How to Build & Sell AI Automations: Ultimate Beginner’s Guide
By Liam Ottley
Summary
## Key takeaways - **AI Automation Skills are Crucial for Future Success**: AI automation is presented as a critical skill for navigating the AI revolution, with projections indicating significant job market shifts. Individuals with AI literacy can achieve 5-10x the output of those without, making this skill highly valuable. [00:04], [03:36] - **AI Automation: More Than Just Moving Data**: Unlike older automation that focused on simple data tasks, AI automation leverages advanced AI models to handle complex tasks requiring thinking, creativity, and decision-making, akin to building digital workers. [06:34], [08:09] - **The Anatomy of an AI Automation**: An AI automation is built using key components: a trigger to start, filters to refine data, actions to perform tasks, an intelligence layer for AI processing, formatters for data adjustment, and an output for the final result. [12:38], [14:35] - **Build a Lead Qualification & Proposal System**: A practical example demonstrates building an AI-powered system to qualify leads, conduct voice agent calls for more information, and generate personalized proposals, showcasing the automation of crucial business processes. [20:43], [22:49] - **Troubleshooting is Part of the Process**: Encountering issues and troubleshooting are normal in AI automation development. Leveraging AI tools, community forums, and documentation are key strategies for overcoming technical challenges and continuous learning. [31:37], [37:57] - **Monetize AI Skills Through Service**: The primary opportunity in AI automation lies in helping businesses implement and understand the technology, offering services in education, consulting, or direct implementation to tap into a largely underserved market. [37:38], [41:41]
Topics Covered
- AI automation is the most valuable skill of the decade.
- AI won't replace you, its users will.
- AI automation: from niche trick to internet-level revolution.
- Understand AI automation's building blocks: trigger, filter, action, intelligence.
- Automate lead qualification, calls, and proposals for business growth.
Full Transcript
In a world being transformed by AI, one
skill stands above all others. AI
automation. Master this and you won't
just survive the AI revolution, you'll
thrive in it. I'm living proof of this.
Just 2 years ago, I taught myself how to
build no code AI automations without any
prior experience. And since then, I've
built multiple AI businesses, generated
millions of dollars in revenue, and
grown this channel to over 500,000
subscribers, and built AI systems for
some of the biggest brands in the world.
It's pretty safe to say that learning
how to build AI automations has
completely changed my life. So, in this
full course, I'll teach you everything
that I've learned about building AI
automations and making money with them,
even if you don't know how to code. And
as they say, AI will not replace you,
but the person using AI will. So, my
hope is that with this video, you too
can learn this incredibly powerful skill
to build the life of your dreams before
it's too late. And as you can tell by
the length of this video, I'm not going
to be holding anything back. So, I've
split it into three different chapters.
Firstly, we'll build your foundational
understanding of AI automation, covering
what it actually is, the different types
of AI automations, how they work under
the hood, and the key concepts you need
to know before we start building.
There's no technical background required
to understand any of what I'm going to
teach you there. Secondly, we'll dive
deep into building out actual AI
automations, taking you over my shoulder
every step of the way as we build some
of the most in- demand AI automation use
cases in the market today. This includes
building things like cuttingedge voice
agents, too. And in the third and final
chapter, I'll be giving you my proven
blueprint for monetizing your AI
automation skills while this technology
explodes. I'll share the exact
strategies that I've used to generate
millions of dollars with the skill set.
So, if you're new to the channel and
don't know who I am, let me quickly
share why I am qualified to teach you
about AI automations in the first place.
So, my name is Liam Mley and just 2
years ago, I started learning AI with no
prior experience in the field. Teaching
myself how to build AI automations and
chatbots through my own self-study,
which I documented here on this YouTube
channel from day one. This led me to
starting Morningside AI, my AI
automation agency, where we build AI
systems and agents for businesses from
basic customer support systems when we
started to now full AI SAS platforms for
some of the biggest brands in the world.
And I also have my own AI SAS called
Agentive, which has over 70,000 users on
it. At Morningside AI, we've worked with
publicly traded companies and even an
MBA team recently. And I also run the
world's largest AI automation and
business community with over 180,000
members on school. So through this
community and my YouTube channel, I've
taught hundreds of thousands of people
from all backgrounds how to build and
make money from AI automation. And
everything I'm about to teach you today
is exactly what helped me to achieve all
of this. So let's dive in. So there's a
lot to cover here. I don't want you to
give up halfway. So let's quickly get
clear on why learning AI automation is
one of the most valuable skills anyone
can have over the coming decade. Whether
you're a student, an employee, or an
entrepreneur. Here's some quick truths
about AI and jobs. McKenzie predicts
that AI and automation can replace up to
50% of current work activities by 2030.
And the World Economic Forum states that
41% of companies plan to reduce staff
due to AI. Now, this is a lot of doom
and gloom and many are naturally worried
about their career in the future when
they hear the stuff, but it's not
actually all bad if you know where to
look. So, on the flip side of this same
data, these same reports reveal an
enormous opportunity for those willing
to seize it. The board economic forum's
future of job report states that 50% of
employees plan to reorient their
business in response to artificial
intelligence and 66% of employees plan
to hire talent with specific AI skills
such as AI workflow automation. So on
one hand we have the expectation of
massive layoffs and automation of work
over the next 5 to 10 years. But on the
other we have the majority of employers
searching for people who have AI skills
or really just some form of basic AI
literacy. Why is this? Well, it's
because AI literate individuals who can
identify opportunities for automation
and automate them themselves can have 5
to 10x the output of someone who doesn't
know this and can't automate their own
work. And I promise you that brushing up
on your AI and actually becoming AI
literate so that you can be on the
winning side of this next 5 to 10 years
is so much easier than you think. I
mean, it's it's literally as easy as
watching this entire video in order to
build your AI skills base. If you don't
believe me when I say that a little bit
of self-study like this video goes a
long way, here is an excellent clip from
the All-In podcast from one of the most
respected investors and technologists in
the world, Naval Ravakant, alongside a
whole bunch of other biners. Again, I
would say the easiest way to see that AI
is not taking jobs or creating
opportunities is go brush up on your AI,
learn a little bit, watch a few videos,
use the AI, tinker with it, and then go
reapply for that job that rejected you
and watch how they pull you in. This
video is exactly what Naval is talking
about. This is why I create these. So
whether you're a student wanting to
stand out in a competitive job market or
an employee aiming to become
irreplaceable at work or an entrepreneur
like me looking to scale your business
with cuttingedge tools and automations,
I have made this video for you. Now
close out of all your other tabs, get a
notebook and a pen and a beverage of
your choice and make a commitment right
now to yourself to finish this training
and to ensure that you're going to be
empowered by AI and not replaced by it.
That is all I want out of this video for
you all. So if you've done all that,
let's get stuck into it.
All right. So, step one in building AI
automations is knowing what an
automation actually is. And the term
gets thrown around a lot these days.
First thing we need to realize is that
the AI part of the term is is relatively
new. Automation itself has been around
for a long time. So, let's start there
to make this super easy to grasp. In
simple terms, an automation is a system
that does a task for you without you
having to lift a finger. It's kind of
like setting up a little robot to do
boring, repetitive stuff automatically,
so you don't have to waste your time on
it. These are what we'll call old school
automation. The kind that existed way
before chat GBT came along. They were
often built on platforms like Zappia and
lots of small to medium-sized businesses
used them for the past 5 10 years. And
they did basic things like automatically
saving info, for example, when someone
filled out a form on a website. You
could make an automation that would take
their name and their email and then just
pop it into a spreadsheet. So just a
little automation automating that boring
stuff. Or for example, when an email
came in, it would send a quick alert to
a chat app like Slack. So it's kind of
like having a little helper who's
following a super simple checklist. If
this happens, then do that. No thinking,
just just doing, right? And the benefit
of this is huge. It freed humans from
doing super basic and boring work. And
for business owners, it meant not having
to pay more people just to handle these
tiny and annoying tasks. It's kind of
like having a tireless assistant who
never complains about doing the same
boring thing over and over and over
again. So for decades, all was well in
the automation space. And these old
school automation saved time and money,
and everyone was super happy. That was
until the release of Chat GBT in late
2022. It blew the entire field wide
open, turning automation from some niche
trick used by some savvy companies into
the biggest thing since the internet.
Generative AI models like chat GBT added
to automation was like putting a V12
onto a bicycle for this automation
space. They made it possible to do more
than just simple tasks. This was because
these powerful AI models could handle
much trickier stuff that used to require
a human brain. Instead of just updating
a spreadsheet row automatically, these
automation platforms can now use the
power of Chat GBT to do things that only
people could have done before. So
platforms like make.com, which you'll be
learning more about later in this video,
enable us to automate things like write
a whole post for LinkedIn sounding just
like you. Pulling out names, places, and
phone numbers from giant documents in
seconds. Reading and figuring out if an
incoming email is someone asking for a
refund or just wondering where their
order is. Shrinking huge piles of info
into short and easy to read reports,
spotting things in the picture like
identifying a product in a photo, or
even creating brand new images and
videos from just a few words. So what
chat GPT and the explosion of other
amazing generative AI tools gave us was
basically human intelligence on demand.
These AI models are kind of like having
a super smart friend who can do almost
anything that you ask them as long as
you tell them clearly what you want. And
using automation platforms, we can
easily set up these super smart friends
into our systems and use these kinds of
models in thousands of different ways.
All you have to do is pick the right AI
tool for the job, give it a clear
instruction, call a prompt, and watch
the magic happen before our eyes. And
that is how the AI automation industry
was born. So, with that little history
lesson out of the way, let's get back to
our original question of what is an AI
automation. Well, it turns out that this
field is so new that there isn't even an
official definition for what an AI
automation is. So, here's mine. Just
keeping it nice and simple. An AI
automation is a system that uses AI to
automatically do complex tasks that
would normally require a human. So, the
big difference between these old school
automations that we've just talked about
and today's AI automation is the kinds
of tasks that they can handle. Thanks to
these recent advances in AI technology,
we've gone from just moving data around
and putting stuff in spreadsheets to
being able to solve problems that need
thinking and creativity and
decision-making. It's kind of like
upgrading from a basic toy robot that
only moves forward to a high-tech robot
that can solve puzzles and move around
the world. So, when you learn AI
automation, you are basically learning
how to build digital workers that can do
very powerful things for you without
ever having to lift a finger. This is
why so many people are racing to pick up
the skill right now before it's too late
to stay ahead. It's like the ultimate
cheat code because you can build them to
do exactly what you need, tailored to
any kind of job or workflow. For
example, for students, it's kind of like
having a helper that can organize your
study notes automatically. Or for
employees, your AI automations can be
like a buddy that handles the boring
paperwork so you can shine on bigger
projects. And for entrepreneurs, it's
like having a team member who runs your
business tasks while you sleep. And the
great thing is that they all cost way
less than hiring extra people. And they
don't need breaks or vacation days, and
they don't grumble about doing the
boring stuff. So, I'm sure you can see
why businesses and students and anyone
looking to save time and money are so
excited about this technology and why
anyone who knows how to build these
systems is instantly 10x more valuable.
Just imagine automating something simple
in your life or work like sorting emails
or scheduling tasks and how much time
you'd be able to save to focus on what
really matters in your life.
Now, before we dive deeper, it's
important to understand that AI
automation is a super broad term these
days, covering wide ranges of different
systems and applications that can be
built with AI. This is largely due to
the rapid advances in areas like AI
agents and AI tools. So, over the past 2
years, as I built my own AI agency,
Morningside AI, and helped thousands
through my communities to do the same,
I've had to create a clear system for
making sense of the chaos that is the AI
automation landscape. And I really want
to share that with you today because
it's been super helpful for me and many
of my students to be able to figure this
space out and at least have some mental
buckets that you can put things in.
Here's the three different categories
that you need to keep in mind. And
please stick with me. This will all make
sense in a second. So firstly, we have
conversational AI. These are systems
that chat with people handing back and
forth conversations. It's kind of like
having a friendly robot that talks to
customers for you. These kinds of chat
bots can be found on things like
websites and answer questions or they
can be voice agents that pick up phone
calls. These used to need real people to
talk, but now AI can automate these
kinds of conversations. The second
category is AI tools, and these are
systems that use AI to do a specific job
when a person asks them to, and it's
mostly to help workers get more done.
For example, I can make a custom AI tool
that takes a link to a cool blog post
that I found, grabs the info from the
web page, does extra searches on the
topic, and then uses something like
chatbt to write a new beta version for
my own blog. And third and final is AI
workflow automations. These are systems
that do a whole series of tasks by
themselves, starting when something
happens, like a trigger or on a set
schedule like once a day. They use AI to
make decisions that used to need a human
brain. It's kind of like having a smart
robot manager that runs the whole
process for you. For example, an
automation can call customers of an
online store 14 days after they buy
something using an AI voice agent to ask
for feedback and review all without you
having to do a thing. So, you set it up
on that trigger of 14 days after
purchase, then execute this workflow.
