WEBVTT 00:00.080 --> 00:04.720 So this whole week is about automation, automation of business process. 00:04.720 --> 00:11.640 And a big part of automation when you're using AI agents is positioning an AI agent so it can carry 00:11.640 --> 00:14.520 out your business process in the best possible way. 00:14.520 --> 00:19.680 And a lot of that comes down to what they once called prompt engineering and is now, of course, context 00:19.680 --> 00:20.520 engineering. 00:20.880 --> 00:23.880 And for the time being, we're just going to do pretty simple prompting stuff. 00:23.880 --> 00:27.160 I'm going to double click on the AI agent and up it comes. 00:27.160 --> 00:29.720 And this you'll remember, is the user message. 00:29.720 --> 00:34.840 We're taking the stuff that's coming in here and we're just shoving it in the prompt. 00:34.840 --> 00:38.280 Well, the thing about these expressions is that you can mix and match. 00:38.280 --> 00:41.200 You can put normal English above this. 00:41.240 --> 00:44.680 When we've got this expression right here, you can see that that's the result. 00:44.680 --> 00:45.720 Well look at what I can do. 00:45.720 --> 00:48.480 I can put a couple of lines up here and I can say bananas. 00:49.040 --> 00:51.040 And then this is what the result will be. 00:51.040 --> 00:51.680 Bananas. 00:51.720 --> 00:55.880 That wouldn't be very helpful for our agent, but maybe this would be more helpful. 00:55.960 --> 00:57.720 I just pasted in something I wrote earlier. 00:57.840 --> 01:03.220 Uh, you have access to the users equity portfolio, which is in a Google sheet. 01:03.340 --> 01:05.900 You also have access to market data. 01:05.940 --> 01:12.060 We've got to add that the user has asked you to rebalance their portfolio with this instruction. 01:12.300 --> 01:14.220 And then I've got the expression. 01:14.420 --> 01:18.100 And when we look at the results in the field immediately below look at what's happened. 01:18.140 --> 01:20.020 We've got that text I just typed. 01:20.020 --> 01:23.300 And then we've got the actual contents of this instruction. 01:23.300 --> 01:23.740 Right. 01:24.100 --> 01:26.820 It's kind of obvious when you see it. 01:26.860 --> 01:33.220 So that's a really nice way to make a prompt and add in the user's input as well. 01:33.420 --> 01:35.220 But wait, there's more. 01:35.580 --> 01:39.020 Right underneath this prompt I'm going to put some some more stuff as well. 01:39.020 --> 01:42.780 You can put bananas here too at the end, but that's also not very helpful. 01:42.860 --> 01:45.180 Instead I'm going to pay something else in here. 01:45.180 --> 01:46.660 And this is a bit more wordy. 01:46.700 --> 01:47.860 Let me read this to you. 01:48.060 --> 01:54.420 I'm saying in order to achieve this, number one, reading the portfolio from the sheet, number two, 01:54.460 --> 01:57.060 fetch the latest prices of the positions. 01:57.100 --> 01:59.940 Number three update the table with the prices. 02:00.060 --> 02:04.150 Number four Make decisions on portfolio rebalancing. 02:04.710 --> 02:04.990 Five. 02:05.030 --> 02:07.910 Update the table with the portfolio rebalancing decisions. 02:08.710 --> 02:09.710 Number six. 02:10.030 --> 02:15.630 Read the table again to check that your rebalancing met the objectives. 02:16.030 --> 02:19.590 Make any further changes in number seven like iterate. 02:19.590 --> 02:26.350 And finally send an email with the trading decisions and a concise push notification. 02:26.390 --> 02:28.230 You can see the tools I'm about to add. 02:28.550 --> 02:30.030 Uh, okay. 02:30.750 --> 02:32.310 So so what do you make of this? 02:32.350 --> 02:36.750 Have have a think about what I've done here and and what might be your counterpoint. 