Zapier and Make (fka Integromat) are the longstanding incumbents of no-code automation and workflow building.
But there is a new group of startups that are taking on the no-code workflow automation space. These newcomers are approaching it from an AI-first design point of view, making it easy for non-developers and developers alike to incorporate AI transformations into their processes or applications.
In this tutorial, we’ll use Leap AI’s workflow builder - one of the new upstarts in this space - to create a sales research agent. The workflow we’ll build can ingest an email and provide background research on a contact, acting as a sales research AI agent for prospecting and lead enrichment. If you’re familiar with Zapier, Leap AI will be easy for you to pick up, as much of the UI/UX design patterns are the same.
Steps we’ll follow in this tutorial:
- Create a workflow and define your inputs
- Customize your research agent prompt
- Define the output format
- Test your research agent
Step 1: Create a workflow and define your inputs
To get started, go to Leap AI’s website and create a free account. You’ll have enough credits with their free account to build and test the workflow for this tutorial.