Transcript for:
make.com AI Agent Demo and Overview

make.com has officially launched their own AI agent and in this video we're going to be demoing this offer and then building it from the ground up now this is probably in direct response to naden who launched their own AI agent quite some time ago and I'm interested to see what you guys think is the better technology my suspicion is that make.com might be slightly worse for now but it's probably going to quickly catch up to n so it's going to be really interesting to see what comes in the future now going into the scenario this is the AI agent and essentially what's going on here is we have this one module here and this is make.com's AI agent in a nutshell how this works is it has access to a ton of different tools and so what's going on here is that we can message via Telegram and I can send over an audio message or a text message it's going to receive that message and call this AI agent and then this AI agent will use edits discretion tools to get the job done so if I say "Hey can you send me an email?" It'll probably use the send email tool if I was like "Hey can you take a look at my calendar tomorrow?" It'll probably take a look at the calendar widget so let's go ahead and demo this out just so that you guys can see this play out in real time i'm going to go ahead and run the scenario here hey can you please send an invoice over to Jonno and so I've gone ahead sent that out first things first it's going to transcribe the message and then it's going to send it over to my AI agent and then it's going to send me a response back saying the invoice has been successfully sent to Jonno and let's go ahead and take a look at my inbox to see if it has arrived yet okay awesome so I can see here that we have a new message coming through and here is the invoice document processed pretty much immediately now you'll notice that this is a sample logo so this is you know just like a demo that I'm kind of rolling out here but the cool thing is is that I built this only in a couple minutes and uh yeah this is just something to hopefully be able to speed up the task that you're doing manually right now the next thing I could do is come back to my AI agent i'm going to run this one more time and this time I'm going to ask it to send off an email hey can you please email Jonno telling him that I sent over the invoice and asking him to look it over just to make sure if he has any questions or not and so again it's going to transcribe that message via OpenAI it's going to send that to the AI agent it's going to have to understand what tool to use and in this instance what's going to happen is it's probably going to send over this Gmail module where we first look up the person's email based on the contact in Google and then we send off that particular email so back in my inbox I can see here that I have received that email and this looks good to me i want to let you know that I've sent over the invoice could you please take a moment to look it over and see if you have any questions awesome i could do so many other things with this i'll just give you one more example for this demo here is I'm going to run one more time and I'm going to ask it to check my calendar for tomorrow can you please check my calendar uh my schedule for tomorrow on my Google calendar i'll send it off and it can also deal with of course text messages as well and so in this instance it's going to take a look at my calendar which is right here okay coming back here we can see that I have quite a few things tomorrow that it has sent back to me so I could wake up in the morning ask this questions and I could get my entire calendar for the day pretty much immediately now all of these blueprints are going to be down below in the description if you guys do decide that you want to go ahead and use this i do want to note that this is a beta product in Make.com what I mean by that is that this is not released to every single person this is only released to a select few accounts in make.com this is totally random my main account didn't get it another account got it and so just keep in mind that if you don't have access to this right now you will get access to this in the coming days weeks or months as they kind of roll through the debugging and the development process let's get started here first thing I want to go over is all of these blueprints they're all going to be free down below in the description all you have to do is download them so if I wanted to download for example this AI agent I could go ahead and select download come into make.com hit the three dots and import the blueprint and then just select it from my file and then save and this blueprint is going to be mine completely for free in a matter of a couple seconds now there's lots of different blueprints here and there's tons of different ideas that you can use this AI agent to accomplish so for example you could scrape anything on the internet as one example like off of Google or Facebook or Instagram or whatever you could build a rag system potentially to message your customers back and forth or a personal AI assistant to help you with all your tasks or a voice AI agent to essentially call people if you wanted to or even like a Slack agent or whatever the list goes on if you guys want access to this community it's going to be in the link down below as well you get access to all of my blueprints and um five calls every single week as well as hundreds of different modules going over things like make.com and all of that kind of stuff with that being said let's get into building this right now so the first thing we're going to do is enter into make.com and we're going to create a new scenario okay and so with this scenario what I want to do is I want to create my AI agent so we'll go ahead click the massive create a new scenario here and by the way guys if you're new to make.com I highly recommend going over to my YouTube channel i have tons of free courses on make.com like this 2-hour masterass for example or other 11 automations that you could use that I use pretty much every day in make.com as well as tons of other free modules so if you need a touch up on your skills or you just want to learn