0:00 - Welcome to Taskade’s AI Agent Tutorial 0:10 - Setting Up Your Workspace and Folders 1:00 - Creating and Describing the Sales Email Agent 3:02 - Customizing Commands for Specific Email Tasks 4:39 - Connecting Gmail to Send Emails 7:24 - Adding Knowledge to Personalize Agent Responses 7:09 - Managing Multiple Conversations and Leads 10:25 - Streamlining Email Workflows and Final Thoughts
Guys this is a great video tutorial. Good pace and informative. Shows the power of AI Agents and Taskade. Please produce more like this covering other use cases. Many thanks. 🎉
Good one narek. How do you get it to personalise the [Lead Name] dynamically against a list of names? Right now, the gpt is interpreting earlier in instruction Send this to 'xx' as the Lead Name right? Would be good if the Gmail connector can now parse email inquiries and reply accordingly with drafts.
@alvintohw This may be a better fit with automation. 1. Trigger: New Email Received 2. Action: Ask AI Agent or Run Agent Command 3. Action: Send Email In the future, we'll look into adding a Create Draft action. We're also looking into filters for automations so you can target specific emails.
This is great but can you automate the process collect emails automatically reply to emails with a certain subject field like contact form then save it in the drafts folder of Gmail. I can then review the email and send it that would be fantastic.
Yes, that should be possible with automations! You can use Google Form, for instance. Not sure about saving to drafts, but you can definitely automate email collection. If you have further suggestions please do check taskade.com/feedback and upvote or submit a new feature. Thanks, Tomas!
What is the process for creating an SDR Agent? I find this to be a fascinating project. The challenge lies in automating the flow to initiate messages and responses when a lead replies to an email.
Good question. That depends on how you see the agent functioning. You can certainly already create an SDR assistant by loading an agent with prospecting knowledge. For now, the automation is still going to be "human-in-the-loop" and that may be preferable for sales emails.
Unfortunately, no. We don't have an Outlook integration currently. However, you can upvote that feature here: www.taskade.com/feedback/integrations/p/outlook-integration
Delay doesn't exist yet. That should be doable, though. 1. Trigger: New Email Received 2. Action: Run Agent Command - Draft Email Response 3. Action: Send Email
0:00 - Welcome to Taskade’s AI Agent Tutorial
0:10 - Setting Up Your Workspace and Folders
1:00 - Creating and Describing the Sales Email Agent
3:02 - Customizing Commands for Specific Email Tasks
4:39 - Connecting Gmail to Send Emails
7:24 - Adding Knowledge to Personalize Agent Responses
7:09 - Managing Multiple Conversations and Leads
10:25 - Streamlining Email Workflows and Final Thoughts
Guys this is a great video tutorial. Good pace and informative. Shows the power of AI Agents and Taskade. Please produce more like this covering other use cases. Many thanks. 🎉
Thank you! We're working on more like this. Appreciate the feedback!
Awesome, Taskade is getting better day by day. I'm a happy Taskade user. Narek, great video. Please keep creating more videos like this.
Great to hear! We are working on more videos like this one. Glad you liked it!
Like others said, I like the real-time demo of the feature. Keep up the great work.
Awesome, thank you! Will do!
I'm sitting here watching this video like WHUTTTTT??? Okay, I'm gearing up ya'll to really use Taskade even more. Creating a whole league of Agents!
As you should! Feel free to let us know what you think!
Yes! Tutorials are here🎉🎉🎉🎉🎉🎉.
Hope you like it!
Awesome 🎉 thanks!
You are so welcome!
When I create an Ai Agent do I use the article link for it's knowledge or can I use the link for the whole support page?
Typically you'll get better results by using the most specific link possible! The main support page may not have all the knowledge.
Good one narek. How do you get it to personalise the [Lead Name] dynamically against a list of names? Right now, the gpt is interpreting earlier in instruction Send this to 'xx' as the Lead Name right? Would be good if the Gmail connector can now parse email inquiries and reply accordingly with drafts.
@alvintohw This may be a better fit with automation.
1. Trigger: New Email Received
2. Action: Ask AI Agent or Run Agent Command
3. Action: Send Email
In the future, we'll look into adding a Create Draft action. We're also looking into filters for automations so you can target specific emails.
This is great but can you automate the process collect emails automatically reply to emails with a certain subject field like contact form then save it in the drafts folder of Gmail. I can then review the email and send it that would be fantastic.
Yes, that should be possible with automations! You can use Google Form, for instance. Not sure about saving to drafts, but you can definitely automate email collection. If you have further suggestions please do check taskade.com/feedback and upvote or submit a new feature. Thanks, Tomas!
What is the process for creating an SDR Agent? I find this to be a fascinating project. The challenge lies in automating the flow to initiate messages and responses when a lead replies to an email.
Good question. That depends on how you see the agent functioning. You can certainly already create an SDR assistant by loading an agent with prospecting knowledge. For now, the automation is still going to be "human-in-the-loop" and that may be preferable for sales emails.
@@Taskade Thanks for your answer. I have different ideas. I would love to share them when I try them.
Keep the ideas coming!
can it send an email via outlook installed locally?
Unfortunately, no. We don't have an Outlook integration currently. However, you can upvote that feature here: www.taskade.com/feedback/integrations/p/outlook-integration
Can this be entirely automated? I.e for customer service inbound enquires, set a delay to 1 hour and auto reply via email?
Delay doesn't exist yet. That should be doable, though.
1. Trigger: New Email Received
2. Action: Run Agent Command - Draft Email Response
3. Action: Send Email