WEBVTT 00:02.000 --> 00:02.600 Hello. 00:02.800 --> 00:04.120 Welcome back to the course. 00:04.360 --> 00:07.080 Today we are going to build something really exciting. 00:07.480 --> 00:12.280 A complete human in the loop AI sales agents system using N810. 00:12.680 --> 00:17.600 So this is going to be a game changer for anyone doing a sales outreach. 00:17.920 --> 00:24.880 Because instead of just sending automated emails, these agents will write the first draft for us, 00:24.880 --> 00:31.840 then send it to us for approval or feedback, and then either send it out or revise it based on our 00:31.840 --> 00:32.440 input. 00:32.480 --> 00:33.560 Now what's really cool? 00:33.560 --> 00:38.000 We can do unlimited revisions until we are completely happy with the result. 00:39.000 --> 00:41.320 So we are going to learn a new concept today. 00:41.400 --> 00:47.520 The human in the loop methodology, which is absolutely essential for most use cases in production ready 00:47.560 --> 00:48.160 setups. 00:48.520 --> 00:54.200 Implementing the human in the loop approach makes our automations more production ready. 00:55.040 --> 01:02.880 So it's what separates amateur automation from professional grade systems that you can actually rely 01:02.880 --> 01:03.920 on in your business. 01:04.440 --> 01:10.520 So it's the difference between a cool demo and something you can actually put into production and trust 01:10.520 --> 01:11.680 with your reputation. 01:12.040 --> 01:17.160 So by mastering this concept today, you are not just learning how to build one workflow. 01:17.600 --> 01:22.920 You are learning a fundamental principle that you can apply to dozens of other automation scenarios. 01:23.640 --> 01:30.040 So whether it's content creation, customer support or any other business process where quality matters. 01:31.080 --> 01:33.280 This is very important concept. 01:33.440 --> 01:41.120 By the end of this tutorial, you will have a complete system that can automatically detect new leads 01:41.120 --> 01:42.120 from Airtable. 01:43.240 --> 01:44.320 As you can see here. 01:45.840 --> 01:48.600 So the Airtable is our CRM in that case. 01:49.240 --> 01:51.280 And I have created two bases. 01:51.280 --> 01:52.600 The first one is for leads. 01:53.840 --> 01:57.990 So new incoming leads are saved in this base. 01:58.590 --> 02:07.350 So as you can see the name of the lead, email the company name, intent, budget and the project they 02:07.350 --> 02:08.390 want us to build. 02:09.990 --> 02:13.630 So in that case, looking to streamline internal ops using agents. 02:14.790 --> 02:16.070 And we also have a timeline. 02:17.870 --> 02:20.670 And the second base is for projects. 02:21.510 --> 02:25.310 So here we can include the projects we've built in the past. 02:25.950 --> 02:33.550 So the first AI agent can write more personalized and convincing emails based on this project. 02:33.790 --> 02:42.070 Because based on this information can refer to the projects and the results we are able to achieve. 02:42.830 --> 02:51.710 So the first agent is the sales agent, which writes personalized sales emails using the large language 02:51.710 --> 02:53.470 model of of our choice. 02:53.870 --> 03:01.590 In that case we are using cloud from anthropic, then sends drafts to you for a human approval. 03:01.830 --> 03:03.950 So that's why it's called human in the loop. 03:05.390 --> 03:08.590 And as you can see here, this is the email I received. 03:10.470 --> 03:17.710 And I can either approve it or request a revision by clicking on respond. 03:27.270 --> 03:29.150 Here I can I can give a feedback. 03:29.830 --> 03:37.350 So for example please make it more concise and submit. 03:38.670 --> 03:39.030 Yes. 03:39.030 --> 03:45.150 So the revision agent accepts feedback and revises the emails and loops back for more feedback. 03:45.190 --> 03:50.430 Until until you are satisfied and finally sends the perfect email to your list. 03:50.670 --> 03:55.220 Now let's do a quick demo so I can show you how this setup works in action. 03:56.060 --> 04:01.260 So as you can see, the workflow is currently active and this node will trigger. 04:01.260 --> 04:07.140 Node is watching for a new lead coming to our table. 04:07.860 --> 04:08.900 So our CRM. 04:10.540 --> 04:18.300 Now when I go to this base and adding lead let's say Raymond Dunn. 04:20.500 --> 04:25.380 Email Nathan demos gmail.com. 04:27.980 --> 04:28.820 Company. 04:35.820 --> 04:38.900 And ah it should be here. 04:39.220 --> 04:40.620 Just copy and paste it here. 04:42.980 --> 04:43.980 And intent. 04:45.580 --> 04:47.860 The client is looking for an agent. 04:51.900 --> 04:53.020 And the budget is. 04:55.500 --> 05:01.340 One project description let's say, is going to copy this. 05:01.340 --> 05:09.340 So need an agent to handle inbound service requests and book technician appointments and paste it right 05:09.340 --> 05:09.820 here. 05:11.860 --> 05:13.380 And this project is urgent. 05:18.060 --> 05:21.700 And now when I go back to our workflow and hit test. 05:26.100 --> 05:30.020 As you can see, this node detects Anglet. 05:30.020 --> 05:37.220 And our sales agent is preparing a personalized email based on the inputs. 05:39.780 --> 05:43.860 And now the system sends the draft email for our approval. 05:44.460 --> 05:46.700 When I go to my Gmail inbox. 05:51.610 --> 05:52.850 And refresh it. 06:01.530 --> 06:09.370 As you can see, approval required for delete from company 1 to 3 is looking for an agent. 06:09.450 --> 06:13.930 The budget is 5 to 10 grants with an agent. 06:14.170 --> 06:16.370 Next 1 to 3 weeks. 06:16.370 --> 06:16.970 Timeline. 06:17.570 --> 06:22.730 Please approve or decline the sending of this message generated by our agent. 06:23.210 --> 06:23.690 Subject. 06:23.730 --> 06:27.690 Transforming your Service requests with Agent Adaptive AI. 06:28.690 --> 06:30.410 The company 1 to 3. 06:31.370 --> 06:32.890 I hope this finds you well. 06:32.930 --> 06:39.090 Thank you for reaching out to adaptive AI regarding your AI voice agent project for handling inbound 06:39.290 --> 06:42.090 service requests and booking appointments. 06:42.770 --> 06:48.290 We are excited about the opportunity to work with you and deliver an exceptional solution within your 06:48.330 --> 06:52.970 Argent timeline of one two weeks as adaptive AI. 06:53.010 --> 06:59.330 We specialize in developing cutting edge solutions tailored to our clients specific needs. 06:59.370 --> 07:05.850 Your project aligns perfectly with our expertise and we are confident that we can exceed your expectations. 07:06.250 --> 07:10.170 Let me share relevant success story that demonstrates our capabilities. 07:10.570 --> 07:17.450 Recently, we developed an invoice agent for appointment booking for a client in a similar industry. 07:17.850 --> 07:19.530 The results were impressive. 07:20.050 --> 07:29.770 So we have 65% reduction in missed appointments, 28% boost in lead to booking conversions and seamless 07:29.810 --> 07:31.450 handling of incoming calls. 07:31.610 --> 07:34.410 Lead qualification and appointment scheduling. 07:34.970 --> 07:37.690 And now when we check our second base. 07:38.770 --> 07:44.970 So the project base and we check the project I was agent for appointment booking. 07:46.240 --> 07:48.840 As you can see, you have the same information here. 07:49.160 --> 07:55.960 So build a voice agent that answers incoming calls, qualifies leads and schedules consultations. 07:56.120 --> 08:04.760 Results 65% reduction in missed appointments and a 28 boost in lead to booking conversions. 08:04.960 --> 08:10.480 So our AI sees agent based on the request from the client. 08:12.920 --> 08:16.160 So based on this product description. 08:18.440 --> 08:20.800 Checked for us the second base. 08:20.800 --> 08:21.920 So the projects. 