How to Build a Prioritization AI Agent to Manage Slack Requests | Build-Along

Zapier ยท Intermediate ยท๐Ÿค– AI Agents & Automation ยท3mo ago
Get the step-by-step instructions for this Prioritization Agent ๐Ÿฆพ https://zpr.io/GjUjJ2HUGhU5 Are you struggling with over-commitment? In this Zapier Build-along Workshop, Emily Mabie (Sr. AI Automation Engineer for HR) shows you how to move from "unfocused yeses" to high-impact priorities using custom AI Agents. This hands-on session is designed for anyone who feels overwhelmed by ad-hoc requests. Emily demonstrates how to build an agent that triggers from a Slack emoji, analyzes requests against your actual professional goals, and drafts polite, personalized DMs to help you reroute tasks - all while maintaining your brand voice. Stay tuned for a live Q&A at the end of the session! Emily Mabie and Bryce Vernon (Growth Marketing Manager) address community questions about handling Slack DMs, training agents on live URLs, and transitioning from "people-pleasing" to professional prioritization. ๐Ÿ› ๏ธ Build-along Resources Agent Setup Guide: Instructions for the prioritization agent (link above) HR Use Case Deck: Automation Deck shared in the workshop (link below) Tech Stack Used: Zapier Central (AI Agents), Slack, Google Docs. Get the HR Use Case Deck shared during the workshop: https://zpr.io/DCKtZRnQGA5F โณ Workshop Chapters 00:00 โ€“ Hot Bread with Butter & Global Intros 03:45 โ€“ Housekeeping: Troubleshooting with Copilot 07:10 โ€“ Defining Your "Why": Automating the People-Pleaser Habit 12:20 โ€“ AI Chat vs. AI Agents: The "Self-Driving Car" Analogy 16:30 โ€“ BUILD START: Setting the Slack Reaction Trigger 21:50 โ€“ Writing the "When-Then" Instruction Statement 26:15 โ€“ Connecting Knowledge Sources: Linking your Goals & Priorities 32:40 โ€“ Adding Tools: Sending Automated Slack DMs 39:00 โ€“ TESTING: Verifying the Agentโ€™s Logic in real-time 44:15 โ€“ Advanced Complexity: Reading full Slack threads for context 50:30 โ€“ Personalizing the Bot: Training the Agent on your Voice 57:45 โ€“ Live Q&A with Emily Mabie and Bryce Vernon #Zapier #AI #BuildAlong #Automation #Prioritization #Pro
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Chapters (12)

Hot Bread with Butter & Global Intros
3:45 Housekeeping: Troubleshooting with Copilot
7:10 Defining Your "Why": Automating the People-Pleaser Habit
12:20 AI Chat vs. AI Agents: The "Self-Driving Car" Analogy
16:30 BUILD START: Setting the Slack Reaction Trigger
21:50 Writing the "When-Then" Instruction Statement
26:15 Connecting Knowledge Sources: Linking your Goals & Priorities
32:40 Adding Tools: Sending Automated Slack DMs
39:00 TESTING: Verifying the Agentโ€™s Logic in real-time
44:15 Advanced Complexity: Reading full Slack threads for context
50:30 Personalizing the Bot: Training the Agent on your Voice
57:45 Live Q&A with Emily Mabie and Bryce Vernon
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