Keep up with AI: Calendar Check | Build Along Workshop

Hello everyone. Welcome in. Throw it in the chat where you're calling from. Got my buddy Emily here. Calling in from Madison. Home base. We got Central Florida, Houston, Toronto. Oh, I love seeing where everyone's from and where they're calling in from. Do you want to add also to get it more specific? Don't share your address. Not asking for that. But share where you're calling in from. But like is it a office? Home office? Kitchen? Maybe it's a hotel room or somewhere random. Okay, someone's calling in from Scott. Vacation. Vacation home? That's great. Glad you're here. A lot of home office, okay. On campus, so you're, you know, home office. Dog sitting for a friend, Sarah. Great. At their home. Maria, Dallas. Shannon from the bedroom, Cape Town. Cool. Love it. Okay. Yeah, Emily, I don't want your address. I mean, I could look it up in our systems at, you know, no worries. You're in a tea shop. That's lovely. So good. Okay, so I'm calling in from mystery location. If you've ever been on one of these, this is not my normal setup. I'm in the Nashville Public Library. Because and it's actually great here. Blazing fast Wi-Fi. Which is nice because my Wi-Fi wire got cut. I'm not sure. Yeah, Audrey, if you're in Nashville, hey, you have to guess which uh branch library I'm at. And if you see me with my light, then you could come join me. That would be hilarious um and really fun. So, yeah, I walked uh I also had to walk. I had to walk. Here's me walking to the uh to the library because I uh we share a car, my wife and I. So, anyway, here I am. It's great. So glad to be here. Um if you haven't met me yet or seen me, so nice to meet you. I am Bryce Vernon. I am a uh AI marketing manager here at Zapier. Love building with AI and teaching all of you how to build as well. So, we have a lot to cover today. We're going to get our hands on the keyboard and build. So, it's going to be very fun and hands-on. If you haven't done this before, get ready. Few housekeeping items before we dive in. And yeah, Kate, it's the most marketing thing ever. I really I was wondering as people passed me as I was like walking and they were like, "Who is this guy? " Um but here I am. Got good lighting. It worked out. All right. So, back to the housekeeping. Recording, yes, this will be recorded. All of our sessions are recorded. We also publish them to YouTube afterwards. They're going to be available to you, so no worries if you come in um and you're I don't know, you need to review something that I go over, if I'm going too fast, something like that. I'll try to keep the pace perfect for everyone, but we'll see. So, it's going to be recorded. Um speaking of the pace, if you ever need help, we have Copilot within Zapier. There's a thing called Copilot and you can talk to it as if you're chatting with me one-on-one. If you have questions or want to explore ideas, Copilot is there to help, so please use it. The third piece is that no previous experience is required. You will need a free Zapier account. Um if you have a paid Zapier account, even better, but free works just fine. You're going to be able to build everything we build today and test things out. Next bit here, if you want to adjust sizes, I'm on a pretty small laptop. I'm not at home, right? So I'm having to work with a bunch of windows. In Livestorm, if you need to adjust the screen sizes, there's this little bar that you can go up and down with, and then the chat tab is off to your right. You can close the chat tab if you want by just clicking the chat icon. So you're not going to break anything. Mess around and make sure you can see everything well. And then if you do have questions, please put them in the questions tab. If you throw them into chat, I'm not going to be able to catch it. Um I've got a lot of screens like I mentioned, but Emily is here. Emily maybe is here, so she will answer your questions. Throw them in the questions tab and we'll make sure to get them. Um Yes. All right. So that's it for the housekeeping. The next bit here is usually we show upcoming events. We have

a special day today where we actually have um our private AI Leaders Lab but gone public. And that's happening directly after this event. So if you want to make today a Zapier day, a Zapier AI day, then we would love to have you. Um and even if you don't come, you'll get a recording just like you will for today. So you could totally register and let me get this to you all. Badaboom. There's the link to register. You can register to this um here from leaders about AI governance. There's a lot of awesome features that we also released at Zapier. You're going to be able to talk with product um our product team. So check it out. It's going to be a great event and I'll be there uh directly after this. Okay. So, our agenda for today. We'll do a quick intro to each other. We've also We've been in the chat. This is great. Keep the chat alive. Makes me feel better seeing everyone chat. Uh but we'll do a quick intro. Then we'll look at the actual problem we are going to address today in calendars and do a quick intro to Zapier Agents. I know a lot of you have probably joined these workshops before and have uh maybe used Zapier Agents. Um but for those of you who are new, we'll do a quick overview, good refresher on what it is, and then we'll spend most of our time actually building. So, be ready for that. Um and then the time at the end, I'll reserve for some Q& A, maybe some questions that um you know, Emily answers I think might be good to reference, or some questions I'll answer live. So, that's what we're doing today. Before we get building, let's get to know each other just a little bit more. Want to make sure you throw your role in the chat. And tell me if you got 3 hours back this week, what you would like to do. So, for me, I'm a marketer. Spend, you