08:24.120 --> 08:25.600 On the relevant project. 08:25.800 --> 08:28.600 So AI voice agent for appointment booking. 08:29.400 --> 08:37.080 And based on the details and based on the projects details crafted a personalized emails which can be 08:37.080 --> 08:38.320 sent to our lead. 08:40.200 --> 08:47.200 So now you can either Approve this email or ask for any improvements. 08:47.440 --> 08:53.240 So for the project, we envision crafting a sophisticated AI voice agent that will efficiently manage 08:53.240 --> 08:58.400 inbound service requests intelligently book technician appointments, improve customer satisfaction 08:58.400 --> 09:00.640 through quick and accurate responses. 09:00.960 --> 09:03.560 Optimize your team's workflow and productivity. 09:03.920 --> 09:15.040 So, given your urgent timeline, as you can see in the list base, the project timeline is urgent. 09:15.560 --> 09:17.080 So next 1 to 2 weeks. 09:18.840 --> 09:22.720 We prepared to fast track the development process without compromising on quality. 09:22.760 --> 09:28.960 Our agile methodology allows us to deliver high performing AI solutions within tight deadlines. 09:29.200 --> 09:35.320 To discuss your project in detail and provide you with a tailored proposal, I would like to invite 09:35.320 --> 09:36.720 you to book a call with me. 09:36.920 --> 09:40.040 You can use this link to schedule a time that works best for you. 09:40.400 --> 09:49.590 So I included the link to my calendar in the prompt in the system prompt for our sales agent. 09:50.830 --> 09:52.030 As you can see here. 09:55.950 --> 09:56.830 Right here. 09:59.990 --> 10:02.590 Include the link to book a call using this link. 10:02.590 --> 10:04.630 So this is the link to my personal calendar. 10:07.710 --> 10:08.870 And when I open it. 10:17.030 --> 10:20.430 The potential customer is able to book a call with me. 10:20.790 --> 10:23.990 So thanks to that, you will never miss a warm lead. 10:26.990 --> 10:32.150 And during our call, we'll dive deeper into your specific requirements, discuss potential features, 10:32.150 --> 10:37.310 and outline a clear roadmap for delivering your voice agent within the next one two weeks. 10:37.710 --> 10:38.550 You are eager to help. 10:38.550 --> 10:46.150 Company 1 to 3 Revolutionize its service request handling and appointment booking processes. 10:46.390 --> 10:48.670 Let's work together to bring your vision to life. 10:49.030 --> 10:50.550 Looking forward to speaking with you soon. 10:50.590 --> 10:51.150 Best regards. 10:51.190 --> 10:52.030 Damien SEO. 10:52.070 --> 10:52.870 Adaptive AI. 10:53.550 --> 10:57.950 So I believe this email is quite good but is a bit lengthy. 10:58.550 --> 11:05.550 So I would like our revision agent so the second agent to improve it. 11:09.030 --> 11:13.990 So I want our revision agent to make it shorter. 11:14.710 --> 11:16.230 So when I click on respond button. 11:21.550 --> 11:26.510 I can request something like please make. 11:29.030 --> 11:29.950 Shorter. 11:31.350 --> 11:31.710 Thanks. 11:31.750 --> 11:33.670 And now when I click when I hit submit. 11:37.110 --> 11:44.940 As you can see, our revision agent is working on a revision, and this agent is also using a cloud 11:44.940 --> 11:45.420 model. 11:46.580 --> 11:53.580 By the way, I believe that the cloud model is the best on the market for writing emails because it 11:53.580 --> 11:56.220 sounds very natural when it's prompted properly. 11:57.420 --> 11:59.420 And now I should receive a new email. 11:59.700 --> 12:01.260 So let's check my inbox. 12:03.500 --> 12:04.500 Let's refresh it. 12:09.020 --> 12:09.460 Yep. 12:14.340 --> 12:22.100 So, so from company 1 to 3, please approve or decline the sending of this message generated by Jim. 12:24.740 --> 12:27.780 Elevate your customer service with a voice agent. 12:28.180 --> 12:29.980 Adaptive AI's expertise. 12:30.140 --> 12:30.900 The demon. 12:31.180 --> 12:37.100 Thank you for your interest in adaptive AI services for company I was agent project. 12:37.740 --> 12:46.980 We are well equipped to meet your 1 to 2 week timeline and 5 to 10 K budget for revolutionizing your 12:46.980 --> 12:49.540 inbound service requests and appointment booking. 12:50.140 --> 12:53.300 Our recent successes demonstrate our capabilities. 12:53.940 --> 12:56.180 A Vos agent for appointment booking. 12:57.100 --> 12:58.300 The same information. 12:58.300 --> 13:01.740 So the numbers and the second example. 13:01.780 --> 13:09.740 As you can see, our sales agent was able to retrieve this information from project database. 13:10.420 --> 13:13.980 So the second base from our Airtable. 13:15.700 --> 13:24.500 So customer support automation for eCommerce delivered a 24 seven AI chatbot for customer support. 13:24.540 --> 13:32.180 It handled 82% of incoming queries without human escalation and improved response time by 70%. 13:37.330 --> 13:38.290 Is correct. 13:38.290 --> 13:42.890 So these results showcase our ability to deliver efficient, high impact solutions quickly. 13:43.770 --> 13:47.330 I would like to discuss how we can tailor our agents for company. 13:47.770 --> 13:48.770 I think it's great. 13:49.730 --> 13:50.970 I'm really happy with that. 13:52.450 --> 13:53.850 So I'm going to approve it. 13:56.610 --> 13:57.570 Respond button. 13:59.730 --> 14:00.970 And just type approved. 14:03.370 --> 14:04.450 And hit submit. 14:08.210 --> 14:10.890 As you can see workflow successfully executed successfully. 14:13.530 --> 14:15.090 So the email has been sent. 14:19.130 --> 14:22.970 And it should be sent to the email our lead provided. 14:25.090 --> 14:26.370 So let's check. 14:32.370 --> 14:33.010 All right. 14:46.610 --> 14:48.450 Okay, so elevator customer service. 14:48.490 --> 14:49.650 With voice agents. 14:50.410 --> 14:51.810 And now we can see the formatting. 14:53.010 --> 14:53.210 The. 14:53.210 --> 14:54.810 Damon, thank you for your interest. 14:57.930 --> 14:58.330 All right. 14:58.330 --> 14:58.930 Amazing. 14:58.930 --> 15:05.450 I think it's I think this email is convincing and it's a good example of a good sales email. 15:07.330 --> 15:11.890 You also have a link to my calendar to not to not miss any opportunity. 15:13.690 --> 15:14.010 Okay. 15:14.010 --> 15:14.530 Great. 15:14.530 --> 15:18.690 So now I'm going to show you how to build this setup step by step from scratch. 15:19.730 --> 15:22.930 So let's dive right in and build this step by step from scratch. 15:23.370 --> 15:25.490 All right first things first. 15:25.530 --> 15:32.880 We need to set up our Airtable base because this is where all our lead data is going is going to leave. 15:33.440 --> 15:35.600 So I'm going to create two tables. 15:36.320 --> 15:38.600 So the first one is going to be called leads. 15:39.200 --> 15:42.000 And this is where new form submissions will go. 15:42.160 --> 15:46.120 So basically you can create forms with all these fields. 15:46.440 --> 15:52.240 And then when a new lead submits a form all the data will be saved in this table. 15:54.760 --> 15:57.000 And the second table will be projects. 15:57.000 --> 16:08.200 So this is going to be our database of past work that the I sales agent can reference to make more convincing 16:08.240 --> 16:09.120 sales emails. 16:09.960 --> 16:12.400 So let me show you how to build it from scratch. 16:13.080 --> 16:15.280 So first you need to go to Airtable. 16:15.280 --> 16:15.800 Com. 16:19.560 --> 16:21.080 Or just simply Google it. 16:25.960 --> 16:26.520 Table. 16:29.960 --> 16:31.680 And you need to create an account. 16:31.680 --> 16:33.080 If you don't have one yet. 16:39.240 --> 16:42.560 Then please log in and what you need to do. 16:42.560 --> 16:47.000 You need to create a workspace by simply click on this plus button. 16:50.560 --> 16:54.240 Let's say human in the loop. 16:55.680 --> 16:56.840 This is our project. 