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Understand the difference between a helpful chat, a repeatable workflow, and an agent that can take actions.
4 written guides · 49 video entries in this category
Agents & automation
An AI agent uses a model and tools to carry out steps toward a goal. It may search, edit files, or interact with connected services. Its practical risk depends on the access it has, the actions it can take, and how well it handles errors and requests for approval.
Agents & automation
Business automation works best when inputs, rules, exceptions, and ownership are clear. Use deterministic rules where they are sufficient and AI where interpreting language adds value. Test a complete workflow with sample data before connecting it to live customer operations.
Agents & automation
Make connects applications into visual workflows and can incorporate AI steps. Start with sample data and a result that stays internal, such as a draft summary. Define the trigger, allowed actions, error handling, and review point before making a workflow live.
Agents & automation
Zapier connects applications through workflows built around triggers and actions. AI can be included when a step needs to interpret text or generate a draft. Begin with a simple internal workflow, then test exceptions and costs before using it with live customers.
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