WEBVTT 00:00.080 --> 00:00.280 So. 00:00.280 --> 00:01.000 Yes, as well. 00:01.000 --> 00:06.400 You know, the tools we've got left to put on, on our communications tools to send a push notification 00:06.400 --> 00:07.240 and an email. 00:07.240 --> 00:13.160 And you have a whole bunch of these tools in your toolbox now, and you should feel free to use any 00:13.160 --> 00:14.880 of them if you would rather have it slack. 00:14.920 --> 00:18.960 The decisions or telegram you the decisions, then go for it. 00:18.960 --> 00:24.320 But we're gonna stick for what I do with the ones that I picked, which is my favorite pushover. 00:24.360 --> 00:25.880 Let's add in pushover. 00:26.120 --> 00:26.960 Pushover. 00:27.000 --> 00:28.480 The pushover tool. 00:28.720 --> 00:29.880 Here it is. 00:30.120 --> 00:32.880 And we want it to send a push notification. 00:32.880 --> 00:36.880 We're going to let the model decide what message to send us. 00:36.880 --> 00:39.000 That becomes something that is part of this tool. 00:39.000 --> 00:40.960 It gets to say what it's going to put in. 00:40.960 --> 00:43.000 And we have to put in our user key here. 00:43.000 --> 00:45.760 This is the one that's the begins with the letter U. 00:46.080 --> 00:51.680 And obviously rather than reveal it, I'm going to just copy and paste it in right now and I will see 00:51.680 --> 00:52.280 you in a sec. 00:52.320 --> 00:52.840 Okay. 00:52.880 --> 00:55.960 I added that in my my user token beginning with the U. 00:56.080 --> 01:00.240 I also changed the priority to high priority because I think I needed to do that for it to make a noise 01:00.240 --> 01:01.360 on my phone at least. 01:01.640 --> 01:02.080 Okay. 01:02.120 --> 01:04.160 And now the email tool. 01:04.400 --> 01:10.240 So I press tools and I'm going to go to Gmail, consume the Gmail API. 01:10.720 --> 01:16.360 Now this time I'm going to have it actually send an email for reals. 01:16.360 --> 01:20.760 But you remember I was I was a bit hesitant to before because I want to give it too much power, but 01:20.760 --> 01:22.640 this time we're going to fix it. 01:22.640 --> 01:29.280 To send the email to me, I'll use my Gmail address, so it's going to have to send it to me, and we'll 01:29.280 --> 01:30.920 call the subject a fixed subject. 01:30.920 --> 01:39.360 It's going to be, um, equity Rebalancer trading decisions. 01:40.120 --> 01:40.400 Oops. 01:40.400 --> 01:41.160 Spell that right. 01:41.200 --> 01:42.320 Decisions. 01:42.720 --> 01:47.280 And the message we're going to let the model define the message. 01:47.280 --> 01:49.000 It's going to be an HTML type email. 01:49.000 --> 01:51.840 The model will define the message. 01:52.120 --> 01:53.920 And that is how we will do it. 01:53.920 --> 01:55.360 So I will save that. 01:55.760 --> 01:59.120 Uh so that tool is now set. 01:59.560 --> 02:04.000 And now with this I do believe we have all the other all the tools. 02:04.000 --> 02:07.320 Let me press the clean up button, make it nice and tidy. 02:07.680 --> 02:08.840 Uh, okay. 02:09.120 --> 02:12.360 I'm actually I'm also I'm going to zoom out a bit which is the minus button. 02:12.360 --> 02:12.880 There we go. 02:12.920 --> 02:17.200 Maybe press the tiny button again and it makes everything fit a bit better. 02:17.240 --> 02:18.720 Maybe I should do that one more time. 02:20.160 --> 02:20.800 There we go. 02:21.000 --> 02:23.480 Uh, I think it's zooming in every time I tidy as well. 02:23.640 --> 02:26.440 Uh, okay, so we've got everything laid out. 02:26.440 --> 02:27.960 I think we're almost ready to go. 02:28.000 --> 02:29.080 There might be one more thing. 02:29.120 --> 02:31.560 One more thing we can tweak to make it a bit better. 02:31.560 --> 02:37.080 So over here in the portfolio I have added in another row what proportion is fixed income. 02:37.080 --> 02:39.800 So we're now showing the equity and fixed income breakdown here. 02:39.840 --> 02:45.320 And so for example if I put in 100 as the price here for everything it shows the portfolio would then 02:45.360 --> 02:46.400 be 60 over 40. 02:46.680 --> 02:54.480 And if after rebalancing we have uh 3322 then the portfolio would change its makeup a bit. 02:54.480 --> 02:59.240 So this, this shows you how I've improved the spreadsheet to be as clear as possible. 02:59.600 --> 03:03.400 And now along with that, there's a change that we can make to our workflow. 03:03.440 --> 03:10.880 I'm opening up the tool to get the rows of the Google Sheet, and something I've glossed over always 03:10.880 --> 03:15.720 up to this point has been this field tool description that we've left it set automatically. 