Hi, I'm Stephanie Goodman, the founder of Agent Payment. Agent Payment is an AI automation platform that lets anybody build complex automations and have their AI agent run them without needing any coding knowledge or knowledge about AI in general. This is for anybody. Whether you're a secretary or the head of the IT department, you should be able to use AI to make your job easier and faster. That's what we've built.
I'm going to show you today how you can get a workflow started in 60 seconds and make your life a little bit easier. This is agent payment. I'm going to show you how to build a workflow that everybody needs: getting through their email. First you're going to sign up, which takes an email and about 30 seconds. It doesn't cost anything.
Then you're going to go into your dashboard. I use Gmail. I'm going to show you a Gmail flow. First you're going to need to connect your Google credentials. You just go into this credentials tab, click new credential. I already have mine connected. You'll just click new credential, choose Google Oath on here, and then you'll follow the steps. It will just be a button. You'll just click connect like that.
What this credential manager does is makes it so that your AI agent never has access to an API key, a password, anything like that. You don't have to worry about accidental leakage. You have 100% total control over when an agent can access your systems and not right in here. You can just pause it or disconnect it and you don't have to worry about what the AI agent is doing in the back like behind the scenes that you're not aware of. You just go ahead and connect your credential and then you're going to go to workflows and I will give you a copy of my workflow too so you can just reuse mine if you want to.
The easiest way to build an agent or a workflow is just clicking automate now. And you just use your text your right in here and tell it what you want it to do. I'm going to tell it what I want is all my emails to be scanned every hour. Categorize them based on whether they came from a person, they're an account notification, or they're just like a marketing email, and then send me a telegram notification for human emails from humans that I need to respond to right away. I'm gonna go ahead and tell it what I wanted to do.
Build a workflow that checks my Gmail every hour and categorizes emails into account modifications, marketing, human and we'll say urgent. Then I want it to send me a message on Telegram for the urgent messages that should respond to. This is a super basic workflow. You could integrate other things into it like if you wanted to check your CRM and see if it's somebody that you already know or if it's a new customer. We'll get into that later. I'll show you how to do more complex ones, but this is just a basic one to get started. I'm going to go ahead and submit that into the agent.
Sometimes it takes a little bit as it, what it's doing is basically understanding how to use the tool. And this is our agent that's built into the platform. You can also use your own. If you're using Claude or ChatgBT or something like that, you can integrate right into agent payment and you can tell Claude to build this workflow for you, which we do a lot of the time. Claude is really good at handling workflows. We have cloud code that we use with it. Grock, chatbt, like codeex locally, all of those are really well, really good at using agent payment. We're going to go ahead and let this work for a second.
While that's running, I'm just going to show you in Claude what it would look like. I'm going to hop over here to Claude. We have right here, there's this connector section. You'll see in Claude, and you see agent payment is connected. All you would do is just click add a connector and we have instructions to get through this on the website, but it's just a OOTH login. You just click add a connector, put our URL, login, and you're connected. And then what you can do here is basically the same thing. Easiest way to do it is just go to the workflow builder agent page, which I'll put a link to in the description. You just click AI agent and copy prompt for LLM and you just paste that right into claude. This is telling it what workflow we're going to be using. And then you would just give it the same thing that we just used here. And we're going to end up with two, but you'll see how it works in cloud. I just paste that in. And then cloud will be able to run through the same thing.
This is a little bit cheaper if you already have a subscription because there's you're not getting charged for extra usage through the API. If you're already set up with cloud or chatbt, then this is a good way to do it. Otherwise, our website's super convenient and you don't need any subscriptions for it. That's a huge upside too. And we integrate with all the models, all different models on Versell and so you have hundreds of models to pick from instead of signing up for a new subscription if you don't already have one. This one's doing the same thing. Let's go check and see how this one's running.
It's been working on building the workflow and it looks like it's finished. Let's just hop over. See, it says your workflow has been built and saved. Here's a summary of everything created. It'll fetch our Gmails, categorize them, decide whether they're urgent. You can add custom prompts if you want certain things to be considered urgent and others not. It's really easy to edit those instructions for in the workflow and I'll show you how to do that now. That's done. I'll close this out and then I'm just going to refresh my page and we should see it right here on my workflows. There we go. That is the one that we just made. Let's click edit and go in there and I'll show you the actual workflow builder.
We don't need this agent. Now if you're in here and you want to use the agent to make edits, you can do that, too. You could just tell it like I want to change the step to do something else and then it would be able to do that. I'm just going to close it out now because I'm trying to show you the actual builder. This is each of the steps in the flow. Gmail for example, this is a tool that your agent's going to be able to use. Now it comes packaged with its own skill. It will open. It comes packaged up with its own skills. When the agent calls it, it gets all these instructions. It knows exactly how to use the Gmail tool. And then you can put in your own custom prompt, too. This one, for example, search Gmail. This is what the agent put together for us based on what we're looking for. But you can put any custom prompts context in here that you want. If you want to say, always alert me for emails from this person, that that would go in here, too. And you can see each step here is outlined. For urgent email, you should create the alert and then send it via Telegram. And then for the non-urgent emails, this one is talking about how to categorize them. This looks good. I'm going to go ahead and publish it.
I'm going to switch it to public and click publish. Now it's published. Now I'm going to click use skill. If I wanted my agent to run this right now, I would just click copy prompt for LLM just like we did before. And I could go right back over to Claude if I wanted to and paste that in. It will give it this prompt. Tell it which workflow it should be working on. And then it will actually call that workflow and run it. I don't have these tags in my email that we just used, but I'm going to run it anyways and just see what it does. It's probably going to tell me that it doesn't have the tags.
Let me see how the other one worked that Cloud was working on. Just go back to my dashboard, back to where it closed. Here's the second one. We ended up with two. Because agents are not always going to do things the same way, they make decisions throughout the process. It could be a little different. This is part of why you want to go in and edit to make it fit exactly what you're looking for. This one actually uses a clock to see what time it is before it goes to your email. This one is just running whenever you trigger it. They have little bit different results. And let's see how it's gone here. Claude was able to pull that workflow and the tools and we go ahead and have it run it.
Internally we do a lot of this programmatically with Chrome jobs. Will have will trigger up claude or codecs we use a lot until it fetch this workflow, complete the workflow, notify us when it's done. We'll do another video showing you how to make these just run automatically, which really amplifies your output when you can have work that you kind of organize one time running on a schedule. As long as you stay on top of it and it's work that you want to continue running on a schedule, it can just increase your output significantly. Additionally, you can edit these whenever you want.
Say today you wanted them categorized one way and then tomorrow you changed your mind and you wanted different tags on it, you would just go in here and just click edit and just change it and then it's done. Anybody can change their workflows at any time. You don't have to hire an IT department or somebody that, you know, specializes in AI to help you build this stuff out. Literally, anybody can get in here and do it themselves.
Let's just check how Gmail is doing or how Claude is doing. Yes, run the workflow. Okay, it started the workflow. It's checking my email. It's already clear. That one didn't have much to do. We have automated workflows already running on our emails. There probably wasn't anything in there anyways, but okay. That is how you build your own automated workflow.
I'll put a link to this one in the description. You can use it yourself if you want or you can remix it and change it. Like say I'm I'm going to open one up. You just click remix skill. It will build your own version that's private to you. Nobody else can see what you put in there. Give it your own custom instructions and then go ahead and watch it. Let us know what you think.
