Form-triggered AI agent
This form-triggered AI agent scenario watches new form responses, and the agent replies to form questions in an email.
Prerequisites
- A Gmail account
- A Tally account
- A Tally form configured with the following fields:
- Your first name
- Your last name
- Your email
- Your question
- A test form submission with your personal email address
While this example uses Tally, you can use any forms service.
Step 1. Add a Watch New Responses module
The Tally > Watch New Responses module is a webhook that watches all new form responses.
To add the Watch New Responses module:
In the Scenario Builder, click the giant plus.
In the app search, search for and click Tally.
Click the Watch New Responses module.
Click Create a webhook:
- In Webhook name, name your webhook to identify it later.
- In Connection, select an existing Tally connection. Alternatively, click Add to create a new one and select OAuth.
- In Form ID, select the form that you created earlier.
- Click Save.
Click Save.
Click Save on the Scenario toolbar.
Test the module:
- Click Run once on the Scenario toolbar.
- Click the output bubble to view your responses from the test form you submitted earlier.
You've now added a Tally > Watch New Responses module to your scenario.
Step 2. Add a Run an agent module
To add the Make AI Agent (New)> Run an agent module:
Click the plus icon next to the Tally > Watch New Responses module.
In the app search, search for and click Make AI Agent (New).
Click the Run an agent module.
In Connection, select an existing AI provider connection from the dropdown or click Add to add a new one.
If you don't want to set up an account with an AI provider, select Make's AI Provider.
In Model, select a model from your chosen AI provider.
In Instructions, describe who your agent is and what it does. You can copy-paste the below:
You are a friendly agent who answers general questions. Always use HTML for your answers.
You request HTML here so that the agent provides its answers in an email in a structured format.
In Input, map the Fields by ID: Your question value from the Tally > Watch New Responses module, so the agent receives the question from the Tally form.
Click Save.
Click Save on the Scenario toolbar.
You've now added the Make AI Agent (New) > Run an agent module to your scenario.
Step 3. Add a Send an email module
With the Gmail > Send an email module, the agent answers the form question directly to the user's email address.
To add a Send an email module:
Click the plus icon next to the Run an agent module.
In the app search, search for and click Gmail.
Click the Send an email module.
In Connection, select an existing Gmail connection from the dropdown or click Add to create a new one.
In To, click Add recipient.
In Recipient email address 1, map the Fields by ID: Your email value from the Tally > Watch New Responses module, so the agent replies to the email address specified in the Tally form.
In Subject, specify the subject of the agent's email reply, for example, "Thanks for your question!"
In Body type, select Raw HTML from the dropdown.
In Content, map the Response value from the Run an agent module.
Click Save.
Click Save on the Scenario toolbar.
Test the scenario:
- Click the down arrow next to Run once on the Scenario toolbar.
- In Scenario run, select the previous scenario run to use its trigger data as test data.
- Click Run once.
- Check your email to see if the agent replied to your question.
You've now created a form-triggered AI agent scenario.