---
title: 'Automate Client Intake with Make AI Agents'
source: 'https://youtube.com/watch?v=JP-jnBh-0vQ'
video_id: 'JP-jnBh-0vQ'
date: 2026-08-14
duration_sec: 53
---

# Automate Client Intake with Make AI Agents

> Source: [Automate Client Intake with Make AI Agents](https://youtube.com/watch?v=JP-jnBh-0vQ)

## Summary

The video demonstrates how to use Make AI Agents to automate client intake and follow-up processes. It shows a practical example of screening emails, adding clients to Trello, and sending meeting invitations—all without code.

### Key Points

- **Introduction to Make AI Agents** [00:00] — Make AI Agents can be used to automate tasks and add AI decision-making to automations.
- **Email screening and client addition** [00:15] — The first scenario screens emails to identify potential clients and adds them to a Trello project board with relevant information.
- **Automated meeting invitations** [00:28] — A second scenario automatically emails new clients and invites them to a meeting when they are added to the contact list.
- **Features and benefits** [00:41] — Make AI Agents supports thousands of app integrations, requires no code, and offers full visibility into each step. The free plan has no time limit.

## Transcript

What's better than automating tasks and freeing up your time? How about adding real AI decision making to your automations using Make's AI Agents? When I get emails from prospective clients, I have to add each new client to my project board in Trello.
So I used Make AI Agents to screen my emails, intelligently decide which messages are coming from potential clients, then add those clients to my project board, along with any other information I need.
That worked so well, I added a second scenario that emails new clients and invites them to a meeting as soon as I add them to my contact list on Trello. You can connect thousands of apps together with agents that make intelligent decisions.
No code required and every step is clearly visible, so you always know what's happening. You can set up an account at Make.com and start automating with no time limit on the free plan.