know, I'd spend more time thinking about some better H2 goals, something like that. And I'm going to do something a little different. If you want to throw it in chat, great, but if you want to come on stage live, throw in hand. Type out hand. And we'll let you introduce yourself to everyone. Does anyone want to do it? Throw in hand. Type hand in the chat, and I'll bring you on stage. Anyone brave enough? Who wants to join me? Kelsey. I'm finding you. I'm finding you, Kelsey. You're going to come on stage. Hold on. Uh come on chat window. There you are. All right, Kelsey. I'm going to invite you to join me on stage. You're going to see a notification and just allow your speaker and video. We'll see if this works. We'll give you a second, Kelsey. There you go. I would have looked better. Hey, Kelsey. Welcome to the stage. How you doing? here, but I'm great. That's great. So glad you're here. Tell us, what's your role and what would you spend time on if you had 3 hours back? I'm an executive business partner. Nobody knows what that means. Basically, it's like a chief of staff for a go-to-market team tech company. Uh very busy. If I had 3 hours back, I would be actually probably trying to use more Zapiers and build out my streamlines. So, I don't normally have a lot of time to build these out and they can take some time. So, I'd build more workflows that help me go faster. Let's go. So, if you had more time, you'd build more. I'm It's a work building workshop. That's like the best answer you could have ever provided. So, thank you. Yeah. All right, Kelsey. We'll be building soon. Thanks for jumping on. All right. See you. Okay, that was fun. Thanks, Kelsey, for doing that. I like to bring more of you on stage. I might do it later on as well cuz it's just great to see you all in person. Um or at least digitally, right? So, Kelsey, thank you. Okay. Thank you for throwing it in the chat. So good. I'm going to look through this a little bit later probably, too. But, let's jump into it cuz time is a wasting. Okay. So, here's the problem. First glance at your calendar, right? There's a lot in your calendar, especially if you're a manager, right? You've got tons going on. Um And the question always is, right? Are the meetings valuable? Are they Could they be emails? Are there some I could skip? You could walk through each one, right? And make the call, or you could write

out what's important to you, and have an agent actually look at your meetings and align them to your goals. So, here you can see the agent can suggest the categories or colors to assign events, and give you a brief of your week, along with immediate action items. You could get something like this every Monday morning, or at the beginning of each day, depending on how you want to set up your agent. So, this is what we're going to tackle today. Let's look at Let's take a quick look at agents, and then talk about how they're a little bit different than plain old LLMs. And then we'll get into it. So, this is the way we like to think about it. And uh normally talking with ChatGPT or an LLM is very much like working with GPS, right? You're going to have this like one-off in a rect- interaction. It's going to, you know, um help you find a great answer, but once that chat ends, so does the memory, the usefulness of it, right? It's a one-off interaction. Building an AI agent like we're going to do today is way more like a Waymo. You're hiring an assistant. You're giving them a permanent role, equipping them with access to your apps and workflows. This is a big one, where they're actually going to be able to take action or look at things, right? And instead of answering things once, the agent's going to continuously act on your behalf with context, goals, and all this great stuff, right? And it can send things, take action, right? And so, when we look at Zapier agents, and you can see all the potential actions it could take, all the different context, you start to get a good picture of what could potentially uh happen and what you could build that would be impactful. So, here, we can see an agent will gather context from in Zapier, 8,000, or I think it's 9,000 at this point, different apps, including the good old worldwide web. So, I can search the internet, as well. So, it gets all this context, and then it does what we know AI to be really good at. It can extract information, can summarize things, classify things, or write things. And it does all that really well, but then an agent also will then be able to take action. So, you have all the different apps and 30,000 plus different actions, as well, that an agent can take. It could create a lead, send a message, and do a whole bunch of other stuff. So, that's how an agent is way different than just chatting with AI. Very power-powerful. At Zapier, we have Zapier agents. That is what we are going to be using today. And in Zapier agents, you're using plain natural language to describe what you need it to do. So, here's an example. We've looked at this before in other workshops. This is like a holiday PTO creator agent. And the way to build this is we always start with a trigger. And triggers are super valuable, very important pieces to agent. They're going to tell the agent when to wake up. They can wake up on their own. It doesn't have to be a chat conversation that you initiate. So, that's where the automation part of all of this comes into play. So, you're going to ask yourself for any workflow, any agent you're building, "When blank happens, then blank. " And so, that first blank is the trigger, and that's what you're going to figure out. So, in this example, it's whenever we're 4 weeks away from an event in the US. Now, you work on the second blank, right? The actual action that happens. And this is where you are typing it out in plain language. That's what makes agents so easy to work with, so easy to