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Version: v2.0

Build your first AI coworker

This agent is a sales copilot. It reads your sales calls, researches the people you are about to meet, and sends you a briefing for each new call.

What you need​

  • An Agenta account. Agenta Cloud is the quickest way to start.
  • A place where your sales calls are recorded. This tutorial uses Granola. Any notes or transcripts tool you can connect works the same way.
  • Google Calendar and Gmail, for the automation at the end.

How an agent works​

An agent has three parts:

  • The model understands your request and reasons about it.
  • The instructions turn a general assistant into your sales copilot. They hold its role, the context about your company, and its rules.
  • The tools are the apps the agent uses. A sales copilot needs your call notes, your calendar, and your email.

Think of the agent as a smart intern: it is capable, but it only knows what you tell it.

Step 1: Connect your call notes​

Start with something simple: an agent that can answer questions about your sales calls.

Open your agent, go to Integrations, and click +. Search for granola, click Connect, and confirm the connection.

The agent can now read your sales calls. Ask it something:

Look at my last three sales calls. What are the customers' pain points?

The agent reads your recent call notes and answers with the main pain points, with quotes from the calls.

Step 2: Give the agent a role​

The agent can answer questions about your calls, but it is not a coworker yet. It knows nothing about your company, what you want to achieve, or what its job is. That is what instructions are for.

You can edit the instructions yourself, but the easier way is to ask the agent. It can read and change its own instructions. The video uses Agenta as the example company, so replace Agenta and agenta.ai with your own company and website:

I want you to be my sales copilot for Agenta. Visit agenta.ai to understand
our business, then update your instructions with your role and the company
context. Help me prepare for sales calls and give me feedback after them.

The agent visits the website, gathers context about the company, and writes its own instructions. Open Instructions to read them. You can edit them directly, or ask the agent to change them.

Step 3: Improve the instructions as you go​

Instructions are not fixed. As you work with the agent, you will find things you want done differently. Tell the agent, and it updates its instructions so the change sticks:

Update your instructions so future prospect briefs include company size.
If you cannot verify it, say that it is unknown.

Step 4: Prepare for your next calls​

Now give the agent a real job: prepare you for your upcoming sales calls.

First, connect the tools it needs: Google Calendar, to see your calls, and Gmail, to send you the briefing. Add them from Integrations as you did for Granola.

Do not create an automation yet. Solve the problem once with the agent, check that it does the job the right way, and automate it after. Start a new chat and ask:

Can you check which new sales calls I have in the next few days and help me
prepare for them? Let's research the prospect.

Read the result and decide whether the research is good enough. If the briefing lacks detail about the prospect, add another tool: Exa finds information about a person and their company, such as their role and the size of the company. Add it from Integrations.

Go back and forth with the agent on the briefing, its content and its structure, until you are happy with it.

Step 5: Save the process as a skill​

The agent now knows how to prepare a briefing, but only in this chat. To keep that knowledge, save it as a skill. A skill is a guide that tells the agent how to do one task. Ask:

Great job. Save this call-preparation process as a reusable skill named
sales-call-preparation. Include the research steps, verified sources, and
the briefing structure.

The agent creates the skill and adds it under Skills. Open it to see the steps it will follow, including the feedback you gave.

Like the instructions, a skill keeps improving. When the agent gets something wrong, ask it to update the skill:

Update sales-call-preparation so its email draft has clear headings and
short bullet points.

To learn more, see Manage skills.

Step 6: Automate it​

You have done the job once and the agent has learned it. Now automate it, so the agent prepares each new sales call without you asking. Again, you do not set this up yourself. Ask the agent:

Can you automate this? Whenever a new calendar event is created, check
whether it's a sales or demo call. If it is, run sales-call-preparation and
send me the briefing by email.

The agent creates a subscription: a trigger that runs the agent each time a new event is created in your Google Calendar.

Open it from Sidebar > Automations to see the event it listens for and the message it sends to the agent each time.

To learn more, see Create an automation.

Keep growing your coworker​

This is a start. The agent grows the more you use it, and every new job follows the same loop:

  1. Solve the task once with the agent.
  2. Save it as a skill.
  3. Automate it.
  4. Check the results and give feedback, so the agent improves its skills and instructions.

For example, the same agent could turn your sales calls into case studies, or add backlog items to Linear after each call. Each one is a new integration, a new skill, and a new automation.

Next steps​

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