17:03.240 --> 17:06.480 And we want to create this workspace from scratch. 17:06.520 --> 17:07.640 So start from scratch. 17:07.960 --> 17:11.280 Build your ideal workflow starting with a blank table. 17:12.720 --> 17:13.400 All right. 17:14.440 --> 17:16.280 And let's call this base. 17:20.040 --> 17:21.080 Human in the loop. 17:24.800 --> 17:27.360 Let's change the color to orange. 17:29.600 --> 17:30.480 Or maybe blue. 17:33.000 --> 17:34.320 And now the first table. 17:34.360 --> 17:35.240 As you can. 17:35.280 --> 17:38.840 If you can remember, it's for storing list details. 17:39.640 --> 17:42.560 So let's and hit save. 17:47.240 --> 17:47.960 All right. 17:50.000 --> 17:52.080 So now we need to create all the fields. 17:54.440 --> 17:55.720 So first we have a name. 17:57.440 --> 18:01.080 When we double click on it you can choose the type of the field. 18:01.600 --> 18:05.440 So in this in this one we want to be uh. 18:06.360 --> 18:10.040 So for this one we want it to be single line text. 18:11.880 --> 18:15.560 Then uh let's remove this one. 18:17.160 --> 18:18.240 So delete field. 18:20.000 --> 18:21.840 Actually let's remove all of them. 18:27.590 --> 18:28.150 Okay. 18:30.070 --> 18:30.270 Okay. 18:30.310 --> 18:33.750 So the next one will be will be the least email. 18:34.550 --> 18:36.470 So let's search for email. 18:39.470 --> 18:42.510 And you can as you can see automatically we have an email type. 18:43.830 --> 18:47.350 Let's call it email create field. 18:48.150 --> 18:49.030 The next one. 18:52.190 --> 18:55.750 We want to include company name. 18:55.750 --> 18:58.390 So it will be single line text as well. 18:59.710 --> 19:00.750 So company name. 19:03.830 --> 19:04.870 Create field. 19:10.310 --> 19:11.230 Then intent. 19:11.630 --> 19:14.150 So basically what they are looking for. 19:15.790 --> 19:17.390 So again single line text. 19:19.630 --> 19:20.470 Intent. 19:20.670 --> 19:21.670 Create field. 19:24.950 --> 19:26.470 The next one budget. 19:28.110 --> 19:29.590 So it will be single select. 19:31.310 --> 19:33.950 So you can include different budget ranges. 19:36.790 --> 19:39.750 Budget create fields. 19:42.150 --> 19:47.750 Of course as always I'm going to provide the copy of this base. 19:47.750 --> 19:51.550 So these two tables in the resources section of this lesson. 19:52.030 --> 19:57.390 But I want to show you how to create the tables in Airtable from scratch. 19:57.630 --> 20:06.310 So then you will be able to create tables from scratch yourself and use Airtable as a CRM for your future 20:06.310 --> 20:07.030 automations. 20:07.070 --> 20:07.470 All right. 20:07.470 --> 20:10.830 So now we have budget and we need to provide some options. 20:11.590 --> 20:15.150 So you need to double click on the first field. 20:17.590 --> 20:24.460 And as you can see there is no option to choose I'm going to check what you have here. 20:25.540 --> 20:27.020 We have in progress to do. 20:27.060 --> 20:27.540 Done. 20:28.260 --> 20:29.820 So let's add the three. 20:30.460 --> 20:31.420 So to do in progress. 20:31.420 --> 20:31.780 Done. 20:33.380 --> 20:39.500 So double click and just start typing to do and hit enter. 20:42.020 --> 20:44.300 Now let's add in progress. 20:47.260 --> 20:49.580 And hit enter to add option. 20:50.300 --> 20:59.980 And now when you want to check what budget options there are to choose from in the second field. 21:00.700 --> 21:04.300 So for the second lead it has been saved. 21:05.900 --> 21:08.300 So let's add done. 21:11.980 --> 21:14.140 We also have 5 to 10 k. 21:19.860 --> 21:21.140 210 K. 21:28.940 --> 21:31.540 0 to 5 k and ten k up. 21:49.980 --> 21:50.700 I create. 21:55.300 --> 21:58.460 The next field is product description. 22:00.100 --> 22:01.060 The long text. 22:04.500 --> 22:06.740 So looking for long text. 22:09.020 --> 22:10.340 Project description. 22:13.260 --> 22:14.140 Create field. 22:18.010 --> 22:18.970 And timeline. 22:22.090 --> 22:23.050 This is single select. 22:23.050 --> 22:23.570 Swell. 22:28.250 --> 22:29.650 To do in progress. 22:29.650 --> 22:30.610 Done in Argent. 22:32.410 --> 22:33.690 So let's add all of them. 22:39.650 --> 22:39.890 Okay. 22:39.890 --> 22:41.170 So it's a single select. 22:45.970 --> 22:48.890 Timeline create field. 22:50.130 --> 22:51.370 Let's add all the options. 22:53.930 --> 22:56.570 So again you have to do in progress. 22:56.570 --> 22:57.010 Done. 23:00.090 --> 23:05.250 Double click type to do save. 23:07.850 --> 23:08.770 In progress. 23:12.250 --> 23:12.850 And. 23:15.170 --> 23:15.850 Done. 23:15.890 --> 23:16.650 Enter. 23:17.690 --> 23:18.770 And also Argent. 23:18.810 --> 23:20.170 Next 1 to 2 weeks. 23:24.650 --> 23:25.730 The last option. 23:33.130 --> 23:34.530 1 to 2 weeks. 23:35.810 --> 23:36.130 Okay. 23:36.170 --> 23:36.730 Great. 23:40.330 --> 23:46.290 And the last field created will be automatically created once the new lead comes in. 23:49.250 --> 23:49.730 All right. 23:49.730 --> 23:52.210 So now is the time to create the second table. 23:53.010 --> 24:00.690 So yeah our sales agent will be able to check this table and collect better emails. 24:05.450 --> 24:09.290 So you can click on this drop down at table. 24:14.720 --> 24:15.760 Start from scratch. 24:19.080 --> 24:22.880 And name it projects. 24:23.880 --> 24:24.680 It's safe. 24:26.600 --> 24:28.680 We don't need attachments. 24:28.720 --> 24:29.560 Status. 24:33.640 --> 24:34.560 Right. 24:38.000 --> 24:41.200 Now, in the projects table, we have project and details. 24:41.840 --> 24:43.880 And this is single line text. 24:43.880 --> 24:45.320 And this is long text. 24:53.120 --> 24:54.920 Project single line text. 24:55.200 --> 24:58.800 Save and long. 24:59.800 --> 25:02.520 You can also search it right here. 25:04.480 --> 25:05.160 Text. 25:07.960 --> 25:09.040 And details. 25:11.000 --> 25:11.480 All right. 25:11.480 --> 25:11.840 Amazing. 25:11.840 --> 25:16.200 So now let's move on and jump into an item to create our system. 25:16.480 --> 25:23.200 Again, you can easily download this template from the resources section of this lesson and simply import 25:23.200 --> 25:28.760 it by clicking on this three dots import from file and so on. 25:29.760 --> 25:33.600 But I'm going to show you how to build the setup step by step from scratch. 25:34.760 --> 25:36.360 So now let's create a new workflow. 25:41.160 --> 25:47.160 Now we want this system to be activated when a new lead comes into our Airtable. 25:47.160 --> 25:48.160 So our CRM. 25:48.320 --> 25:53.200 So first we are going to add a table sugar node as a first step. 25:53.640 --> 25:56.800 So at first step search for a table. 26:00.760 --> 26:01.680 Press on that. 26:02.240 --> 26:05.560 So our workflow will be triggered on new Airtable event. 26:08.200 --> 26:09.550 Now what we want to do. 26:09.590 --> 26:17.030 We want to connect our table account and the tables we just created to our workflow. 26:17.150 --> 26:18.830 So we need to set up credentials. 26:19.190 --> 26:24.270 So simply click on this dropdown create new credential. 26:28.190 --> 26:34.790 And as you can see API key this type of connection API key was depreciated and can be used anymore. 26:35.390 --> 26:38.270 Please create a new credential of type access token instead. 26:38.630 --> 26:40.750 So we can't use this option anymore. 26:41.990 --> 26:43.430 We have two access token. 26:45.350 --> 26:49.630 And you have to make sure to enable the following scopes for our token. 26:50.430 --> 26:57.230 As you already know, N810 has a brilliant documentation, so you can open docs and follow the instruction 26:57.230 --> 26:57.910 from here. 27:01.030 --> 27:04.150 Step by step, just go through it. 27:09.630 --> 27:14.990 And you will find exactly the same information as I'm going to provide you in this part of this lesson. 