build. You just type out what you want. So, in this case, it's like, "Hey, when we're 4 weeks away from a US holiday, then go check to see my calendar, see if I already have time off. If I don't, then go request that time off and send me a DM to confirm. " So, just telling it everything I want it to do, and you'll see that it has those actions. These are what we call tools in agents. They are all the different apps that you use. And you can see here, it does things like Google Calendar find events, and that's one we're going to actually use today. And then, working with some of your other systems you might have, for us Bamboo to take time off, and then of course Slack to send the message back to us. And there's also a third piece here that I want to make sure we touch on that we're going to use today as well. It's in adding in a knowledge source. So, you can This is similar to uploading a file when you're working in an LLM just in a chat

but in agents, that file can be linked straight from Google Docs or straight from Notion or straight from all these different other places, and it continually stays updated. So, if you make a change in the Google Doc, this agent will see that change and make sure it brings it into the context. Agents can be simple, or they can really complex. So, it's really up to you how you want to do it. What we built today will be sort of in the middle. There'll be an option to take it a little bit more complex, but we'll get there. So, as a reminder, we're about to get jump building, okay? Copilot is there to help. You're going to see Copilot anytime you're building. Look at the little screen, you'll see the little icon Copilot talk back and forth, especially after this, you can keep the conversation going, explore new ideas with Copilot. Okay. Building time. Recommended two monitors. I only have one, but if you have two, definitely use two. Have me in one and agents in the other. Again, the problem that we're solving, right? Is that it takes a lot of time to look at each event in your calendar and sort of decide what's important. And then visually, you know, the whole calendar kind of looks the same. So, what we're building today is going to solve that. We're going to have an agent wake up every week, or it could be every day, like at the end of every day, or maybe in the middle of the night. It's going to review your calendar, look at your personal priorities, send you a brief giving you sort of an outline. For me, it would be for the entire week. And then optional to make it a little bit more complex and more powerful, you can actually have it change the categories if you're using Outlook, or the colors in Gmail or Zoho Calendar for each event. So, that's what we're doing. So, with that being said, let me make sure All right. Everyone can get into Zapier Agents. So, this is the very first thing we're going to want to do. You're going to log in to the Agents by clicking the link on the screen. I just shared that link. If you haven't signed up yet, go ahead and sign up. It's a very short sort of onboarding flow. It'll ask you a few questions and it'll pop you into Agents. So, I'm going to wait till everyone sort of has Zapier Agents up on the screen. And let me just double-check the chat to make sure everyone is nothing too crazy is going on. Okay, looking good. People making some jokes in the chat. I like Okay. Awesome. Okay, so let me shift my screen over to Zapier Agents. Badaboom. Get all my things situated here. Okay, everyone can see that. So, why don't you give me just like a yes in the chat when you're sort of on a similar screen as me, just this Zapier Agents home screen. You're logged in. You're waiting to see what's next. Okay. Yes, yes. Beautiful. I always start these things off a little slow, but we'll start ramping this up and going a little bit faster. So, stick with me as we build this out, okay? The very first thing we're going to do is click to open or create a new agent. You can see that in the top left or for my screen you'll see top right. Two buttons, they do the same thing. Click new agent. Don't do anything else yet. Just click new agent. It's going to open up this screen that first shows you there's actually a ton of templates on the left-hand side, which are awesome, but we won't use those today. It opens up with Copilot already drawn for you. It's like, "Hey, you want to build something? Like, talk with Copilot. Copilot's going to help you do it. " I would suggest doing this anytime you're creating an agent on your own. Today, I'm going to be sort of your um your initial Copilot. And I'm to talk you through the pieces one by one. So, just for now, we're going to click start from scratch. It's that purple link at the top right of this little box. Start from scratch. We'll click that. So, we're going to start an agent from scratch. We will let that load up and here we are. Okay. So, the very first thing we do, and I'm looking at my notes also on my phone here. The first thing we're going to do is set up the trigger. Again, super important anytime you're in Zapier setting up an agent, when is it going to wake up? And we can remember this is going to be looking at our calendar and helping us

