8 Steps
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WorkFlow

BUILDING AN AI AGENT WORKFLOW WITH MAKE

This workflow guides you through creating an AI agent using the Make platform that autonomously handles customer emails by answering FAQs and escalating complex issues to Slack. You will connect AI capabilities with practical tools like email and Slack, build …

Created with WorkFlow on AgentX.ID
WorkFlow
Building an AI Agent Workflow with Make
WorkStep 1
SET UP AI AGENT IN MAKE
Goal
AI agent configured with a clear role and AI model connection
Description
Begin by establishing a connection to your AI provider within Make. Name your AI agent, select the appropriate AI model, and define a system prompt that outlines the agent’s role and operational guardrails. This foundational setup ensures the agent understands its purpose and boundaries.
Deliverable
Configured AI agent module with system prompt and AI provider connection
WorkFlow
Building an AI Agent Workflow with Make
WorkStep 2
UPLOAD CONTEXT FILES FOR BACKGROUND KNOWLEDGE
Goal
AI agent equipped with contextual knowledge for accurate replies
Description
Provide the AI agent with relevant context by uploading files such as FAQs or company documentation. These files serve as background knowledge, enabling the agent to generate accurate and informed responses to customer inquiries.
Deliverable
Uploaded and linked context files accessible by the AI agent
WorkFlow
Building an AI Agent Workflow with Make
WorkStep 3
CONFIGURE EMAIL TRIGGER AND INPUT MAPPING
Goal
Automated initiation of AI agent workflow upon receiving emails
Description
Set up a trigger within Make to start the AI agent workflow when a new email arrives, connecting your email service (e.g., Outlook). Map incoming email data such as message ID, subject, body, and sender as inputs for the agent to process and generate responses.
Deliverable
Email trigger scenario with mapped input data for AI processing
WorkFlow
Building an AI Agent Workflow with Make
WorkStep 4
BUILD ACTION TOOLS AS SEPARATE SCENARIOS
Goal
Reusable action tools ready for AI agent integration
Description
Create modular tools as individual Make scenarios that the AI agent can invoke to perform actions. Examples include sending email replies and posting escalation messages to Slack. Define the inputs each tool requires, such as message IDs and reply text for email, or customer details for Slack notifications.
Deliverable
Separate Make scenarios for email replies and Slack postings with defined inputs
WorkFlow
Building an AI Agent Workflow with Make
WorkStep 5
CONFIGURE EMAIL REPLY AND SLACK POSTING TOOLS
Goal
Action tools properly configured to execute their respective tasks
Description
Set up the email reply tool to respond directly to the original customer message using the mapped inputs, ensuring proper linkage. Configure the Slack posting tool to notify the team by posting detailed customer email information in a designated Slack channel for escalations.
Deliverable
Operational email reply and Slack post scenarios with correct data handling
WorkFlow
Building an AI Agent Workflow with Make
WorkStep 6
INTEGRATE TOOLS WITH AI AGENT SCENARIO
Goal
AI agent able to call external tools based on conversation context
Description
Link the created email and Slack tools back to the AI agent scenario. Provide clear descriptions and usage instructions so the agent knows when and how to invoke each tool during its decision-making process.
Deliverable
AI agent scenario integrated with tool calls and usage guidelines
WorkFlow
Building an AI Agent Workflow with Make
WorkStep 7
TEST AND VALIDATE THE COMPLETE WORKFLOW
Goal
Validated AI agent workflow functioning as intended
Description
Perform end-to-end testing by sending sample emails to verify that the AI agent automatically replies to FAQs and escalates complex requests to Slack. Confirm that all components work together seamlessly and handle real-world scenarios effectively.
Deliverable
Test report and confirmed operational workflow
WorkFlow
Building an AI Agent Workflow with Make
WorkStep 8
MANAGE AND VISUALIZE WORKFLOWS USING MAKE GRID
Goal
Clear visualization and management of all workflow components
Description
Use the Make grid interface to visualize all connected scenarios and workflows. This helps track dependencies, monitor performance, and facilitates future expansions or modifications of your AI agent automations.
Deliverable
Organized Make grid dashboard displaying all scenarios and connections
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