27:15.350 --> 27:19.510 But I will show you everything visually so you can follow me. 27:21.310 --> 27:21.950 All right. 27:23.150 --> 27:26.270 So now let's go to our Airtable account. 27:31.430 --> 27:34.870 And I can't press on that. 27:40.150 --> 27:44.150 Scroll down, click on go to Developer Hub. 27:50.070 --> 27:51.230 Click on create token. 27:55.430 --> 27:56.510 Create new token. 27:59.030 --> 27:59.950 Name it somehow. 28:00.910 --> 28:02.270 Let's say human in the loop. 28:10.260 --> 28:11.620 Now we need to add scope. 28:13.420 --> 28:15.620 So let's go back to our workflow. 28:16.180 --> 28:22.900 As you can see we have to add data dot records read write and schema dot read. 28:27.940 --> 28:31.740 So add scope data records read. 28:33.780 --> 28:35.580 Data records right. 28:38.900 --> 28:44.660 So basically this node will be able to create, edit and delete records in our table. 28:51.220 --> 29:00.260 And the last one we want it to be able to see the structure of a base like table names or field types. 29:01.740 --> 29:02.100 Right. 29:02.580 --> 29:04.460 And also this token. 29:06.740 --> 29:09.140 Should access the following bases and workspaces. 29:11.540 --> 29:15.420 So you can only grant access to bases and workspaces that you have access to. 29:15.980 --> 29:17.580 So add all resources. 29:19.380 --> 29:26.740 So by doing this the connection we are setting up now will allow access to all the bases we have created 29:26.980 --> 29:28.580 and will create in the future. 29:28.860 --> 29:32.340 But you can restrict it to just one base. 29:32.340 --> 29:37.100 So basically the human in the loop base just created. 29:41.900 --> 29:46.060 So I'm going to leave it like that and click on Create token. 29:48.900 --> 29:50.020 Copy our token. 29:50.780 --> 29:51.500 Confirm. 29:52.660 --> 29:54.060 Go back to our workflow. 29:54.540 --> 29:58.100 Paste it right here and hit save. 30:00.420 --> 30:02.490 As you can see credentials successfully created. 30:04.490 --> 30:04.970 Great. 30:08.210 --> 30:12.810 Now we want this trigger note to watch our table. 30:13.130 --> 30:18.290 So the this table every minute. 30:20.690 --> 30:21.890 But it's completely up to you. 30:21.890 --> 30:25.690 You can change it to every hour, every day, every week, etc.. 30:27.650 --> 30:29.090 Now you want it to. 30:31.530 --> 30:34.170 Check the base by ID. 30:36.570 --> 30:38.170 So go back to your base. 30:42.290 --> 30:46.370 And after this slash this is your base ID. 30:47.050 --> 30:48.850 So up everything after up. 30:52.010 --> 30:52.450 All right. 30:52.450 --> 30:52.970 Great. 30:52.970 --> 30:55.930 So let's copy it before the second slash. 31:05.370 --> 31:06.690 And let's paste it right here. 31:10.370 --> 31:14.970 And you also want it to search by ID for a table. 31:16.970 --> 31:23.210 So the same table is the second piece of this URL. 31:24.810 --> 31:29.690 So table copy it and paste it right here. 31:36.290 --> 31:37.610 Now the trigger field. 31:37.970 --> 31:43.250 As you can see I created time or last modified time field that will be used to sort records. 31:43.250 --> 31:48.930 If you don't have a created time or last modified time field in your schema, please create one because 31:48.930 --> 31:52.170 without this field trigger will not work correctly. 31:52.890 --> 31:57.250 And when we go back to your Airtable. 31:57.250 --> 31:57.290 table. 32:01.210 --> 32:03.530 And now when I add a new field. 32:04.970 --> 32:08.730 So create created time. 32:13.690 --> 32:14.970 Name it created. 32:20.370 --> 32:21.570 Hit create field. 32:23.170 --> 32:28.010 As you can see, this field is automatically populated. 32:30.970 --> 32:31.810 Alright, great. 32:31.810 --> 32:34.290 Let's go back to our workflow. 32:39.330 --> 32:42.810 And type the same name so created. 32:45.730 --> 32:46.130 All right. 32:46.130 --> 32:46.690 Amazing. 32:46.690 --> 32:48.050 So that's it for this note. 32:48.050 --> 32:50.210 We have done all the configuration. 32:52.050 --> 32:53.050 Now let's move on. 32:54.170 --> 32:54.850 Excellent. 32:54.890 --> 32:57.120 Now we're gonna get some data into the flow. 32:57.760 --> 32:59.280 So make this workflow active. 33:01.960 --> 33:02.560 Confirm. 33:06.640 --> 33:08.360 Now let's go to our tables. 33:10.440 --> 33:12.240 Let's provide some dummy data. 33:14.480 --> 33:15.160 Damon. 33:21.200 --> 33:22.480 At gmail.com. 33:24.600 --> 33:25.680 Company name. 33:33.240 --> 33:34.200 Was agent. 33:49.880 --> 33:55.120 Let's sign this one for the project description, let's say. 33:58.160 --> 33:59.680 AI voice agent. 34:02.160 --> 34:02.800 Handle. 34:05.600 --> 34:06.160 Calls. 34:10.480 --> 34:11.320 Timeline. 34:12.000 --> 34:12.800 Agent. 34:14.080 --> 34:14.400 All right. 34:14.440 --> 34:14.920 Great. 34:16.880 --> 34:18.600 Now let's go back to our workflow. 34:22.600 --> 34:23.960 And click on Test Workflow. 34:28.520 --> 34:30.200 Let's open the node to see the output. 34:32.680 --> 34:37.160 And as you can see we got all the data we just inserted into the table. 34:41.280 --> 34:48.360 So the name the email the company name intent budget project description agent to handle inbound calls, 34:48.400 --> 34:49.840 timeline and created. 34:50.000 --> 34:55.230 Of course you can also switch to schema and to JSON format. 34:59.790 --> 35:00.150 All right. 35:00.150 --> 35:00.750 Amazing. 35:01.550 --> 35:02.270 Let's move on. 35:02.670 --> 35:09.390 Now in the next step we want to add our sales agent, which will be able to process all this data and 35:09.390 --> 35:10.670 push it to the next node. 35:12.110 --> 35:14.470 So let's add an agent. 35:21.750 --> 35:22.870 Let's define below. 35:22.870 --> 35:28.310 So use an expression to reference data in previous nodes or enter static text. 35:35.510 --> 35:42.630 And for the prompt we want to inform our agent that this is incoming lead. 35:43.790 --> 35:48.270 So let's say let's switch to an expression mode. 35:50.590 --> 35:51.590 Let's explain it. 35:53.790 --> 35:54.190 Coming. 35:54.190 --> 35:54.670 Lit. 35:57.750 --> 35:59.750 And you have to list all these fields. 36:00.830 --> 36:06.070 So the first one name and simply drag and drop. 36:08.870 --> 36:09.790 Then email. 36:21.790 --> 36:23.230 Next we have company name. 36:36.390 --> 36:37.230 Intent. 36:45.110 --> 36:45.870 Budget. 36:56.420 --> 36:57.180 Description. 37:08.260 --> 37:08.860 Timeline. 37:17.740 --> 37:18.980 And created fields. 37:27.820 --> 37:32.980 So thanks to that, our agent will be able to retrieve this data dynamically. 37:33.740 --> 37:34.940 So it is not hardcoded. 37:39.620 --> 37:44.100 Like right now we require specific output format. 37:46.700 --> 37:47.420 Right. 37:48.660 --> 37:50.620 And now we want to add the system prompt. 37:50.620 --> 37:53.460 So at option System message. 37:57.980 --> 38:02.300 Let's switch to expression and expand it. 38:04.060 --> 38:06.580 Now I'm going to paste the prompt I prepared. 38:06.900 --> 38:13.100 And again when you import the template into your canvas it will be already set up for you. 38:13.380 --> 38:15.500 But you can easily modify it if you want to. 38:15.820 --> 38:17.340 So the prompt is overview. 38:17.380 --> 38:21.980 You are an expert salesperson for an agency that delivers solutions. 38:22.020 --> 38:27.820 Your job is to respond to incoming leads by addressing their needs in a professional manner. 38:27.940 --> 38:33.340 You will receive information like the leads, project description and timeline, and your goal is to 38:33.340 --> 38:36.980 convince them that we are the best agency on the market. 38:38.140 --> 38:38.740 But the tools. 38:38.740 --> 38:40.060 We have a project database. 38:40.100 --> 38:43.940 So we are going to connect our second table. 