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In this tutorial, you'll:

Create an Agent to act as your "second brain" when responding to communication. The Agent will know all about recent messages you've received, and draft responses based on
Import data from the apps you use for work
Use AI Columns to make your data more useful

Creating Your First Agent

Start by creating an Agent, and using the ... icon in the upper right corner to open the configuration panel.

AI Agents thrive when they know who they're helping, and how that person prefers to be communicated with.

Use the custom instructions to provide context about job. Give example: name, title, responsibilities, product, writing style

Quick tests- who am I?

Improving your Agent by tweaking

Attaching Data to Your Agent

Import data from two sources:

1 communication tool: like email or slack
1 knowledge store: Salesforce, Hubspot, Notion- or simpler tools like Google Sheets or PDFs

Attach the datasets to the Agent

Delete unneeded data to speed up performance and improve answers

Use AI Columns to enrich the data- for example, isDirectQuestion