Now, those three categories might be a
little bit confusing if you are
completely new to the space, but don't
worry. In the building section of this
video, we're going to be creating three
automations which integrate each of
these different types, and you get to
see them in action, which will make it
super clear. So, AI automation is
essentially an umbrella term under which
all of the exciting stuff in the AI
space is happening right now. However,
when people talk about AI automations,
they are typically referring to the last
type that I mentioned. So, AI workflow
automation, and these are what we're
going to be building later in the video.
And an automation refers to one chain of
steps that uses AI in various ways to do
certain tasks. And if I'm honest, this
last category of AI workflow automation
is really the most powerful because it
can incorporate all elements of AI
automation like agents, conversational
AI, and tools in order to build
end-to-end processes that are much more
valuable than if they were just alone.
So, what I'm saying is that what you're
about to learn is the key skill that
lets you do pretty much anything in the
AI space these days. It is the
foundation for building systems that
save time, make money, or just make life
easier, whether you're at school or work
or running your own show. And after
years in the game, I can tell you that
it's been one of the most valuable
skills that I have ever picked up.
So, now that you understand what AI
automations are, let's take a little
peek under the hood and see how they
actually work. So, don't worry if this
sounds tricky. I've been breaking down
this kind of complex AI stuff for years
now. So, I'm going to make this super
easy to understand for you. So, you can
think of an AI automation like a facto's
assembly line, right? There's different
stations and they're all working
together to build something awesome from
start to finish. It's kind of like
having a a team of little robots, each
with a special job passing the project
along until it's done. So, let's go
through the five key parts to make this
magic happen. Firstly, we have the
trigger. This is the very first step of
an automation. You can think of it as
the facto's start button or the whistle
that says, "Let's go." It's what kicks
everything into gear. It could be
something like a new email popping into
your inbox, a form being filled out on a
website, or even a specific time of day.
This is more of a a schedule. Secondly,
we have a filter. So, not everything
that starts in the automation should
keep going through it. So, a filter
essentially checks if what came in is
the right stuff to work on. It's like
how a factory worker does some kind of
quality control and checks that if the
materials that they've received are good
enough to use in the final product. If
they are not then they get tossed out
and if they are then they move forward
to the next part of the sequence. You
can think of it kind of like a bounce at
a club where only the important stuff
and the good things that you want inside
the club or in your automation are
allowed through. Thirdly, we have
actions. So this is where the real work
gets done. Actions are the steps your
automation takes like the different
stations in a factory where each one
does a specific job. So for example,
your automation might send an email,
update a list or create some kind of
report. Often there are going to be
several actions one after another just
like a product moving down the line
getting built bit by bit in order to
achieve one of these outcomes. Next we
have the intelligence layer. So this is
where the AI magic shines. This part is
like having a super smart robot on the
assembly line that can think, analyze,
and make decisions on the spot. And you
can tell it how to think using
prompting. The AI inside your automation
can look at each task, figure out what's
needed and adapt based on the context
you provided, like deciding how urgent
something is, writing a custom message,
or pulling out key info from a big mess
of data. These intelligent steps can go
way beyond just following some kind of
preset rules that we saw with old school
automations. Next, we have the format.
So, just like items in production line
may need some sanding or trimming before
another piece can be added on top, the
data in our automations often need some
kind of adjustments along the way. And
this is where we use a formatter to
prepare things for the next step. And
finally, we have the output. This is
your finished product, just how Carac
Factory packages up the final item and
ships it out. Your automation delivers
the completed work at the end of the
sequence. This could be a message sent
to your team, an updated file in your
system, or a finished document that's
ready to go. At the end of the line,
it's where everything comes together.
It's like after making pizza and putting
all the toppings on and prepping the
dough, you're finally getting out of the
oven. It's hot. It's ready to eat and
ready to go. So, let me show you how all
of these parts work together with a real
example that anyone in a job can relate
to. Say you're an employee who wants an
automation to handle incoming customer
emails while at work. So the trigger is
going to be when a new email lands in
your company's support inbox. The filter
is going to check if it's something
important like if the email mentions
urgent or problem then it will pass it
along to the next step. If not, it will
end the sequence there. Thirdly, we have
the intelligence layer which is going to
use AI to read the email, figure out
what it's about and then helps to draft
a helpful response. And in this case,
the intelligence layer also acts as a
formatter which is essentially packaging
the response and making sure it's in the
format we want. Then the actions in the
automation can actually send that reply
and alert the boss on Slack if needed.
The output logs everything neatly in
your system and marks it as handled. So
that's just a simple example, but these
same building blocks are used to
automate much bigger things too, which
is why AI automations are such a game
changer these days. They combine these
parts to create truly smart systems that
can save time and boost efficiency,
whether you are you're juggling tasks at
work or crushing it in school or running
your own business. So, now that you've
got a handle on what AI automations are
and how they're built, let's take a
quick look at the tools that make all of
this possible.
Now, don't worry if this sounds a little
bit too techy. Soon, these tools are
going to literally be second nature for
you, and it's going to feel so easy to
do. Creating automation starts with
picking a main automation platform.
These platforms are typically called
workflow builders, and they are the
command center of your automation
factory. They give you a blank canvas to
design your automation on using the
building blocks we talked about. Some of
which are going to be powered by AI like
chatb. Popular workflow builders include
make.com which we're going to be using
later in this video in the tutorial
section. We have Zapia which is great
for quick setups and we have NAM which
is perfect if you want a bit more
control. They are the brain of your
operation and they're really just
controlling how everything fits
together. So workflow builders don't
work alone. They are essentially a place
to hook up all sorts of other tools to
get the job done. So these are the
categories of tools which you can
connect to your workflow builders.
Firstly, we have databases and
spreadsheets. So for storing information
and data, you can use things like Air
Table or Google Sheets. You can think of
them as basically the filing cabinets
where you keep all your data neat and
tidy so that you can save new things to
the database or you can pull it into
your automations as needed. Secondly, we
have communication tools for sending
messages. Things like Slack or Google.
They're like kind of walkie-talkies that
can pass information around
automatically for you. Then we have AI
models. And these can add that smart
human level thinking like open AI's chat
GPT which you can think of kind of like
a genius buddy who solves problems for
you when you give him the instructions
that he needs. Then we have scheduling
tools which can handle time and meetings
things like calendarly or Google
calendar and these are essentially like
your personal planner to keep things
running on schedule. Then we have forms
and intake too. So this can collect
information from people where you have
things like type form or tally. These
are essentially input forms and triggers
for your automations when someone fills
them out. So as your automation goes
through it's like calling up all your
friends on a group project. Each one is
bringing their own special knowledge or
capabilities to the table in order to
help you to get to the end of that
sequence and finish off the automation
to create the final product. By building
out a workflow, you are basically the
boss at the factory. Once you know what
each tool can do, you can mix and match
them to work together smoothly along
this assembly line. It's kind of like
building with Lego blocks. You can just
like snap the right pieces together to
make something awesome. You get to
decide which tools you connect in what
order and how AI can make the whole
system smarter as well. Which AI models
do you use? Gemini, do you use OpenAI?
to use complexity for searching. There's
so many different decisions you have to
make. Uh but it's really cool to be able
to flex your kind of creativity in order
to solve these problems. It's really
like a a new age form of problem
solving, which is why I love it so much.
I say, I know I need to take this and
get to this. How can I use AI to do
that? And really forces you to explore
what's out there in terms of AI tools
these days. So, what kinds of workflows
can we build? So for students, for
example, you could build a study
material organizer that automatically
summarizes lecture recordings for you,
creates flashcards from notes, and
schedules review sessions based on your
exam dates. An employee could improve
their workflow with a meeting assistant
that records and transcribes their
meetings, and then generates action item
summaries off that and updates project
management tools. Entrepreneurs could
design a lead qualification system,
which automatically qualifies leads,
calls them with an AI voice agent, and
then sends them a custom proposal to
automate that whole process. And that is
exactly what you'll learn how to build
by following along with me in this next
section. So, I'm going to show you how
to build out a lead qualification
automation step by step, starting simple
and getting more complex as we go. We're
going to be focusing on this
business-based workflow because these
kinds of business systems offer the best
opportunity for monetizing your new
skills, which I'll go into depth on at
the very end. So, stick with me and
you're going to be learning how you can
start to make money immediately with
these kinds of skills.
So, before we get into that, let's do a
quick summary of this section. So
firstly, an AI automation is a system
that uses AI to automatically perform
complex tasks that used to require
humans. Secondly, we build them inside
of workflow builders that incorporate
integrations with tons and tons of other
tools. And every automation has six key
components. Firstly, a trigger, what
starts the workflow, a filter,
conditions that need to be met, the
intelligence layer, which processes info
and makes decisions with AI, the
actions, which are the tasks that
actually get performed, formatterers,
which clean things up, and the output.
the final result or deliverable. So, if
you're feeling unclear about anything
we've covered so far, feel free to go
back and rewatch some of those sections
and be ready to join us in the next step
when we begin building. So, it's really,
really important that you do understand
everything that we've gone over there
because you're not going to have a solid
foundation to build your technical
skills on top of, which we're doing in
the next section. So, please, please,
please, I've taken a lot of time to put
all of this information very, very
gradually together. So, you must
understand everything that I've gone
over just here before we go into the
next phase. If that's all good, then
let's take a look at what we're going to
build together.
Okay, so now that we have the
foundational knowledge built that you
need, we can now get into the second
chapter of this video where we're going
to be building three AI automations from
scratch. We're going to be starting off
with something super beginner friendly
to get you started and then working our
way up to a much more advanced and
valuable one by the end. Now, very
important note is that each of these
automations build on each other. So, you
have to be able to do the first one in
order to be able to make the second and
so on. So, you you cannot skip ahead.
I've planned this out very carefully to
gradually layer on your skills. So, it's
all very intentional. So, please just
trust the process. So, over the next
chapter, you'll learn almost all of the
key skills you need to start building
your own AI automations from scratch and
be able to tap into this enormous
opportunity that is AI automation. The
system that we're going to be building
gradually over the next three sections
is an AI lead qualification and proposal
generation system for a business. In the
first tutorial, we'll be setting up the
base using AI to automatically qualify
leads after they submit a form on their
website. In the second tutorial, we'll
improve that qualification ability by
implementing an AI voice agent that can
call the lead for more information. And
finally, in the third tutorial, we'll
implement an automated proposal
generator that can instantly create
proposals for qualified leads using the
information collected on the phone call
and in the lead form. The whole point of
this is that as soon as someone's
interested as contacting the business,
they can kick things off with them
immediately by getting a proposal in
their hand. So this process of
qualification is a crucial part of
running any business at scale because at
the end of the day, not all people who
come to a business are going to be a
good fit for their services. So for an
example, someone may run an accountancy
business, but they only choose to work
with doctors. They are specialized in
helping doctors with their finances. But
if a builder fills out their website
form, then that lead would not be
qualified, right? Taking a call with
them would be a waste of time because
they are not a doctor. Therefore, to
stop wasting time, almost all businesses
need some kind of qualification system.
And for qualified leads, most businesses
need to make some kind of proposal for
them in order to kind of look at it and
and see what they're proposing and then
agree to that proposal. Since most
proposals don't lead to a deal, maybe
20% if you're lucky, this is a huge
waste of time and resources for the
company. So, long story short, what
we're about to build will solve a number
of key problems for basically any
business, making it extremely valuable
for you to be learning how to do it. And
in fact, this is something you'll be
able to go and sell directly to
businesses when you're done. Here's what
this process looks like without AI
automation first. So, a human sales rep
must constantly check for new form
submissions from the website, review
each lead's details, and evaluate if
they're worth pursuing, research the
company to understand how to help them,
make phone calls, and deliver competent
pitches, and then manually create custom
proposals. That is hours of repetitive
work per week. And it could lead to
potential leads slipping through the
cracks. If maybe they get the
qualification wrong, they don't
understand what the business is doing,
they don't properly research it, or
they're just too slow at getting back.
They may have to wait a whole day for
the lead to hear anything back. So
decreasing the time it's going to take
for a qualified lead to hear back from
them. It's going to drastically increase
their conversions. With AI automation,
we can transform this tedious process
into something much more efficient,
which is exactly what we're going to be
building together. So here's how it
works. It's going to start as usual with
a lead filling out the form on the
website. Then the system is going to
automatically qualify them using AI.
