AINoon Tutorial 3

The goal of this tutorial is to make your own agent to come up with movie-themed dessert ideas for a restaurant.

Set up a table to store the ideas

1. Open zapier.com
2. Open Tables from the sidebar
   • It’s possible to integrate Zapier to work with tables and spreadsheets in other systems
   • But we’ll using a table in Zapier itself so that we don’t have to set up any integrations
3. Click the Create button
4. Select Blank table
5. Name the table Dessert ideas
6. We now see an empty table with no fields/columns

There’s a Copilot on the left side of the screen - an agent Zapier has provided to help us set up a table.

Let’s ask it to add the fields we need:

Add fields for the name, movie, and description for each dessert idea

• Notice how it “thought for a moment”
  • This is chain-of-thought or reasoning
  • You can click the dropdown to see what it said to itself
• The copilot will ask you to confirm the fields its going to add
  • Note how it says its using a tool to add the fields!

You should now see three fields:

1. Name (text)
2. Movie (text)
3. Description (long text)

• If you see those columns your table is ready to go!
• Otherwise add them or change the field types manually
  • Demonstrate this if anyone had issues with the copilot

Create the agent

1. In a new tab, open zapier.com again
2. Open Agents from the sidebar
3. Click the New agent button

Another copilot to help us build our agent! Let’s describe what we want the agent to do, and let the copilot configure it for us:

1. Get the top 3 family movies releasing next month
2. For each movie, come up with a fun themed dessert to sell at our restaurant
3. Add each dessert to the "Dessert ideas" Zapier table

Again, we can see the copilot’s reasoning and tool use:

1. It has set up the instructions based on our description
   • Including a Final goal
2. It has added and configured the Zapier Tables: Create Record
   • Click on the cog to check the configuration
   • It should have selected the Dessert ideas table
   • It should Let your agent generate a value for this field
     • Sometimes it sets it to a hard-coded value, so demonstrate how to change this if anyone needs to
3. It doesn’t need to add a tool for web searching, as that tool is always available in Zapier agents
4. It has even given our agent a descriptive name!

We still need to add a trigger - when the agent should run:

1. Click the Add trigger button
2. Select On demand, so that it will run when we manually trigger it
   • We could have also selected to run it on a schedule
   • Or to be triggered by another system, like email

Test the agent

1. Click Agent preview
2. Click Test agent
3. Watch what it does!

You should see it:

1. Perform one or more calls to the Google Search or Web browsing tools to find upcoming family movies
2. Come up with a dessert idea for each movie
3. Use the Zapier Tables: Create Record tool to add each dessert to your table
   • It will ask you to approve each time it adds a row
4. Provide a summary of its work at the end

Go back to the browser tab of your table, and you should see three rows have been added!

AUDIENCE QUESTION: How well did your agent do?

• Did it successfully add desserts to the table?
• Did it get movies from the future?
• Do the dessert ideas sound good?
• Did you notice anything else interesting?

Conclusion

• You’ve now created an agent and used a couple of “copilot” agents to help you do it!
• In your own time:
  • Have a look at the list of triggers and tools that Zapier has available for integrating with other systems
  • Try refining the agent instructions to further control the kind of desserts or movies
  • Try building an agent to automate something of interest to you!
• There is also a homework exercise to extend this agent into a “multi-agent” system that uses another agent to generate a recipe for each dessert.