Building a No-Code Executive Assistant Agent in Zapier with Jeff Ignacio скачать в хорошем качестве

Building a No-Code Executive Assistant Agent in Zapier with Jeff Ignacio

Brandon Redlinger sits down with Jeff Ignacio to live-demo a personal “executive assistant” agent built in Zapier. Jeff shows how he wired Gmail, Calendar, Zoom, Slack, and Asana so the agent reviews yesterday’s meetings and emails, mines Otter summaries, proposes next steps, DM’s a daily checklist in Slack, and opens Asana tasks, with guardrails like “draft in Gmail, don’t send.” You’ll see how he structures the agent’s role, data sources, tools, and outputs, why human-in-the-loop still matters, and how to keep markup clean when posting to Slack. We also hit the realities of reliability, debugging, and total cost of ownership, then close with Jeff’s current AI stack and learning habits. What you’ll learn: – How to configure a Zapier Agent to read Otter summaries, scan Gmail, and compile action items. – Why to “create draft” in Gmail and keep Slack as the notification surface. – How to give your agent a role, style guide, and markup rules for clean Slack output. – When to keep a human in the loop and how to think about failure modes. – Jeff’s current stack, including OpenAI, Claude, AI by Zapier, and Clay’s Sculptor and Claygents. RESOURCES MENTIONED: Zapier Agents: The platform Jeff used to build a no-code “executive assistant” that reads meetings/emails and posts a daily checklist. https://zapier.com/agents AI by Zapier: Built-in AI steps Jeff referenced for routing model calls inside workflows. https://zapier.com/blog/ai-by-zapier-... Otter.ai Meeting Summary emails: Source Jeff uses to mine “meeting summary” emails for action items. https://otter.ai Gmail: Action surface for “create draft” email guardrail. https://workspace.google.com/products... Google Calendar: Calendar data the agent checks for recent meetings. https://workspace.google.com/products... Zoom: Meeting platform the agent references alongside Otter summaries. https://zoom.us/ Slack: Primary notification surface where the agent DM’s the daily checklist. https://slack.com/ Asana: Task manager where the agent opens or updates tasks. https://asana.com/ Clay (Sculptor & Claygent): Enrichment/build tools Jeff uses for GTM workflows and AI research agents. Sculptor: https://www.clay.com/sculptor Claygent: https://www.clay.com/claygent Jeff’s Substack (RevOps Impact): Where Jeff publishes deeper dives and experiments. https://revengine.substack.com/ Connect with Jeff on LinkedIn at   / jeffbethechange   Connect with Brandon on LinkedIn at   / brandonredlinger   For all resources and notes from this episode and to stay up to date with all future episodes, visit www.StackAndScale.ai. Chapters 00:00 — Intro and why Zapier Agents are accessible 05:05 — Templates, personas, and Jeff’s Executive Assistant agent 06:49 — Give your agent a clear role and scope 07:28 — Connecting Gmail, Calendar, Zoom, Slack, Asana 08:14 — Mining Otter emails and drafting daily action items 11:30 — Guardrails: create draft in Gmail, send in Slack 13:04 — The Slack markup gotcha and style/markup guides 17:58 — Activity logs and chain-of-thought previews 24:52 — Keep builds simple, reduce total cost of ownership 25:33 — Lightning round: Jeff’s AI stack 27:00 — How Jeff keeps learning weekly 27:58 — Reliability, entropy, and maintenance 29:41 — Where to follow Jeff (Substack and LinkedIn)