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Building a No-Code Personal Assistant AI Agent Team

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Introduction

In today's fast-paced world, managing personal administration tasks can be time-consuming and distracting. Imagine having a personal assistant that could handle your calendar, email inbox, contacts, and to-do lists - all through simple voice commands. This article will guide you through creating a no-code personal assistant AI agent team that can do just that.

Inspired by the upcoming Google Pixel 9's AI features, this system allows you to delegate tasks via WhatsApp voice messages. The AI-powered assistant can then perform actions like summarizing your daily meetings, sending emails, updating to-do lists, and scheduling appointments.

System Overview

The personal assistant system consists of the following components:

  1. WhatsApp interface for user communication
  2. Personal Assistant Manager Agent
  3. Sub-agents for specific tasks:
    • Email Manager Agent
    • Calendar Manager Agent
    • Notion Manager Agent
  4. Integration tools (Relevance AI and Make.com)

How It Works

  1. User sends a voice or text message via WhatsApp
  2. The message is processed and sent to the Personal Assistant Manager Agent
  3. The manager agent analyzes the task and delegates it to the appropriate sub-agent(s)
  4. Sub-agents perform the required actions using their specific tools
  5. Results are reported back to the manager agent
  6. The manager agent sends a summary of actions taken back to the user via WhatsApp

Setting Up the System

Tools and Platforms

  • Relevance AI: For building and managing AI agents
  • Make.com: For integrating various software and creating automation workflows
  • WhatsApp Business API: For communication interface
  • Gmail API: For email management
  • Google Calendar API: For calendar management
  • Notion API: For task and content management

Personal Assistant Manager Agent

The Personal Assistant Manager Agent is the core of the system, responsible for:

  1. Interpreting user requests
  2. Delegating tasks to sub-agents
  3. Communicating results back to the user

Agent Setup in Relevance AI

  1. Create a new agent in Relevance AI dashboard
  2. Set up the agent profile with a name and description
  3. Configure the core instructions (system prompt) for the agent
  4. Add the necessary tools and sub-agents

Core Instructions Example

Role: You are Ben's personal assistant manager agent
Context: You have access to three sub-agents: email agent, calendar agent, and notion agent
Objective: Perform tasks related to Ben's email inbox, calendar, and notion when triggered by a WhatsApp message
Tools: Use the send WhatsApp tool to communicate with Ben
Sub-agents:
- Email Manager Agent: Handles all tasks related to the inbox
- Calendar Manager Agent: Manages calendar events and availability
- Notion Manager Agent: Updates and retrieves information from Notion databases

WhatsApp Integration

To integrate WhatsApp with the system:

  1. Set up a WhatsApp Business API account
  2. Create a Make.com scenario for WhatsApp trigger
  3. Configure the scenario to process incoming messages and send them to Relevance AI

Make.com Scenario Setup

  1. Use the "Watch events" module for WhatsApp
  2. Add a router to handle text and audio messages separately
  3. For audio messages, use OpenAI's Whisper model for speech-to-text conversion
  4. Send the processed message to Relevance AI using an HTTP request module

Sub-Agents and Tools

Email Manager Agent

Tools:

  • Get current date
  • Find emails (contact database)
  • Get emails
  • Send emails

Setup:

  1. Create the Email Manager Agent in Relevance AI
  2. Configure the agent with appropriate instructions and tools
  3. Integrate with Gmail API for email operations

Calendar Manager Agent

Tools:

  • Get calendar events
  • Find emails (contact database)
  • Create calendar events
  • Get current date

Setup:

  1. Create the Calendar Manager Agent in Relevance AI
  2. Configure the agent with appropriate instructions and tools
  3. Integrate with Google Calendar API for calendar operations

Notion Manager Agent

Tools:

  • Get to-do list
  • Update to-do list
  • Get YouTube content calendar
  • Update YouTube content calendar

Setup:

  1. Create the Notion Manager Agent in Relevance AI
  2. Configure the agent with appropriate instructions and tools
  3. Integrate with Notion API for database operations

Implementing the System

Setting Up Relevance AI

  1. Sign up for a Relevance AI account
  2. Create a new project for your personal assistant
  3. Set up the Personal Assistant Manager Agent and sub-agents
  4. Configure the necessary tools and integrations

Configuring Make.com

  1. Create a Make.com account
  2. Set up scenarios for WhatsApp trigger and tool integrations
  3. Configure webhooks for communication between Make.com and Relevance AI

Integrating APIs

  1. Set up API access for Gmail, Google Calendar, and Notion
  2. Configure the necessary credentials in Make.com and Relevance AI

Testing and Refinement

  1. Start with simple tasks to test each component of the system
  2. Gradually increase complexity and add more functionalities
  3. Refine agent prompts and tool configurations based on performance

Use Cases and Examples

Managing Your Calendar

User: "Please create a meeting for 9:00 to 9:30 AM with Oscar Johnson tomorrow."

System Actions:

  1. Personal Assistant Manager Agent receives the request
  2. Delegates task to Calendar Manager Agent
  3. Calendar Manager Agent creates the event
  4. Confirmation sent back to the user via WhatsApp

Handling Emails

User: "Send Oscar Johnson an email confirming our meeting from 9:00 to 9:30 AM tomorrow."

System Actions:

  1. Personal Assistant Manager Agent receives the request
  2. Delegates task to Email Manager Agent
  3. Email Manager Agent composes and sends the email
  4. Confirmation sent back to the user via WhatsApp

Updating To-Do List

User: "Add 'Prepare client onboarding' to my to-do list."

System Actions:

  1. Personal Assistant Manager Agent receives the request
  2. Delegates task to Notion Manager Agent
  3. Notion Manager Agent updates the to-do list in Notion
  4. Confirmation sent back to the user via WhatsApp

Complex Multi-Task Requests

User: "Check my meetings for tomorrow, see if I have any important unread emails, and get my to-do list for today."

System Actions:

  1. Personal Assistant Manager Agent receives the request
  2. Delegates tasks to Calendar Manager, Email Manager, and Notion Manager Agents
  3. Each sub-agent performs its specific task
  4. Personal Assistant Manager Agent compiles the results
  5. Comprehensive summary sent back to the user via WhatsApp

Advantages of the AI Agent Team Approach

  1. Modularity: Each sub-agent can be reused in different setups or projects
  2. Scalability: Easy to add new functionalities by creating additional sub-agents
  3. Flexibility: Agents can handle a wide variety of tasks and complex requests
  4. Speed of deployment: Quickly set up new systems using existing agents
  5. No-code solution: Accessible to users without programming experience

Potential Enhancements and Future Developments

  1. Integration with more productivity tools and platforms
  2. Advanced natural language processing for better understanding of user intent
  3. Personalization based on user preferences and behavior patterns
  4. Voice interface for hands-free operation
  5. Integration with smart home devices for broader automation capabilities

Conclusion

Building a no-code personal assistant AI agent team offers a powerful solution for managing personal administration tasks efficiently. By leveraging platforms like Relevance AI and Make.com, along with various API integrations, you can create a customized system that handles your calendar, email, and task management needs through simple voice or text commands.

This approach not only saves time but also demonstrates the potential of AI agents in automating complex workflows. As AI technology continues to advance, we can expect even more sophisticated and capable personal assistant systems in the future, further streamlining our daily lives and boosting productivity.

Whether you're looking to optimize your personal workflow or exploring potential AI solutions for clients, this no-code personal assistant agent team provides a flexible and scalable foundation for various applications. By understanding the core principles and setup process outlined in this article, you'll be well-equipped to create and customize your own AI-powered personal assistant system.

Article created from: https://youtu.be/NH0OhyZcK-E?si=hnrj8xwfXxrgmuHC

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