WEBVTT 00:00.240 --> 00:01.840 Welcome back to the course. 00:01.880 --> 00:07.400 In this video we are going to build an onboarding system automation that will be using two different 00:07.440 --> 00:09.680 agents for different circumstances. 00:09.680 --> 00:13.520 And with all that being said, let me actually show you what it does before we build it. 00:14.120 --> 00:17.080 There are two main things what this automation will do. 00:17.200 --> 00:23.920 First things first, we'll be using agent to create for us a email for actually our client. 00:24.080 --> 00:28.120 So it will be the warm email after the client submits the form. 00:28.760 --> 00:33.520 And the second agent will actually summarize the client's data inside Google Sheets. 00:33.800 --> 00:35.120 And that's pretty it. 00:35.120 --> 00:37.560 And now actually let me show you how it works. 00:37.720 --> 00:40.800 So in general I'm going to first see the workflow. 00:41.120 --> 00:44.160 And here I'm submitting the form. 00:44.440 --> 00:48.600 So we just say to the client all right please submit this form with your data. 00:48.800 --> 00:52.400 And there I'm like everything is done automatically. 00:52.400 --> 00:55.480 So here let's provide actually our name. 00:55.840 --> 00:57.880 So let's go over with Christian. 00:58.680 --> 00:59.080 All right. 00:59.080 --> 01:02.330 So maybe let me fulfill this data very very fast. 01:03.450 --> 01:05.170 So I have my information here. 01:05.170 --> 01:09.250 So my name email company and industry. 01:09.250 --> 01:10.330 So real estate. 01:10.330 --> 01:17.330 And here um actually the goal to achieve in five months with us um I can click on submit. 01:17.450 --> 01:20.810 And now as you can see like the entire automation starts there. 01:21.050 --> 01:26.370 So it uses our agent to create a perfect email for the client there. 01:26.410 --> 01:27.210 It separates. 01:27.250 --> 01:28.650 It separates the fields. 01:29.170 --> 01:30.330 Um, yeah. 01:30.370 --> 01:34.730 And now it structures the data inside our Google Sheets. 01:34.930 --> 01:36.730 So as you can see, it's done. 01:37.010 --> 01:41.770 And really simply when I go ahead to my Google Sheets where I collect the data, I've got the name of 01:41.770 --> 01:44.130 the client email and the summary. 01:44.130 --> 01:46.770 So here everything again is automatically. 01:46.930 --> 01:50.170 And this automation will help you with your onboarding processes. 01:50.170 --> 01:55.490 Or even if you want to learn how to use an AI, then this is the nice case to test out your knowledge 01:55.490 --> 01:58.370 and create the system that is really useful. 01:58.810 --> 02:02.690 And now after the short introduction, let's create this entire system. 02:02.690 --> 02:08.630 So firstly let's name it as the onboarding system automation. 02:10.150 --> 02:15.390 And let's start with the trigger which is actually our form. 02:15.390 --> 02:17.110 So on form submission. 02:17.510 --> 02:20.910 And here what we do we provide a title. 02:20.910 --> 02:27.110 So let's say we've got onboarding system and their form description. 02:27.110 --> 02:32.710 So please fulfill all of the fields right. 02:33.390 --> 02:35.990 And there let's add the elements. 02:35.990 --> 02:39.190 So here we can add firstly the name. 02:39.750 --> 02:40.110 All right. 02:40.110 --> 02:45.430 So we can provide the placeholder which is um enter your name. 02:46.470 --> 02:50.470 Then we can enable this as a required field. 02:51.230 --> 03:02.030 And we can add the new field which is email please um please enter your email. 03:02.550 --> 03:03.230 All right. 03:03.680 --> 03:05.920 Let's make it also as required. 03:06.360 --> 03:12.280 Let's add the new field and let's name it as the company industry. 03:12.840 --> 03:14.400 And we can provide some examples. 03:14.400 --> 03:20.280 So for example finance finances or health care. 03:21.440 --> 03:22.160 All right. 03:22.880 --> 03:23.680 Health care. 03:25.400 --> 03:25.880 Okay. 03:26.520 --> 03:37.920 And last but not least we can provide the field which is what do you want want to achieve with us in 03:37.960 --> 03:39.040 five months. 03:40.000 --> 03:41.400 So it's a really nice field. 03:41.720 --> 03:43.960 We can also make it as required. 