorrow so we'll send that off it should go down towards And we'll find another one.

So let me delete this one. Delete a couple of things. So buy a whiteboard. So there it is.

Now the execution date is for tomorrow. So working properly. Cool. So now that we have all those prompts listed out as we want, then what we're doing next is hooking up our Notion table or our database.

So all I did was search Notion and you just had to integrate or create an integration in Notion. So you do that by... going here and just manage your connections connecting this to nan and everything and um yeah just making sure that it's properly integrated so what i did here is um i believe it was create a database page yeah so as you can see create database page if you open that up you'll get this so for the title i'm just including um the message content so that would be i believe this So including that context and then just including the date.

So this will be the execution dates. And then this will create the output for you. And let me show you the output.

So it's giving me this right here. So as you can see, here's all the properties. So the status, time to complete execution date, name, all of that, then I'm having a Twilio message, basically, I'm just saying at the end, some ways to before I'm saying specifically done anything else.

So just allowing you to ask more questions. So next up is the creating of meetings. So let's say I want to schedule a time or, you know, create a Google meet with, let's find somebody in our calendar or in our database. So we'll do Todd Nichols. So let's say we want to schedule a Google meet with Todd Nichols for next Tuesday.

So today is the September 11th. And next Tuesday would be the 17th of September. So I'm going to open up my workflow. I'm going to test it out.

So what was the name again? Todd Nichols. And I believe I mentioned Tuesday.

So I'm going to say, can you schedule an event with Todd Nichols for next Tuesday? the event's going to be about making money. I'm going to send.

So open this up. So it's going down this route because our filter was create meetings. So similar to before, it's all super similar or basically the same exact thing. So going down here, getting the date and time once again. So we'll do here.

similarly to the other modules we have a prompt that's basically going to analyze the date and time so what did i say here i said i wanted to get the event for next tuesday so it's finding the date of today so today was the 11th of september and now it's finding when tuesday would be so that's the 17th as i mentioned before it would be so i'm just mentioning the um some things to include giving it a bunch of examples so make sure you prompt your ai properly So I'll even scroll down so you have a chance to copy this and write it out. Okay, you can simplify the output. We're not really too worried about that.

But the next step is to find the end time. So we want to make a meeting for probably an hour. So I'm always going to make the meeting for an hour. So for the end time, I'm just looking at the last message or the last output. So I'm looking at here and then just adding an hour after.

So I... didn't mention in the message what time i want the meeting at which is probably pretty important and it is important so i'm going to restart this and i'm going to say can you schedule an event with todd nichols for next tuesday at 11 a.m the event's going to be about making money i'll send now it's going to run through this again and it should be right this time i hope so if it's going to extract the date and time it should be 11 a.m so let me make sure i have it set to expression test that out and we foot should find that it's 11 a.m so yep so the 17th at 11 right there so the end time should be 12 in here because it's just going to add on an hour because our events are always going to be one hour exactly so if i test this okay as you can see noon right there and now for this part we're just going to get the last name because to create the event we have to and create the meeting we have to create an attendee and invite them to it so to do that we got to find their email from our database so we're just plugging our database into our agent giving it that context it's going to find everything from that database find Todd Nichols, get the email, create the event with them. So for here, I already created this module before, so I'm not going to show this again. Obviously, I'm just getting the last name.

So once I get that last name from ChatGPT, I'm going to create a Google Sheets, same as before, where I'm just going to search the, you know, the entire CRM. So I'm getting the rows, finding my sheets, connecting it, giving it the value of the name and everything. So let me go ahead and test this out real quick.

So Todd Nichols right here. this is the last name i put the last name right in here so i just dragged it put it in here and it came up with todd nichols so row number 58 here's the email so if i go in here i should find row number 58 yep so perfect this is what we wanted and next it's going to create a google calendar so to do this add a node i'll go to google got a calendar and what i'm doing is just creating an event so there's a bunch of different options options like um you know getting your availability and stuff like that as you just saw um so lots of different use cases for this but basically we're just including the start time the end time so the start time i don't think i have it listed out no i don't so it's hard to understand which one's which but um create meeting no so i'm not sure which one it is okay i think it's date time to get so 11 a.m okay yeah so the meeting is starting at 11 a.m so ai or gpt gave me that output i'm dragging this output into the start so that's when the meeting is going to start when it's going to end we created a prompt or a ai model for that so we grab this content and put it into the end and now we want to include additional fields so for the additional fields you'll just go to add a field click attendees and also um summary so the summary is going to be the title so attendees is where i'm going to include the email so if you go to go sheets as you can see in the schema let me close out some of these go to the schema go to google sheets you'll find the email and input that right there so that'll make sure it's going to send the email to them that the event was created and everything it's going to send them reminders and uh all that good stuff so for the summary basically all i did is just include their first name so i don't want it to be anything too crazy so to get the first name as you can see from google sheets all i did was just drag it in here and then i said and nick sync so now let me test this out and i'll show you what it should look like so if i run this and if i go to my calendar i believe this was for next tuesday so here's wednesday i'll refresh this make sure i'm going to the 17th so it should be with todd nichols on the 17th so there it is 11 a.m to noon so just one hour you and it created it with todd so you can include more information you include you know descriptions um send more reminders to them through here there's so many different routes and use cases that you can go with this and this is really just the basics so this is just a administrative assistant that can do simple stuff imagine what else you can do so next what we're doing is just saying an email and we're just saying done was there anything else so let me back out and show you this entire thing so this is what it looks like so you can clean it up however you would like and you know feel free to use different platforms like make.com because it's a little more user-friendly this one isn't as definitely not as pretty and aesthetically pleasing but but yeah so i know that was a lot and i thank you for sticking to the end uh with me but yeah so this was the ai agent personal assistant that i built out that handles an array of different tests and i'm going to clean this up a little bit more and actually employ it for myself and my company So, you know, I can get my emails from yesterday. I can summarize all my emails.

I can get my calendar, my availability. I can send out emails and all that good stuff. So there's so many like real use cases that you can use for this automation that will help you save a lot of time because, you know, these little tasks, they do stack up and it will end up saving you a lot of time and provide you with a lot of value in the long run.

But yeah, with that being said, I really thank you for watching and I encourage you to. book a call with me if you're looking to streamline some of your tasks or implement something like this for your own business and won't even identify your pain points, go about. and I really thank you for watching so and and once again thank you for watching so once again and once again thank you for watching so feel free to book a call with me and my company with the link in the description below where we'll go over your biggest pain points identify your bottlenecks and you know prioritize things that we should be automating and actually doing it for you and you know we could be building out things like this specifically from this video for your company to help you you know save time provide more value make more money and you know just leveraging these systems um to you know just get a head start within your industry so you can find a link down below for that in the description and also i encourage you to join my free school community because i provide you with resources like this automation that i don't give you on my youtube channel so with that being said thanks for watching like and subscribe and i'll see you in the next video

Transcript for:No-Code AI Personal Agent Setup Guide

Transcript for:
No-Code AI Personal Agent Setup Guide