38:45.170 --> 38:47.010 So the products table. 38:47.730 --> 38:51.650 So the agent will be able to reference to that. 38:52.130 --> 38:56.810 So the product database is to use this tool to search through previous projects. 38:56.810 --> 38:59.050 We have completed rules. 38:59.050 --> 39:04.650 You will receive information about a lead and you need to craft a concise and professional email. 39:05.170 --> 39:08.970 Your main objective is to convince the lead to book a second call. 39:09.570 --> 39:13.370 Make them believe that we can deliver the project and exceed expectations. 39:14.530 --> 39:20.050 Retrieve information about relevant past project to include as proof of capability. 39:20.410 --> 39:28.490 Mention the client outcome or results we help them achieve and here include a link to book a call using 39:28.490 --> 39:29.050 this link. 39:29.250 --> 39:34.250 So here you can paste the link to your calendar email signature. 39:34.290 --> 39:38.170 Sign off emails as Damien CEO at adaptive AI. 39:38.650 --> 39:45.050 And here we are providing the current date and time for our agents to make sure it will not make mistakes. 39:45.370 --> 39:54.090 Of course, you can modify and change this prompt to meet your needs for your specific use case. 39:55.370 --> 39:56.250 Alright, great. 39:56.730 --> 39:57.730 Now let's move on. 40:02.690 --> 40:04.730 So we've done the configuration of this node. 40:07.650 --> 40:08.770 So you can just carry on. 40:09.330 --> 40:11.290 Now as you can see you have some issues. 40:12.410 --> 40:16.170 So no node connected to required input model. 40:16.370 --> 40:19.850 So we need to provide brain for our agent. 40:20.330 --> 40:25.930 So in this workflow we are going to use code from our topic. 40:26.330 --> 40:28.490 But I'm going to show you how to do it later. 40:29.050 --> 40:30.530 For now let's add the tool. 40:32.130 --> 40:35.930 So we are going to add the second table we've created earlier. 40:36.810 --> 40:38.130 So the project table. 40:41.320 --> 40:42.720 So let's search for a table. 40:47.720 --> 40:48.520 Alright, great. 40:49.240 --> 40:54.560 Just make sure we are connected to the correct Airtable account. 40:57.440 --> 41:01.280 So in my case it was a table. 41:01.280 --> 41:02.040 Account two. 41:07.360 --> 41:10.720 Of course, you can rename the name of the connection. 41:13.440 --> 41:14.560 By setting it up. 41:15.600 --> 41:15.880 Alright. 41:15.880 --> 41:16.200 Great. 41:16.200 --> 41:20.000 So two description set automatically resource record. 41:20.040 --> 41:26.840 Because we want to retrieve a record operation, we want to search for specific records or list all. 41:29.640 --> 41:32.480 And we want to retrieve a base from a list. 41:32.760 --> 41:35.640 So we want to connect to the human in the loop base. 41:38.280 --> 41:39.080 As you can see. 41:42.320 --> 41:43.280 And table. 41:43.720 --> 41:52.480 We want to use projects, not least because we want to give our agent access to the previous project 41:52.480 --> 41:54.440 we've done in our business. 41:57.480 --> 41:58.560 We want to retain all. 42:01.040 --> 42:01.360 Right. 42:01.360 --> 42:02.000 Great. 42:02.040 --> 42:02.320 Yes. 42:02.320 --> 42:06.640 So leave the search criteria empty so all the records will be returned. 42:06.800 --> 42:10.000 We don't need to add any option and to add any sort rule. 42:10.720 --> 42:10.960 Okay. 42:11.000 --> 42:11.280 Great. 42:11.280 --> 42:12.360 Let's let's move on. 42:16.000 --> 42:17.240 And let's rename it. 42:19.960 --> 42:21.120 Project database. 42:25.760 --> 42:26.560 Confirm. 42:31.400 --> 42:31.920 Okay. 42:32.720 --> 42:37.590 Now we don't want to add a memory for our agent in this workflow. 42:38.870 --> 42:40.430 So now let's add chat model. 42:41.550 --> 42:45.710 So basically we need to set up our large language models. 42:45.790 --> 42:48.550 So we are going to use two different models in this workflow. 42:48.910 --> 42:51.350 First drag in an anthropic chat model. 42:51.470 --> 42:56.110 So this is going to power our main sales agent and revision agent. 42:56.550 --> 43:01.030 And I'm using cloud because it writes really human like emails. 43:01.270 --> 43:04.110 So we'll need to add your anthropic API credentials here. 43:04.910 --> 43:14.750 So let's drag the search for anthropic actually by clicking on this plus button to add the chat model. 43:16.230 --> 43:17.350 Anthropic chat model. 43:18.870 --> 43:19.550 Okay great. 43:19.870 --> 43:26.230 Now if you don't have an account connected to an A-10, I'm going to quickly show you how to do it. 43:26.710 --> 43:32.190 But you can also find a dedicated tutorial in the How to Set up credentials section, where I provide 43:32.190 --> 43:33.230 more information. 43:34.550 --> 43:37.470 First thing first you need to create an account. 43:38.910 --> 43:42.430 So head over to console.com. 43:43.070 --> 43:44.390 Provide an email address. 44:02.430 --> 44:07.790 Go to your email inbox to get the verification code. 44:10.070 --> 44:11.670 Sign in to entropy console. 44:18.590 --> 44:19.590 Just wait a moment. 44:22.030 --> 44:22.950 Provide your name. 44:30.510 --> 44:31.270 Continue. 44:37.060 --> 44:37.980 What type of account? 44:38.020 --> 44:38.860 Sounds right. 44:39.220 --> 44:39.980 Individual? 44:40.260 --> 44:41.300 Not from a company. 44:47.100 --> 44:49.780 Now this is really important to use API key. 44:50.140 --> 44:56.460 So to make API calls to any of the Anthropic's models you need to add some credits. 44:56.900 --> 45:01.940 So you need to buy credits before you can create the API key. 45:02.820 --> 45:08.900 And because I already have multiple accounts, I'm going to login to my different account just to show 45:08.900 --> 45:11.340 you how to create an API key. 45:11.700 --> 45:12.060 All right. 45:12.060 --> 45:21.260 So once you top up your account click on get API key and you can press on this API keys icon. 45:23.220 --> 45:27.420 And here you can see all the billing details limits API keys etc.. 45:29.700 --> 45:31.340 So I'm going to create a key. 45:33.660 --> 45:35.060 In the default workspace. 45:36.820 --> 45:37.940 The human in the loop. 45:42.900 --> 45:49.140 To know how much it will charge me for API calls for this specific workflow. 45:49.820 --> 45:52.500 So add copy key. 45:53.340 --> 45:54.940 Go back to the workflow. 45:59.100 --> 46:05.660 Click on the dropdown Create new credential and add API key. 46:07.420 --> 46:11.420 Press Save and Credential successfully created. 46:12.580 --> 46:14.700 And now you have access to all the models. 46:15.260 --> 46:20.180 So cloud 3.7, sonnet cloud sonnet four and so on. 46:22.740 --> 46:23.100 All right. 46:23.100 --> 46:23.780 Amazing. 46:26.740 --> 46:29.170 Now let's move it a bit right here. 46:32.010 --> 46:32.810 And hit save. 46:33.970 --> 46:37.170 Now we are gonna set email node. 46:37.570 --> 46:43.450 And this is a crucial node that many people miss because we need a set node to store the current version 46:43.450 --> 46:46.290 of the email as we go through revisions. 46:47.610 --> 46:51.050 So let's search for set node and configure it. 46:54.770 --> 46:55.810 So set node. 47:04.850 --> 47:08.930 Now let's name this email. 47:11.130 --> 47:14.130 As the value let's put output here. 47:17.010 --> 47:22.610 Now as you can see here the agent gave us a great email response. 47:23.610 --> 47:29.050 But everything is packed inside a single output object as a plain text. 47:29.730 --> 47:38.970 So we don't have separate fields like subject and email, which makes it harder to map or reuse this 47:38.970 --> 47:42.610 content in other steps, like sending an email automatically. 