Welcome back to the course.
In this video we are going to build an onboarding system automation that will be using two different
agents for different circumstances.
And with all that being said, let me actually show you what it does before we build it.
There are two main things what this automation will do.
First things first, we'll be using agent to create for us a email for actually our client.
So it will be the warm email after the client submits the form.
And the second agent will actually summarize the client's data inside Google Sheets.
And that's pretty it.
And now actually let me show you how it works.
So in general I'm going to first see the workflow.
And here I'm submitting the form.
So we just say to the client all right please submit this form with your data.
And there I'm like everything is done automatically.
So here let's provide actually our name.
So let's go over with Christian.
All right.
So maybe let me fulfill this data very very fast.
So I have my information here.
So my name email company and industry.
So real estate.
And here um actually the goal to achieve in five months with us um I can click on submit.
And now as you can see like the entire automation starts there.
So it uses our agent to create a perfect email for the client there.
It separates.
It separates the fields.
Um, yeah.
And now it structures the data inside our Google Sheets.
So as you can see, it's done.
And really simply when I go ahead to my Google Sheets where I collect the data, I've got the name of
the client email and the summary.
So here everything again is automatically.
And this automation will help you with your onboarding processes.
Or even if you want to learn how to use an AI, then this is the nice case to test out your knowledge
and create the system that is really useful.
And now after the short introduction, let's create this entire system.
So firstly let's name it as the onboarding system automation.
And let's start with the trigger which is actually our form.
So on form submission.
And here what we do we provide a title.
So let's say we've got onboarding system and their form description.
So please fulfill all of the fields right.
And there let's add the elements.
So here we can add firstly the name.
All right.
So we can provide the placeholder which is um enter your name.
Then we can enable this as a required field.
And we can add the new field which is email please um please enter your email.
All right.
Let's make it also as required.
Let's add the new field and let's name it as the company industry.
And we can provide some examples.
So for example finance finances or health care.
All right.
Health care.
Okay.
And last but not least we can provide the field which is what do you want want to achieve with us in
five months.
So it's a really nice field.
We can also make it as required.
We cannot actually our options.
So here I'm append and then attribution.
And we can just disable that.
It's just better.
And now what we can do we can test the step.
So we can provide our data.
Let me go ahead and provide maybe some random name.
Adam Stone's email.
Let's provide my email.
And here real estates for example.
And here let's provide what do you want to achieve with us in five months?
Um, I would like to increase I would like to increase my revenue, um, by let's say 600%.
I don't know, maybe let's let's provide 300.
Um, it's more realistic.
Let's click on submit.
And by this way, we received our output data.
And now what we can do we can provide our AI agent.
So here we pick a agent.
And there we simply click on the find below because we would like to provide a prompt.
And I provide I prepared for you the file that contains instructions for either for first agent will
be using and the second agent will be using in this automation.
So what you can do actually you can go over to this file that will be in the resources of this material
Trial and copy the entire plain text.
All right.
So you can just paste it here and there.
Let me show you what we have inside.
So in general we've got the short description.
So can you generate a warm and professional welcome email for the new client based on the information
provided?
The message should be friendly, brief and personalized while still sounding professional.
And then what we have below is the client information.
So we have the name the email.
So the variables for that the company industry and then the goals for the partnership.
And you can see like this red this red field.
Because this is not the exact field that I will be using.
The name just differ just barely.
So here what do you want to achieve with us in five months?
If you have like this problem in the future, just go over here, right here, just delete it and provide
just your field which is this one.
So, you know, like one word or maybe two.
Just just just changed.
And now it works.
What we have here.
Make sure to always end the email with the following sign off.
Best regards.
And there we've got, you know like simply the data.
Do not use placeholder.
Do not use placeholders like your name or your contact information under any circumstances, even if
some information is missing.
So as you can see, we've got here.
Um, we also want to return the three separate fields, which is the subject, body and email.
With all that being said, what we can do, we can add here our model to work on, which is an open
AI.
Um, let's let's provide that.
Actually, let me change the screen so you can see that.
And let's provide OpenAI and I will be using GPT four.
Um, it's my preferred model.
I can say all right what's happening.
All right.
However also we can use GPT four or mini.
It's totally fine.
Um, let me pick all for?
Um, actually, let's search for that.
All right.
Actually, for.
Oh, I'm sorry for.
Oh, yeah, that's cool.
And with all that being said, we can test this entire step and see actually what we get.
So we should have our email.
It's nice.
Welcome to ABC Corp Adam.
Yeah.
It's cool.
Now what we can do, we can provide um message with the model.
So here we just open AI and then what we want to do we, we want to actually separate some specific
fields.
So let me actually show you message model.
And there we can um pick our credential right there if you don't know how to do it.
Um so connect open AI account with an A then and we have the separate, um, lesson in discourse about
it.
So right now we can stop the video and go over here.
However for now actually let's go over to the model and right there, Um.
All right.
Provide the model, which is GPT four.
Oh, and here I need to provide my message so I can type something like that.
Pass.
Um, the JSON, um, query and output, um, the parameters.
Parameters?
Um, separately.
All right.
And now provide the specific fields you would like to be separated because look on the output we've
got here inside the subject body.
And also we've got the email we would like to get the email.
So here what we can do.
We can provide a subject there.
We've got the body.
And lastly we've got an email.