Then it's going to further research the
company using AI also. Then it's going
to send an automated phone call to pitch
your offer using an outbound AI voice
agent. The system then saves the call
outcome, summarizes the conversation,
and generates a personalized proposal
for them, all without a human having to
lift a single finger and in a super
scalable way. This is the power of AI
automation. We're taking tasks that used
to demand hours of manual work and
turning them into workflows that run all
by themselves. and we're going to build
it all using several of the most popular
tools from the automation ecosystem. So,
if you're as excited to learn this as
I'm to teach you, then let's get
started. And everything that you need to
follow along with it, including all
resources templates prompts etc. is
going to be available for free on my
school community. You can find it in the
first link in the description. You'll
need to request to join. It will take 1
to 2 minutes to be accepted. Once you're
in, you can just search for the title of
this video, and then you'll be able to
find all the resources attached to it.
So, that is how you can get all the
resources to follow along. Let's get
stuck into it.
All righty, guys. Just to clarify things
before we jump in, it's very important
that you understand what we're doing in
this first build, but also in the second
and the third and how it all fits
together and you get kind of an idea of
where we're going. Understanding this
technology and then being thrown in a
whole bunch of random things uh like Air
Table and and Slack and make and all of
these different terms can be a bit
confusing. So, I just want very quickly
to give you a bit of an orientation
before we jump into things of what we're
building and why and how it works
because I've touched on it before, but I
don't think I did a good enough job. So,
I'm filming this after just to really
make sure you guys are fully clear on
what we're building here. So, and why
it's valuable really as well. So um as
we touched on this is going to be an AI
qualification system um for inbound
leads to a business. So easiest way to
explain this is if we had a a website
and say we had this book a free
consultation form and we might be
running ads to it. We might just have
that on a website and people just
discover it by searching the web or or
we're showing up in Google results. But
at some point, a business like the
example I gave before, if you're an
accountant and you only work with uh
builders or plumbers or whatever the the
example I gave, some people are going to
fill out this form who are not
necessarily the right person for you.
Like the my accountancy firm that only
works with plumbers, if a surgeon comes
in or if a a pilot comes in and fills
this thing out and wants to get accounty
services, we would ask them questions
around, okay, well, what's your name?
What what do you do? Uh what sort of
industry do you work in? And we'll
collect this information here. And as I
mentioned before, not all of the people
who fill out your forms, particular if
you're running ads or or doing content
and it's driving traffic to this landing
page as a business, not all of them are
going to be people that you actually
want to get on calls with because if you
get on calls with them and they're not
your ICP or the person that you could
potentially work with, then it's going
to be a complete waste of time. So, a
qualification is a very essential part
in in pretty much any business. And what
you're going to build is a very very
powerful system starting off with
something basic like this. And then
we're going to progress it to something
a bit more advanced like this. And then
finally, something extremely valuable
and powerful that you guys are all going
to be able to build along and ultimately
sell this to someone if you wanted to
afterwards. So that's going to be
covered in the monetization section. But
just to clarify sort of what we're going
to be doing here in this first build, uh
you'll start off with building a form on
a telly. So we're essentially
replicating this kind of website form,
but we're just going to build it in
tally in this case. You can embed these
into different websites, etc. But just
think of this as a form that people will
get sent to. So maybe they clicked on an
ad and then they get sent to this. How
can we help? We're going to build out
this form and then when people click
submit on this form, it's going to send
them into this basically a fancy
spreadsheet. And in this case, we're
using Air Table. Air Table is like a
really awesome platform which you're
going to get to to use a lot within this
build. Uh but Air Table, you can think
of it like a fancy spreadsheet and we're
going to be able to map uh each of these
answers to a row in this database here.
So every time someone fills this form
out that we create, it's going to load
it and add it as a row into this
database. And the cool thing there is
that air tableable allows us to within
make.com our workflow builder it allows
us to set up events that when things
happen in air table like okay let's
watch for new records that arrive and
that's what this here is doing. So this
trigger of our automation is going to be
watching for new records that arrive in
this and then it's going to take
anything that arrives in here say this
first row and then it's going to put it
through this automation here. And so
this is going to be a very basic one
where we've taken actually the AI
component out of this. Before Air Table
really got advanced with the AI
features. What you're doing here is take
the information from the Air Table.
You'd use some chat GPT step here and
then you'd be able to do things
afterwards. But in this case, I'm making
it extra simple for you guys and that
we're actually just using Air Table's
built-in AI features. So down here, you
can see in the tutorial that you're
about to go into, we will use Air Table
to create an AI column here that's going
to take in information like uh like here
where they're talking about their their
company, their budget, and about their
needs. We can write a prompt in here and
it's going to automatically fill out
this row. So as soon as a new person
arrives in this spreadsheet, this field
that we're creating here is going to
automatically qualify them and use AI
and this prompt that we write here to
analyze the information that they gave
us and then output if they are qualified
or if they're not. So we're doing the
qualification with AI built into Air
Table which is going to save us a lot of
time and messing around with jumping
back and forth. So So that is basically
the start of build one. We will do
immediate qualification with AI within
Air Table and then we're going to if
they are qualified we're going to send
an email to them and because we're
already doing the qualification here in
Air Table it makes it a lot easier for
us over at make.com because for this
particular node as you'll see in a
second we're going to set it up so that
it's only actually going to look for uh
the rows or records in this table that
have been AI qualified as qualified. So
if this prompt here that we've written
analyzes all the information in the row
and then outputs qualified then and only
then will it pass it into here. And this
is when we're going to be sending an
email to the prospect and saying, "Hey,
we're interested in in hopping on a
call. Here's a link to book in a call
with us." But at the same time, it'll
also send a message to our sales team in
Slack and say, "Hey, look, we've just
had a new qualified lead." So, this is
very much a a minimized version of what
you could do uh maybe a year ago. But
because of the Air Tables AI features,
uh we can do a lot of the heavy lifting
here and writing a prompt that's going
to analyze what the person has filled
out here, aka are you a are you a
builder or are you a pilot? And if they
were a builder, in the case of the
example I just gave, it's we're going to
be using a different example in the
build. Um, but it would come out as
saying qualified here. And because it
says qualified, then it would
automatically trigger uh the rest of
this automation, which is sending an
email to them and taking the next step
and saying, "Yes, we are interested in
talking to you further, making sure that
we're not talking to anyone that we
shouldn't be talking to and at the same
time letting the sales team know." So,
that is build one. Um, that is how it
all fits together. And I'm going to be
doing these little updates just before
each build so that you guys are 100%
clear on what we're going to be doing.
To get started, we need a way to gather
our leads information. While there are
several great options for this build,
we'll be using Tally, an easy to use
form builder. Just sign up for free or
log into your account.
Then we'll click on new form and give
our form a title. Anyone using the form
will see this title. So, we want it to
make sense for the user. So, in our
case, we can name it, how can we help? I
want to build it from scratch. So, I'll
hit enter. The way we create forms in
tally is with building blocks. So, if we
click the plus button, we can select the
type of block we need from this list of
input options. We'll start with a short
answer input for the user to write in
their first name. And we'll do the same
for their last name. Notice how we're
adding a label above each input, which
tells the user what to write in each of
these. Then, we'll select the email
block for the user's email. Add in a
phone number block.
Then, another short answer input for the
name of their company. Since their
budget is a number, we'll add a number
block to grab that. And finally, we'll
add a long answer input where leads can
describe their specific needs. Now that
our form inputs are ready, we can
customize the form's appearance to match
our branding. We can adjust elements
like the background color, text color,
button color,
and the accent color. Feel free to
choose whichever colors you'd like. Now,
we can go ahead and publish the form.
When it's ready, we'll see a sharable
link.
Let's copy this and actually visit the
published form. It's looking great and
ready to use. In the real world, you
could either use this as a landing page
or embed it into a website. Whenever a
new lead fills out this form, we need to
be storing that response somewhere. For
our build, we'll store our form response
inside Air Table. You can think of Air
Table kind of like Google Sheets on
steroids. It's your database that not
only stores information, but can process
information and if you push it far
enough, can even be used to build out
more complex apps. So sign up for free
or sign in if you already have an
account. On the home screen, you can see
that we could use AI to build things or
start with a template like one for a
marketing campaign or a project tracker.
But for our build, we'll start by
creating a base from scratch. Base is
just Air Table's name for a database.
Again, it's really similar to a Google
sheet or Excel sheet, but can be layered
with complexity. We'll name it lead
base. We'll reference this name later
when setting up the connections between
our tally form and air table and later
between make and air table. For every
field in our form, we need a matching
field in air table. So, we'll add fields
for our leads. First name,
last name,
email,
phone,
company,
budget will reference this to determine
a lead's qualification. notes, details
they submit about their needs created on
when the lead was added to this base.
Importantly, we need to know if our lead
is qualified or not. Ultimately, lead
qualification can be more nuanced, but
for our needs, we'll qualify leads whose
budget is 10,000 plus. By using Air
Table's AI assistant, we can prompt it
to create a custom field for us by
asking it to create an AI field called
qualification that sets the lead as
qualified or not qualified based on
whether the budget field is greater than
or equal to $10,000. Now, Air Table will
use the power of an LLM open AI at the
time of this recording to help with
creating this custom field. After
processing, the AI fields modal will
appear. Since we want leads to be
autoqualified, we'll enable the
automatic generation option.
If you encounter errors about missing or
invalid fields while saving your AI
prompt, it's typically because the
system can't clearly identify which
fields you're referencing. Double check
that all fields are valid and properly
linked to the correct data in your base.
We want our database not just to
autoqualify leads intelligently, but
also to generate a descriptive message
about each lead that we can share with
our sales team. So, we'll use the AI
assistant again to create a field that
generates this message based on the
lead's information.
After double-checking that this new
prompt looks good, we can save it and
move on to the final field. We'll add a
date field called contacted on that will
store the date when we contacted the
lead through our automated email. In the
make workflow, we'll add the date to the
field from make at the very end of our
workflow. Finally, we'll clean up this
base by renaming the sheet to lead
contacts and set up each record or row
to be called a lead. Now that we have
all the necessary Air Table fields that
match our form fields, we can connect
Tally to Air Table via Tally's Air Table
integration.
Just name the connection, select the
database and table you're syncing to,
and map each of the tally fields to
their respective data fields in Air
Table.
After saving this connection, we'll see
a confirmation that the integration was
successful. Now, let's test the
connection by filling out the form with
some dummy data,
making sure to set the budget to $10,000
or higher.
When we submit, we should see the new
lead record populate in our Air Table
database. And voila, it's showing up
perfectly. Since the budget is over
$10,000, it's automatically marked as
qualified. And we've got an AI generated
message ready to send to our sales team
via make. With our lead form synced up
to our database, we're ready to start
building out the automation workflow.
This is what we're about to build out.
We'll have a module that watches our Air
Table database for new leads. And when
it finds one, it sends them an email via
the Gmail module, then updates that same
leads air table row with the time we
contacted them. It also formats and
sends a message into Slack channel. If
you're not familiar with Slack, it's a
professional group chat with channels
dedicated to specific topics like
marketing. With this plan in mind, let's
head over to make.com.
Remember, this is our workflow builder,
the assembly line where we'll be
constructing our automation. You can get
started for free or login if you already
have an account. Once inside, you'll see
your dashboard, which displays info
about your workflows, which are called
scenarios in Make. You'll see how busy
they've been and how much data they've
used. This helps you monitor your make
plan usage, which is particularly
important if you're on a free plan with
usage limits. You can also see if any of
your scenarios require attention due to
things like bugs and errors. The
scenario tab is where you'll spend most
of your time, and you can organize your
scenarios into folders like you see
here. Before we start creating our own,
I want to bring your attention to the
fact that you have a bunch of templates
to get started from and adapt to your
own use cases. And over time, you'll be
managing the connections here in this
tab, which shows you which external apps
like OpenAI and Google you have
connected to from within make. With that
brief tour out of the way, let's get
into it and create a new scenario. We'll
start by setting up the trigger. After
selecting the Air Table module, we'll
configure it to watch records.
Since make doesn't yet know which
records to watch, we'll need to
establish a connection between Make and
our Air Table account. We'll do so with
a token because as you see in this
warning keys are deprecated. So we just
need to create a token and paste it
here. To get that token go to your Air
Table account settings,
navigate to the developer hub
and create a new token named something
descriptive like make token.
When configuring the scope, set it to
allow both reading and writing records
with full database access for read and
write operations.
I'm granting access to all current and
future bases, though you may want to
restrict this depending on your specific
needs. Now, click create token and
immediately copy and store it somewhere
secure. You'll never be able to see the
complete token again. Once we paste the
token back into make, our connection to
air table should be successfully synced
up. Now we just select the bas and table
we want make to be watching
and set the trigger field to created on.
The trigger field tells make which field
to monitor for changes in order to
determine when a record is new. By
setting it to created on make will only
pull records whose timestamp is later
than the last time it checked for new
records. That way it only acts on newly
added leads and doesn't rerun on old
ones. As for the label field, we'll set
it to the company. This field is just
for display purposes inside makes
scenario logs. It helps you identify the
records that are being pulled in, but it
doesn't change how the automation works.
