AI Agents Automate My Client Intake
45sShows a practical, real-world use case of AI agents that saves time, which resonates with busy professionals.
▶ Play ClipAI 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.
[00:00]
Introduction to Make AI Agents
Make AI Agents can be used to automate tasks and add AI decision-making to automations.
[00:15]
Email screening and client addition
The first scenario screens emails to identify potential clients and adds them to a Trello project board with relevant information.
[00:28]
Automated meeting invitations
A second scenario automatically emails new clients and invites them to a meeting when they are added to the contact list.
[00:41]
Features and benefits
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.
Mentioned in this Video
Tutorial Checklist
4
00:28
Create a second scenario to email new clients and invite them to a meeting when added to the contact list.
Study Flashcards (4)
What tool is used to add AI decision-making to automations?
easy
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What tool is used to add AI decision-making to automations?
easy
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Make AI Agents
What is the purpose of the first Make AI Agent scenario described?
medium
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What is the purpose of the first Make AI Agent scenario described?
medium
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To screen emails and intelligently decide which messages are from potential clients.
00:15
What does the second scenario do?
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What does the second scenario do?
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It emails new clients and invites them to a meeting as soon as they are added to the contact list on Trello.
00:28
What are the key benefits of using Make AI Agents mentioned?
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What are the key benefits of using Make AI Agents mentioned?
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No code required, every step is clearly visible, and the free plan has no time limit.
00:41
💡 Key Takeaways
🔧
Automating client intake with AI
Shows a practical use case of combining AI decision-making with automation to streamline client onboarding.
📊
Second scenario for client follow-up
Demonstrates how to extend automation to send meeting invitations automatically, saving time.
00:28
📊
No-code and transparent
Highlights that the tool requires no coding and offers full visibility, making it accessible to non-technical users.
00:41Full Transcript
[00:00] 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.
[00:15] 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.
[00:28] 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.
[00:41] 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.
