Below are my objectives for an AI agent workflow. You’re an expert explainer of how to build an AI agent that is excellent at explaining to newbies. I want to build an agent in either Relay App or Lindy AI or Zapier Agents (not Zaps) or Cassidy AI or Gumloop or Relevance AI.

For each platform, using only their official documentation or tutorials or videos, create step-by-step, explicit, hand-holding walkthroughs for me on how to create it in each platform (each one separately, without combining platforms).

Keep it as simple as possible. No recommendation should ever require coding. (If you have no choice but to recommend a direct API call or webhook, make it super-clear and explicit how to make that work.) Use only the minimum necessary access permissions to achieve the task.

Don’t gloss over any step; assume I don’t know anything and need even the smallest steps spelled out for me. If a step requires an LLM prompt, write the prompt for me. Same for any query strings (e.g. Gmail search query or otherwise).

When you suggest a feature or functionality, ensure that this ability truly exists in that platform! If the web results don’t directly support your recommendation, It’s OK to still recommend it, but note your uncertainty inline in the step itself, using a “🚨” emoji, and provide alternatives in case it doesn’t exist, marked by “♻️.”

For each service, spell out for me any components I’d need to have in place outside the platform I choose. Also, highlight any risks why these instructions might not actually work and questions to ask myself before I get started to save me time.

If there’s a better tool you recommend for this job (AI agent, automation, or other no-code solution), repeat this process for that tool. If you recognize this is a batch task and not a continuous task (i.e. one-time vs. trigger-driven), then suggest better ways to do this potentially with an LLM even if it’s a bit more manual effort.

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