The formula field lets you write an air
table style formula that filters records
before they're passed into your
automation. Make only processes records
when this formula evaluates to true. So,
if a lead's qualification field is equal
to qualified, they'll be pushed through
to the next step of the automation. If
they're not qualified, they don't pass
this step. If you ever need help writing
these filters, you can ask an LLM like
chat GPT or even have a chat with Make's
built-in AI. Once we hit save, we'll
choose to start from now on. That way,
make only looks at new leads created
after this point and skips anything
already sitting in Air Table. If we hit
the run button, it should successfully
find the newly created qualified lead
and display that records details. Once
you run this scenario, any qualified
leads that were found will not be found
again on rerun due to this created
onfield. You'll have to add a new lead
each time you want to test this
scenario. Again, the automation is
filtering for only new leads. Since we
want to send qualified leads an email to
schedule a call and notify our sales
team about this lead via Slack, we'll
need to set up two actions. This is
where a router comes in. It allows our
scenario to branch into these two
separate tasks simultaneously. Without a
router, setting up tasks sequentially
means if the email step fails, the Slack
step won't run at all. We want to avoid
these waterfall effects where one
failure blocks other actions. Using a
router prevents this issue while making
our scenario easier to troubleshoot and
expand over time. On the first route,
we'll add the Gmail module and select
the send an email action, which requires
us to set up a connection to our Gmail.
If you're using a non-personal email
like mike@edge.ai,
this setup is very simple. You just log
into your Gmail account here. But if you
need to use a personal Gmail, one that
actually ends in gmail.com, the process
is more involved. So, I'm going to ask
you to be patient because there are
quite a few steps involved to connect a
personal Gmail account here. If you're
just watching and not building along
yet, feel free to jump past this
section. Same goes for those of you who
are using a non-aggmail.com email. But
if you do need to connect your personal
Gmail account, here's what that looks
like. As you can see, if we pop open
these advanced settings, this requires
two key pieces of information. a client
ID and a client secret. These act as the
key that allows make to unlock access to
your Gmail account. Make provides
instructions for how to generate these,
which you can find by clicking on this
guide link. At the time of this
recording, it links to the help center.
From here, click into apps
documentation, then click on
communication and scroll down to Gmail.
If you're wondering why make didn't just
link us to this page, so am I. From
here, we'll click on create a custom
oorthth client. And now we need to log
into the Google Cloud Platform. Once you
log into Google Cloud with the Google
account you want to send emails from,
you'll click select project at the top
left.
From there, click new project, then give
the project a name like make and hit
create.
Once it's created, a notification will
appear in the top right corner. Click
select project to open your new project.
Now that we're inside, let's enable the
Gmail API. Go to APIs and services
and click enable APIs and services. In
the search bar, type Gmail and select
the Gmail API from the results.
Then click enable.
Next, we need to tell Google who is
requesting access and what kind of data
is being requested. So, we'll click on
Oorth consent screen and hit get
started. To fill out the app
information, we need to give the app its
name. So to keep things consistent,
let's call it make like we did for the
project name earlier. We also need to
tell it which email we want to give
these new abilities to. Now we select
external for the audience type and next.
Under contact information,
enter an email for Google to notify you
about this project. Hit next. Then agree
to the terms, continue, and hit create.
We now need to give make permission to
interact with Gmail on your behalf. So
head into the data access tab and click
add or remove scopes. We're adding Gmail
API scopes. So, search for Gmail and
then select the following scopes. Both
scopes to read, compose, and send
emails. Manage drafts and send view your
emails and settings. View your metadata.
Add emails to your mailbox. Send email
on your behalf. See, and edit labels.
With all those labels selected, hit
update. Then, scroll down and make sure
to save these scopes. Next, let's
configure the branding settings. Scroll
down to authorize domains and add both
make.com and integromat.com which is the
old name make used to be called. Then
save. After that head to the audience
section and click add users
where you'll add your Gmail address and
hit save.
Now it's finally time to create the
actual credentials that make will use.
Go to the client section and click
create client.
For the application type, choose web
application and name it make.
Scroll down to authorize redirect URIs.
Click add URIs and paste the exact
redirect URI provided by Make. You can
find this in their Gmail integration
tutorial page that I showed you earlier.
Click create and you'll be given your
special client ID and client secret.
You will copy both of these and paste
them into the field in makes Gmail
module.
Now we can click sign in with Google.
This sign-in window will appear. Select
your Gmail account. Grant the requested
permissions and hit continue. Once
that's done, your Gmail account should
be successfully connected to make. I
know that was a lot and I wish it was
simpler too. But the good news is we can
now start sending emails from that Gmail
account. So, let's now create the email
template. We'll set up a subject line
using the lead's name from their Air
Table record and whatever engaging text
you want to add in here. For the content
of the email itself, we can address them
by name and say, "We received the
request about their company and would
love to discuss their goals on a call
they can book via our scheduling link.
For this, we will be using a handy tool
called Kalanley. If you're not familiar,
Calendarly is a scheduling tool that
lets people book meetings with you. You
connect it to your calendar, set your
availability, add conferencing tools
like Zoom or Google Meet, then create
event types like an introductory call
and share a link for people to book
these meetings with you. So just set up
a new account if you don't have one or
log in and we'll create a new event type
and call it intro call. This event will
have a 30-inut duration and the location
will be Google Meet. Keep in mind you
may have to connect a conferencing tool
if you're using something like Zoom. Now
we can set our availability for this
intro call event. I already have mine
set up, but to do that, you just head to
the availability tab and go to calendar
settings. Here you can see I already
have a couple calendars synced up, but
to add a new one, click connect to
calendar account and select your
provider, such as Google. Then just
choose the account you want to sync and
log in. Again, I've already set this up,
so I'll close out of this and head back
to the event. For each event, we can set
the availability for that event type. I
may want to change the time I'm free on
Friday, either a specific day or every
Friday. When I apply these changes, that
will update the availability for just
this event type and does not apply to
other events I may have set up in
Calendarly. Down in more options, I can
do things like add an event description
where I can tell the person booking that
I'm excited for our chat. Once we hit
save changes, the event is ready to
share. So, let's copy this link and head
back into make and paste it into the
body of the email we're sending to our
lead. Finally, we of course need to add
the recipient of this email. So, we'll
fill that in with our lead's email
address. With that set up, we can move
on to our other route below. Ultimately,
we're going to be posting a message to a
Slack channel about our new lead. But if
you don't use Slack and don't want to go
through the steps of connecting another
external tool, you could sub this out
for another Gmail module where we send
an email to our sales team letting them
know that we have a new qualified lead
and give them the lead's name and other
relevant info.
Then set the recipient email to
whichever test email here. But since I
want to show you how to use a bunch of
popular tools, let's look at setting
this up to post to Slack. We'll choose
the Slack app and select the create a
message action. If you already have a
Slack organization, you can simply
connect make to that module. Now,
if you don't, let's quickly walk through
creating a new one. You'll head to and
sign in with a new account, then click
create a workspace. Give it a name.
Here, I'm just adding the name of our
mock agency that we're qualifying leads
for. Then just run through these steps
to confirm your name. Skip adding new
members for now and start with the free
version. Now we're in our new Slack
organization. As you can see, there are
channels here for different topics and
direct messages down here. We'll add a
new channel called marketing because
this is where we'll be posting our Slack
message into for the entire sales team
of our imaginary agency to see. With
these ready to go, we can head back to
make and connect the Slack module to our
Slack or by allowing access.
We'll tell the module where to post the
message by selecting from a list of our
public channels, specifying the
marketing channel we just created. Now,
what should it post to this channel? It
should post the AI message from our Air
Table lead. So, we'll add that in here.
If we run the scenario, it will work,
but the message will look messy because
it's technically a collection, which
just means it includes extra stuff that
we don't want or need to display here.
We can solve this by inserting a
formatter module just before we post to
Slack. We'll select a text passer, which
will do a pattern match using a regular
expression to pull just the clean
message text out of it. While this might
look complicated, think of it like a
smart highlighter that scans the text
and grabs only the part we care about,
the messages value itself and not the
messy metadata. If you ever need to use
a regular expression or rejects in the
future, just ask an LLM to draft one for
your use case. Now, we tell our text
passer which text to pass, the AI
message. With that formatter taken care
of, we can head back into the Slack app
and tell it to create its message based
off that freshly passed text instead of
the original messy version.
As a final step, we want to circle back
to Air Table and update our lead record
with information about when we auto
contacted them. After the Gmail module,
we'll add an Air Table module and use
the update a record action. We'll
configure it to return to the same lead
base and contacts table targeting the ID
of the record that just pushed through
this scenario.
We'll set the contacted onfield to the
current date and time by using the now
expression which simply tells make to
insert the exact moment the automation
runs. If we run the scenario and head
back into air table, we'll see the date
was successfully added to the contacted
on field giving our sales team context
about when the lead was auto that email.
Our scenario is all set up and working
great, but up until now, we've only been
running it manually by clicking the run
once button by toggling on the schedule.
We can configure our scenario to run on
autopilot at regular intervals such as
every 15 minutes or on a specific day of
the week or month. You can even set a
custom schedule using advanced
scheduling using time ranges with start
and end dates if you only want it to run
during a certain window. Once you're
confident it's working, just flip that
schedule toggle on and your automation
will run in the background while you
focus on more important things. Of
course, you'll want to frequently save
the scenario. And if you ever need to
revert to a previous version, you can
revert to that version from here.
Scenario inputs are useful for more
advanced use cases, like when one
scenario's output becomes another
scenario's input, but that's beyond the
scope of this basic build. You've also
got your scenario settings, a place for
notes, an auto aligner if your workspace
gets a little messy, and even a little
animation that explains the workflow.
Finally, there's a quick reference to
every app and module used in your
scenario, helpful for getting a bird's
eye view of your automation. And so,
that's build one explained, just a very
basic AI qualification based out of Air
Table. But to give you an idea of where
we're going with this, in the next
build, build two, we're going to be
adding in a voice agent here. You may
have heard about voice agents before,
but they're are a really a really
exciting uh area of the AI space right
now. You have two main types. You have
inbound and outbound. And uh inbound is
when you can set up a phone number and
people can call. When people call that
number, then they get to talk to the AI
directly. Outbound voice agents is what
we're going to be building here where we
can initiate a call using our automation
here uh to send a call out to someone
and say my phone starts ringing and I
can pick it up and I'm talking to the AI
that we've created here. So this is
really really cool stuff and super
powerful. But the reason we're doing
this is because the as you will have
seen on the form that we set up, we have
quite a limited amount of information
that we're collecting from the business
and this is for good reason. You don't
want to put too much information here uh
or it will decrease the number of people
who fill it out. So sort of having a
lean form and then if we initially
qualify them here in the second build
we're going to expand it so that we can
actually once they are qualified as
we've explained here the AI and air
table is going to determine
preliminarily if they are qualified then
we will use our voice agent to actually
call the person and ask for more
information and we'll walk through a
script basically and ask them hey tell
me a bit about your business and your
needs what are you hoping to get out of
us da da da da basically collecting a
bunch more information that can then be
used for even greater and more accurate
qualification. So here we have our Vappy
voice agent which is going to call them
and then we're going to get the data of
that call, the transcription of that
call and Vap is actually going to be
able to analyze it for us to determine
if it was a successful qualification or
not. And then we have to build the
automation to handle a few different
cases because of course not everyone's
going to pick up the phone. So here we
create a route that handles if they
answered the phone and then based off
the information were they interested or
were they not interested and if they
didn't answer we have some other things
that we can do to handle it here and
update the air table and things like
that. So, it's essentially build two is
adding on top of what we've already
built on build one uh where we have just
a basic qualification and sort of send
them an email to book in a call or to
let the sales team know. Here, we're
trying to do even deeper qualification
and making sure that our sales team
really isn't getting on any calls they
shouldn't be by sending out a voice
agent to collect more information for us
to do an AI pre-qualification for this
business's lead. So, let's take this
automation to the next level by adding
AI voice calls to qualify leads even
more effectively. We've already built a
strong foundation, a system that
identifies qualified leads, follows up
via email, and notifies your team. This
alone puts you ahead of the curve. But
what if we could make the system even
more responsive, more conversational,
more human even? That's where an AI
voice agent comes in. By weaving it into
our workflow, we can automatically call
leads, gauge their interest through real
conversation, and tailor our follow-up
based on their responses, all without
lifting a finger. This is where
automation becomes more than a task
runner. It becomes a teammate. It's the
closest thing we have to a human
conversation at scale. And when it comes
to leads, timing and tone matter.