02:36.750 --> 02:40.110 What might feel a bit funny about what I've done just here? 02:40.110 --> 02:40.910 Well, here's the thing. 02:41.230 --> 02:45.750 If you were the challenging sword, which I know you're not, but if you were, you might say to me, 02:46.190 --> 02:49.870 look, you've kind of written out a workflow there. 02:49.910 --> 02:52.630 You've got like steps, you've even numbered them. 02:52.630 --> 02:53.990 You've got like steps. 02:54.150 --> 02:57.270 Why would why do we need an AI for this? 02:57.310 --> 03:03.450 If we've got steps to do, we could just lay out a workflow, we could use workflow tools, or there 03:03.490 --> 03:09.090 are a lot of other more simplistic non-ai workflow products where you can just do one step and then 03:09.090 --> 03:14.290 another step and another step and and surely the whole point of Agentic AI is that you're just giving 03:14.290 --> 03:16.410 it a goal and let it figure it out. 03:16.650 --> 03:20.890 To which I would say to you, yes, you're right, very good challenge. 03:21.250 --> 03:24.370 But these are quite loosey goosey steps. 03:24.530 --> 03:27.930 These are not steps that would be easy to turn into code. 03:27.930 --> 03:33.410 Look at this step here is like, uh, read the table again to check you achieved the objectives and 03:33.410 --> 03:36.850 make any further changes to improve the rebalancing. 03:37.050 --> 03:42.890 So this is kind of hand-wavy like rough human like instructions, like you might tell a person and you're 03:42.890 --> 03:46.650 just kind of taking not just one very, very high level goal. 03:46.650 --> 03:48.050 Rebalance the portfolio. 03:48.090 --> 03:53.450 You're giving it some guidance so it knows how to do it, but only in a pretty high level, flexible 03:53.450 --> 03:53.810 way. 03:53.930 --> 03:59.010 That gives it some autonomy, as I like to say, to decide exactly how to achieve this and how many 03:59.050 --> 04:01.860 iterations to do, how to read the spreadsheet. 04:01.900 --> 04:08.540 We're leaving a lot up to the agent, and this is the kind of balancing act that that is all about getting 04:08.540 --> 04:12.700 the most ability, the highest performance out of a genetic AI. 04:12.940 --> 04:17.980 It's about figuring out how to keep the instructions nice and high level, so that it has the flexibility 04:17.980 --> 04:23.900 to be intelligent and nuanced about your instructions and decide how to achieve the goal, whilst also 04:23.900 --> 04:28.500 giving it enough enough sort of rails so that it does stick to what you want it to do. 04:28.620 --> 04:34.340 And you know, there's something of an art to this, and the best way to get it right is by experimenting. 04:34.380 --> 04:35.900 There's no right answer. 04:35.940 --> 04:37.460 The best way is to try. 04:37.660 --> 04:42.780 And originally when I first built this, I did just have a very simple objective rebalance the portfolio. 04:42.780 --> 04:44.740 And I found that it wasn't reliable. 04:44.740 --> 04:47.460 And I've got to this point with some iteration. 04:47.460 --> 04:48.740 And that's what you have to do too. 04:48.780 --> 04:51.300 And certainly I would encourage you to be doing that. 04:51.340 --> 04:56.540 And that's where the real learning happens as you experiment with different levels of detail and find 04:56.540 --> 04:58.380 out what balance works best. 04:58.620 --> 05:04.200 And each model will have a slightly different balancing point to be to be found, and you may find that 05:04.200 --> 05:08.520 if you're using Gemini, that it's able to work with higher level instructions and be very reliable. 