AI Agent Hands-on exercise using Zapier Agents

Follow the instructions below to create an automated workflow using Zapier.

We will create a simple automated workflow to send email reminders for overdue invoices.

Before we get started, the first step is to go to the following Google Sheet

https://docs.google.com/spreadsheets/d/138dJCXjqCtID459a71Kr8gpbmJfYI9RVZO0QCUKI1l4/edit?usp=sharing

You should see the sample as below

Click on File> Make a copy

This will create a copy in your own Google Drive. Now you are ready to make changes to this file.

Now, change the Customer Email to your own email.

Now you ready to start the automation.

Navigate to the Zapier Agent page

Click + New Agent click the top left corner

Create a custom agent

Copy the following prompt into the "What would you like this agent to do?" section.

Note: Change the email address in the prompt to your email for testing purposes.

1Prompt for requirements:
2You are an accounts receivable assistant for the YG Cookie Company. Every morning at 8AM, check the "Invoices" spreadsheet in Google Sheets.
3
4Look for any rows where:
5The "Status" column is "Unpaid"
6The "Due Date" is before today's date
7
8For each overdue invoice, send a polite payment reminder email to the customer using the email address in the "Customer Email" column. Include: 
9The customer's first name
10The invoice number
11The amount owed
12The original due date
13A payment link from the "Payment Link" column
14
15Use a friendly and professional tone. After sending each email, update the "Reminder Sent" column in the spreadsheet with today's date. If no invoices are overdue, do nothing. Send all reminder emails from the YG Cookie Company account: replace_this_with_your_email@gmail.com

Click "Start building"

Your Agent has been created. Now, it needs to be completed. You should be able to see your screen similar to the one below:

Click Fix Setup Error

Enter the following information as shown in the image

Google Sheet Account: select from your Google account

Spreadsheet: Let your agent select a value for this field

Worksheet: Let your agent select a value for this field

Row: Let your agent select a value for this field

Drive: Let your agent select a value for this field

Review/Set Trigger,

Schedule by Zaper: Every day

and Set the Time of Day to 8 AM

Confirm tools used by Agent.

Ensure Gmail and Google Sheets are selected.

If Gmail and Google Sheet is not selected, you can manually add them using "Add tools"

Review and then click on Preview

Click on Test Agent

Review the preview.

Click the Approve button.

Check your email. You should have received an email, eg.

The Agent is now ready to send an Email. View the content and click Approve if there are no issues.

Once approved, the Email address will receive an Email sent by the Agent.

Review All Activity

You will be able to see a list of all the attempted activities by your agent, including the completed and failed activities.

Turn on your agent.

Toggle your agent on, so that it will be triggered automatically at 8 am the next day. You can fine-tune the schedule so that you do not need to wait till the next day.