How to use an AI agent in your workflow

Hi there. Let me show you how to use an AI agent as an assistant inside your workflow. We'll use it to summarize the

workflow. We'll use it to summarize the latest news and then send us a recap email each morning. If we open the AI agent node, you'll see we already gave

it instructions here.

This is the model we're using and these are the tools to fetch the news feeds.

Let's start by clicking execute workflow.

This runs the workflow and lets us see the agent in action. Click this output node to check the results. This is where I see the summary that the AI has

created. Now, let's set it up to send

created. Now, let's set it up to send this that in an email. First, connect

the output node to the Gmail node. I

just need to hold this and drag and drop. Next, connect your Gmail account.

drop. Next, connect your Gmail account.

Open this.

and then under credential to connect with create new credential.

Click sign in with Google and there we go.

Now make sure to also enter your email here. This is where the summary will be

here. This is where the summary will be delivered.

Let's test this by clicking execute step. Go to Gmail. Here's the email.

step. Go to Gmail. Here's the email.

If you want this delivered automatically every morning, you can adjust the schedule here.

Double click this.

Right now, it's set to deliver the email every day at 7:00 a.m.

Don't forget to save and activate the workflow.

One important note, we gave you a few free OpenAI credits to get started. Once

these credits run out, make sure to connect your own account here.

[Music] Now, this is just the beginning. There

are many other things you can do. For

example, to get a summary of the day ahead, you can also connect your calendar as another tool for the AI.

Simply click on plus here, Google calendar.

[Music] Make a connection.

Sign in like you did for Gmail.

Under operation, choose get many. Finally, choose which calendar you want to use.

Okay. Now, let's adjust the AI instructions to also fetch your daily events.

also get today's schedule from my calendar.

Let's try this by running the workflow again.

And there we go.

And that's it. We encourage you to try new things for yourself. If you ever get stuck or run into an error, simply take a screenshot of the error and ask AI to

help you out.

Happy flow programming.