47:43.050 --> 47:48.810 And that's because we haven't added the structured output parser node. 47:50.370 --> 47:51.450 As you can see here. 47:53.850 --> 48:03.010 So that's the tool that tells the AI model hey, returned your output in clean structured JSON format 48:03.370 --> 48:04.930 so we can easily work with. 48:05.210 --> 48:06.890 So before we go any further. 48:09.010 --> 48:12.690 We need to add this node to fix that. 48:12.690 --> 48:20.610 By adding this structured output parser and updating our system prompt to return a proper to return 48:20.610 --> 48:22.050 a proper JSON object. 48:25.970 --> 48:26.650 All right. 48:27.330 --> 48:28.890 So let's close this node for now. 48:31.130 --> 48:36.410 And here we need to add output parser. 48:38.970 --> 48:41.330 So select this one structured output parser. 48:41.330 --> 48:43.770 Return data in a defined JSON format. 48:47.610 --> 48:50.250 Defined below schema manually. 48:53.610 --> 48:55.690 And I'm going to paste this code snippet. 49:01.770 --> 49:03.490 As you can see subject and email. 49:09.650 --> 49:11.810 So it will be formatted as you want. 49:13.610 --> 49:14.530 All right great. 49:17.250 --> 49:20.930 Now let's hit save and test the workflow again. 49:38.920 --> 49:40.320 Now let's open Edit Field. 49:41.840 --> 49:48.600 And as you can see now we have two separate fields inside this output object we have a subject and email. 49:49.520 --> 49:56.600 So here let's remove this and let's drag and drop the email field. 49:59.040 --> 49:59.400 Alright. 49:59.400 --> 50:00.000 Brilliant. 50:01.520 --> 50:02.760 That's it for this note. 50:04.200 --> 50:05.080 Hit save again. 50:05.800 --> 50:11.760 Now when our draft is ready because our SAS agent was able to prepare it for us. 50:12.280 --> 50:14.560 We need to get human feedback on the email. 50:14.760 --> 50:18.680 So we are going to use Gmail's send and wait functionality for this. 50:19.720 --> 50:22.800 So let's search for a Gmail node. 50:28.400 --> 50:30.680 I want to send a message and wait for a response. 50:33.680 --> 50:35.280 Now connect your Gmail account. 50:37.400 --> 50:40.240 As resource we have a message operation. 50:40.280 --> 50:41.680 Send and wait for response. 50:44.520 --> 50:45.920 Here you have to specify. 50:46.400 --> 50:50.960 Here you have to specify which email you want this draft be sent to. 50:52.760 --> 50:54.040 So enlightened demos. 50:57.000 --> 50:57.680 Dot com. 51:01.520 --> 51:04.480 Now for subject let's say. 51:07.680 --> 51:08.680 Make it capital. 51:11.320 --> 51:12.200 Required. 51:17.160 --> 51:17.560 Uh. 51:23.070 --> 51:28.270 And let's expand it in our name. 51:28.470 --> 51:32.350 Let's grab our new nickname and paste it right here. 51:34.430 --> 51:36.510 Make sure to switch over to Expression mode. 51:38.710 --> 51:39.990 And now for the message. 51:40.590 --> 51:42.390 And now for the actual message. 51:44.110 --> 51:45.390 Let's grab the name again. 51:45.390 --> 51:46.550 So the name of the lead. 51:48.310 --> 51:49.990 Make sure to switch to expression. 51:53.870 --> 51:55.750 From a company. 51:56.550 --> 52:00.190 So drag and drop this company name field to make it dynamic. 52:03.710 --> 52:04.630 It's looking. 52:07.190 --> 52:07.590 For. 52:09.870 --> 52:11.630 And let's grab an intent. 52:14.310 --> 52:16.110 We can expand it to make it easier. 52:21.910 --> 52:25.830 Um dot the budget. 52:28.670 --> 52:29.310 Is. 52:29.350 --> 52:33.670 And let's get a budget right here. 52:40.230 --> 52:41.630 With a specific timeline. 52:45.670 --> 52:46.910 And timeline here. 52:53.190 --> 52:54.950 Now please approve. 52:59.270 --> 53:00.310 Or decline. 53:05.270 --> 53:07.910 The sending of this, uh, message. 53:12.630 --> 53:16.700 Generated By Carl. 53:20.420 --> 53:20.900 Auer. 53:20.940 --> 53:27.820 SS agent and the subject field we can grab from the a agent node. 53:30.300 --> 53:31.340 Okay, great. 53:35.940 --> 53:36.820 And the email. 53:39.460 --> 53:40.860 From the edit fields node. 53:43.780 --> 53:44.700 Okay, perfect. 53:46.060 --> 53:47.060 Now let's close it. 53:49.500 --> 53:54.380 And for the response type we want to change it to free text. 53:54.380 --> 53:56.660 So user can submit a response via form. 53:57.700 --> 54:00.340 But you can also choose approval. 54:00.340 --> 54:05.300 So user can approve or disapprove from within the message or custom form. 54:05.300 --> 54:07.940 So user can submit a response via a custom form. 54:09.340 --> 54:09.460 Okay. 54:09.460 --> 54:10.780 So I'm going to stick with it. 54:13.660 --> 54:14.500 And hit save. 54:14.900 --> 54:22.460 Just to clarify, this is really important step because, uh, setting the response type to free text 54:23.780 --> 54:29.500 allows you to give detailed feedback, not just approve and decline. 54:31.140 --> 54:31.460 All right. 54:31.460 --> 54:31.940 Great. 54:31.940 --> 54:38.140 So now let's just rename this node to get feedback. 54:42.900 --> 54:43.740 Confirm. 54:46.340 --> 54:47.860 Uh resetting email. 54:47.860 --> 54:49.300 So set email. 54:53.700 --> 54:54.060 Okay. 54:54.060 --> 54:54.700 Great. 54:56.860 --> 55:02.620 Now we need to determine whether the human approved the email or wants revisions. 55:03.180 --> 55:05.700 So we'll use AI to classify the feedback. 55:06.820 --> 55:11.100 So now drag in a text classifier node. 55:12.170 --> 55:15.410 So let's search for text classifier. 55:23.970 --> 55:24.290 Yes. 55:24.290 --> 55:32.970 So basically at this stage we are classifying the feedback I'm going to show you this example. 55:36.250 --> 55:40.890 So the human the human can either approve the result or decline it. 55:41.490 --> 55:45.050 So we need to create two categories of feedback. 55:45.730 --> 55:46.690 So two branches. 55:50.890 --> 55:55.250 So we are going to classify the text from the feedback. 55:56.410 --> 55:57.370 So the data. 55:57.410 --> 56:07.970 So we need to drag and drop this field this object and add dot text because we want to change it to 56:09.050 --> 56:09.890 this form. 56:10.530 --> 56:17.890 So adding the text because we want to extract just the feedback text from the data object for classification. 56:18.330 --> 56:23.330 We don't need the content from the entire object, just the text. 56:27.850 --> 56:29.410 Now we need just two categories. 56:32.130 --> 56:33.570 So approved or declined. 56:40.170 --> 56:42.490 And I'm going to paste the description I prepared. 56:45.370 --> 56:48.730 So in that case you don't need to switch to the expression mode. 56:48.730 --> 56:52.090 Because we don't we are not going to include any. 56:52.450 --> 56:53.970 So any dynamic variables. 56:55.290 --> 56:56.850 I'm going to place it right here. 56:59.090 --> 57:00.490 Just expand it to show you. 57:02.970 --> 57:09.960 So the email has been reviewed and accepted as it is the human explicitly or implicitly expresses approval, 57:09.960 --> 57:12.080 indicating that no changes are needed. 57:13.600 --> 57:16.600 And here we can just do the formatting. 57:16.600 --> 57:20.240 So example phrases include looks good. 57:23.000 --> 57:24.680 Go ahead and send it. 57:28.400 --> 57:29.400 This works for me. 57:30.880 --> 57:31.600 Approved. 57:34.360 --> 57:35.440 No changes needed. 57:35.800 --> 57:38.000 So of course you can add more phrases. 57:43.040 --> 57:47.640 I create and the second case is the client. 57:55.200 --> 57:56.560 I need to provide description. 57:57.560 --> 58:00.360 So describe your category if it's not obvious. 58:01.040 --> 58:02.400 Now let's type it from scratch. 58:02.600 --> 58:03.920 I'm going to expand it. 58:05.560 --> 58:06.880 Okay, so the email. 58:10.080 --> 58:11.480 Has been reviewed. 58:22.160 --> 58:23.080 But the human. 58:27.800 --> 58:30.800 Requests modifications before. 58:33.080 --> 58:33.640 And. 58:38.520 --> 58:40.440 Before it is sent. 58:47.480 --> 58:48.400 Like tweaks. 58:52.200 --> 58:53.040 Removing. 58:56.320 --> 58:57.120 Some parts. 