AI Agents That Screen Clients and Reply for You
AI Agents bring intelligent decision-making to your automations. Make can automate workflows across thousands of apps. But sometimes you need a step in the workflow that can make decisions about which information is relevant and how information should flow in your scenario. This video shows how to set up a Make Scenario with Make AI Agents to screen emails and automatically load new client leads into a project board in Trello. Another scenario will activate when leads are moved to the contacts list, sending an email inviting the clients to a meeting. You will also see how to use the Make Grid to visualize data flow across multiple workflow scenarios and troubleshoot issues. What you’ll learn: • Creating a workflow scenario in Make • Automate across multiple apps • Add AI Agents to scenarios for real decision-making • Use the Make Grid to visualize and troubleshoot multiple scenarios Host: Nick Brazzi Sponsor: Make #Make #MakeScenarios #MakeAIAgents #MakeAI #MakeGrid 📚 RESOURCES Build AI agents you can trust - https://makeaiagents.kevinstratvert.com ⌚ TIMESTAMPS 00:00 – Introduction 00:54 – Plan your workflow 01:35 – Create a Make Scenario 03:22 – Add an AI Agent to a Scenario 06:43 – Give the Agent tools to work with other apps 08:39 – Run the automated workflow 10:51 – Use the Grid to visualize multiple scenarios 📩 NEWSLETTER - Get the latest high-quality tutorial and tips and tricks videos emailed to your inbox each week: https://kevinstratvert.com/newsletter 🔽 CONNECT WITH ME - Official website: http://www.kevinstratvert.com - LinkedIn: https://www.linkedin.com/in/kevinstratvert/ - Discord: https://bit.ly/KevinStratvertDiscord - Twitter: https://twitter.com/kevstrat - Facebook: https://www.facebook.com/Kevin-Stratvert-101912218227818 - TikTok: https://www.tiktok.com/@kevinstratvert - Instagram: https://www.instagram.com/kevinstratvert/ 🎁 PARTNERS & DISCOUNTED OFFERS 💻 Hostinger | https://hostinger.kevinstratvert.com 📋 Notion | https://notion.kevinstratvert.com 💵 Quickbooks Online | https://qbo.kevinstratvert.com 🎙️ Voicemod AI Voice Changer | https://voicemod.kevinstratvert.com 🕵️ VidIQ | https://vidiq.kevinstratvert.com 🎒 MY COURSES - Go from Excel novice to data analysis ninja in just 2 hours: https://kevinstratvert.thinkific.com 🎓TRAINING - Take your skills, or your team’s, to the next level by partnering with us for expert training: https://kevinstratvert.com/training 🙏 REQUEST VIDEOS https://forms.gle/BDrTNUoxheEoMLGt5 🔔 SUBSCRIBE ON YOUTUBE https://www.youtube.com/user/kevlers?sub_confirmation=1 🙌 SUPPORT THE CHANNEL - Hit the THANKS button in any video! - Amazon affiliate link: https://amzn.to/3kCP2yz ⚖ DISCLOSURE Some links are affiliate links. Purchasing through these links gives me a small commission to support videos on this channel. The price to you is the same.