prioritize events. So, you can have yours wake up based on many different things, but for this example, we're going to do schedule by Zapier since this agent's going to run on a set schedule. So, you'll see that as a default trigger right in the middle, schedule by Zapier, and then you get to decide what you want to do. I would say that if you're on a free Zapier plan for today I would have your agent wake up every day, like early morning every day. And then it'll look at just the following day's events and give you an update. If you're on like a paid plan, then you might be able to have it look at the entire week, but that's a lot for it to process, right? So, just an FYI, if you're on a free plan, have this wake up just every day. If you're on a paid plan and you want to really have it do work on like a Sunday night for the whole entire work week, have it wake up Sunday night. So, that's what I'm going to do. I'm to have it wake up every week. And you know, I'm going to try it with everyone else. Let's see. We're going to have it wake up every day. We'll do that instead. But feel free to do it every single week if you want. I'm going to have it wake up at 2:30 in the morning every day. Since I don't have to wake up, it can wake up by itself. So, I'm choosing every day at 2:30 a. m. in the morning. So, you decide when you want your agent to wake up. Once you click save, it's going to throw you back into the agent. We're going to see that trigger is set there on the agent. Let me make sure everyone's okay. Okay, Chris. It looks like you're back up to speed. Thank you everyone for helping out. Um Yeah. Go to an agent. Go to the agent's home screen. Click a new agent. You can start from scratch. And then we're just choosing that trigger, which is schedule. And choose when you want this agent to wake up. Okay? So, for me, every day, what I say? 2:00 2:30 a. m. All right. Pretty easy, but that was a super important part. So, we're going to start moving a little bit quicker here as we fill out the instructions telling the agent what we want it to do. So, the very first thing we're going to do, and you all can word this however makes sense to you. It doesn't have to be verbatim what I am saying. But this is what I'm telling it. Look at my calendar for the upcoming day. It could be upcoming week if you want this to be Sunday night. And pull in all the scheduled events for the day. Include their details, description, etc. Pretty simple. The bit here that you'll know that we need to add in though is the actual access to be able to do this. So, imagine we're hiring someone on our team. They're like, "Great. I'll do this for you, but I can't see your calendar. So, how am I going to do it? You got to give me access to your calendar. " So, with Zapier, you can give access to a calendar. What you do is you can press forward slash and it'll open this little tools box. So, forward slash, right next to your right shift key if you're on Mac. And you'll see tools and you can start adding a tool. If you don't do forward slash, you can also go down a little bit and you see a button that says add tool. It'll essentially do the same thing. It actually doesn't matter where we put this access in the instructions. The agent will intelligently know when to use it, but just for visual sake, I like to put it right here where I know um this is kind of the action I needed to take. So, we're going to go to tools. I'm going to click the add tools from 8,000 apps. This will show you all of the different apps and you could search for your calendar app. I'm going to do something different. Usually I use Google Calendar, but today I'm going to use Microsoft Outlook. So, for all of you Outlook shops, today is your lucky day cuz you're going to see how it works, okay? All right. It's pretty similar, actually. So, it's really not that different. So, for any anyone else, search for their cal your calendar tool and it should be very similar. All we're going to have it do is find

calendar events. So, let's see. This first one is find calendar events. Let's see. Get calendar events in date range. I think that's what we actually want. We're going to get calendar events in date range. That's the action. So, it's going to get a whole bunch of calendar events. If you're looking for the full week, it'll intelligently know that it's grabbing for the full week. So, get calendar events in date range. That's what I'm going to choose. When I click that, it will ask you to sort of like log in. Here's my uh account already, but if you don't have an account, it'll actually ask you to connect and you'll go through that authentic -ation authentication. There we go. The off flow and so that you can get it connected, okay? If you are using Google, I'll just show you so you can see as well, but we're going here and you go Google Calendar. And then you're going to want to choose find events. That's one. Let me see if there is any other options that could get you more, but I think that's it. Just find events. It will return up to 25 matching events, but it will also it's very smart. Zapier agents can use this action multiple times to gather all of the events for the date range. So, if you're looking for the upcoming week, it'll be able to use this and grab everything for the upcoming week or just for a single day. You just can choose it and it will show up here in your instructions. So, everyone get here. I think probably a lot of you are already here, but let me just double-check in the chat if anyone's stuck at all. Looks like we're okay. Yep. Okay. We're going to slowly speed up things. Mohammad, great question. Throw it in the questions tab. But also to connect two accounts, you actually have two have to have two different agents at the moment, but we can get to that later. Okay. So, when we add this tool in, a very important piece to know is the agent will only be able to take this action, get calendar events in date range. It's not going to be able to create a calendar event or do anything else unless you explicitly add the tool in and allow it to do it. So, this is going to be safe and secure. If you want to go one step further to double ensure this is going to do what you want it to do, you can click the gear icon. And when you do that, a whole bunch of options show up and you can decide. I think the one that you would probably want to choose is the specific calendar you want it to look at. So, if you have multiple calendars, this is where you can click in and don't let the agent decide which calendar to look at. You can set a specific value