Research shows that responding to leads
immediately increases success rates by 7
to 9x. In this next section, we'll
integrate VP, a popular AI voice agent
service, into our workflow. First, we'll
set up our voice agent. Then, we'll
configure make to have it call our
leads. Finally, we'll enhance its
effectiveness by feeding it custom
research about each lead, enabling more
targeted pitches. So, what exactly is an
AI powered voice agent? You can think of
them like a version of Siri or Alexa,
but one that's specifically designed to
have natural phone conversations with
people. Depending on your needs, it can
either make calls for you or answer
calls. These agents can do amazing
things like follow up with potential
customers, schedule appointments, answer
common questions, collect feedback, or
conduct surveys. There are several
platforms that offer AI voice agents
like 11 Labs, great for highly realistic
voices, and Vappy, known for being fast
and affordable for our automation. We'll
be using Vapy because it's beginner
friendly, cost-ffective, and integrates
well with other tools. If you haven't
already created an account, go ahead and
do that first.
Once inside, we'll go to the assistance
tab and click create assistant. This
starts the process of configuring our
assistant. You can start from a template
like a lead qualification specialist,
but we'll create our own from scratch
and name it Ben.
When choosing which provider and model
to use, you'll want to balance ability
with speed and cost. So, keep the price
in mind and the time it takes to
actually respond, which we call latency,
which you can see next to the model
options. For now, we'll go with the
cheapest and fastest option, which is
GPT4.1 Mini at the time of this
recording. The most crucial element is
the prompt, which defines your agents
behavior and objectives during the call.
First, we specify the opening greeting
message that the agent will use when
calling someone. We'll open up the call
asking if it's a good time to talk about
the lead's business needs.
The actual prompt is much more detailed
and I'll paste in one I wrote earlier.
You can find this prompt and everything
else you'll need to follow along in the
first link in the video description.
Let's take a look at what it includes.
As you can see, we start off by defining
its identity and role. A voice assistant
representing Edge AI and AI automation
agency.
then specify its goal to pitch our
services and determine whether the lead
would like to receive a proposal. We
then set its tone and behavior. A
knowledgeable rep who is curious but not
pushy and who uses casual natural
language with words like uh and mhm.
This section helps humanize your
assistant. Finally, we outline the
structure of the call that it should
replicate. The conversation flow starts
with introducing our AI services, then
moves to understanding the prospect's
needs through targeted questions. After
acknowledging their responses, we pivot
to offering a proposal. If pricing comes
up, we defer to the proposal for
details. The call ends either by
confirming they'll send the proposal
over email or with a plight goodbye if
they decline. It's best to outline the
steps as clear bullet points like this,
but keep them focused. Too many steps
can overwhelm the AI assistant. In our
prompt, we included context about the
company the assistant is representing.
For our needs, this is sufficient. But
if our call was more involved, like a
customer support agent who is receiving
hundreds of nuanced calls, we could add
files into its knowledge base that it
can reference, like all of our policies
and procedures. But keep in mind, this
will increase the response latency since
the assistant will need to make round
trips to these files as it generates its
responses. So, if you can get away
without adding supplemental files, your
agent will be more performant. Our
assistant is almost ready to start
making calls on our behalf. But before
we publish it, let's add some extra
configuration. As we scroll down, we'll
see that we can tweak the transcriber
settings, which we'll leave alone for
now. We can also select different voices
depending on the personality we want our
agent to have. For our agent, we'll go
with Vap's Elliot voice, but feel free
to try out different options to feel out
which one is best for your use case. You
can also add background noise to the
call. Adding ambient sound makes
conversations feel more natural and
helps mask any brief delays that occur
while the agent generates responses
instead of awkward silence. Callers will
hear realistic background sounds. Next,
you'll see the tools section, which
unlocks powerful ways for your agent to
take action during a call, like sending
data to your CRM, triggering external
workflows, or running custom logic. This
is where Vappy really shines for more
advanced automations. However, since
it's beyond the scope of this tutorial,
we'll leave it untouched for now. What
we will be using is the call summary.
Vari automatically transcribes the call
and the prompt inside here tells it how
to summarize the call based on that
transcript. If we open it up, we'll see
there's already a built-in prompt that
tells the assistant how to create its
call summary. While this default prompt
works decently, we can make it even more
valuable for our make scenario by
customizing it to capture additional
details. Here, I'm pasting in a new
prompt telling it to summarize the call
in a couple sentences with details that
will help out with creating a proposal
later on. Since we'll add this call
summary to our lead's air table record,
capturing detailed insights here is
valuable. We also want to tell Vappy how
to judge if a call was successful or
not. There's already a decent default
prompt here, but we'll customize it for
our needs by telling it to judge success
solely on whether the lead wants to
receive a proposal. We'll evaluate
success with a pass fail, which simply
gives us a true or false value that we
can use in our automation workflow.
While there are additional advanced
options here, the final step we're
concerned about is the voicemail
detection. Let's make sure we toggle
that on with VP as the provider. This is
helpful for our make scenario since we
need to accurately track whether the
call was actually answered or if it just
went to voicemail. We're now ready to
hit publish and test our newly created
voice assistant. Hey, it's Ben from
Edji. Is now a good time to talk about
your business needs? Yes, it is. Great.
I'm following up on your submission
because we build custom AI agents and
automations for companies like yours.
anything from customerf facing bots to
internal workflow optimization. I'd love
to understand a bit more about what led
you uh to reach out. What sort of
processes or tasks are you looking to
automate? I'm looking to implement
custom AI agents to facilitate learning
on an e-learning platform. That sounds
really interesting. Um so you're looking
um to enhance uh the learning experience
on your e-learning platform with AI
agents. Are there any specific
challenges or bottlenecks you're facing
right now that you hope these agents
could help with? Uh, yeah, just
streamlining the learning of the content
library on my platform.
Got it. So, you're looking to streamline
how users access and learn from your
content library. That makes a lot of
sense. Thanks for sharing that. Would it
be helpful if I sent a quick proposal
your way showing how we could support
your goals? Yeah, that'd be great.
Perfect. I'll send that to the email we
have on file. Thanks again for your time
and I look forward to helping you with
your project. Great. Thanks. Bye. You're
welcome. Have a great day. Bye. Great.
Our assistant is working as intended.
It's now the voice of our lead outreach
standing by, ready to make calls on our
behalf. Before integrating this
assistant inside of Make, let's walk
through the new path a lead will take
through our extended scenario. We left
off here, but we're going to extend this
for the trigger. Nothing changes here. A
new Air Table record marked qualified
still kicks things off. Then our voice
agent will call the lead using the
number from their record. We'll add a
short pause to wait for the conversation
to finish before we analyze what
happened. We grab the call record from
VAP. Then we check if the call was
answered. Answered. Great. We log the
call summary and mark the lead as
interested or not in Air Table. No
answer. No problem. We fall back to
emailing them a link to schedule a call
and alert our sales team. Since we're
going to be logging call summaries and
interest level about our leads, we'll
just need to head to our lead base in
Air Table and add those. We'll add a
long text field called summary,
a checkbox for interested, and while
we're at it, let's add a new date for
when a proposal was sent on since in the
final phase of this buildout, we'll be
generating and sending proposals to
these interested leads. Back over in
make, we're ready to extend the lead
qualifier scenario that we built
earlier. To keep things clean, let's
just clone what we built and extend from
there. Name it lead qualifier plus voice
agent. And now we're ready to continue
building.
The beginning step remain the same where
we watch for new leads.
Then we'll add the VP module to create
an outbound phone call.
We will need to set up the connection to
our VP account,
which means we'll head back into that
dashboard, click on API keys, then copy
your private key. If you don't see one
in there, just go ahead and add a new
one. Give it a relevant name. Decide if
you want to restrict it to only work on
certain sites. Or if you only want it to
work with specific assistant, then
create the private token. You'll see it
pop up here. Then just copy it. But make
sure to save this somewhere safe since
you won't be able to view it again.
Pasting the key into the VP module
should set up our connection. Then we
can configure our call. We'll just fill
in these fields, giving it the
assistance ID, which you copy from the
top of the Vappy Assistant page. We
provide the assistant with the lead's
phone number pulled from their air table
record. But what number is our assistant
calling from? If we head back into Vappy
and click on the phone numbers tab, we
can create a new free phone number with
Vappy, specifying the area code to call
from. Note that at the time of this
recording, only US area codes are
supported by Vappy. Since we're building
this assistant for learning purposes, we
can simply use a US area code like 223.
However, if you plan to deploy an
assistant for production use and you or
your client are located outside the US,
you'll need to import a number from
something like Twilio or Vonnage. Okay.
Once that number is created, we can copy
its ID, not the number itself, and paste
it into the makevarpy module. And with
that, our voice agent is set up and
ready to make calls triggered by our
make scenario. Once the call is sent, we
need to wait a bit before we check what
happened. Calls take time to connect,
ring, and potentially have a
conversation. If we try to fetch the
result too quickly, we could just get an
empty response or an error. So, let's
add a short pause. Insert a tools sleep
module. Set the delay to 300 seconds.
This little breather, 5 minutes exactly,
gives Vappy time to do its thing before
we peek in to see how it went. To ensure
things are working so far, let's add a
new lead to our Air Table base. We could
add them via the form, but it's quicker
just to duplicate an existing lead in
order to create a new one. Now, we'll
head back and make and run the scenario
to test that it's all working.
Hey, it's Ben from Edgeai. Is now a good
time to talk about your business? Yeah,
it is.
Great. I'm following up on your
submission about exploring AI solutions.
We build custom AI agents and
automations for companies like yours.
Anything from customerf facing bots to
internal workflow optimization. I'd love
to understand a bit more about what led
you to reach out. What sort of processes
or tasks are you looking to automate?
Yeah. So, I'm just interested in um
seeing how we can build out some maybe
AI powered workflows to help the
operations in my company.
That sounds interesting. AI powered
workflows can really streamline
operations. Are there any specific
bottlenecks or manual tasks you're
hoping to reduce? Hoping to help my uh
learning management system run more
smoothly.
Got it. Optimizing your learning
management system can definitely enhance
efficiency and user experience. Uh,
thanks for sharing that. Um, would it be
helpful if I sent a quick proposal your
way showing how we could support your
goals? Yeah, definitely.
Perfect. I'll send that to the email we
have on file. Thanks again and I look
forward to your feedback. Thank you.
You're welcome. Have a great day. Now
comes the part where the automation
becomes observant. We're not just
automating calls. We're building a
system that pays attention to what
happened. Did someone pick up? Did the
assistant get the job done? Was the lead
interested? To answer those questions,
we need to ask VBY for the results of a
specific call. And to do that, we'll use
an HTTP module to make a request for
that call record. To better understand
this module's function, let's explore
what an HTTP request is and how it fits
into the broader workings of the
internet and how APIs fit into all of
this. I know it sounds complicated, but
let's break it down with a simple
analogy. Remember earlier we learned how
an automation workflow is like a facto's
assembly line where each module is like
a machine performing a step in the
process? Well, factories don't operate
in isolation. Sometimes your factory
needs supplies, information, or services
from outside its own walls. A real
factory might call a supplier to order
more raw materials. Ask a logistics
company where a shipment is. Verify
parts. Meet quality standards with lab
testing. request a maintenance crew to
check the temperature of a remote
machine. Simply put, a factory
coordinates with external partners to
handle tasks outside its own expertise.
Just like real world suppliers don't
take factory orders shouted over a
fence, external services need a
structured way to receive requests.
That's what an API or application
programming interface is. In our factory
analogy, the API is like the official
order form that your external partners
use to process requests, which you would
fill out to order some special machine
parts to use within your factory. Online
services like Vappy, Air Table, or Slack
all offer APIs that follow the same
principle. They give outside entities
like make.com a structured way to send
and receive information. APIs give us a
clear, consistent way to ask for
something and get a predictable,
reliable response. There are several
types of HTTP requests that serve
different purposes. So, you could be
saying, "Get me this thing. Post or add
this new thing. Put this info where it
belongs. Replace the whole thing. Patch
just this one part of the info, but
don't replace the whole thing. Delete
this thing." In our case, since we're
about to be making an HTTP get request
inside of Make, we're essentially
saying, "Get me this call summary.
Here's what I want, and here's who I am.
I've got the proper permission to access
what I'm requesting." While platforms
like make.com and n10 provide a visual
interface for building workflows, under
the hood, they're actually making API
calls to connect with these external
tools. So even though you're working
with visual blocks, these modules use
the same underlying language that
developers use to connect services
across the web. Yes, this is no code
development, but that doesn't mean code
isn't running. It's just happening
behind the scenes. That was quite the
detour, but an important one because it
gives you a firm grasp on how things
work on a deeper level. Now that you
understand what an HTTP request is and
how it fits into the big picture, let's
set this module up to go get the record
for the call that was just made. We'll
set the method to get. But where are we
getting something from? Well, we're
going to make a request to VP's API to
get the call that just happened. If we
check out the VP documentation, we can
see that we need to send our request to
this URL where the last part of the URL
is the ID of the call we're fetching. So
let's copy that URL and paste it into
the HTTP module. Adding on the call ID
from the vari modules output
in the header section. Here's where we
add instructions like putting a label on
a package by putting authorization in
the name field. This just means we're
saying we have the authorization to get
this info and the proof is the value of
the header itself. Another way to think
of that proof is that we have a key to
unlock this special box that contains
the information we're requesting.
