Overview
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Learn to build AI agents that actively perform tasks in your workflows using Zapier's automation platform in this 12-minute tutorial. Discover the fundamental difference between passive AI chatbots and proactive AI agents that can execute real actions like checking spreadsheets, sending emails, and updating records automatically. Follow a step-by-step walkthrough to create an agent from scratch that monitors overdue invoices in Google Sheets and automatically sends reminder emails through Gmail. Master the process of setting up triggers and schedules, adding tools to expand your agent's capabilities, testing with real data, and deploying agents to run automatically. Explore agent management features including activity history tracking and understand the differences between free and paid Zapier plans. Gain practical skills to build custom AI assistants that streamline repetitive tasks and save time across various business workflows and personal productivity scenarios.
Syllabus
00:00 - Intro: AI that works for you
00:25 - Chatbots vs. AI agents explained
01:18 - Get started with Zapier Agents
04:43 - Set triggers and schedules
05:18 - Add tools to give your agent capabilities
08:19 - Test the agent with real data
10:06 - Turn your agent on to run automatically
10:29 - Manage agents and checking activity history
11:19 - Free vs. paid Zapier plans explained
12:03 - Wrap-up and next steps
Taught by
Kevin Stratvert