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Event recap : Building AI Agents with relay.app with Jacob Bank

June 02, 2025

Hi all,

We had a great session by Jacob Bank on how to build AI Agents using No Code Tools like relay.app

Here is the summary of the webinar and the youtube link for the same.

Link to youtube video - https://youtu.be/rn3j0pNKgz0

Key Takeaways

  • AI agents can automate tasks across various domains (marketing, HR, finance, sales, customer support)

  • Building useful AI agents is simpler than often portrayed; a basic agent can be created in 15 minutes

  • AI excels at extraction, summarization, classification, content creation, synthesis, research, analysis, grading, and coaching

  • Relay App offers an accessible platform for non-technical users to build AI agents without coding

Topics

What is an AI Agent?

  • Technical definition: Autonomously working AI system that decides approach and takes action given a goal and tools

  • Practical definition used by Jacob: AI doing work automatically behind the scenes without direct interaction

  • Three paradigms of AI interaction:

    1. Chatbot (interactive text conversation)

    2. Copilot (AI assistant helping in a tool)

    3. Agent (autonomous background work)

Generating AI Agent Ideas

  • Consider what AI is good at: extraction, summarization, classification, content creation, synthesis, research, analysis, grading, coaching

  • Common agent patterns:

    1. If-this-then-that (event-triggered actions)

    2. Recurring (scheduled tasks)

    3. Preparation (context-aware pre-event actions)

Building an AI Agent Demo

  • Created a LinkedIn post analyzer agent using Relay App

  • Steps:

    1. Set up a scheduled trigger (weekly)

    2. Fetch LinkedIn posts from a specific profile

    3. Use AI to analyze posts and generate a report

    4. Send an email with the analysis

  • Demonstrated how to handle inputs/outputs, select AI models, and format results

AI Capabilities and Use Cases

  • Extraction: e.g., pulling data from invoices, documents

  • Summarization: e.g., meeting notes, video descriptions

  • Classification: e.g., email sorting, lead qualification

  • Content Creation: e.g., repurposing content, drafting emails

  • Synthesis: e.g., analyzing customer call insights, competitor strategies

  • Research: e.g., preparing meeting dossiers, monitoring competitors

  • Analysis: e.g., sales data patterns, marketing campaign effectiveness

  • Grading: e.g., scoring job applicants, assessing customer renewal likelihood

  • Coaching: e.g., providing feedback to sales reps, improving social media performance

Relay App Features and Comparisons

  • Focused on non-technical users, unlike open-source alternatives

  • Offers human-in-the-loop capabilities and easier AI integration compared to Zapier

  • Supports OAuth logins for platform integrations

  • Uses various AI models, with Gemini recommended for longer context windows

Next Steps

  • Experiment with building AI agents for personal or professional use cases

  • Consider attending Jacob's weekly "Build with Me" sessions for more hands-on learning

  • Explore Relay App's gallery of templates for inspiration and quick starts

  • Review personal workflows to identify potential AI agent opportunities