All right.
And there make sure you you you actually change the role to system.
And you add the message because we didn't provide message so so far.
So we would like to pick our output.
And also you can select output content as JSON.
And that's nice.
Now we can test the step and see if that works.
So you should.
So we should get our three fields which is the subject body and email.
Totally fine.
Yeah it's so so nice.
That's nice.
And the last actually.
All right let's move it.
Because we will have two paths.
The first one will be for sending an email to our customer after submitting the form.
And the second one will be for, um, yeah.
For, for actually saving the data inside Google Sheets.
And now after we have that so we have our three separate fields.
We've got our message which is created.
Let's provide our Gmail Gmail note which is sent us a message.
Yes.
Send a message.
And here we've got the operation which is send resource message and two.
And we've got our fields.
Simple as that.
We can just paste it here.
Actually provide the variable, not paste.
Um, yeah.
So the email subject um here.
And the body, which is a message.
Let's test the step.
Yeah.
So the message is sent and for sure it works.
And by this way we set up um, our first path, which is for sending, um, warm welcome email to our
client after submitting the form.
Now let's go ahead.
And here what we can do, we can provide our new action, which is again a agent.
However, now this agent will be to summarize for us the client.
I'm actually create a description for the client.
So here we've got the prompt we need to provide.
And also you've got this prompt right there for the second agent instructions.
Let's take it right here.
All right.
Let's go over there.
And here we've got what we have.
Use the client's details below to generate a clear summary of their profile.
Here's the information provided.
Name company industry goal with us and return the following fields separately.
Name.
Email.
And again we've got the summary.
All right.
So now we can name actually provide the fields of the variables here.
All right.
Um actually we need to change this to expression of course.
Let's um yeah, let's provide here the name company industry.
And here we can just delete, uh, this part goes with us and provide.
What do you want to achieve with us in five months?
Then let's provide again.
Again the name.
So we've got Adam Stone's email and this value is static.
So summary a concise overview of the clients and based on the information provided above.
Yeah that's everything.
Let's test it.
said, right, so we've got some problem here.
Actually what we can do, we can provide the chat model, of course.
Um, yeah.
So let's provide the GPT four.
Oh.
All right.
And here let's actually.
All right.
We need to go over there, delete it and do it by this way.
So we have two puffs.
Okay.
Let's run it.
Let's test a step.
And yeah we've got it.
As you can see, we've got our output here.
It's nice.
Let's go over with the step.
We can copy this step which is OpenAI.
And we would like again to separate some specific fields.
However however for now um, we've got um different actually.
Let me show you for now we'll have different prompt a little bit.
So we have the prompt which is parse the JSON query into three fields name, email summary.
So here again we've got name email and summary insight one specific variable.
So we would like to separate it so we can test it as a step and see if we have three fields.
Yes of course.
And the last step for this project is Google Sheets.
So saving that inside Google Sheets.
Let's pick it here and there.
Append row in sheet.
And by the way I created this file which is inside Google Sheets about the client's onboarding.
And inside we've got just the name email and summary.
So there we've got the columns to detect inside our den.
So here I'm actually we've got the client onboarding sheet one.
And there it's fetching columns.
All right.
So we've got the name email and summary.
Let's provide our content.
So we've got the name our email and our summary right.
It's nice.
Let's test the step and see right here if it's fulfilled.
All right.
It works.
So we've got our name email summary.
And with all that being said, we created the entire automation.
It's so so nice.
And now what we can do we can test it out.
So simply let's click on Test Workflow.
And then let's provide a data.
So Patrick Jones email let's provide my email.
Let's provide my other email okay.
Um yeah it's correct.
Now let's provide the industry which is finances.
Finances.
Uh, what do you want to achieve with us in five months, let's say increase again the revenue, the
revenue by 117% or let's say 13, I don't know, let's click on submit and see how it performs.
So firstly it goes to our agent that it's creating for us the response for our client, then it's separated
for us and the fields actually.
And it created for us, um, the email for the client and it sent it.
Then it went to the second agent that, um, created for us a summary for the client.
Again, we separated the fields and we saved that inside Google Sheets.
And actually let's preview that.
So let's first start with the Gmail.
Um right here I've got my account.
And there let me show you that it works.
So we've got here the email there Patrick I hope this message finds you.
Well on behalf of the entire team at ABC Corp, I'm excited to welcome you as our new client.
Also, we've got, um, this, uh, kind of the placeholder here, here.
And what we can do if you want to get rid of that, you can add, um, you know, here the options there
up and na then attribution and here.
Um, yeah.
Just enable just disable that.
I'm sorry.
Now we can test the step.
Let me show you that it works.
So let me go over to my Gmail.
And there you see, we don't have this placeholder at the bottom.
It's really useful.
I can say, um, just a little trick.
All right.
And now let's see what we have here.
So Google Sheets there.
It saved the data.
So Patrick Jones email and the summary.
So it works.
Yeah.
You just created the entire system.
Also in the resources of this material you will be able to download the entire template.
So here um if you want to use it and don't create it on your own, you can click here on these three
dots.
Um, actually let me show you actually let me see if you, um, let me see if you see that, because
for now you can't see, um, you can you can click on these three dots and click import from file.
And there you just get this entire system set up.
So in general I hope you enjoyed it.
Thank you for watching this material and I will see you in the next video.