03:15.720 --> 03:18.600 If I change that to set manually, I'll show you what this is. 03:18.600 --> 03:24.240 By default, this just says get rows in sheet in Google Sheets, which is information that goes to the 03:24.240 --> 03:26.960 LM when it's deciding whether to use this tool or not. 03:27.000 --> 03:28.600 Well, we can do better than that. 03:28.680 --> 03:34.240 We paste in something I wrote earlier which says this tool provides details of the user's portfolio 03:34.240 --> 03:35.280 in a Google Sheet. 03:35.320 --> 03:38.480 It includes the positions the equity fixed income breakdown. 03:38.520 --> 03:43.120 Use this tool to retrieve the Google Sheet to see the positions before updating the price and making 03:43.120 --> 03:44.760 rebalancing decisions important. 03:44.760 --> 03:50.720 You must also use this tool after rebalancing to check the breakdown achieves your goal. 03:50.880 --> 03:53.040 If not, keep iterating. 03:53.040 --> 03:59.760 So just being crystal clear about what we want the LM to do and using the tool description as a means 03:59.760 --> 04:00.200 to do it. 04:00.200 --> 04:03.120 And this is all part of good context engineering. 04:03.320 --> 04:08.480 And I've also gone in to the AI agent, and I've gone to this user message prompt. 04:08.480 --> 04:11.520 And I've just added in a little bit in here about important. 04:11.560 --> 04:13.400 You must confirm you've achieved your goal. 04:13.600 --> 04:18.960 And at the very end I've said it only respond okay when your mission is complete. 04:19.200 --> 04:23.240 Uh, just just to, uh, really try and be be very concrete with it. 04:23.240 --> 04:26.120 And this is the kind of thing that one keeps iterating on. 04:26.320 --> 04:30.480 So, you know, you may be able to do better by changing this a bit more. 04:30.720 --> 04:31.560 Um, okay. 04:31.600 --> 04:34.000 But that seems like it's it's in a good place. 04:34.320 --> 04:37.320 There is one more thing that I want to do to this AI agent. 04:37.320 --> 04:39.320 I want to go down here to the options. 04:39.440 --> 04:42.720 Click here and change max iterations. 04:42.720 --> 04:48.320 This is how many times it's able to use tools and things before it says, okay, I've done enough. 04:48.320 --> 04:51.080 I'm stopping here and it's by default at ten. 04:51.120 --> 04:52.760 And that might not be enough for us. 04:52.760 --> 04:54.600 So I'm going to bump it up to 30. 04:54.600 --> 04:58.800 So there's plenty of iterations for it to be thinking through what it needs to do. 04:59.040 --> 04:59.440 Okay. 04:59.480 --> 05:01.920 And without further ado, we should give this thing a try. 05:01.960 --> 05:06.720 Let's check that our portfolio is in good shape and press Execute Workflow. 05:06.960 --> 05:10.520 And you know this this whole week is all about automation. 05:10.520 --> 05:13.120 It's all about automating business process. 05:13.120 --> 05:16.280 And this is a classic example of an automation. 05:16.280 --> 05:22.990 We are taking something that is manually intensive today, and we're running an agent workflow to take 05:22.990 --> 05:29.590 care of it for us, uh, automating a process which which, as I say, manually intensive, um, at 05:29.590 --> 05:36.390 the moment and something which is ripe for this kind of solution for ten plus, uh, AI agent. 05:36.590 --> 05:39.590 So it's often it's running and it's thinking about what to do. 05:39.590 --> 05:44.710 And this is a moment where I might show you the executions tab, which is something which shows you 05:44.830 --> 05:48.110 this detailed trace of what's happening in each of the executions. 05:48.150 --> 05:50.230 And it's taking a minute to refresh. 05:50.470 --> 05:52.110 Um, meanwhile, let's just come over here. 05:52.110 --> 05:53.230 It's already though. 05:53.430 --> 05:54.510 It's ahead of itself. 05:54.550 --> 06:00.870 The, uh, the traces are catching up, but it's already come in and set all of the prices of everything 06:00.870 --> 06:03.350 and is now thinking about the rebalancing. 06:03.390 --> 06:04.390 Let's come back over here. 06:04.390 --> 06:04.670 Here. 06:04.670 --> 06:05.750 It shows that it's running. 06:05.750 --> 06:07.750 It's been running for 50s. 06:07.750 --> 06:10.430 It's not yet ready to show us the detail of what it's doing. 06:10.630 --> 06:13.830 Um, we come back here, it's now updating rows. 06:14.030 --> 06:14.950 Let's come back here. 06:14.950 --> 06:17.190 We can see it's done some rebalancing. 06:17.390 --> 06:18.710 It's just changed everything. 06:18.710 --> 06:21.630 So it's now got to a 60 over 40 kind of breakdown. 06:22.030 --> 06:27.390 Uh, and, um, I just got the push notification. 