Agents Getting Real Things Done - Breakthrough - Combine RPA with CREWAI or Autogen and GPTVision



AI Summary

Summary: Workflow for Personalized Outreach Automation

Workflow Overview:

  • Goal: Automate personalized outreach campaigns using AI agents.
  • Tools Used:
    • Agentic framework (Qi and Autogen)
    • RPA tool (Microsoft Power Automate)
    • Excel for database management
    • OpenAI’s GPT-4 and GPT-3.5

Steps in Workflow:

  1. Data Scraping:
    • Scrape leads from Facebook, LinkedIn, etc.
    • Use data scraper to export CSV with profile links and names.
  2. Data Aggregation:
    • Copy profile URLs to a master Excel file.
    • Scrape profile intros, cover photos, and recent posts.
  3. AI Analysis:
    • Use GPT-4 Vision to analyze cover photos.
    • Aggregate data to include name, intro, cover photo description, and recent posts.
  4. Personalization:
    • Send aggregated data to GPT-4 to craft personalized outreach messages.
    • Validate messages using Qi agents for scoring and risk assessment.
  5. Automation Execution:
    • Use Microsoft Power Automate to loop through prospects and execute tasks.
    • Tasks include fetching URLs, scraping data, and running AI analysis.
  6. Validation and Scoring:
    • Qi agents analyze the personalized message for reputational risks and quality.
    • Score messages based on professionalism, offensive language, commonalities, etc.
  7. Further Development:
    • Refine prompts for more accurate personalizations.
    • Add more parameters for Qi agents to assess.
    • Consider using the process for dynamic variables in cold outreach emails.

Challenges and Solutions:

  • JSON Formatting: Encountered issues with JSON format in API calls; used tools to validate and sanitize JSON.
  • Scripting: Utilized JavaScript and Python scripts for tasks like clicking “See More” buttons and sanitizing text.

Conclusion:

  • The workflow is production-ready and offers a high level of control.
  • It allows for personalized outreach that doesn’t appear automated.
  • Future improvements include refining prompts and expanding validation parameters.