this technology for the first time highly recommend taking a look at that because um yeah in this particular tutorial I'm going to be going over things um you know in a reasonable amount of time here so with that being said I'm going to first type in AI agent and we have access to this make AI agent okay and so we'll run an agent here and there's tons of different things going on here and firstly we're going to walk through this and then once we walk through this then I'm going to set up the trigger to actually receive messages from Telegram and then we're going to have one sub uh sub agent that we set up here okay so first things first I want to create a new AI agent and so I can create an agent here and you can select the account that you want the cool thing is is like you can use whichever AI system that AI uh large language model that you want grock I think you get free access via their API to test out so if you guys don't want to spend the $5 or whatever required to get access to these other AP uh APIs then that might be a good alternative for this particular um this particular video I'm just going to be using Chat GPT because that's what I have access to then we can name this uh agent here i'm just going to call this Jono's um AI assistant and then the model that we're going to be using is GPT4 mini just because I find that that's you know uh it's nice and it doesn't require a lot of tokens and then the prompt is just going to be like you're an AI assistant for Jonno helping him complete his tasks beautiful we'll save that and then we have tons of other things here now I just want to head over to the configuration here because there's actually a couple other options before we even get started and so if I go into Jono's AI assistant and we go into the agency settings up top here we have three additional configurations here okay max output tokens is like how many tokens do you want to have at a maximum the reason why this might be beneficial and same thing with the recursion limit these are kind of the same thing in my mind it's just that sometimes like AI agents they can get out of control or just systems in general where the end triggers the beginning and then you get this infinite loop going on where you spend like every single one of your your account tokens in a matter of like one particular task and so what that means is like let's say you have you go to make.com and you have in the pricing here uh on your core plan like I don't know access to 10,000 operations like it says right here you could go through those like in one particular scenario if you're not careful and it's very rare to do that but this is just like a safeguard to make sure that you don't spend too much so max tokens is how many tokens do you want to spend on a given run and then recursion limit is if there is that positive feedback loop how many times do you want it to be able to like uh try tools again until it just shuts off so this is like the safety valve to shut it off and then iteration history counts you can think about this like chat GBT when you're dealing with Shad GBT it's going to pull in results from past messages right and that's how you can ask follow-up questions which is super important to something like um an AI agent but the thing is is like if you've been using this for 10 years you don't want your responses from 10 years ago to probably influence the message that you're creating today and so this is just asking you know how many messages in the past do you want to actually take into consideration when formulating a response and so 10 is pretty pretty good and these these all look good to me now let's go over to the next things here i just wanted to kind of point that out which is the thread ID so the thread ID is essentially we need to tie this to a particular conversation and in this instance we're using uh telegram so we need to tie it to the ID of this thread okay and then um essentially past there we can provide system instructions for the AI agent just to give additional context on how we wanted to execute certain things so for example if we go back to this AI agent here it's like you know telling it when to send off an email when to check a calendar invite when to create a calendar invite so we're giving additional details so that not only has the tools but that baseline understanding of how we want it to use those particular tools and so past that the message here is essentially like literally the message we're getting from Telegram into here and we're just sticking it in that particular message box right here and so that's more or less how that works and then moving past that it says continue scenario run while agent is working i just put no here i don't really see the value in putting yes um but essentially it's just saying if this were to take more than 3 minutes to execute maybe you just want to uh you know run it and not wait for the agent i I can't see a scenario where that happens so I'm just going to select this as no and probably never go back to that again moving forward I want to add another module here and this is going to be the trigger module and this will be Telegram so essentially what we're going to do is we're going to receive messages from Telegram down here into chat uh into make.com and so the module we're going to use is the watch updates this is just watching for messages as they come in in real time from Telegram now you don't have to use Telegram so for example you could use like WhatsApp as well uh or you could use Facebook Messenger or you could use Twilio which is text messages so there's lots of different options as to what you can choose here but I like Telegram just because it's a bit easier to set up now with that being said we just need to move this trigger here which is like this clock we need to move it over to Telegram which means that Telegram is going to start this workflow and so in order for us to do this what I need to do is I need to set up a web hook inside Telegram if you guys haven't signed up for Telegram I suggest just heading over to the app store downloading it for free getting started all that kind of stuff and then we'll hit create a web hook here and I'm going to choose my test version 2 account