03:44.320 --> 03:46.400 We cannot actually our options. 03:46.400 --> 03:49.240 So here I'm append and then attribution. 03:49.240 --> 03:50.800 And we can just disable that. 03:51.000 --> 03:52.280 It's just better. 03:52.680 --> 03:55.000 And now what we can do we can test the step. 03:55.800 --> 03:57.280 So we can provide our data. 03:58.120 --> 04:01.240 Let me go ahead and provide maybe some random name. 04:01.720 --> 04:04.640 Adam Stone's email. 04:04.940 --> 04:06.260 Let's provide my email. 04:06.260 --> 04:10.900 And here real estates for example. 04:10.900 --> 04:15.140 And here let's provide what do you want to achieve with us in five months? 04:15.540 --> 04:28.740 Um, I would like to increase I would like to increase my revenue, um, by let's say 600%. 04:29.140 --> 04:31.540 I don't know, maybe let's let's provide 300. 04:31.900 --> 04:33.180 Um, it's more realistic. 04:33.340 --> 04:34.660 Let's click on submit. 04:35.260 --> 04:38.020 And by this way, we received our output data. 04:38.500 --> 04:42.620 And now what we can do we can provide our AI agent. 04:42.740 --> 04:44.860 So here we pick a agent. 04:44.860 --> 04:49.700 And there we simply click on the find below because we would like to provide a prompt. 04:50.020 --> 04:56.420 And I provide I prepared for you the file that contains instructions for either for first agent will 04:56.420 --> 05:00.700 be using and the second agent will be using in this automation. 05:00.900 --> 05:05.260 So what you can do actually you can go over to this file that will be in the resources of this material 05:05.260 --> 05:08.350 Trial and copy the entire plain text. 05:08.390 --> 05:09.110 All right. 05:09.110 --> 05:11.710 So you can just paste it here and there. 05:11.710 --> 05:13.350 Let me show you what we have inside. 05:13.630 --> 05:17.030 So in general we've got the short description. 05:17.030 --> 05:22.190 So can you generate a warm and professional welcome email for the new client based on the information 05:22.190 --> 05:22.950 provided? 05:22.990 --> 05:27.430 The message should be friendly, brief and personalized while still sounding professional. 05:27.830 --> 05:31.310 And then what we have below is the client information. 05:31.310 --> 05:32.950 So we have the name the email. 05:32.950 --> 05:38.230 So the variables for that the company industry and then the goals for the partnership. 05:38.430 --> 05:42.750 And you can see like this red this red field. 05:42.790 --> 05:46.750 Because this is not the exact field that I will be using. 05:46.870 --> 05:50.150 The name just differ just barely. 05:50.510 --> 05:54.430 So here what do you want to achieve with us in five months? 05:54.430 --> 06:01.390 If you have like this problem in the future, just go over here, right here, just delete it and provide 06:01.390 --> 06:03.230 just your field which is this one. 06:03.990 --> 06:07.490 So, you know, like one word or maybe two. 06:07.530 --> 06:09.210 Just just just changed. 06:09.210 --> 06:10.250 And now it works. 06:10.570 --> 06:12.090 What we have here. 06:12.130 --> 06:14.850 Make sure to always end the email with the following sign off. 06:14.890 --> 06:16.090 Best regards. 06:16.130 --> 06:20.010 And there we've got, you know like simply the data. 06:20.170 --> 06:21.410 Do not use placeholder. 06:21.450 --> 06:27.210 Do not use placeholders like your name or your contact information under any circumstances, even if 06:27.210 --> 06:28.650 some information is missing. 06:29.170 --> 06:30.850 So as you can see, we've got here. 06:30.970 --> 06:36.050 Um, we also want to return the three separate fields, which is the subject, body and email. 06:36.370 --> 06:43.090 With all that being said, what we can do, we can add here our model to work on, which is an open 06:43.090 --> 06:43.490 AI. 06:43.850 --> 06:45.370 Um, let's let's provide that. 06:45.410 --> 06:49.450 Actually, let me change the screen so you can see that. 06:49.810 --> 06:54.210 And let's provide OpenAI and I will be using GPT four. 06:55.650 --> 06:57.610 Um, it's my preferred model. 06:57.610 --> 06:59.730 I can say all right what's happening. 06:59.730 --> 07:00.330 All right. 