for the calendar. And that will pop open and show you all the different calendars that your account has access to and you want to choose yours. I only have one. But sure, I'll go ahead and configure that just in case I add more in the future. We want this agent to just look at the specific calendar that is mine. So, I just configured it. We can kind of see in the tool section it has a specification there about which calendar it's going to be able to use. Okay. All right, we're going to keep moving here. This is where it gets more interesting. So, after it looks through that, I'm going to do for step two here. Writing out in the instructions below this, compare each meeting against my priorities and goals. And you don't even have to spell this right. To determine alignment. Got to love that business word. Alignment. Okay. And then what we're going to have it do is I wonder if I can actually Can I make this an emoji? Yeah, I think I can. Here we go. Okay. I'm adding an emoji here and you can add emojis as well. Um green circle. So I'm just adding a green circle. You can add whatever you want, maybe a green check mark or whatever. You just kind of highlight and right click and go to emojis. But I'm going to name this one aligned. I'm going to say clearly supports one of my stated goals. Okay, another option. Yeah, you guessed it, a yellow emoji. Let's see, yellow yellow. There we go. And we'll name this one review. So this is like calendar event that's

loosely related or unclear purpose. Got to love it when something doesn't, you know, an event doesn't have an agenda. Super vague title. Optional session. Etc. Okay? And then the last one. You could add as many as you want here. And maybe after this workshop, you could open up Copilot and ask like, "Hey, are there some other like categories I might want to consider for events in my calendar? " But for today, we'll just go with three. And red. So aligned, an event looks good, one needs review, and then another is we'll call it flag. And it does not connect to any goal and may not need my attendance. So something like this. I'm going to just copy and paste this. If you all were munching on a sandwich and couldn't type, there you go. It's in the chat. Okay. All right. So it's going to look at events. It's going to do this kind of comparison and look at it, but you might wonder, "Huh, how does it know my priorities? " It's a very good question. So this is where we're going to add in a knowledge source. I'm going to share an example knowledge source. And it's in a link, so I'm going to share the link. I think I put it in the link. Let's see. Yeah. Okay. This link that I just shared will open up the Google Doc that I created. It's just a dummy Google Doc. So you're definitely going to want to change it to make sure it's aligned with you. But it somewhat relates to my work, I guess, right? I'm a marketing manager, run workshops, right? This could be anything. I suggest you work with either Co-pilot within Zapier itself or an LLM to figure out what are your priorities when it comes to, um, you know, how you might want to assess meetings on your calendar. But this is more or less high-level goals, where I want to spend my time, and what I want to protect. I think those are the three big pieces that would help this agent make decisions. But we're really creating like a brain for the agent. So it's important to think through this, and this is what's going to customize things for you. So, make a copy of that doc or download it to your computer. And but if you have a Google Docs account, right? You can make a copy of it. And then we're going to add it in. So, I could go down to the very bottom. There's a knowledge sources area where all those are organized. I can also do that forward slash thing. I'm going to click over to knowledge source. And then I can click add knowledge source. So, I'm going to do this within the instructions. But again, you could scroll down to the bottom. We're adding a knowledge source. When you add a knowledge source, you'll see all of the different options. If you downloaded that Google Doc and it's on your computer, you can upload the file. The problem with that, right? Is that if you wanted to make updates, you're going to have to re-upload. It's going to be annoying. To save yourself time, this is where and if you don't have a Google Docs account, maybe you do this after the workshop and you set it up at wherever you need to set it up, maybe a notion. But for me, it is through Google Docs already. And so, I've authenticated my account so it has access to my Zapier account. And I can select the document. So, I'm going to select my priorities and goals. That's that Google Doc right here. And because I've selected that doc, I can add it as a knowledge source and it will always stay synced, which is really great. So, every time this agent runs, it will sync. I had it synced an hour ago. I'll sync it now. But you should be able to have this uh running and it will do that automatically. You're not going to have to manually sync it once this agent's on and running. I don't necessarily have to add this knowledge source in my instruction in instructions because I've told it to compare it against my priorities and goals. It's smart enough to look for a document and the document's called my priorities and goals. Okay. There's a few other things I want to throw in here