because I've actually like logged in but essentially you would um you'd need a token here now for this instance I'm actually just going to create another token and walk you guys through the process so I'm going to do like Jonno's uh oops Jonno's AI assistant for us to get this token here what we need to do is head over to Google and type in Telegram botfather i know it's like the craziest name the bot father like out of all the things you could have named it um you know that's what it is and so what's going on here is if I just refresh the page cuz I kind of went over there fast it says open Telegram on your computer or your device and you do have to open it on your device i'm going to close this down and it's going to open up this message history with Buff Father it'll create a new chat now I have tons of these different chats here because I've created a lot of bots on Telegram but you might not have any chat history here and so how we get started is we're going to send a message here and so essentially in this message we're just going to type in / newbot and it'll come in with this command line here we can select that and there's a couple things we need to do first we need to create a name then we need to create a username and then we need to grab the API token so for the name I'm just going to call it Jono's personal AI assistant bot and I'm going to copy this name here and then it wants a username and that username has to contain bot or underscorebot at the end here so I'll just do like underscorebot here and as long as you follow those guidelines of putting bot or underscorebot it should be good you'll notice there's two in this message there's um two things that we need first of it all of all is this link to start the new conversation and then we have the API access here so we'll go ahead and we'll highlight this API key here and then circle back to make.com paste that token in and we have now connected this in okay and so that's good we can save this and now we can start receiving messages here i can run this and we'll just you know take a look and test if it works how we test it out is just by hitting this link down here and then we'll click start and we should have already received a message which is perfect so we've got our message everything looks good next thing is is that um I want to be able to essentially receive messages back so I want to now go to Telegram to send a message back and I'll I'll select the send a text message or reply from here we need two things the chat ID and the message from the AI agent so the AI agent will deliver a response you ask it a question it'll be like here's the answer whatever just like chat GBT and we put the response in there the chat ID is going to be the chat ID from Telegram here okay so I'll type in chat ID and it'll be right here okay the 755 whatever now if you guys have multiple bots oops it didn't actually enter in there if you guys have multiple bots just make sure the connection is the right one if it's not then uh you're going to have troubles here okay so that looks good to me we have now officially set up our first AI agent that does absolutely nothing so far but we can go ahead and test this and see if we get responses back um hello how are you for example it's going to message and send that back and I'm here to help you Jonno oh it even addressed me of my and that's very nice of you AI agent thank you um cool so that's great now what I want to do is I want to add in a particular module here i want this to be able to take a look at my calendar and I want it to be able to pull out these two events tomorrow and then return that back to me in the form of a message and so how we need to do this is we need to um create tools and what that tool is going to be is a sub agent so this is a workflow and we have to create another workflow and this particular AI agent right here is going to reference some other external workflow that we've created okay and so we can go ahead and do that just before we do I want to complete this off the thread ID is going to be this chat ID from Telegram so I'm going to type in chat and we're going to paste in the ID just make sure we're pasting it in where it actually gives the number here um because there's like a lot of ids and they're blank and so what this is essentially doing is we're taking the chat ID from Telegram and this is essentially our way of saying okay out of the billions of Telegram uh accounts andor messages or or chats or whatever we need to figure out you know um we're we're putting in our particular thread ID and so why that matters is because now when we run this through the AI agent it's going to remember the previous messages because it has a unique ID so it'll save all the messages under some ID like this one and it'll be able to recall them so this is really important so that we can essentially have complicated conversation histories where we can message back and forth it remembers past messages and all of that kind of stuff and so that's more or less what the thread ID is system instructions is we're providing additional context to the AI agents tools or to the AI agent so it knows how and when and why to use certain tools so if it's like for example let's say you want to update a calendar event that's great right but in order to update a calendar event it needs to know which event to update so you might have to say hey search for the events and then update it once you find it and so that's kind of like additional instructions that we can put in here lastly we just want to add the message and this message is going to be Telegram's response down here so I'm going to say here's the message and we'll paste in the uh the message here wherever that actually is okay sweet here we go so we're pasting that in and now we the AI agent is fully aware of what Telegram has said okay so we're going to save this and this is pretty much good to go our main AI agent has now been completed okay now what we need to do is hook it up to sub tools so if I go into scenarios here and if I create a secondary scenario we're now going to be able to reference that here okay so in a nutshell we're going to call this sub agent uh search calendar okay and so this AI main AI agent