That key is the API key that we generate
from VPY. So in the value field, we'll
type bearer. Then paste that key next to
it. This roughly translates to the
person who possesses or bears. This key
has permission to access what they are
requesting. Finally, we'll say yes to
passing the response. This means the
module will break apart the response
into structured fields that we can
easily use later in the scenario. Let's
make sure this is working by running
this module only. Here at the bottom,
it's asking for the call ID that we want
to get, which we can just grab off of
the last time the VAP module made a
call. Placing that calls ID here and
hitting save will now cause this HTTP
get request to fire off. And we quickly
see that it was a success. We now have
access to all of this data from our
call, including the summary, which as
you recall is the result of that prompt
we added into VP to summarize the call
for a sales team. We also have access to
the analysis, which tells us if the call
was successful. This is perfect since
we'll use both pieces later in the
scenario to update the lead's air table
record with their call summary and
interest level. So now that we're
monitoring the call results, let's start
implementing those next steps. First, we
want to determine whether the call was
answered. So we'll set up a router to
create paths for both answered and
unanswered calls. When someone answers
the call and engages with your voice
assistant, it's a valuable interaction
that your sales team needs to know
about. Let's set up a filter to check if
someone answered the call. On the first
route, we'll add a filter with a
condition that checks for calls where
the data do the ended reason
equals customer ended call. Among all
the data points available, this is our
most reliable indicator that the call
was answered and didn't go to voicemail.
On the second route, we'll do the
opposite and set the condition to filter
for cases where data ended reason does
not equal customer ended call.
On the answered route, we want to know
if the lead was interested in being sent
a proposal or not. So we'll add another
router that splits into two paths based
on the call analysis, specifically the
success evaluation. Remember earlier
when we told Varie to evaluate if the
call was a success based on whether the
lead wanted a proposal or not. That
evaluation is contained in this data
here. Since this data is simply true or
false, we'll check whether the analysis
is equal to true success or false
failure on each route. For both routes,
we want to update the lead's record with
the call summary and note whether they
were interested in a proposal. So on
each route we'll add an air table update
a record module. On the interested route
we'll target the lead contacts based by
this lead's ID and update the contacted
on field two. Now add the call summary
and check yes on interested.
We'll do the same for the not interested
route
but check no for interested. Now, our
sales rep can instantly see when the
lead was contacted and what transpired
during the call. The system
automatically documents each
interaction, just as a human rep would
take notes after speaking with the
prospect. By the way, in case you're
curious, this process technically
performs a put request under the hood
where it puts or updates something about
the record without replacing it all
together. Of course, not all of our VP
calls will be answered. This happens,
people are busy or they screen unknown
numbers. That's why we build in a
backup. On the notwans answered route,
we'll keep the steps from our initial
build where we send that lead an email
to schedule a call and we let our sales
team know about them. With this all
locked in place, let's run the scenario
to make sure it's working. Hey, it's Ben
from Edge AI. Is now a good time to
quickly talk about your business needs?
Yes, it is. Great. Thank you. I'd love
to understand a bit more what led you to
reach out to us. Are there specific
processes or tasks you're looking to
automate? Yeah, looking to uh implement
AI agents.
That's exciting. Implementing AI agents
can really streamline operations. Um are
there particular tasks or workflows at
your company that you find especially
timeconuming or manual which you're
hoping to improve with automation? Yeah,
just hoping to um have the agents
trained on the learning material so that
they can help my students.
That makes a lot of sense. Training AI
agents to assist your students could
really enhance their learning
experience. Thanks for sharing that.
Would it be helpful if I sent a quick
proposal your way showing how we could
support you in developing those AI
agents? Yeah, that would be perfect.
Excellent. I'll send the proposal to the
email we have on file. Thanks again.
We've done a lot. Let's zoom out for a
second to recap. With our current
scenario, we now have a system that
detects qualified leads, places an AI
powered voice call with no manual
effort, waits, listens, and reacts
depending on whether someone answered
and whether they were interested or not,
logging the outcome accordingly. As of
now, the voice assistant works, but it's
not as capable as it could be. Without
knowing our lead's name or anything
about their company and needs, the
agents ability to pitch is pretty
limited. Our next step is to enhance our
scenario by researching our lead with
open AI and passing those insights to
our Vappy Assistant, allowing it to
personalize each call. Essentially,
we're going to have a a search feature
that is going to not only just use the
voice agent for uh doing the research
and getting more information, we're
going to use OpenAI's uh search models.
So, when people fill out that form we
made, then we're going to use OpenAI to
research the internet for that lead and
get some information on that. Then,
we're going to send a call to them again
using Vappy. This time it's going to be
personalized with the information that
we got from that web search. So it's
really, hey, we know this about you, but
what else? We're looking for this
information on you. You can really get a
a a complete picture of who this person
is before we even booked them in for a
call with our sales team. So with the
VIP module we're currently using,
unfortunately, we're not able to feed
anything into it, at least not at the
time of this recording based on the VIP
module's current setup, but we can solve
for this by switching out the VP module
with a more custom approach using an
HTTP module. So, let's drag it out of
the workflow and unlink it. And since
we'll be borrowing some of the values
from it soon
inside a new HTTP make a request module.
Since we're making a manual request out
to the Vappy API, we need to specify the
URL just like we did in our existing
HTTP module. So, we can go ahead and
copy that URL from the get module. Since
we're simply placing a Vappy call and
not retrieving an existing one, we won't
need the calls ID. So, we'll leave that
off. And we'll change the method type to
post. The header remains the same,
but we need to add a second item where
the name is content type. Value is
application/json.
Content type is like labeling the
envelope you're sending.
Application/json means inside this
request, the data is structured like a
JSON object. It's like writing English
or Spanish on the outside of a letter so
the recipient knows what language to
expect when reading it. Continuing down
the module, we'll then set body type to
raw, which means we're manually writing
out the data we want to send to VP. And
we set content type to application/json,
which again tells VPY to expect data
formatted as JSON. And I know many of
you don't know what JSON is, but it's
less intimidating than you might think.
It's really just a pair, the key and the
value. Just like in a spreadsheet where
you have the keys like phones, name, and
email. Then you have the values, the
actual data that goes with each key.
It's an easy to read way to structure
and share data. In JSON, everything sits
inside curly brackets. This is called an
object. Both the keys and values need to
be in quotes with commas separating each
key value pair. Don't worry if you're
not a JSON expert. Many free online
tools can help you check if your JSON
formatting is correct. So back in make
down in the body of our HTTP call out to
Vappy, we're going to add some JSON to
save some time. We'll grab some values
from the VPY module we were using
earlier, including the assistant ID,
which we'll paste into the JSON.
And we'll also grab the VPY phone number
ID off that old VP module and paste
reuse it in our new HTTP module. We're
just doing it a bit more manually. The
main difference here is in this
assistant override section. As it
sounds, we are overriding the assistant
within custom variables. These are
essentially placeholders that will be
replaced by the lead's name, company,
and the research we perform for each of
them. This way, when we say, "Hey, Vapy,
call this lead." We're also saying, "And
here's info about them to use on the
call." Now, that we're going to be
sending these variables into the
assistant, we need to head back over to
the Vappy dashboard and tell our
assistant Ben to be expecting that
information and instruct them on how to
use it. In the first message, we can add
the first name variable so our assistant
can greet our lead by name. In the
updated prompt, we'll inform Ben that he
will receive custom data via variables
such as the lead's first name, company,
and company research. And to use these
details to personalize everything on the
call with the goal of pitching more
effectively. With our assistant ready to
receive all that custom info, we just
need to perform research on our lead.
And for that, we'll be using OpenAI.
Let's add an Open AI. Create a chat
completion module in line just before we
make the Vappy call. You'll need to set
up the connection with your OpenAI
account and make sure get an OpenAI API
key and also have some credits to use
for this.
To do this, you can log into your
account at platform.opai.com
login and click on API keys. Then create
a new one, making sure to copy and save
it in a safe place. Then you'll click
over to billing and add some credits,
making sure you have an active credit
card set up. With that connection set
up, we'll select the model. Since we're
doing research, I'm choosing GPT40 mini
search preview. By the time you watch
this, there may be other options. The
important thing is to choose a model
that can do search. In the messages
section, we'll set the role to user,
which just means this message is coming
from a user, you in this case. The text
content is where we place the prompt.
Essentially, we're telling it to serve
as a research assistant that uses our
leads information to generate a summary
of how an AI automation agency could
help them with their needs. Let's see
how it works by running this module only
giving it an example company name and
notes for testing purposes.
As you can see, it's running and
performing research for us. But notice
how the result is formatted in
paragraphs. While that might look fine,
it actually causes a problem because
when we try passing this result into our
HTTP module, it needs to follow strict
formatting rules. Those paragraph breaks
can quietly break things behind the
scenes and cause the system to reject it
since it won't be valid JSON. There are
a couple ways to fix this. We could
either demand that chat GPT gives us our
summary in JSON, or we could add a text
passer in between the GPT and HTTP
modules, which removes those line breaks
for us. Since there may be other
situations when you need to transform
data in your future workflows, it's
helpful to get some practice passing
text. So, let's add the text passer
replace tool. For the pattern, we'll add
this regular expression. This
essentially finds any line breaks, so we
can replace them with a new value, which
we'll leave blank. In other words,
instead of the line break, it will be
replaced by nothing, aka removed. We
want global match to be set to yes, so
that it finds all line breaks, not just
the first one, then no, for the rest of
the options. Finally, we'll select the
text we need to pass the result from
open AI's research. With this
reformatting in place, we can now
reference that clean text inside the
company research field of our HTTP body.
Finally, we'll say yes to pass the
response and close out this module.
Notice how we still have this red error
icon on the second HTTP module. It's
broken because it's trying to reference
the call ID from the original VP module
that no longer exists because we deleted
that module. Instead, it needs to
reference the call ID from our new HTTP
module, which manually makes that VP
call. Since we haven't yet run that new
VP replacement module, we'll run it in
isolation, feeding it a phone number and
whatever info just to get it to run.
Once it runs, we can now access and
reference the ID field from it for
future runroughs of this workflow. We're
now ready for the big payoff. Make sure
you add a new lead to your Air Table
with a valid company it can research.
Let's run the scenario to make sure
everything is working properly.
Hey Mark, it's Ben from Edjai. Is now a
good time to talk about your business
needs? Yeah, sure is.
Awesome. I'm following up on the form
you submitted. We build custom AI agents
and automations for companies like View
Mastery. Anything from customerf facing
bots to uh internal workflow
optimization. I'd love to understand a
bit more about what led you to reach
out. What sort of processes or tasks are
you looking to automate? I'm looking to
implement AI agents to facilitate the
learning journey on my e-learning
platform. That sounds like a great
initiative. Enhancing the learning
journey for your students can really
make a difference. Are there any
specific bottlenecks or manual tasks
you're hoping to reduce with these AI
agents? Just hoping to increase the
effectiveness of our content by
supplementing it with these AI agents.
Got it. So, you're looking to enhance
the effectiveness of your content by
providing real-time support to to your
students. That's a smart approach,
especially with the extensive library
you have at View Mastery. Thanks for
sharing that. Would it be helpful if I
sent a quick proposal your way showing
how we could support your goals? Yeah,
that would be perfect.
Perfect. I'll send that to the email we
have on file. Thanks again, Mark. All
right. Thanks. Exciting. Our scenario is
working and our voice assistant is now
empowered to perform dynamic pitches
based on our lead's unique information.
We're almost there. Finally, within
build 3, we take this about as far as we
can within a beginner tutorial like
this. Um, and this is a really, really
powerful thing once you've added in
these extra features. So, after the call
again, we're going to analyze that and
deal with if they answered or didn't
answer. And long story short, if they
answered and they said that they were
interested and said, "Hey, yes, can you
please send me a proposal?" Then we're
going to take all of this research that
we've done and all the information that
we got from the phone call in order to
generate them a custom proposal and
saying hey look this is what we want to
kick off with you because you need to
make a proposal in order to start any
kind of services or most kinds of
services but we can automate the
generation of a proposal which can take
hours and hours and hours for businesses
and we can use all of this information
we collected and they've said yes hey
can you send it over and then we use an
application called Panda do and we can
create a template of a document for our
agency in this case and it's going to
use AI in this case we're going to use a
chatbt uh node here on make and it's
going to take all of this information
and write a personalized proposal on how
we would kick things off with them of
what we're proposing in terms of the
scope of work for them like we will do
this this it sounds like you need this
we can do this this is roughly how much
it's going to cost etc and then using
panda do we can send that as a e-ign
link so that they're ready to sign and
we get notifications about if they've
viewed it if they've signed it etc and
so by the time you've done this we've
automated everything from the initial
point of contact where the leader said
that they're interested in our services
to learning more about them to
determining if they're qualified for our
offer uh to sending them a custom
proposal and ultimately for them signing
the dock through Panda do and they're
ready to kick things off with us. So
that is an explanation of of build 3 and
what we're really trying to go here. I
hope this been helpful to clarify things
for you um because this is really really
powerful if you can wrap your head
around it. So please stick with it.