06:27.390 --> 06:29.830 I just unlocked my phone in time for you to. 06:29.870 --> 06:30.710 To hear that. 06:30.710 --> 06:31.550 Here we go. 06:31.710 --> 06:35.710 We've got the portfolio rebalanced to 6040. 06:35.830 --> 06:37.270 That has been successful. 06:37.510 --> 06:38.870 Our agents have all run. 06:38.870 --> 06:41.750 It happened in a flash faster than the traces. 06:41.790 --> 06:42.550 Everything ran. 06:42.550 --> 06:44.230 It sent the message to pushover. 06:44.230 --> 06:45.750 And now let's look at the results. 06:45.750 --> 06:51.350 So here I am over on the executions page, and we can see that everything ran. 06:51.350 --> 06:52.430 There's a tick by everything. 06:52.430 --> 06:53.870 You can see these numbers here. 06:54.070 --> 06:57.230 Uh, the OpenAI chat model was called ten times. 06:57.430 --> 07:02.030 It used the tool to collect the sheets four times. 07:02.030 --> 07:07.790 It used market stack to get share prices four times and it updated rows several times. 07:07.830 --> 07:11.590 It, uh, both of the updates tools were used multiple times. 07:11.590 --> 07:14.030 This is the the rebalancing. 07:14.030 --> 07:18.990 And then and then again to uh, to there was one time to set the prices and then against rebalance, 07:19.030 --> 07:21.230 then one more time to fix the rebalancing. 07:21.230 --> 07:23.750 And then it sent the push notification and the email. 07:23.750 --> 07:26.230 And here just for the proof of it is the email. 07:26.230 --> 07:31.990 So I got the email with the rebalancing instructions and everything seemed to work nicely. 07:32.270 --> 07:36.150 This is quite the sophisticated workflow that we had running here. 07:36.350 --> 07:37.590 A lot happened. 07:37.710 --> 07:44.990 Uh, we've been able to to show, um, how rich it is to describe these workflows, uh, and to get, 07:45.030 --> 07:49.710 get something that that is able to run and achieve a task that is quite sophisticated. 07:49.830 --> 07:55.470 Uh, and the proof, of course, is over here in our Google sheet showing the new quantity after rebalancing, 07:55.470 --> 08:01.910 showing that it achieved the 6040 split that we wanted after rearranging our portfolio and keeping the 08:01.910 --> 08:03.670 total value pretty, pretty close. 08:03.790 --> 08:07.110 Uh, so that I'd say, is an excellent outcome. 08:07.270 --> 08:10.390 I think we can declare victory on this. 08:10.390 --> 08:13.590 And there's just a couple more ways that we can improve this a little bit. 08:13.630 --> 08:13.870 Sorry. 08:13.910 --> 08:14.110 Wait. 08:14.110 --> 08:18.030 Just before we improve it, I want to show you a little bit more about this executions page. 08:18.030 --> 08:20.990 So again, I went from the editor to the executions page. 08:20.990 --> 08:23.710 I'm looking at the most recent execution, which is this good one. 08:23.710 --> 08:27.350 You'll see I had some errors in the past running this as I fixed a few things. 08:27.470 --> 08:28.990 Uh, and you may have done as well. 08:29.190 --> 08:33.470 Uh, so the one other thing I wanted to show you, which is very helpful in finding errors, is that 08:33.470 --> 08:36.750 you could see this visual like this of everything running with the numbers. 08:36.750 --> 08:38.510 You can also click where it says logs. 08:38.510 --> 08:43.190 Just there and up comes these logs that show each of the different calls that happened. 08:43.190 --> 08:46.510 And then there's over here this overview or details tabs. 08:46.510 --> 08:53.110 If you flip to details, you get to see at each point in this kind of trace exactly what happened, 08:53.110 --> 08:56.270 what was called with what prompts and what it did. 08:56.670 --> 09:00.590 So you can see here, for example, that that it gets it gets the row. 09:00.910 --> 09:06.150 This is why it's, it's, it's making sure that the, the 6040 split was achieved. 09:06.150 --> 09:12.590 And then it makes one more change to the quantity to the BND ticker to make sure that it achieves the 09:12.590 --> 09:13.270 target. 09:13.270 --> 09:19.190 So you can look through this and see what it's doing, why it's doing it with at each point with the 09:19.190 --> 09:23.350 inputs and outputs at every, every point in, in this workflow. 09:23.350 --> 09:26.310 And so this is very powerful debugging tools. 09:26.310 --> 09:29.390 And if you're not getting the behavior that you want this is where you go. 09:29.430 --> 09:33.470 You read your logs and then you come back and you tweak the prompts. 09:33.470 --> 09:39.350 And it can be very iterative to get to a point where it's reliably getting you to the right outcomes.