05:08.640 --> 05:10.960 So best thing to do is to experiment with it. 05:10.960 --> 05:16.320 But I wanted to give you that that understanding of why one does it this way and how I came up with 05:16.320 --> 05:17.240 these steps. 05:17.560 --> 05:17.920 Okay. 05:17.960 --> 05:18.520 Onwards. 05:18.680 --> 05:21.920 So in order to achieve all of this, we now need to add in some tools. 05:22.120 --> 05:24.480 And have you been paying attention to what we need to do? 05:24.520 --> 05:25.320 Let's go back. 05:25.360 --> 05:27.160 Maybe you could have a shot at this before. 05:27.160 --> 05:28.120 Before I do it with you. 05:28.160 --> 05:29.040 See if you can do it. 05:29.200 --> 05:30.360 Uh, but let's move. 05:30.400 --> 05:33.160 Give ourselves a bit of space and add in the first tool. 05:33.160 --> 05:33.760 What should we do? 05:33.800 --> 05:36.040 Well, let's go for the market stack. 05:36.480 --> 05:37.960 Add in market stack. 05:38.040 --> 05:38.960 Here it is. 05:39.000 --> 05:41.440 We're going to get end of day data. 05:41.440 --> 05:42.440 We want to get many. 05:42.480 --> 05:46.080 We let the model choose which ticker. 05:46.320 --> 05:48.760 And we just say here what was the other thing. 05:48.760 --> 05:51.600 We have to add a filter and say latest. 05:51.600 --> 05:53.480 And that is all set. 05:53.720 --> 05:55.880 That is market stack configured. 05:56.200 --> 06:00.600 I should confess that I believe you get 100 free lookups. 06:00.930 --> 06:06.610 Uh, and I exceeded my 100 free lookups, and I have just upgraded to the paid plan. 06:06.650 --> 06:10.650 You should be able to stay well within the 100 lookups for this project, but if you get into. 06:10.690 --> 06:14.090 Experimenting like I did, you might end up going above that number. 06:14.090 --> 06:16.010 And then you can choose what you want to do. 06:16.170 --> 06:20.850 Uh, but I decided it was worth it because I'm really enjoying this. 06:20.850 --> 06:24.050 So that is the the next tool, the market stack. 06:24.050 --> 06:27.450 One back to an old friend added to our agent. 06:27.450 --> 06:28.130 All right. 06:28.170 --> 06:29.010 Two more tools. 06:29.010 --> 06:34.410 Now they are both going to be about updating the sheet updating the Google sheet. 06:34.410 --> 06:38.170 There's two ways in which the sheets might need to get updated. 06:38.170 --> 06:39.570 So let's do them right now. 06:39.850 --> 06:42.610 So this is going to be using Google Sheets. 06:42.650 --> 06:45.650 This time we want it to be an update row. 06:45.890 --> 06:51.850 And we're going to update that that same spreadsheet so that it can update the prices. 06:51.850 --> 06:54.570 This tool will allow it to update the prices. 06:54.770 --> 06:59.930 So I've selected my Google Doc portfolio from from the documents for the sheet I'm going to select sheet 06:59.970 --> 07:02.940 one, which I think is the only sheet in that document. 07:02.940 --> 07:04.420 Document is right over here. 07:04.420 --> 07:05.620 Remember, this is what it looks like. 07:05.660 --> 07:10.100 It has a price column and a new quantity after rebalancing column. 07:10.100 --> 07:10.900 Here we go. 07:10.900 --> 07:11.540 What am I doing? 07:11.580 --> 07:13.380 It's still thinking. 07:13.740 --> 07:20.620 Um, and so then what we're going to have to do is to set it so that it can filter on the, on the ticker 07:20.620 --> 07:22.180 and set the price. 07:22.900 --> 07:24.660 It's a very slow for me. 07:24.700 --> 07:25.780 Hopefully it'll be faster for you. 07:25.820 --> 07:26.900 Sheet one there we go. 07:27.180 --> 07:35.260 Uh, so we're going to select on the uh ticker the ticket. 