Once a lead has expressed interest, it's
the perfect moment to harness that
momentum and transform it into something
concrete, a tailored business proposal.
Why wait for someone on your team to do
this manually when we already have all
the context we need? With the help of
OpenAI and Panda do, we can generate,
send, and log a custom proposal without
anyone lifting a finger. So, in the
final section of this course, we'll be
tacking on a proposal generator to the
end of our workflow. We'll use OpenAI to
create the custom text to plug into a
proposal generator.
We're going to be using Panda Do as our
tool for creating and sending proposals.
It allows you to create templates with
placeholders that can be filled in
dynamically from your automation
workflows. Here's how to create and
configure your template in Panda Do. Log
into the Panda dashboard. Just create an
account if you don't yet have one. Then
go to templates and click plus template.
For sake of ease, we can select an
existing template to remix such as one
of these business proposal or
advertising sales proposal templates.
I'm going to use a template I already
created here. Within a Panda Do
template, you are able to drop in
tokens, which are basically placeholders
that can be replaced with actual values,
such as your client's company name. In
this case, you can set up this template
however you'd like, but as you can see,
I've set mine up like this with a client
introduction section addressing them by
name. In the goals and plan section,
I've left room to insert information
about my lead's goals and the services
I'll recommend and a plan for how I'll
implement things. so you can see how it
works. We'll create those as variables.
Over here in the sidebar, we'll add
proposal.goals
will be a paragraph or two summarizing
the client's top priorities.
Proposal.services
will be a bulleted list of the
recommended services.
Proposal.implementation
will be a concise execution plan to
deliver the above. In the pricing
section, I've already added placeholders
here. proposal pricing and for a
breakdown of services and costs and
proposal.total,
the full estimated project total.
Down in the agreement section, we're
requesting signature and including the
leads info. Once everything is in place,
name it something relevant and save it
because you'll soon be using this
template inside your makes panda dooc
module. Optionally, you could spend some
time styling this template with a logo,
brand colors, etc. Remember, this
document will be client-f facing, so
make it look and feel as professional as
the service you're offering. With your
Panda do template ready and tokenized
correctly with placeholders, we're ready
to include it in the final sequence of
our make scenario. We'll add the Panda
Do create a document module, set up a
connection with our Panda Do account,
name the document based on the company
we're sending it to, and select the
proposal template we created earlier.
We'll fill in these values, giving the
module the lead's email to send this to
and include all of the necessary info
about our client, like the company name
and the client's first and last name.
For all these proposal tokens, we'll be
generating these values with AI in a
moment.
For now, we'll scroll down and say yes
to send a document because we want to
email this Panda doc to our lead. Fill
in the subject line using their name and
company, write a short message,
then hit save. Next, we'll use OpenAI,
create a chat completion module to help
us write a clear, convincing proposal.
We'll select a quick and efficient GPT
model, and in the prompt, we feed it
instructions about its role as a sales
expert with context about the services
our mock company offers like AI
automation and agent-based systems,
information about the client, including
the company research we did earlier in
the workflow, and the summary of the
call our voice assistant had with them.
Then we clarify its task to identify the
most relevant services we can offer them
and we demand the output to be in JSON
format so we can make easy use of it in
the modules after this.
If we go ahead and run this module only
passing in some dummy data for the call
summary and company research.
We'll see it efficiently generates this
relevant info organized as JSON like we
requested. We're almost ready to plug
these values into the Panda doc module,
but we first need to add a pass JSON
module to prep the message content
output from OpenAI, breaking it up into
discrete values that are available as
variables we can inject into our
proposal document in the next step. To
plug these proposal values into their
slots in the Panda do module, we first
need the JSON module to run. While we
could run our entire scenario, there's a
quicker way. go into our OpenAI module,
grab the expected JSON format, and paste
it as dummy data into the JSON module to
test it. Perfect. Now, we can see it's
passing correctly, and we can now go
into our Panda Do module and plug those
variables into their corresponding token
slots.
Finally, we want to bring things full
circle by updating the leads air table
record so that our sales team can see
when the proposal was sent.
So in the proposal sent on field, we'll
add a timestamp with now. This keeps
everything tidy. So when someone on your
team looks at a lead, they know a lead
was created, they were qualified, they
were called, including a call summary,
they were interested, a proposal was
sent. No one has to chase a status
update. It's all there in one glance
automatically. Let's do a final run of
this scenario to make sure all of the
moving pieces are working correctly.
Hey Brad, it's Ben from Edge AI. Is now
a good time to quickly talk about your
business needs? Yeah, it is. Great.
Thanks. I came across some info about
View Mastery. It sounds like you're
really focused on helping developers
learn VDJs efficiently. We build custom
AI agents and automations for companies
like like yours. Anything from customerf
facing bots to internal workflow
optimization. I'd love to understand a
bit more about what led you to reach
out. Are there specific processes or
tasks you're looking to automate? Yeah,
I'm looking to implement AI agents for
learning who are trained on the content
library of my learning platform.
Uh, that makes a lot of sense. Creating
AI agents that can assist learners by
leveraging your content library sounds
like a great way to enhance engagement.
Are there particular bottlenecks or
manual tasks you're hoping to reduce
with these AI agents? Yeah, just hoping
for uh the students to be able to
comprehend and apply the concepts more
effectively with the agents.
That's a smart approach. Empowering
students to better understand and apply
concepts with AI support can really
boost their learning experience. Thanks
for sharing that. Would it be helpful if
I sent a quick proposal your way showing
how we could support new mastery with
tailored AI solutions? Yes, please go
ahead and do that. Perfect.
I'll send the proposal to the email we
have on file. Thanks again, Brad. Thank
you. You're welcome, Brad. Thanks for
your time today. If you have any
questions later or want to discuss
further, just reach out. Have a great
day. The workflow seemed to have worked
as planned. Inside Air Table, we can see
that the proposal sent on date was
added. Now, let's check the email that
we told Panda do to send the proposal
to. Heading into that email, we can see
that it worked perfectly. Our proposal
dock arrived which the client can open
up to go view their proposal which we
can verify has been properly drafted
detailing the client's specific needs
and our plans to help them. From here
the client can sign the document, date
it and finish it out.
An added benefit of Pandanda is that we
don't need to create additional
automation steps in make.com to track
when leads view or sign proposals. Panda
handles this automatically by sending
notification emails to our email
whenever a lead views or completes a
proposal. With this final stretch,
you've created a full system that not
only identifies and qualifies leads, it
translates interest into action. Of
course, there are many other steps you
could add to this scenario. For example,
the delay we added after the call takes
place works in most cases, but if the
call exceeds 5 minutes, the system would
incorrectly mark it as not answered,
even if it was successful. The foolproof
solution would be to implement a web
hook that listens for the call to end,
but that's outside the scope of this
beginner build. You could even add a
whole extension to this workflow where
you detect when a lead signs the
proposal and then onboard them with an
automated client orientation workflow. I
encourage you to get creative and add on
to it to learn and challenge yourself.
For now, I want to share some
troubleshooting tips to keep in mind as
you go off on your own and build your
own workflows.
As you take your next steps and start
building your own AI powered
automations, I want to be completely
transparent. You will encounter issues.
platforms will change, tutorials may
become outdated, and unexpected problems
arise. This isn't a flaw in the system.
It's a natural part of working in a
rapidly evolving field. The truth is,
even experienced developers spend a
significant portion of their time
troubleshooting. I can't count how many
times I found myself yelling at my
screen because some seemingly simple
thing wouldn't work. It's part of the
process for everyone. There's an old
saying, give a man a fish and you feed
him for a day. Teach a man to fish and
you feed him for a lifetime. This sums
up our approach to technical education.
If you are spoonfed every solution,
you'll end up just copying existing
systems and won't be prepared for real
world challenges and you won't develop
ways to differentiate yourself either.
So, think of technical problem solving
as a muscle. Right now, it might be
underdeveloped and using it feels
uncomfortable. That's normal. But with
consistent exercise, tackling problems,
finding solutions, learning from
mistakes, this muscle will grow
stronger. It's a gradual process that
develops through experience. Each
problem you solve builds your expertise,
making future challenges less daunting.
While you can't rush this journey, you
can fully embrace it. When you feel that
sense of being out of your depth, try to
recognize it not as failure, but as
growth. You're in uncharted waters.
You're pushing your limits and expanding
your capabilities. The most valuable
learning happens precisely in these
moments of struggle. So with that growth
mindset, let's cover some tools you can
use for troubleshooting. You probably
won't be surprised that I encourage you
to leverage AI as you develop your
skills. If you run into errors in your
workflow by heading over to chat GPT or
a similar LLM, you can lean on its
ability to support you in solving the
issues you encounter. The trick here is
to describe your issue in detail.
Remember to give enough context so the
AI can grasp what you're building, the
specific step you're on, and the
expected outcome versus the problem
you're experiencing. Include
screenshots, error codes, and let it
search for the latest information.
There will be times your issues are a
little more complicated. For complex
problems, you can even try the deep
research mode to get comprehensive
information on specific platforms or
issues. Sometimes the first suggested
solution won't be the right one. But as
you engage in back and forth dialogue,
as you see me doing here, where I am
giving it more info,
the AI gains more clarity about your
issue and can better narrow down
potential solutions.
And if you truly want to learn, don't
just do what it says without curiosity.
Ask it to help you understand why the
issue happened and why the new solution
ultimately worked. If you are hitting a
wall, it's possible that others have
already hit that same wall and climbed
over it. So, by doing a traditional
Google search, you can look for existing
threads or community posts about similar
issues. Many problems you'll encounter
have already been solved by others. Of
course, YouTube is another great
resource. Search for recent tutorials
that show updated interfaces and
workflows or that highlight key details
that could help resolve your issue. We
now have access to tools like Google AI
Studio that can watch your screen and
provide real-time support as you work.
Think of this as an experienced guide
peering over your shoulder and helping
you step by step. This eliminates the
need to manually type out your problem
and provide screenshots to chat GPT
since you can give the tool permission
to observe what's on your screen and
guides you through solutions using voice
assistance. Take a look at how powerful
this is as it helps diagnose what's
causing this error. I'm getting an error
on this HTTP module where I'm trying to
make a post request out to the VP API.
Any idea where I should start looking
for a solution to this error? I see the
workflow you've created and that you are
receiving an error when trying to make a
post request to the VAPI API. Are there
any error messages that you can share?
It's a 400 bad request error. Do you see
the information here in red? Okay, I see
that it's a 400 bad request error. The
message indicates there's an issue with
the JSON formatting of your request
body. It seems like there's an
unexpected character, either an expected
or after array element in JSON at
position 1167, line 12, column 51. Would
you like me to help you review the JSON
structure in your request to identify
any syntax errors or missing commas or
brackets?
Yes. Can you notice anything in here
that is wrong?
Looking at the JSON, it seems like the
error might be in the company research
field where you have an array containing
a single element and that element seems
to be an expression. If you're trying to
pass a single string there, try removing
the curly bracket. Also, can you double
check that all your keys and values are
properly formatted as strings? Learning
to read and apply documentation is a
critical skill. Each platform has
detailed guides that are regularly
updated. Often, you'll find information
there that can help solve your issue. If
it feels overly technical, you can
circle back to asking something like
chat GPT to help you understand the
documentation and how it applies to your
specific issue. Finally, there are
plenty of online communities like the
ones me and my team run related to the
platforms you're using. Join Discord
servers or other forums, search for
similar issues, or even ask questions
directly. You'll be surprised by how
helpful and supportive these communities
can be. If your goal is to build real
automations for real clients, things
won't always go according to plan.
platforms will change and requirements
will shift. The ability to adapt,
troubleshoot, and find solutions is what
separates successful builders from those
who give up early. The most successful
people in this field aren't those who
never encounter problems. They're the
ones who persist through difficulties,
who see obstacles as puzzles to be
solved rather than roadblocks to
progress. So, when you hit that
inevitable moment where something isn't
working, and you feel stuck, remember
this is normal. Take a breath. Step away
if needed. Then come back and work
through your troubleshooting toolkit.
Each time you solve a problem, you're
not just fixing that specific issue.
You're becoming better at solving all
future problems. This resilience and
problem solving ability will be just as
valuable to your success as any
technical skill you learn. So, embrace
the journey of building your technical
skills. In the next and final section of
this course, I'll show you how to sell
your newly built systems to real world
clients.