59:01.080 --> 59:01.840 Wording. 59:04.950 --> 59:05.630 Etc.. 59:08.470 --> 59:10.470 This could include suggested edits. 59:29.190 --> 59:30.350 On major revisions. 59:38.870 --> 59:40.430 Sample phrases include. 59:50.030 --> 59:52.630 For example, can we tweak this part? 01:00:08.470 --> 01:00:09.590 Please make it shorter. 01:00:31.270 --> 01:00:32.390 I would like to. 01:00:36.990 --> 01:00:37.830 Be rewarded. 01:00:40.110 --> 01:00:40.830 For this. 01:00:49.230 --> 01:00:49.630 Mm. 01:00:52.110 --> 01:00:53.190 Let's revise it. 01:01:05.380 --> 01:01:06.460 Don't mention. 01:01:09.020 --> 01:01:09.580 That. 01:01:10.660 --> 01:01:11.380 And so on. 01:01:14.300 --> 01:01:22.020 Basically what we've done, we provided the clear instruction for the large language model, how to 01:01:22.060 --> 01:01:23.660 classify the feedback. 01:01:28.820 --> 01:01:31.220 So now you should have two branches. 01:01:34.620 --> 01:01:36.540 As you can see approved and declined. 01:01:38.060 --> 01:01:38.420 Yes. 01:01:38.420 --> 01:01:44.980 So this classifier node we wrote the workflow to either send the email or revise it. 01:01:45.540 --> 01:01:50.500 So now we need to connect this node to the LM model. 01:01:51.460 --> 01:01:59.140 So this is essential because without it the text classifier has no AI model to actually process and 01:01:59.140 --> 01:02:01.780 categorize the human feedback into. 01:02:02.060 --> 01:02:03.300 Approved or declined. 01:02:04.860 --> 01:02:08.820 So in that case we are going to use Google Gemini chat model. 01:02:08.940 --> 01:02:13.740 So again I'm going to show you how to set up the connection step by step now. 01:02:15.060 --> 01:02:20.300 But you can always refer to the dedicated tutorial in the how to set up credentials section. 01:02:20.740 --> 01:02:27.180 If any time you need to refresh the credentials or set up the connection for different scenarios. 01:02:28.500 --> 01:02:30.660 So simply click on Add Model button. 01:02:31.820 --> 01:02:33.340 Choose Google Gemini chat model. 01:02:37.940 --> 01:02:40.180 Click on the drop down creating credential. 01:02:41.060 --> 01:02:43.300 And as always you need to provide API key. 01:02:45.820 --> 01:02:51.900 Now before you can generate an API key for Gemini, you will need to have a Google Cloud project. 01:02:52.220 --> 01:02:53.980 Let me show you how to create one. 01:02:54.340 --> 01:03:00.660 First, go to console.cloud.google.com and login with your Google account. 01:03:00.700 --> 01:03:03.860 I will leave all the links in the resources section. 01:03:03.860 --> 01:03:09.660 Once you login in the top left corner, click the project drop down and you will see an option that 01:03:09.660 --> 01:03:10.900 says New Project. 01:03:13.860 --> 01:03:14.900 So click right here. 01:03:18.340 --> 01:03:19.140 Give it a name. 01:03:26.420 --> 01:03:28.260 You can assign an organization. 01:03:29.260 --> 01:03:30.060 Hit create. 01:03:37.660 --> 01:03:38.780 Then select project. 01:03:40.180 --> 01:03:40.540 Alright. 01:03:40.540 --> 01:03:40.980 Great. 01:03:42.780 --> 01:03:45.300 Now here you can see the project number and project ID. 01:03:45.500 --> 01:03:47.860 Now let's generate the API keys for Gemini. 01:03:48.060 --> 01:03:50.420 Now you can go to Google AI studio. 01:03:51.020 --> 01:03:54.570 Again I will provide the link to the web page in the resources section. 01:03:58.170 --> 01:04:00.890 And just login here you can get API key. 01:04:01.490 --> 01:04:02.410 So click on it. 01:04:04.930 --> 01:04:06.890 Click on this button create API key. 01:04:08.450 --> 01:04:11.370 And here you can search your Google Cloud projects. 01:04:13.090 --> 01:04:16.770 As you can see, the project I created just pop up. 01:04:17.410 --> 01:04:18.370 So click on it. 01:04:21.530 --> 01:04:23.610 And create API key in existing project. 01:04:24.010 --> 01:04:24.610 Confirm. 01:04:29.490 --> 01:04:31.250 Now let's copy our API keys. 01:04:33.770 --> 01:04:35.050 Let's go back to anything. 01:04:36.450 --> 01:04:40.410 Now paste the API key here and click save. 01:04:42.050 --> 01:04:42.770 Okay great. 01:04:43.010 --> 01:04:44.410 This successfully created. 01:04:46.090 --> 01:04:48.330 Now we have access to all Google's models. 01:04:53.410 --> 01:04:57.530 There is plenty of models, as you can see, with a flash model. 01:05:03.090 --> 01:05:03.530 All right. 01:05:03.530 --> 01:05:03.970 Awesome. 01:05:06.490 --> 01:05:08.850 So now we have a brain for our text classifier. 01:05:10.290 --> 01:05:11.010 It's safe. 01:05:11.610 --> 01:05:12.370 Perfect. 01:05:12.530 --> 01:05:13.530 We are nearly there. 01:05:13.570 --> 01:05:16.010 So just to let two notes left. 01:05:16.410 --> 01:05:17.210 So bear with me. 01:05:18.450 --> 01:05:23.650 So for emails that need revision, we need, um, another agent. 01:05:23.650 --> 01:05:30.010 So this agent will be specifically designed to take feedback and improve the original image draft. 01:05:31.250 --> 01:05:35.490 So we want to add the revision agent to the declined branch. 01:05:40.210 --> 01:05:41.530 So search for agent. 01:05:47.850 --> 01:05:48.970 The one defined below. 01:05:48.970 --> 01:05:52.960 So use an expression to reference data in previous nodes or enters a text. 01:05:56.200 --> 01:05:57.480 Now let's test the step. 01:06:00.080 --> 01:06:02.080 Okay so the workflow has issues. 01:06:02.080 --> 01:06:04.120 So we have to define prompt. 01:06:04.160 --> 01:06:04.400 Yes. 01:06:04.400 --> 01:06:07.520 So first we need to get some data as an input to this node. 01:06:08.600 --> 01:06:10.120 So let's close it. 01:06:13.880 --> 01:06:17.240 Now let's check if you have some data in a table. 01:06:17.280 --> 01:06:18.000 Trigger node. 01:06:19.000 --> 01:06:19.240 Yeah. 01:06:19.240 --> 01:06:20.040 Let's pin it. 01:06:23.040 --> 01:06:23.800 All right. 01:06:25.800 --> 01:06:27.040 Now let's test the workflow. 01:06:31.400 --> 01:06:31.920 Okay. 01:06:31.960 --> 01:06:34.880 So first let's delete this node. 01:06:38.160 --> 01:06:38.880 All right. 01:06:40.480 --> 01:06:41.680 Let's test again. 01:06:48.960 --> 01:06:52.840 Because we need to get some data into the decline branch. 01:06:54.960 --> 01:06:56.800 So we need to provide the feedback. 01:06:57.920 --> 01:06:59.160 So let's open my Gmail. 01:07:00.880 --> 01:07:04.400 So I'm going to check my Gmail inbox. 01:07:05.520 --> 01:07:06.280 All right. 01:07:07.880 --> 01:07:08.880 Respond. 01:07:11.960 --> 01:07:12.760 Let's say. 01:07:16.680 --> 01:07:21.400 Eight more size submit. 01:07:25.200 --> 01:07:25.760 All right. 01:07:25.760 --> 01:07:26.760 So we have some error. 01:07:27.800 --> 01:07:33.760 Oh yeah I forgot to specify the large language model inside the node. 01:07:34.880 --> 01:07:37.680 So this model is not supported for this um. 01:07:40.080 --> 01:07:41.080 API version. 01:07:42.960 --> 01:07:44.400 So let's change it to. 01:07:48.230 --> 01:07:49.790 Gemini 2.0. 01:07:49.790 --> 01:07:52.150 Flash X Dash. 01:07:52.190 --> 01:07:52.950 Experimental. 01:07:58.750 --> 01:07:59.710 Test workflow again. 01:08:09.070 --> 01:08:13.030 So now our AI agent is preparing the image draft. 01:08:20.470 --> 01:08:21.390 Respond. 01:08:24.670 --> 01:08:25.430 The same feedback. 01:08:25.430 --> 01:08:28.590 I'm going to give it the same feedback, so please make it more concise. 01:08:31.830 --> 01:08:33.590 Nice submit. 01:08:38.430 --> 01:08:38.710 Okay. 01:08:38.750 --> 01:08:40.630 As you can see workflow executed successfully. 01:08:40.990 --> 01:08:45.550 And now we have data the Declined branch. 01:08:47.790 --> 01:08:51.230 So now when we add our revision agents. 01:08:51.230 --> 01:08:52.950 So search for agents. 01:08:56.070 --> 01:08:57.550 We have data in the flow. 01:08:58.550 --> 01:09:04.710 So we can carry on with the configuration to define below prompt. 