07:00.370 --> 07:03.250 However also we can use GPT four or mini. 07:03.290 --> 07:04.490 It's totally fine. 07:05.130 --> 07:07.580 Um, let me pick all for? 07:08.140 --> 07:09.740 Um, actually, let's search for that. 07:10.700 --> 07:11.500 All right. 07:12.140 --> 07:12.700 Actually, for. 07:12.700 --> 07:15.340 Oh, I'm sorry for. 07:15.380 --> 07:17.100 Oh, yeah, that's cool. 07:17.780 --> 07:22.860 And with all that being said, we can test this entire step and see actually what we get. 07:23.420 --> 07:25.540 So we should have our email. 07:25.540 --> 07:26.060 It's nice. 07:26.060 --> 07:28.700 Welcome to ABC Corp Adam. 07:29.140 --> 07:29.580 Yeah. 07:29.740 --> 07:30.700 It's cool. 07:31.380 --> 07:36.340 Now what we can do, we can provide um message with the model. 07:36.460 --> 07:41.940 So here we just open AI and then what we want to do we, we want to actually separate some specific 07:41.940 --> 07:42.780 fields. 07:42.780 --> 07:45.820 So let me actually show you message model. 07:46.100 --> 07:51.820 And there we can um pick our credential right there if you don't know how to do it. 07:51.860 --> 07:59.380 Um so connect open AI account with an A then and we have the separate, um, lesson in discourse about 07:59.380 --> 07:59.740 it. 07:59.740 --> 08:02.300 So right now we can stop the video and go over here. 08:02.660 --> 08:08.840 However for now actually let's go over to the model and right there, Um. 08:08.880 --> 08:09.240 All right. 08:09.240 --> 08:11.000 Provide the model, which is GPT four. 08:11.080 --> 08:17.440 Oh, and here I need to provide my message so I can type something like that. 08:17.800 --> 08:18.640 Pass. 08:19.080 --> 08:19.920 Pass. 08:20.120 --> 08:28.320 Um, the JSON, um, query and output, um, the parameters. 08:28.520 --> 08:29.840 Parameters? 08:30.520 --> 08:32.240 Um, separately. 08:32.720 --> 08:33.440 All right. 08:33.560 --> 08:39.880 And now provide the specific fields you would like to be separated because look on the output we've 08:39.880 --> 08:42.320 got here inside the subject body. 08:42.600 --> 08:46.800 And also we've got the email we would like to get the email. 08:46.880 --> 08:48.720 So here what we can do. 08:48.760 --> 08:51.760 We can provide a subject there. 08:51.920 --> 08:53.480 We've got the body. 08:53.480 --> 08:56.160 And lastly we've got an email. 08:56.480 --> 08:57.120 All right. 08:57.640 --> 09:01.640 And there make sure you you you actually change the role to system. 09:02.480 --> 09:07.520 And you add the message because we didn't provide message so so far. 09:07.640 --> 09:10.330 So we would like to pick our output. 09:10.890 --> 09:14.330 And also you can select output content as JSON. 09:15.290 --> 09:16.570 And that's nice. 09:16.690 --> 09:19.650 Now we can test the step and see if that works. 09:19.890 --> 09:20.530 So you should. 09:20.570 --> 09:25.090 So we should get our three fields which is the subject body and email. 09:25.490 --> 09:26.250 Totally fine. 09:26.290 --> 09:28.250 Yeah it's so so nice. 09:28.370 --> 09:29.010 That's nice. 09:29.730 --> 09:32.130 And the last actually. 09:32.410 --> 09:33.370 All right let's move it. 09:33.370 --> 09:35.330 Because we will have two paths. 09:35.370 --> 09:41.050 The first one will be for sending an email to our customer after submitting the form. 09:41.090 --> 09:43.810 And the second one will be for, um, yeah. 09:43.850 --> 09:46.690 For, for actually saving the data inside Google Sheets. 09:47.450 --> 09:50.730 And now after we have that so we have our three separate fields. 09:50.730 --> 09:52.650 We've got our message which is created. 09:52.810 --> 09:59.930 Let's provide our Gmail Gmail note which is sent us a message. 09:59.970 --> 10:00.450 Yes. 10:00.730 --> 10:02.090 Send a message. 10:02.210 --> 10:06.250 And here we've got the operation which is send resource message and two. 10:06.650 --> 10:09.130 And we've got our fields. 10:09.370 --> 10:10.250 Simple as that. 10:10.390 --> 10:12.230 We can just paste it here. 10:12.270 --> 10:14.430 Actually provide the variable, not paste. 10:14.950 --> 10:15.430 Um, yeah. 10:15.430 --> 10:19.510 So the email subject um here. 10:19.510 --> 10:21.910 And the body, which is a message. 