07:35.260 --> 07:36.860 We'll let the model decide. 07:37.180 --> 07:40.860 And we want it to be able to set the price. 07:40.900 --> 07:43.700 We will let the model define the price. 07:43.980 --> 07:44.940 There we go. 07:45.300 --> 07:50.220 Uh, so this this is what the, the this will be able to do to set the price. 07:50.620 --> 07:51.060 Okay. 07:51.100 --> 07:53.140 That is one of our tools added. 07:53.140 --> 07:54.980 And now we're going to do exactly the same thing. 07:54.980 --> 07:55.940 We're going to have another tool. 07:55.980 --> 07:57.220 Let me press the clean up button. 07:57.220 --> 07:57.780 There we go. 07:57.820 --> 07:59.180 We're going to add another tool. 07:59.460 --> 08:05.440 And it's also going to be Google Sheets, and this time it's going to allow it to change the portfolio. 08:05.800 --> 08:09.400 The rebalancing decisions will will add that to it as well. 08:09.400 --> 08:12.240 So we're going to be uh, update row again. 08:12.760 --> 08:13.920 Uh, update row. 08:14.040 --> 08:17.000 And I'll choose that document and we'll get that set up okay. 08:17.040 --> 08:22.160 So I've chosen portfolio I'm going to choose sheet one which there it is. 08:22.520 --> 08:29.720 And this time we're going to say uh that uh we're going to want to, to be able to again filter on the 08:29.720 --> 08:33.400 ticker, but we're going to want to be able to change the portfolio. 08:33.600 --> 08:37.880 Uh, the, um, this column here, new quantity after rebalancing. 08:37.880 --> 08:42.280 So it is filtering on ticker and then it's going to set column G. 08:42.800 --> 08:43.840 So it will work. 08:44.120 --> 08:45.680 Still fetching the columns. 08:47.720 --> 08:49.240 Let it finish that off hopefully. 08:49.240 --> 08:51.320 And it's going zippier for you. 08:51.600 --> 08:57.080 Uh, but uh and of course in week three will be self-hosting, so we'll be able to run at our computers 08:57.080 --> 08:57.600 speed. 08:57.960 --> 09:00.600 Uh, it's still fetching the columns. 09:01.010 --> 09:01.970 Uh, okay. 09:02.890 --> 09:05.170 Well, I will see you in a second when that's refreshed. 09:05.170 --> 09:06.890 And then we will set this up. 09:06.930 --> 09:07.290 Okay. 09:07.330 --> 09:09.690 So it says select column to match on. 09:09.690 --> 09:14.010 So we say the ticker using that to match. 09:14.410 --> 09:19.010 And we will set the new quantity after rebalancing. 09:19.010 --> 09:21.210 That is our other tool. 09:21.690 --> 09:22.410 Okay. 09:22.810 --> 09:24.250 We have now set up. 09:24.250 --> 09:25.810 So let's let's let's take stock. 09:25.850 --> 09:26.930 Let's clean up. 09:27.330 --> 09:29.730 We have tools for our agents. 09:29.730 --> 09:30.650 We have a tool. 09:30.930 --> 09:31.130 Wow. 09:31.170 --> 09:32.130 It hasn't cleaned up enough. 09:32.130 --> 09:33.770 We've got too much too many tools. 09:33.890 --> 09:35.170 Uh, this is cool. 09:35.370 --> 09:40.370 So we're going to be, uh, we have a tool that will will get the contents of the sheet. 09:40.370 --> 09:42.250 We will be able to look up market data. 09:42.250 --> 09:48.130 We'll be able to update rows in the sheet for pricing and update rows in the sheet for the the rebalance 09:48.130 --> 09:48.810 this column here. 09:48.810 --> 09:54.730 The new quantity after rebalancing the update to this after it's rejiggered the portfolio. 09:55.050 --> 09:55.970 All right. 09:56.010 --> 09:57.410 This is all pretty exciting. 09:57.410 --> 09:57.930 One more tools. 09:57.930 --> 09:59.090 Do we have any more tools. 09:59.250 --> 10:00.170 Do you remember the tools. 10:00.170 --> 10:01.650 Let's go and do those final tools.