Now that you understand how AI
automations work and can build them for
yourself, let's talk about actually
making money with these skills. But
first, let me destroy a huge
misconception that many people have. You
don't need to build the next chat GBT or
create some revolutionary AI startup to
make some money in the AI space. The
real opportunity is much simpler.
Helping businesses to understand and
implement AI automations like what
you've just learned. This is how I
monetize my AI automation skills, and it
has been the most explosive growth I've
ever experienced in my career. The good
news is, if you've made it this far in
the video, you're much closer to being
able to tap into this starving market
for AI automation services than you
think. But don't take my word for it.
Let's hear from some of the world's most
famous and successful businessmen. If I
was 25 years old today in 2024, what
would I do? What's a good sector to get
involved in? What business would I get
involved in? I think everything is
looking at AI now in a different way.
And I think AI growth is going to be
exponential. So, anything to do with AI.
Now, what could that be? in the simplest
form is helping people use the
technology. There's going to be a
massive amount of people wanting to use
it that don't know how to and they're
willing to pay to solve that painoint.
So, is that consulting? Not really. It's
implementation and execution and so
helping a business do that transfer into
a world where they're controlling their
data and getting information from it.
Now, the majority of businesses in
America, for example, are between 5 and
500 employees. So, they're small
businesses. They create 62% of the jobs.
They want to use AI. You should help
them solve for that and they'll pay you.
Mark Cuban is saying the same thing as
well. That the biggest opportunity right
now is helping small to mediumsiz
businesses who don't understand AI and
automation yet but desperately need it
to survive. And they're right. Here's
why. According to recent data, there are
1.7 million businesses in the US alone,
making between $500,000 and $10 million
per year. These are small businesses
which make up 62% of all jobs in the
USA. These businesses know that they
need AI automation to stay competitive,
but they don't have the time to learn it
themselves. And there's basically no one
there to help them at all. All of the
big consulting firms are looking at
other big businesses, and no one serving
this small business market who still
need AI automations just as much as
anyone else. So basically, almost all
small businesses are starving for AI
automation services like education
services in order to help them to
understand what AI and automation is and
why they need them. Then there's
consulting services which help them to
identify where AI automation can help
them the most. And finally, there is
actual implementation services to help
them build and maintain their AI
automation systems. Right now, based on
data I've collected in my community, for
every person offering AI automation
services, there are over 1,100
businesses in the USA alone that need
help. 1 to 1,100. The market is
completely untapped and will be for a
very long time. And that's where you
come in, which is helping these
hardworking small business owners to
understand and implement AI automations
so that they can keep up and survive
through this AI revolution just like
you. We've seen this exact same pattern
happen when the internet came out. The
companies that help businesses to adapt
to the web made fortunes as the
companies that they helped. I personally
spotted this opportunity in early 2023
and started Morningside AI, my AI
automation agency. And since then, I've
generated over $5 million selling AI
products and services. And as a company,
we're only just getting started. And the
best part is that, as we've proved in
this video already, that you don't need
to be a technical genius to understand
AI and even to build your own AI
automations. You just need to be one
step ahead of the businesses that you're
going to help. Let me show you the three
specific ways that you can start making
money with your AI automation skills.
So, there are basically three services
that you can provide to help businesses
with AI automation. First, there's
education. This is teaching businesses
about AI automation, running your own
workshops or presentations, or training
their teams and creating courses.
Businesses are desperate for someone who
can explain this stuff in simple terms
to you, just like I've done for you in
this video, what the hell AI is, what
automation is, and what it can do for
them. And after watching this video and
a few others that I've made on this
channel, you'll know more than enough to
start educating businesses and helping
them to sort of move from where you were
at the start of this video to where
you're going to be at the end of it.
I'll be covering which videos those are
in a moment. And secondly, you have
consulting services. And this is where
you analyze a business's operations and
show them where AI automations can help
them save time or make extra money.
You're essentially being their AI
automation strategist. For example, you
could recommend a lead qualification
workflow like the one you just made to
help a struggling sales department. And
third is implementation. This is where
you actually build and deploy AI
automation solutions for businesses. Or
better yet, like my agency, you can do
all three of these. You can do
education consulting and
implementation. But you don't have to do
it all at once. It took us like over two
years to get here. So there's no rush.
And believe it or not, there are people
with only a few months of experience in
the AI automation space selling all of
these kinds of services right now.
Education consulting and
implementation. And the demand from
businesses is increasing insanely fast
right now because they're all switching
on and realizing they need to do
something about this right now. But
here's the thing. You still have one
problem, which is that you still don't
really know enough. You're close, but
you're not quite there. The way to make
money in the AI automation space or with
any services really is to create what's
called a knowledge gap between yourself
and the people that you're trying to
help. Your knowledge gap is your money
maker. Businesses will pay you in
proportion to how much more you know
about AI automations workflows and their
business applications than they do. So
now while this video has taught you a
lot, your knowledge gap is still fairly
small. But we can fix that. Let me break
down exactly what you need to do to
extend your knowledge gap so that you
can start monetizing this skill.
This video is step one. As long as
you've been taking notes and followed
all of the tutorials by building the
automations alongside me, you're already
far ahead of most people who have no
idea about how to build AI automations.
Step two is building even more
experience with AI automation so that
you are more familiar with the platforms
and better understand different ways
that they are being used to help
businesses. I've only given you a taster
here. This is a foundational knowledge
is the point of this video. But to do
this and extend your knowledge gap, you
can take my free course on school where
you'll build another 5 to 10
automations. Um, and the link to join
will be in the description below this
video. And this will further expand your
knowledge gap without paying a dime.
Once you've done that, you'll have what
I call a foundational knowledge. So you
understand the core AI concepts. You can
build basic solutions yourself. And you
know what's possible for businesses
right now. And then comes the big
decision. Do you want to go deeper
technically or do you want to start
monetizing what you already know? As
we've already covered, building and
implementing AI automations is only one
of the services that you can sell.
Naturally, the technical skills needed
to make money in implementation,
actually building AI automation systems
are far greater than just having a
foundation, you know, so you need to be
a lot more skilled in terms of
experience and being hands-on with the
technology to deliver high-quality
services for your clients. However, with
a good foundation, you're basically
ready to start having a crack at selling
AI automation, education, or consulting.
So this decision of whether you go to
education and consulting or actually
building it depends on what you're
really interested in. I'll use myself as
an example. I've always loved making
things from like block houses when I was
a kid to like brewing beer with my my
granddad to tinkering with engines. So
when I hit this foundational level in
early 2023 with my skills, I naturally
kind of just dove deeper into the
technical side. I kept building more and
more complex AI automations which led me
to starting Morningside AI where we now
build AI solutions for clients. But
here's the thing. A lot of people aren't
like me. And chances are you aren't
either. They don't get much of a buzz
out of the building side of things. And
because of this, many of you going to be
better at teaching and actually working
with people to help them understand and
get value out of this technology than
actually building stuff. But that
doesn't mean that you can't make money
in the space for you. Using the
foundational knowledge that you'll have
after you finish that free course to
actually sell AI, automation,
educational consulting makes way more
sense. So the key is being honest about
your strengths and your interest and
setting real expectations on how
technical you want to get in your career
by picking whether you want to sell
educational consulting or development
services. You have a hard stop on how
much you need to learn before you start
taking action. So this essentially
prevents you from getting stuck in an
endless learning phase. I see it all the
time where people just keep, oh, I don't
know enough. I need to keep learning and
they're forcing themselves to do
something they're not really good at or
they don't want to do and they're
procrastinating when they could be out
there making money. So, in summary, your
options from here are if you love
building and want to learn more, then
just keep going. Keep following that
interest and that energy. Watch my free
course tutorials in the description on
my free school. And then after you've
completed all of those, go on to build
your own projects and then ones for
friends and family. Try solving your own
problem or the people around you solving
their problems with AI workflow
automation. And within 2 to 3 months of
doing that, you'll be ready to start
trying to sell implementation to the
people around you properly. However, if
by now you haven't fallen in love with
the building process, then it's probably
best that you just finish off your
foundation by doing the builds in my
free course and then get started on
monetizing. Like, you don't need to keep
forcing yourself to learn more and more
and more and more. You already know
enough cuz you have a knowledge gap
between yourself and your clients and
you can start to help them by monetizing
that knowledge gap.
So, once you're clear on what type of AI
automation business owner you are going
to be, getting your first few clients is
actually pretty straightforward. And
there are two main ways of doing this.
The first is through what are called
warm connections. And this is by far the
easiest way to start. Instead of
expecting strangers to trust you with
your automation expertise, you can start
with people who already know you and
already trust you. What you're going to
be doing is basically making a big list
of all the people you know, all of the
connections and friends that you have
and acquaintances even, and reaching out
to them systematically to say, "Hey, I'm
doing this AI automation thing. Would
you be interested in having a chat to
see how we could help you or your
business?" And it's just consistently
starting those conversations with these
people in your network. And then
eventually, one of those doors is going
to open and become your first client.
I've covered this exact process many
times here on the channel. So on the
school post for this video, I'm going to
add the all of my complete guides for
warm outreach, including resources
directly from my AAA accelerator program
that will help you to fast track your
first few clients. The second way is
what I call the community content
flywheel. So this is how you build
long-term momentum with getting clients
for your business. Firstly, you need to
get inside my free community on school
and then immediately start creating
content about what you're learning. So
this could be uh making YouTube
tutorials about building automations. It
can be LinkedIn posts about workflow
automation tips and tricks or whatever
platform you prefer. But here's the key
is that you need to share this content
back into the community. And we have
over 160,000 members in my free school
with the biggest AI business community
in the world. And that gives you an
instant audience of people who are
interested in the same things to help
you get traction with your content as
fast as possible. So let me give you a
perfect example of this working in
action. We have a guy called Rory
Ridges, a young guy from the UK, and he
joined my free community and followed
this exact process. He took the free
course in the community. He learned the
basics and started posting simple
tutorials on make.com and relevance AI
and literally just started sharing the
automation workflows that he had learned
from my videos. Like he wasn't trying to
reinvent the wheel. He was just saying,
"Oh, I learned this cool thing. I'm
going to make a video on it." But every
time that he made a tutorial or a video,
he would share it back into the
community. The community would watch it,
give him feedback, and many of them
would go and subscribe to his channel
and become regular viewers. So, this not
only helped him to grow his channel
faster, but it started to position him
as an automation expert to his potential
clients. So, now his YouTube channel
brings him in enough leads to support
his growing AI automation agency. He's
basically started the same flywheel that
took me from zero subscribers and 0 with
AI to on track to making $10 million
this year and over 500,000 subscribers
in just 2 years. So, essentially, the
community gives you an audience. The
content gives you credibility and
together they bring you clients
consistently. So, on my free school,
there's going to be a post for this
video, and I'm going to leave all of the
links to my complete guide for creating
content and generating leads, just like
Rory and I have done. I've done a video
on it, ton of resources. You can find
that all on the free school.
What's really important to notice with
both of these methods is that they start
with giving value first. Whether it's
helping your warm connections to
understand and implement AI automation
for free or sharing your workflow
automation knowledge for free through
content, you have to start giving before
you get. Now, I know all this businessy
stuff may feel a little bit overwhelming
or out of reach for some of you, but you
will seriously be amazed at what baby
steps add up to in this AI automation
space. You've already taken the first
step by watching and following through
on this video. So, congratulations. All
you need to do now is keep this momentum
going. And the next step for all of you
is pretty clear now. You need to jump in
my free community. Go in there and drop
an introduction post. Let everyone know
who you are, what you'd like to do with
your AI automation career, and then
start working through my free course
material. It's there for a reason. And
I've poured everything that I've learned
about AI automations and building AI
automation businesses into videos like
these and they're all in a nice sequence
for you to work through on school each
time you complete a video. You can click
the little check box and keep stacking
those small wins and keep that momentum
going until you get to where you want to
go. And all of the resources I've
mentioned in this last chapter, the
selling part of this video will be on a
school post for this video within school
if you go to the YouTube resources tab
and then it should be right there. And
don't forget to check all of those
resources out there. And of course, if
you've made it this far, could you
please do me a big favor and just leave
a like on this video? You can drop a
comment below. Tell me what you like the
most or what you'd like to see next. And
click the share button and send it to
any loved ones or family or friends or
anyone so that they can start learning
these valuable automation skills for the
future as well. So, all of these actions
just help my videos like these reach
more people in the YouTube algorithm and
I'd really appreciate it cuz I put a lot
of work into these for you. And of
course, subscribe to the channel for
more content like this, helping you
understand AI automations, how to build
them, and more importantly, how to build
businesses and make money around this
incredible opportunity that is AI. If
you want to check out my 4-hour guide on
how to build AI agents, I've got that up
here. It's just like this one, but on AI
agents. Got a ton of great feedback from
it. So, if you want to keep learning,
that's a great place to go. But aside
from that, guys, thank you so much for
watching. That's all for the video and
I'll see you in the next
Loading video analysis...