10:22.470 --> 10:23.990 Let's test the step. 10:25.270 --> 10:25.590 Yeah. 10:25.590 --> 10:29.150 So the message is sent and for sure it works. 10:29.390 --> 10:36.630 And by this way we set up um, our first path, which is for sending, um, warm welcome email to our 10:36.630 --> 10:38.790 client after submitting the form. 10:39.110 --> 10:40.430 Now let's go ahead. 10:40.630 --> 10:47.830 And here what we can do, we can provide our new action, which is again a agent. 10:48.070 --> 10:53.470 However, now this agent will be to summarize for us the client. 10:53.510 --> 10:55.830 I'm actually create a description for the client. 10:56.230 --> 10:59.190 So here we've got the prompt we need to provide. 10:59.550 --> 11:04.590 And also you've got this prompt right there for the second agent instructions. 11:05.030 --> 11:07.310 Let's take it right here. 11:07.990 --> 11:08.550 All right. 11:08.590 --> 11:09.670 Let's go over there. 11:10.390 --> 11:13.040 And here we've got what we have. 11:13.080 --> 11:16.800 Use the client's details below to generate a clear summary of their profile. 11:16.840 --> 11:18.600 Here's the information provided. 11:18.640 --> 11:22.880 Name company industry goal with us and return the following fields separately. 11:22.880 --> 11:23.240 Name. 11:23.240 --> 11:23.680 Email. 11:23.680 --> 11:25.160 And again we've got the summary. 11:25.320 --> 11:25.880 All right. 11:26.200 --> 11:31.760 So now we can name actually provide the fields of the variables here. 11:32.280 --> 11:32.920 All right. 11:33.160 --> 11:36.040 Um actually we need to change this to expression of course. 11:36.800 --> 11:43.240 Let's um yeah, let's provide here the name company industry. 11:43.760 --> 11:49.400 And here we can just delete, uh, this part goes with us and provide. 11:49.440 --> 11:52.200 What do you want to achieve with us in five months? 11:53.320 --> 11:54.880 Then let's provide again. 11:54.920 --> 11:56.160 Again the name. 11:56.520 --> 12:02.840 So we've got Adam Stone's email and this value is static. 12:02.840 --> 12:08.800 So summary a concise overview of the clients and based on the information provided above. 12:08.960 --> 12:10.240 Yeah that's everything. 12:10.720 --> 12:11.840 Let's test it. 12:11.840 --> 12:15.540 said, right, so we've got some problem here. 12:15.580 --> 12:20.340 Actually what we can do, we can provide the chat model, of course. 12:22.020 --> 12:22.900 Um, yeah. 12:22.900 --> 12:24.900 So let's provide the GPT four. 12:25.260 --> 12:25.620 Oh. 12:27.500 --> 12:28.340 All right. 12:28.740 --> 12:30.980 And here let's actually. 12:30.980 --> 12:31.380 All right. 12:31.380 --> 12:36.260 We need to go over there, delete it and do it by this way. 12:36.860 --> 12:38.060 So we have two puffs. 12:39.580 --> 12:40.100 Okay. 12:41.180 --> 12:41.860 Let's run it. 12:41.860 --> 12:42.900 Let's test a step. 12:44.700 --> 12:45.940 And yeah we've got it. 12:45.940 --> 12:49.220 As you can see, we've got our output here. 12:49.500 --> 12:50.380 It's nice. 12:50.740 --> 12:52.420 Let's go over with the step. 12:52.420 --> 12:54.780 We can copy this step which is OpenAI. 12:55.540 --> 12:58.980 And we would like again to separate some specific fields. 12:59.140 --> 13:03.340 However however for now um, we've got um different actually. 13:03.340 --> 13:07.220 Let me show you for now we'll have different prompt a little bit. 13:08.420 --> 13:14.510 So we have the prompt which is parse the JSON query into three fields name, email summary. 13:14.510 --> 13:20.150 So here again we've got name email and summary insight one specific variable. 13:20.150 --> 13:25.990 So we would like to separate it so we can test it as a step and see if we have three fields. 13:25.990 --> 13:27.150 Yes of course. 13:27.950 --> 13:31.790 And the last step for this project is Google Sheets. 13:31.950 --> 13:33.990 So saving that inside Google Sheets. 13:34.630 --> 13:37.030 Let's pick it here and there. 13:37.070 --> 13:38.790 Append row in sheet. 13:39.030 --> 13:44.550 And by the way I created this file which is inside Google Sheets about the client's onboarding. 13:44.590 --> 13:47.510 And inside we've got just the name email and summary. 