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How to Create a No-Code Personal Assistant AI Agent Team

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Introduction

In today's fast-paced world, managing personal administrative tasks can be time-consuming and distracting. What if you could delegate these tasks to an AI-powered personal assistant that can handle your calendar, email, and to-do list? This article will guide you through creating a no-code personal assistant AI agent team that can manage various aspects of your personal administration through simple voice commands on WhatsApp.

What Can This AI Personal Assistant Do?

The AI personal assistant we'll be building can perform a wide range of tasks, including:

  • Checking your calendar for upcoming meetings
  • Sending and retrieving emails
  • Updating your to-do list
  • Sending meeting invites
  • Managing your contacts

The beauty of this system is its flexibility. You can give it multiple tasks in a single voice message, and the AI will understand and execute them accordingly.

System Overview

The personal assistant system consists of the following components:

  1. A trigger mechanism (WhatsApp in this case)
  2. A personal assistant manager agent
  3. Sub-agents for specific tasks (email, calendar, and Notion)
  4. Tools for each sub-agent to perform actions

The system uses Relevance AI for building the AI agents and Make.com (formerly Integromat) for integrations with various services.

Setting Up the System

1. Personal Assistant Manager Agent

The personal assistant manager agent is the core of the system. It's responsible for:

  • Breaking down user queries into tasks
  • Delegating tasks to appropriate sub-agents
  • Communicating results back to the user

To set up the manager agent in Relevance AI:

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

The system prompt for the manager agent should include:

  • The agent's role and responsibilities
  • Available sub-agents and their capabilities
  • Communication instructions (e.g., using WhatsApp)
  • Examples of tasks and how to handle them

2. Setting Up Sub-Agents

Create sub-agents for email, calendar, and Notion management. Each sub-agent should have:

  • A clear description of its capabilities
  • Relevant tools for performing actions
  • Instructions on how to use its tools

3. Integrating with WhatsApp

To use WhatsApp as the trigger mechanism:

  1. Set up the WhatsApp Business API
  2. Use Make.com to create a webhook for receiving WhatsApp messages
  3. Configure a flow in Make.com to process incoming messages and send them to Relevance AI

4. Creating Tools for Sub-Agents

Each sub-agent needs tools to perform actions. Here are some examples:

Email Manager Agent Tools:

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

Calendar Manager Agent Tools:

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

Notion Manager Agent Tools:

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

Implementing the Tools

Email Tools

  1. Get Emails Tool:

    • Use the Gmail integration in Relevance AI
    • Configure filters for retrieving specific emails or unread emails
    • Add an AI step to summarize retrieved emails
  2. Send Email Tool:

    • Use the Gmail integration in Relevance AI
    • Allow for optional thread ID for replying to specific emails
  3. Contact Database Tool:

    • Create a knowledge base in Relevance AI with your contacts
    • Use vector search or keyword search to find contact information

Calendar Tools

  1. Get Calendar Events Tool:

    • Use Make.com to interact with your calendar service
    • Create a webhook in Make.com to receive requests from Relevance AI
    • Configure flows in Make.com to retrieve calendar events based on different criteria
  2. Create Calendar Event Tool:

    • Similar to the Get Calendar Events tool, use Make.com to create events in your calendar

Notion Tools

  1. Get To-Do List Tool:

    • Use Make.com to interact with Notion API
    • Create a webhook to receive requests from Relevance AI
    • Configure a flow to retrieve the to-do list from Notion
  2. Update To-Do List Tool:

    • Similar to the Get To-Do List tool, but configure the flow to update the Notion database

Putting It All Together

Once you have set up all the components, the system will work as follows:

  1. User sends a voice message to WhatsApp
  2. Make.com processes the message and sends it to Relevance AI
  3. The personal assistant manager agent receives the message and breaks it down into tasks
  4. The manager agent delegates tasks to appropriate sub-agents
  5. Sub-agents use their tools to perform the requested actions
  6. Results are sent back to the manager agent
  7. The manager agent compiles the results and sends a summary back to the user via WhatsApp

Advantages of This System

  1. Flexibility: The system can handle a wide range of tasks and complex queries
  2. Scalability: You can easily add new sub-agents and tools to expand functionality
  3. Reusability: Sub-agents can be reused in other projects, saving development time
  4. No-code solution: The entire system can be built without writing code, using platforms like Relevance AI and Make.com

Potential Enhancements

  1. Add more integrations, such as Google Drive or project management tools
  2. Implement natural language processing for better understanding of user queries
  3. Add voice recognition for languages other than English
  4. Implement user authentication and multi-user support
  5. Create a web interface for managing the AI assistant and viewing task history

Conclusion

Creating a no-code personal assistant AI agent team is a powerful way to automate your personal administration tasks. By leveraging platforms like Relevance AI and Make.com, you can build a flexible and scalable system that can handle a wide range of tasks through simple voice 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 personal assistant systems in the future. The framework presented in this article provides a solid foundation for building and expanding your own AI-powered personal assistant, allowing you to focus on what matters most while leaving the mundane tasks to your digital helper.

Whether you're looking to boost your productivity or exploring potential AI solutions for clients, this no-code personal assistant AI agent team serves as an excellent starting point for harnessing the power of artificial intelligence in your daily life.

Article created from: https://youtu.be/NH0OhyZcK-E?si=Wc3M3YeOgBQ5gDDM

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