and we're going to move through this quickly. I will maybe start copying and pasting some of the stuff I'm going to add in here so that you all can do it yourself and uh make adjustments easy easier. But maybe there's some special rules um that I want it to consider like uh you know, one-on-one with direct reports is always aligned. Um one-on-ones with manager are aligned. All hands meetings are required and aligned. Um and then maybe you know, it can skip lunch blocks and any deep work focus blocks I already have. Something like that. So, I set a special rules. I'm going to copy and paste it this in for you all in the chat so you can have it. There you go. Yeah, and I agree um Alex, laying out your goals and your time percentage percentages is indeed the hardest part. Um so, this is something that will probably ebb and flow change or you know, be hard to completely nail down, right? But, it's going to get you to a place where at least you know what decisions you need to make instead of looking at that blank calendar, and that's where the brief's going to come into play. So, we'll get there in a sec. Okay. Moving right along, okay? Now, we're going to have it do also a health check. So, perform calendar health check and identify problems. So, we're kind of getting into this brief, like tell me, you know, when I have zero focus deep work time. Tell me when I have back-to-back meetings lasting This might be more common for some of us than others, but lasting more than 2 hours straight. Maybe days with 6 plus hours of meetings. Woof. Rough. Maybe anything Fridays, you know, after lunch with meetings booked. Um and then, of course, meetings with no description agenda. I'm going to put etc. here cuz there's going to be more, but that is more or less the health check I want it to look at. And I'm just going to keep pasting this in for you guys. There you go. Okay. All right, and now we want it to actually do something for us. We want this agent to generate the daily brief or the weekly brief, depending on what you're doing, right? And in we can name a format in this format. And this is where I'm going to copy and paste a format. Make it easy for all of you. Going to copy it in from my notes, and I'm going to also put it in here. Let's see if it's Hopefully it's not too long that I put in here. It is a little too long. That's okay. This is what I'm going to do. Okay, this is the shortcut. If you want the shortcut right now, you can get this quick template that has all the text for this agent. I'm still going to be typing it out. I wouldn't abandon the one you're creating right now, but you can quickly open this agent by using the template and have all of the text yourself that you can copy and paste in, okay? It's okay. You can have two agents, especially in a free account. Totally okay to do that. But there is the shortcut on screen, so grab that template if you want to copy and paste all of the text over or use that one, okay? Want to make sure we get through this, so I'm giving it to you early. But here we go. Generating the daily brief in this format. So, I've given a format for this agent to use. You could use whatever format you want or leave it blank. It probably would come up with a fairly decent format, but I want it to give me sort of a high-level view of all of my meetings, the hours, etc. And this would be like for a week. The goal alignment for each of them, actual calendar health if there's any issues, and then the top three actions

for the week. That part is huge. It's like, "Hey, okay. Given this week or this day, like what should I be reviewing? What should I do? " Okay? Now, this fifth option is optional, but I think it's pretty cool. We're going to actually have the agent update each calendar event with the color coding. So, in Gmail, these are actual it's called colors, and in Microsoft Outlook, it's categories. And so, depending on what you have set up there, that is what you would want to sort of paste in here and adjust. What I'm having it do is use these different categories, green, yellow, red, just like we had it. In Outlook, it's I just have them set up as green, yellow, and red categories. That's the names, right? But, you all could adjust for Google. Should be in that template, but hey, I will also I can paste it in here for you. Okay. This is actually going to need access to be able to make these updates. So, we're going to be adding one more tool. It's going to be using the same calendar app that hopefully you've authenticated and we're using to get the calendar events, but now we need it to update events. So, I clicked {forward slash} to access more tools. You can click add tool as well in the bottom right. You'll see those tool sections. Click to add a tool. We're going to choose from those all those apps. If you're using Google Calendar, choose Google Calendar. If you're using Outlook or something else, use that. I'm going to choose Outlook for myself. And then we're going to give the access to update calendar event. Now, if I throw this in here, what is wrong with just stopping there? Does anyone know? Throw it in the chat. Like what happens if I just stop there? Courtney, no word to send the message. Yeah. Sure. Didn't tell which calendar to look at. Right. Don't know what changed. Yeah. There's a few more pieces here obviously to the agent. But specifically for this update calendar event, it needs some specificity. So Morgan, you're on the right track. Right? Okay. So if we look Yeah, and also good point. It does say these two you know, Google Calendar and Outlook. So maybe I'll make that more clear for the old agent. Here you go, agent. Just using Outlook. It does say update each calendar event with the color coding. So it does have some context about what it should do. But I want to make sure I lock this down, right? Safety first with AI. Always really smart, right? The event itself, we're going to let the agent select the value there cuz it does need to decide which event it's going to update. So the agent's going to intelligently figure out which event to choose. But we don't want it to change the subject or really any of these other options and I never want it to ever do that. So what I can do is click in instead of letting the agent generate a value for the subject, I can go down and say do not include a value for this field. So, to be safe, I can turn that off for a start and end date. Never want to touch those. All day event, no, don't do that. So, I'm going to go down the list and just make sure that everything is turned off except for one field. Obviously, the event, which we've already done. And then, uh let's see. Location, I'm turning off, too. So, I'm turning off all the fields by saying do not include a value for this field. The one field in Microsoft Outlook is categories. We're going to leave that it as is. So, it does need to decide what category to apply or what color, if you're in Google, and the specific event. So, those two