01:09:05.430 --> 01:09:08.510 So as an input data for our revision agent. 01:09:08.510 --> 01:09:11.910 So let's rename it to revision agent. 01:09:15.710 --> 01:09:20.190 We want to include in the prompt the email the actual email. 01:09:22.030 --> 01:09:27.990 So from the from the email node let's drag and drop email. 01:09:28.910 --> 01:09:31.510 But let's switch to an expression mode. 01:09:40.430 --> 01:09:42.070 And drag and drop actual email. 01:09:43.260 --> 01:09:46.900 We also want to provide the feedback. 01:09:49.540 --> 01:09:50.900 From the get feedback node. 01:09:53.460 --> 01:09:55.380 We want to make it clear for our agent. 01:09:56.700 --> 01:09:57.340 What is the email? 01:09:57.340 --> 01:09:58.300 What is the feedback? 01:10:00.380 --> 01:10:03.540 Is the text right? 01:10:03.580 --> 01:10:04.100 Awesome. 01:10:05.660 --> 01:10:07.780 Now we require a specific output format. 01:10:10.140 --> 01:10:12.020 And we want to add the system message. 01:10:18.660 --> 01:10:20.380 Let's switch to expression mode. 01:10:20.860 --> 01:10:21.820 Expand it. 01:10:22.740 --> 01:10:23.660 Okay great. 01:10:25.300 --> 01:10:29.460 Now let's write a prompt overview. 01:10:33.020 --> 01:10:33.860 And maybe a role. 01:10:35.780 --> 01:10:36.180 Yep. 01:10:38.700 --> 01:10:40.700 You are an Expert. 01:10:43.900 --> 01:10:44.620 Narrator. 01:10:49.500 --> 01:10:50.580 Your job is. 01:10:53.780 --> 01:10:56.780 To tag an incoming email. 01:10:59.820 --> 01:11:00.860 And revise it. 01:11:04.060 --> 01:11:07.020 Based on the feedback to human. 01:11:08.020 --> 01:11:11.940 Based on the feedback the humans submitted. 01:11:23.740 --> 01:11:24.540 The rules. 01:11:27.980 --> 01:11:28.380 Sign. 01:11:28.380 --> 01:11:29.060 Sign off. 01:11:32.620 --> 01:11:33.540 Image as they. 01:11:37.300 --> 01:11:38.380 Identify. 01:11:40.010 --> 01:11:40.370 I. 01:11:42.890 --> 01:11:47.410 Also want to provide the current date and time. 01:11:48.290 --> 01:11:49.370 So here is the. 01:11:51.890 --> 01:11:53.610 Current date. 01:11:55.530 --> 01:11:56.010 Time. 01:11:57.850 --> 01:11:59.170 Double braces. 01:12:01.010 --> 01:12:01.930 Dollar sign. 01:12:03.290 --> 01:12:03.730 Now. 01:12:04.810 --> 01:12:05.410 Perfect. 01:12:08.410 --> 01:12:09.810 And that's it for this note. 01:12:10.570 --> 01:12:12.010 Our revision agent is ready. 01:12:14.770 --> 01:12:17.570 Now, I forgot to rename the first agent. 01:12:19.410 --> 01:12:21.050 Let's call it sales agent. 01:12:26.490 --> 01:12:26.930 All right. 01:12:26.930 --> 01:12:27.410 Awesome. 01:12:33.250 --> 01:12:36.130 Now, we don't need any tools for this for this agent. 01:12:37.050 --> 01:12:46.490 So we don't need to give it access to any tool, but we need to give it a brain to connect the large 01:12:46.490 --> 01:12:47.290 language model. 01:12:48.170 --> 01:12:50.930 So we are going to use the same model. 01:12:53.170 --> 01:12:55.450 To connect it to the anthropic chat model. 01:12:56.810 --> 01:13:05.690 And also we want to use the same output parser the same format like that. 01:13:07.490 --> 01:13:07.890 All right. 01:13:07.930 --> 01:13:08.610 Perfect. 01:13:09.250 --> 01:13:15.770 And now the last final step we want to send the approved email to our lead. 01:13:16.170 --> 01:13:18.930 So let's add the email node to our approved branch. 01:13:20.770 --> 01:13:24.530 So search for Gmail node as an action. 01:13:24.530 --> 01:13:26.170 We want to send a message. 01:13:28.570 --> 01:13:36.400 Make sure you are connected to the Gmail account the resource we have a message operation sent. 01:13:36.560 --> 01:13:39.880 We want to send the email to the customer. 01:13:41.600 --> 01:13:42.000 So. 01:13:45.680 --> 01:13:46.720 From the Airtable. 01:13:51.480 --> 01:13:52.920 Drag and drop email field. 01:13:56.720 --> 01:13:57.320 Perfect. 01:13:58.480 --> 01:14:03.280 As a subject, we need to open the sales agent node. 01:14:06.120 --> 01:14:08.520 And get that. 01:14:10.800 --> 01:14:12.440 Awesome email type. 01:14:12.440 --> 01:14:15.240 We want to switch to text. 01:14:15.960 --> 01:14:17.000 And as a message. 01:14:19.600 --> 01:14:20.880 This is our actual email. 01:14:21.480 --> 01:14:22.640 So from that email. 01:14:24.920 --> 01:14:26.240 Drag and drop this field. 01:14:28.000 --> 01:14:28.720 Perfect. 01:14:29.560 --> 01:14:33.080 And the last step we want to add that option. 01:14:35.800 --> 01:14:38.080 And switch off the attribution. 01:14:41.160 --> 01:14:41.480 All right. 01:14:41.480 --> 01:14:42.120 Perfect. 01:14:43.720 --> 01:14:44.720 I think we've done. 01:14:46.560 --> 01:14:50.880 Let's rename the workflow to human in the loop. 01:14:53.640 --> 01:14:54.440 It's safe. 01:14:55.720 --> 01:14:56.840 Unpin data. 01:15:00.800 --> 01:15:02.680 Make sure your workflow is active. 01:15:06.560 --> 01:15:07.440 Save it again. 01:15:09.320 --> 01:15:16.280 Actually, we need to connect the output from the revision agent node to the set email node. 01:15:16.440 --> 01:15:25.920 So this creates the loop where revisions go back through the set email node and get feedback nodes until 01:15:25.920 --> 01:15:26.520 approved. 01:15:29.440 --> 01:15:30.520 So let's do it like that. 01:15:34.150 --> 01:15:34.750 Perfect. 01:15:34.790 --> 01:15:35.430 It's safe. 01:15:36.790 --> 01:15:42.830 And now the setup is production ready, so you can use it for and tweak for many use cases. 01:15:43.990 --> 01:15:51.150 Now, when our workflow is active, we need a way to capture leads that will trigger our workflow. 01:15:51.510 --> 01:15:54.390 So let's set up an Airtable form. 01:15:55.110 --> 01:15:56.910 So go to Airtable Base. 01:16:01.070 --> 01:16:02.030 Click on forms. 01:16:06.630 --> 01:16:08.110 Then click on Create Form. 01:16:14.230 --> 01:16:16.390 Add a new form table. 01:16:16.390 --> 01:16:17.910 We want to use leads table. 01:16:18.750 --> 01:16:19.550 Give it a name. 01:16:25.710 --> 01:16:26.470 Create form. 01:16:34.670 --> 01:16:36.150 And here click Publish Form. 01:16:36.790 --> 01:16:38.750 So make it live. 01:16:39.270 --> 01:16:41.710 And now you can share the form anywhere. 01:16:42.150 --> 01:16:46.230 You can add the embed code to your landing pages. 01:16:46.550 --> 01:16:49.550 You can share via email social media LinkedIn. 01:16:51.910 --> 01:16:57.550 So once someone submits this form it adds their info to Airtable base. 01:16:59.950 --> 01:17:01.310 So to the list table. 01:17:05.190 --> 01:17:07.750 It triggers your editing workflow automatically. 01:17:08.550 --> 01:17:13.910 And our ice agent crafts the personalized emails using the requirements. 01:17:14.750 --> 01:17:16.710 Also checks the project database. 01:17:21.070 --> 01:17:29.660 So the second table projects to find similar projects to make any more convincing. 01:17:31.980 --> 01:17:34.100 And then you get the draft for approval. 01:17:42.620 --> 01:17:46.620 And when you approve it, you get sent to your prospect. 01:17:48.380 --> 01:17:54.260 Otherwise, it will loop through for a revision until you approve it. 01:17:55.340 --> 01:18:02.700 So now you are capturing leads 24 over seven, with your sales team handling the personalized follow 01:18:02.740 --> 01:18:03.060 up. 01:18:03.260 --> 01:18:06.620 So just share your form link and let your sales teams work. 01:18:06.740 --> 01:18:08.340 Alright, that's it for this tutorial. 01:18:08.420 --> 01:18:09.700 I hope it was helpful. 01:18:10.020 --> 01:18:14.740 This is production ready solution so you can use it for your business or sell it to your clients. 01:18:14.780 --> 01:18:15.860 Congratulations! 01:18:16.340 --> 01:18:23.180 You now have a complete human in the loop AI sales system that's going to transform how you handle leads. 01:18:23.220 --> 01:18:26.020 Thank you for building this with me and see you in the next tutorial.