RecipeAgents / Guide
the pillar guideHow to build an AI agent (the small, useful kind)
Most "how to build an AI agent" guides start with frameworks and vector databases. This one starts with your inbox. An agent, for our purposes, is a trigger, a model that makes a decision, and an action, plus a person checking it until you trust it. You can build one this afternoon in Zapier, Make or n8n without writing code.
1. Pick one boring, repeated job
Good first agents have three things in common: the input arrives on its own (an email, a form, a file), the decision is small (which label, which category, which fields), and a mistake is cheap. Sorting invoices fits. Replying to angry customers on your own doesn't, at least not yet. Browse the collections and pick one from Personal admin if you're nervous, because those only touch your own stuff.
2. Write down the input and the output
Before you open any tool, write one real example of what comes in and what should come out. Every recipe here has a sample run, written for illustration, that shows the format. If you can't write the output by hand, the model can't produce it reliably either.
3. Write the prompt like a form, not a chat
Ask for JSON with named fields, give the allowed values ("one of: PRICE, TIMING, COMPETITOR…"), and say what to do when information is missing ("null, never guess"). That last rule prevents most of the bad outputs we describe in the failure-mode sections.
4. Build it: trigger → AI step → action
In n8n that's three nodes, and you can download ready-made files from n8n templates. In Zapier it's a trigger, a ChatGPT step and an action, and each recipe has a blueprint file you follow by hand (Zapier has no import format). Our inbox triage walkthrough shows every setting.
5. Test on 20 real examples
Put inputs and outputs side by side in a sheet and mark each one right or wrong. Fix the pattern, not the single case: one new line in the prompt per type of mistake. Keep drafts and approvals in place until the error rate is one you'd accept from a new hire.
6. Then let it run, and watch it
Tag every AI-made action so you can review a sample weekly. Watch costs too: each AI step is billed by the model provider and each run by the automation tool. Filtering inputs before the AI step is the cheapest optimisation there is.
Every recipe, by job
Sales
- Turn a website form lead into a CRM note: A lead fills in your contact form with three rambling sentences.
- Prep brief when a sales call gets booked: Someone books a call with you.
- One specific first line per prospect: You have a list of 50 prospects and their websites.
- Tag why deals were lost: Your CRM's “lost reason” field is a mess of free text.
Ops
- Invoice PDFs from email into a sheet: Invoices arrive as PDF attachments.
- Alert when a supplier changes a price: Supplier invoices quietly creep up.
- Monday digest of what's due this week: Deadlines live in three apps.
- Remind me 30 days before a contract renews: Software subscriptions auto-renew while you're on holiday.
Support
- Draft support replies from your help docs: A customer emails a question your docs already answer.
- Flag upset customers before they churn: The angry email sits in the queue behind ten easy ones.
- Find the questions your FAQ doesn't answer: Once a week, collect the questions customers asked and list the ones your FAQ doesn't cover yet..
- Draft replies to Google reviews: New Google review in, draft reply out, written in your voice for both the five-star and the two-star..
Content
- One blog post → one LinkedIn post: You wrote a blog post.
- Show notes from a podcast transcript: An episode is uploaded and the transcript is ready.
- Weekly link roundup from your saved bookmarks: You save interesting links all week.
- Alt text for every image you upload: Your CMS has 200 images with empty alt text.
Personal admin
- Snap a receipt, get an expense row: Photograph a receipt on your phone and an expense row appears in your sheet, with the category guessed but editable..
- Bill emails into due-date reminders: Utility and phone bills arrive by email with a due date buried somewhere inside.
- Booking emails into one itinerary doc: Flight, hotel and train confirmations arrive in three formats.
- Weekly list of newsletters you never open: Every Sunday, you get a list of senders you got five or more emails from this week and didn't open, with unsubscribe links..
- Voice memo into a to-do list: Ramble into your phone while walking, and get a clean to-do list in your task app..
Bigger builds
- AI email triage agent
- AI lead research agent
- Meeting notes to tasks
- Invoice extraction
- Customer support agent
- Competitor monitoring
Questions
- Do I need to code to build an AI agent?
- No. Every recipe here uses Zapier, Make or n8n with a prompt. Code helps later, but isn't needed to start.
- How long does it take?
- Our setup estimates per recipe range from about 15 minutes to 2 hours. Those are estimates, not measurements.
- Which tool should I use?
- Zapier is quickest for straight-line flows. Make shows branching more clearly. n8n can be self-hosted, and we provide importable n8n files.