will now have access once we set this up properly to search for events through this secondary subflow in order to do this we're going to hit plus here and search for calendar and we're going to search events okay and from here let's go ahead and set this up we're going to choose the right calendar ID and that's it we need to configure everything else now if you guys are familiar with make.com you probably know how it works they have just recently released this feature here okay this is the inputs and the outputs this is specifically for AI agents so you can pass information from this AI agent into the sub workflows here and then you can pass information from the subworkflow back into the AI agent so you can communicate in a two-way stream back and forth with the AI agents you provide context from the AI agent to the subflow so for example here it's like we need to know what date are we searching for events are we searching for events today to tomorrow or are we searching for events in 2027 to 2028 like what's the time frame we don't know and we only know this by the information being passed from the Telegram bot into the AI agent so we message from Telegram here it's going to automatically pull out the dates that we're trying to find events on it's going to pass that into the AI agent and then that AI agent will pass it in here through these um particular scenario inputs so we can define these okay and this is going to be start time and we're going to have a second one here called end time and this will be the event this will be the start time to find events uh let me think about this this is the start date that you should find events past and then this is the end date that you should find events before so we're looking between these so for example this could be like tomorrow and tomorrow would be like midnight tomorrow till midnight the next day so we have a full 24 hours this also has to be like the end time always has to be after the start time if the end time is before the start time it's not going to work and so that's kind of just additional information and these are both required fields so you actually need this to be entered in or else well it's not going to be able to find the date and so from here now we can plug these in and how we find these inputs is we go over to this right here which is like these curly braces and now we have the scenario inputs in the um tur uh the turquoise color so we can enter that in here and then we'll enter the end time as well and that's that's pretty much it right now it's going to be able to find the dates and so we'll save this and we're going to run this scenario one time now you'll notice it doesn't let me save it here and that's because we didn't set this up properly ai agents don't work if the trigger that you set here is a run scenario like at a specific interval it has to be on demand or instant triggers and the reason why is because like if you think about it logically like an AI agent um like you don't want it to send it to a workflow and then it's like hey I need to wait 15 minutes to you know process this information and send it back it's on demand meaning like it's only going to be used when it's called by another workflow so we're only going to use this when the AI agent asks for this to be used and so we can activate the scenario and um how we do that is by backing out here and then hitting the on button here okay so this is going to work or this this is set up we can start sending data back and forth almost but in order to do that first of all we need to actually put that tool into the main AI agent because we just set up a sub workflow for now but we haven't actually given that sub agent to the main AI agent and how we do that is by adding in these additional tools here and so I'm just going to copy this name and then paste it in this search and now we're giving access to the main agent to call this sub agent and we need to add in a description this description is uh probably pretty important because this is how you're communicating to the AI agent when to use this so if you just type in like random gibberish it's not going to work properly um so call this scenario when the user is looking to find um events on their calendar you'll you'll want to find events between the start and end time provided okay and so that's it now we have access to this and we can put in additional system prompts here so you're an intelligent AI assistant tasked with helping Jonno with his needs or whatever that sounds oddly weird um needs I think is is not the right word choice here um helping Jonno with his tasks I think is a lot more uh of a neutral word choice there okay cool so that looks good to me we just need to add in a couple more things here which is uh tools so we're going to actually classify these tools and number one is going to be search calendar we can provide additional information here search calendar is going to be like [Music] um find calendar events uh for Chono make sure to find these events after the start time and before the end time given if no end time is provided um create an end time one day after the start time and so we're just having like a fallback value cuz not all the time you're going to have like a uh an end end date in here and one other thing that I want to mention here is uh I want to put in like uh actually yeah I want to show you what this looks like because this is something that trips me up every time find calendar events tomorrow and you might be thinking well if the date today is April 10th it's going to find it on the 11th but if we actually go into the sub agent here and I look at the history of the run here we can find that um it's pulling in from 2023 and this is problematic because the AI has no reference point as to when today actually is so we need to define what today is in the main AI agent model so I'm just going to put in here um rules today's date is and we'll put in in the calendar section up top here we'll put in now okay and so now it should be able to determine based on that when today is and so I'll just keep pasting this particular prompt in here until we get it right because this might take a couple more times so we'll go to the results one more time and