are the only ones that should say let your agent select a value for this field. Those are the two. And we'll make sure to click save. Super important, locks things down. That way this agent never in a million years could do anything else. Perfect. Okay, and some of you all mentioned the uh last step here is actually send that brief. You get to decide where it's going to be sent to. It could be via email. I use Slack, so I'm going to use Slack, but you do need it to be sent somewhere. And so, the other option is to not have it sent somewhere, and each day you would come in to agents and look at the agent run, and it will show you the brief that it created. But, we want it to be sent to wherever we're working. So, we're going to have it send me the daily briefing in Slack. And the very last step, right, is adding that tool so it can actually send that message. So, I'm going to do the same process, forward slash to open up tools, or click add tool in the bottom right. Choose from all of my apps. This is where I'm going to go to Slack. I'm going to choose Slack. And then for Slack specifically, we want it to send a direct message. Now, handy little trick, you could configure it here as well to make it make sure all those fields are set up. So, I'm going to do that. Can click the gear icon right here. Decide which Slack account to use. And then to username, that's the big one. I want to make sure it's only sending to me. So, I'm setting a specific value. And we will search Bryce. Yeah, definitely not Brian. That's the co-founder. Okay. Bryce. And I'll click save. I mean, everything else can, you know, more or less the agent can figure it out. I mean, if I want to make it send as a bot, sure. You know, I could make sure it always sends as a bot and it has a name. Maybe I'll put a name here if I want it to be like uh daily briefing agent. Maybe the icon, I could set that if I want. You don't have to do this. But, you could if you want. The important part is to get the username correct. So, it's going to send to me. I'm going to click save. Okay. What I like to do when I end agents, because AI is really good at remembering the beginning and the end. It's good at the middle, for sure, but to always cap off the instructions, I like to say final Kind of summarize what I want this agent to do. So, I'm saying, "Hey, this is what you're doing. You're providing a comprehensive daily calendar analysis with goal alignment. And I'll paste this in the chat for you all. Health insights, actionable recs, and visual color coding to help me. " I'm just going to put that, right? Okay. I'll copy and paste this in the chat. And give me a like a yes if you have this done. Have this all kind of filled out cuz that was the last step. We're going to test it in a second. But I just want to know if everyone's with me. Okay. Amazing. Yes. So good. Okay. Love it. The last step. Oh, yes-ish. Okay. You'll get there. Use this If you came in late for some reason, that's okay. I'm going to promote this template you can steal. So, you get a shortcut, okay? Okay. The last step here is we're going to test it. I'm going to click agent preview. It's at the very bottom of your screen. You're going to see agent preview and that'll open this testing window. I'm going to click test agent. So, this is going to assume that trigger schedule by Zapier. For me, it's every day at 2:30 a. m. When I'm testing the agent, it's going to assume that is the actual day and time just for testing purposes. Okay? And then we see right away it knows to go complete that action, go get the calendar events. And it's going to load that document. Remember we have that knowledge source. it's my priorities and goals document right here that everyone can download or use if they want. Cuz it's asking, yeah, what are the

goals, right? And the calendar returned no events. Oh, let me go to my calendar. I have events for next week on my Microsoft Outlook, but not tomorrow cuz I don't actually use Microsoft Outlook. So, this is what I'm going to do and this is really cool actually. You can say, "Hey. " And you can actually chat with the agent while it's testing. "Can you just run this for next Monday, please? " And the way it'll be like, "Hey, I can't, you know, what's going on? " There, you know, "Oh, did it already do that? Let's see. Let me try a wider range. Okay, so in the testing flow, this is so cool. So, in the testing flow it beat me to it. Agents are getting smarter. I didn't think it was going to do this. Amazing. So, it says, "Hey. " It knows it's a test and so it's like, "Let me go see when are events? " Oh, Monday. Monday, that's when the first events show up. So, I didn't even have to tell it. It pulled in the events and it actually looked at, you know, more than that just to make sure it had, you know, stuff to work with in the test. But if you ever want to chat back and forth with the test, you can do that. You can stop and be like, "Hey, just assume this or use dummy content or whatever you want to do just to make sure things are working the way you want it to work. " And then the last bit here is when it's updating calendar events. So, it's going to run a bunch of updates, but with a test, you have to approve each one. That's just a safety piece of it, right? So, right now it's probably looking