Daily Tasks
Meditations
— 1500 PM — I am exploring building an agentic B2C solution for insurance agents to streamline their workflows. I talked to 2 already - Their painpoints are primarily context switching between answering generic questions on phone/email. They understand the value of talking with clients and maintaining the human touch, but desperately wish they could integrate this another way, besides inefficient pop-up emails or discussions. Concerns are how slow and Bureaucratic NCFB is adopting tech solutions.
I want to prototype a simple solution - perhaps a Trello integration or email automator. Using existing AI agent tools, how can I build a prototype to demo and get their feedback?
n8n: A flexible workflow automation tool that offers a visual drag-and-drop interface for building workflows and integrations with numerous services, including email and Trello. It supports connecting with various Large Language Models (LLMs) to power the agent’s intelligence.
- Develop the prototype Integrate with email: Use the chosen platform’s email integration to monitor incoming emails or trigger sending emails based on specific actions. Integrate with Trello: Connect to your Trello boards and use actions to create cards, add descriptions, assign members, and move cards between lists. Define agent logic: Use the platform’s visual builder or scripting capabilities to define the agent’s behavior.