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🦞AGENTIX-AI Wizardry

86 members • Free

2 contributions to 🦞AGENTIX-AI Wizardry
FIRST WORKSHOP
Thanks to all who attended and contributed. Here is the unedited recording. I will tidy it up and put it in the Classroom later.
 FIRST WORKSHOP
1 like • Dec '25
Thanks Max and great demo again. Half way through I was wanting to ask whether you've explored the OpenAI or Gemini packs and why you prefer the native AI. (My concern was lack of control over the model, being worried about future pricing etc.) I now realise that my decision to have used the OpenAI pack for my own testing has been a huge mistake. The issue is that automations don't know when the OpenAI formula has returned a response in the way the native formulas do, unless you force them inside a series of nested withNames. As a result you must then bake all your logic into a single huge action, or have timed automations cleaning up downstream if you can no longer handle the complexity. So lesson learned on my side. For context, I implemented something a little less complex than what I think Max did here using the OpenAI pack, parsing a dictated note and sending it to one of several tables, but this is what my formula looks like (with more downstream too): RunActions( /* STEP 1: Determine the Table (Synchronously) */ WithName( OpenAI::ChatCompletion( [Michael Dean (1)], thisRow.[User prompt], "Interpret the user’s intent and decide which of the following tables they want to interact with. Respond only with the tableName from:" + [Convert Table to CSV or JSON]::tojson( SchemaTables.TableName, "tableName", SchemaTables.Description, "description" ), "gpt-5-nano" ), PredictedTable, /* STEP 2: Determine the Operation (Synchronously) */ WithName( OpenAI::ChatCompletion( [Michael Dean (1)], thisRow.[User prompt], "Interpret the user’s intent and decide whether they intend to make a create, read, edit or delete change to an entry in a table containing Tasks, Ideas, and Daily Logs (health, sleep, social). Step 1: Synonyms and usage: Create: Add, new. Also includes directives to capture/process content (e.g. 'Summarise this idea', 'Log that I slept well', 'Remind Tali to cancel'). Read: Show, list, display, return, what are, tell me. But NOT(ask, review, check).
Greetings & Welcome
I created this Skool Community for Business Managers, Spreadsheet Whiz-kids, and Nocode Makers who (like me) want to learn how to use AI AGENTS to automate Business Process Workflows. Over the rest of this month (December 2025) I will be posting tutorials on what I have learned. Having delivered several AI Agentic Workflow automations to my clients over the last 2 years, I have gathered all I learned into a Step-By-Step Framework for creating AI Agents with no programming. I have taught this AI Framework to several clients who had no IT background at all, and they went on to deliver AI Agentic Workflows to their business teams that generated amazing ROI and performance improvements. The key skills that are needed for this are: 1. Business Process Management - how to create and deploy SOPs (Standard Operating Processes) 2. Automate those SOPs using Spreadsheets and/or No-Code tools (Notion, Airtable, Coda, Power-Apps) 3. Gather and curate the Knowledge Docs needed to train people and AI Agents to execute the SOPs 4. Build and deploy AI Agents within those workflows using only Spreadsheet/No-Code formulas Please introduce yourself here to the group. Respect Max O'Brien
2 likes • Dec '25
Hi Max, thanks for kicking this off. I'm Michael, based in Australia and working in a big corporate in a finance automation capacity. I support a team of regular finance analysts who need to maintain and extend anything we build, so your framework of cascading formulas in an Excel-like environment resonates. I've been implementing a version of what you demoed in your NoCode agents video in my personal life after having failed in Make. It's going great and I'm keen for the sessions to kick off. Thanks again for sharing!
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Michael Dean
1
2points to level up
@michael-dean-5615
Automation guy in big tech finance

Active 54d ago
Joined Dec 7, 2025