Workato 的 AI 智能体 Otto 可直接在 Slack 中完成新客户入职
I just got an AI agent to onboard a new client from right inside my Slack. It's called Otto, by @Workato It connects to the tools you already use, and you message it like a teammate. I told it we'd just signed a new client, and it: → made the client folder in Google Drive → wrote the onboarding doc → drafted the welcome email, and asked me before sending it → added the client to our CRM with all their details Worried about trusting an AI agent with your work? You can set guardrails right in Otto, or just by messaging it in Slack. Every step is logged and every action is permissioned, so you can see exactly what it did. Next time you're stuck chasing something at work, give it to Otto. You can try it free: link in bio. #WorkatoCreator #ad #Workato #Otto #AIagents
Workato 的 AI 智能体 Otto 可在 Slack 内直接完成新客户入职:在 Google Drive 建客户文件夹、撰写入职文档、起草欢迎邮件并在发送前征求确认、把客户信息录入 CRM。Otto 可连接现有工具,用户像给同事发消息一样与它交互,并可在 Otto 界面或通过 Slack 消息设置 guardrails,每一步操作都有日志记录且需授权。该产品可免费试用。
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数字来自平台,为最近一次抓取时的数据。
以下是视频口播的自动转写,可能有错字。
I just got an ai agent to onboard a new client from right within my slack, and the craziest part is that anyone can set this up.
It's an agent called auto by wakado. It connects to the tools you already use, and then you just message it like a teammate.
So, i told it, we just signed a new client, get them onboarded. Normally, that's me jumping between 5 different tabs. But auto didn't send me a checklist, it just did the work.
It made the client folder in google drive, and then wrote the onboarding doc. And then it drafted the welcome email, and even asked me before sending it.
And then it even added the client to our crm, all with their details. This ai agent actually finishes complete workflows.
But if you're worried about trusting ai agents. Then you can set up guardrails for it right within the auto ui. So here, i set it up to never send an email to a client without giving me a quick review.
And the best part is is that every step is logged, and every action is permissioned, so i can see exactly what it did. So next time you're stuck chasing something at work, give it to auto.
You can try it for free in the link in my description.
来源:TikTok · nocode.joshua · tiktok.com