at this first one. So, if I click approve, it will make the update. You could go through and maybe approve a couple and be like, "Okay, it's working how I'd want it to work. " And the good thing is categories and colors only change for you in your calendar. And so, you can do this it look like an updated calendar event. Let's look here. Perfect. So, green, right? You can see on my calendar it updated the weekly team stand-up as green. Cuz that's aligned. So good. So, instead of like, "Hey, going through each one, can you skip to the brief part? " Uh yeah, I'm just going to say skip to the brief part. Let's just do Let me hit X here. Whoop. Let me do a quick refresh. Once this agent to be able to hear what I'm saying. Sometimes a refresh is works. All right, agent. Where we at? Okay. Can you skip to the brief part? Please. So, it'll say, "Hey, great. Okay, let me skip to the brief. " This is what it's going to send in Slack. And this is really the probably I don't want to say it's the most helpful part, but it's really helpful to see kind of day at a glance. So, on Sunday nights I get this and you can see, you know, things that are aligned, things that need review. Right? No deep work blocks scheduled. You know, there's a back-to-back stretch. There's some with no agenda. The office snack committee has no clear purpose or agenda. And then some top actions. So, it's like, "Hey, you need to block that. You need to decline this. And you need to add an agenda to this one. " So, that's exactly what I'd want in Slack and ask me, "Hey, do you want me to go ahead and send it to Slack? " This looks good to me. If I want this to run, the last thing I need to do is click publish and this will run for me. So, if everything looks good in the test to you, just to make sure it's doing kind of what it needs to do, then click publish and this should be good for you to run automatically. Okay. When you click publish, you can see a little green published next to the name. That's what you want to see. Okay. Woo. Everyone take a deep breath. We did it. It was a lot. There was probably a lot of questions. I think there were 43 in the questions tab. So, we will get to those. Let me or at least I know Emily you probably got into a lot, which is awesome. Um I'm going to skip ahead to this bit here. So, everyone can kind of take their hands off the keyboard, give yourself a pat on the back. Not easy to work through that. Um we're going to shift gears just a little bit. We got 5 minutes left, so we're going to breeze through these last two bits and see if there's some questions we can answer, okay? But, there's one thing that frankly I've struggled with and I want to hear

from you all just in the chat. Um we might not bring someone on stage today just in the interest of time. But, taking AI, like building this for myself, I'm lots of agents, very easy. Bringing AI or like some workflow to a team can be a little different. So, I'm just curious if um if you all have successfully brought AI or like a workflow to a team. And kind of how did that work out for you? Like, have you, you know, gotten the team to adopt the workflow? Um has it been a big struggle? Just something simple in the chat just to give me some feedback would be awesome just to hear. So, Mason, hey Mason, good to see you here. Um Every time I scroll up it's a little hard. Okay. Just thinking about this, personal productivity is different than team productivity, totally. Yeah. Kelsey trying, Monica not yet. Ren, yes, the team is super excited, love it. Okay. Working on it. Yeah, and I mean this is the jump that frankly like whether you're leading a team or you are just sort of individually forging ahead, you're here today, you're building, right? Getting team impact, that's where such value is. So, something I'm still working on myself, but the good news is at Zapier we do have a team of experts who are doing this. Um and so if you are interested in strategizing on how to scale this to a team, then we're offering these free 30-minute working sessions. So, sometimes Emily shows up on these, I've heard, but we would love for you to book a session if you are interested in doing that with someone alongside. They are free. So, I'm going to just promote this on stage. Would love you to book a working session, fill that out, and connect with our team. We'd love to um talk with you in person. So, let us know. Q& A time. I know we have 3 minutes. I'm going to look in the questions right now and see if there was just anything worth popping into this onto the screen. Emily, amazing. Thank you, Emily. I think Emily has literally answered just about all of these in such depth. Really appreciate you, Emily. Everyone give it up for Emily in the chat. Thank you. Digital applause. Um I'm seeing if there's anyone might or any question that might be good to pull up. Uh da da Man, all of these are great questions, too. Why don't you all take a look at the questions tab if you want? You're going to have access even when this event ends. You could look at this questions tab. Emily did such a great job answering, so you can literally browse through her amazing answers there. Um and so you'll have access still, like I said, um after this event ends. But thank you all so much. We got 2 minutes. Like I said, I'm about to head into this governance event that we're about to run, this public version of the AI Leaders Lab. Um It would be awesome to see you all there. I'll be there in the chat. It'll be a live stream event just like this, so it'd be really cool to see you. Mason, sweet. Zap your day for Mason. Love it. Okay. Thank you all so much. Thank you, Emily. We will see you all next time. We got one more workshop in this series, but lots more, of course, on the calendar, so I hope to see you all again. And uh I might uh go borrow a book or two while I'm at the library. So All right. Goodbye, everyone.