13:47.670 --> 13:51.750 So there we've got the columns to detect inside our den. 13:51.790 --> 13:56.870 So here I'm actually we've got the client onboarding sheet one. 13:57.150 --> 13:59.270 And there it's fetching columns. 13:59.310 --> 13:59.590 All right. 13:59.590 --> 14:01.510 So we've got the name email and summary. 14:01.750 --> 14:03.510 Let's provide our content. 14:03.510 --> 14:10.590 So we've got the name our email and our summary right. 14:10.590 --> 14:11.350 It's nice. 14:11.590 --> 14:16.530 Let's test the step and see right here if it's fulfilled. 14:16.530 --> 14:17.250 All right. 14:17.290 --> 14:18.170 It works. 14:18.570 --> 14:20.450 So we've got our name email summary. 14:20.450 --> 14:24.650 And with all that being said, we created the entire automation. 14:24.690 --> 14:25.890 It's so so nice. 14:26.290 --> 14:29.170 And now what we can do we can test it out. 14:29.730 --> 14:32.050 So simply let's click on Test Workflow. 14:32.450 --> 14:34.290 And then let's provide a data. 14:34.290 --> 14:40.250 So Patrick Jones email let's provide my email. 14:40.690 --> 14:43.930 Let's provide my other email okay. 14:44.930 --> 14:46.250 Um yeah it's correct. 14:46.850 --> 14:50.050 Now let's provide the industry which is finances. 14:50.490 --> 14:52.050 Finances. 14:53.250 --> 14:59.890 Uh, what do you want to achieve with us in five months, let's say increase again the revenue, the 14:59.890 --> 15:10.770 revenue by 117% or let's say 13, I don't know, let's click on submit and see how it performs. 15:10.770 --> 15:17.740 So firstly it goes to our agent that it's creating for us the response for our client, then it's separated 15:17.740 --> 15:20.100 for us and the fields actually. 15:20.140 --> 15:24.140 And it created for us, um, the email for the client and it sent it. 15:24.580 --> 15:30.620 Then it went to the second agent that, um, created for us a summary for the client. 15:30.980 --> 15:34.580 Again, we separated the fields and we saved that inside Google Sheets. 15:34.820 --> 15:36.140 And actually let's preview that. 15:36.140 --> 15:37.900 So let's first start with the Gmail. 15:38.540 --> 15:40.860 Um right here I've got my account. 15:40.860 --> 15:44.340 And there let me show you that it works. 15:44.780 --> 15:48.460 So we've got here the email there Patrick I hope this message finds you. 15:48.460 --> 15:54.940 Well on behalf of the entire team at ABC Corp, I'm excited to welcome you as our new client. 15:55.340 --> 16:00.580 Also, we've got, um, this, uh, kind of the placeholder here, here. 16:00.780 --> 16:06.380 And what we can do if you want to get rid of that, you can add, um, you know, here the options there 16:06.420 --> 16:09.980 up and na then attribution and here. 16:10.380 --> 16:10.940 Um, yeah. 16:10.980 --> 16:12.700 Just enable just disable that. 16:12.740 --> 16:13.380 I'm sorry. 16:13.620 --> 16:14.900 Now we can test the step. 16:15.620 --> 16:17.680 Let me show you that it works. 16:17.840 --> 16:20.080 So let me go over to my Gmail. 16:21.120 --> 16:25.960 And there you see, we don't have this placeholder at the bottom. 16:26.360 --> 16:27.280 It's really useful. 16:27.280 --> 16:29.880 I can say, um, just a little trick. 16:29.920 --> 16:30.480 All right. 16:30.920 --> 16:33.480 And now let's see what we have here. 16:33.480 --> 16:35.680 So Google Sheets there. 16:35.720 --> 16:36.560 It saved the data. 16:36.560 --> 16:39.560 So Patrick Jones email and the summary. 16:39.800 --> 16:41.080 So it works. 16:41.120 --> 16:41.400 Yeah. 16:41.440 --> 16:44.000 You just created the entire system. 16:44.240 --> 16:49.320 Also in the resources of this material you will be able to download the entire template. 16:49.320 --> 16:55.120 So here um if you want to use it and don't create it on your own, you can click here on these three 16:55.160 --> 16:55.680 dots. 16:55.920 --> 17:01.000 Um, actually let me show you actually let me see if you, um, let me see if you see that, because 17:01.000 --> 17:07.880 for now you can't see, um, you can you can click on these three dots and click import from file. 17:08.080 --> 17:11.200 And there you just get this entire system set up. 17:11.520 --> 17:13.760 So in general I hope you enjoyed it. 17:13.760 --> 17:17.360 Thank you for watching this material and I will see you in the next video.