let's see if it did pull in the correct date which it did not again okay so I actually had quite a difficult time figuring this out but essentially with this make AI agent model here um this in the connection here like this description keeps getting deleted and I think this is just a bug that they're rolling out and is going to be solved soon but this needs to be programmed in here or else it's not going to work so I'm going to say call this tool to search my Google uh calendar for events and as soon as this programmed in here it should work out of the box okay and so we'll go ahead run this once and then test this workflow out and we can see that it's making the run and then it's sending it back and we're getting the results in here for our Google calendar now if for whatever reason this isn't working for you and you're not getting the results back essentially what we want to do is we just want to work with the output here so we've played with the inputs down here but we need to change the outputs to define how we structure the data to send it back so um again if you guys want to have a touch-up on this I recommend taking a look at my uh course uh on YouTube for free but um just because I'm not going to go into the nitty-gritty of exactly how this works but essentially what we need to do is we have this list of events here and um this this is two events it's pulling back multiple events so we just need to define how you know it's structured which is a list with two events so how we do that is we're going to use an array aggregator and we're going to select everything all this means is that we're taking two individual events and we're merging them into a list you can think of a list going to the grocery store and buying apples bananas and mangoes that's three items on the list this array aggregator will take both of those events and turn them into a list with two events one for coffee and one with the uh meeting and then lastly we just need to essentially return the values here by hitting this and then adding scenario outputs here this is just cloning the exact data structure of how this is set up so I'm going to discard changes and we'll just go back to the um the old run and we can see that because it's a list it contains collections okay so this is a collection this is a collection so we know we have a collection but we have a list of collections because this list has two events and each event is defined in make.com as collections collections are just like an assortment of different information such as this event calendar an assortment of different things could be like the location and the date and the time and the start time and time created it's just a bunch of kind of random data around one thing which this thing happens to be a calendar so we just need to model this in the output systems here so in this narrow output we'll just have um something called a list or calendar events and these are the calendar events returned and this will be a list which is called an array and then a collection so that's more or less it we're drawing an error here just because we need to format this title properly we can click save and that's yeah that's more or less it so other than that we actually just need to pass this array into here so we can just map this and pass in this list here and then that's it and this is only again if it's not working out of the box the first time we set this up so we can run this one more time and then we can call this by entering in the message and now it's calling our calendar uh uh sub aent and then it's returning back a list of all the events there and so this is just one of many different things we can implement in here in the blueprints we're going to have access to tons of other things that we can implement in here like the invoice workflow or the calendar workflow um such as like adding and creating events or sending emails so there's just so many things and like if you look at the the uh the community here there's there's also like um other AI agents you could build so for example you could create an AI agent that web scrapes things you could create a um an assistant AI agent that helps you with stuff you could create a um a voice AI agent maybe even a rag AI agent or uh so on and so forth a Slack AI agent there's just so many options here that you can just plug and play right into this um AI agent so just a you know closing remarks i think it's really cool what they're doing i think that um it's a bit buggy right now but that's to be expected with any major software update that's being rolled out and I'm sure you know in a week or two from now it's not going to be that all that bad and the only other thing that I really wish that they had here was the ability to have like um you know multiple tools here so instead of always having to create sub agents um it would just be nice to be able to have this all within one workflow because obviously like for basic things like what we talked about here which is just grabbing calendar events I feel like the whole flow of like always having to push this into a sub agent it it's just a lot of boilerplate work that could have been removed if um if if it was all in one work uh workflow and so that's more or less it guys if you want additional help or if you're looking for all of my other blueprints I'd highly recommend taking a look at my school community here this is a great place to um you know obviously learn a ton about make.com AI agents naden all of that kind of stuff um there's lots of blueprints um for everything I've built out and the most important thing I think is just these calendar events where you can jump on live calls every single week with myself with other people because obviously when you're building stuff out like this it can break and you can run into issues like I ran into issues building this and there's so many times where you know um I had to stop and and and figure it out and so with that being said that's the whole point of the community is to get you from where you are to where you want to be as quickly as possible automate your entire business win your first couple clients um and scale up from there so thanks guys so much for watching and I'll see you in the next