0:00
/
0:00
Transcript

🎓Build a Sales Prospect and a Deep Research Finance Agent

Agents in Action: Day 5 - From Theory to Production

Welcome back to Day 5 of our AI Agents in Action!

If you've missed the previous days, you can access them here: Day 1 | Day 2 | Day 3 | Day 4

I'm Hamza, and joining me is Bhavna. On August 15th, we conducted our live MAVEN session on "Building Production-Ready AI Agents" and the response was incredible! Over 250 participants joined us as we built two complete agent systems from scratch.

🛠️ What We Built Together

In our 60-minute intensive session, we built two complete, production-ready agents:

1. Sales Prospect Agent - The AI BDR

A sophisticated lead generation system that automatically finds and qualifies prospects based on your Ideal Customer Profile (ICP).

Key Features:

  • 🎯 ICP-driven prospect discovery

  • 🤖 AI-powered lead qualification

  • 📧 Automated outreach preparation

  • 📊 CRM integration capabilities

Live Demo: Try the Sales Prospect Agent

GitHub: Complete Workflow

2. Finance Agent - The AI Financial Analyst

An intelligent financial analysis system that processes documents, analyzes data, and provides strategic insights.

Key Features:

  • 📊 Automated financial document processing

  • 💡 Intelligent ratio analysis and insights

  • 📈 Trend identification and forecasting

  • 📋 Professional report generation

Live Demo: Try the Finance Agent

GitHub: Complete Workflow

🔥 Session Highlights

Real-World Applications: We didn't just build demos—we created agents that participants can immediately deploy in their businesses.

Production-Ready Architecture: Each agent includes error handling, rate limiting, and scalability considerations.

Live Troubleshooting: We solved real integration challenges and API configuration issues in real-time.

Q&A Deep Dives: Addressed specific use cases from participants across different industries.

🚀 Resources & Next Steps

APIs & Tools Used

  • Ares Internet Search API: Real-time web search capabilities

  • n8n: Workflow orchestration platform

  • OpenAI: Language model integration

  • Various CRM APIs: Salesforce, HubSpot integration patterns

Related Content

Continue Learning

💭 Key Takeaways

The live session reinforced three critical insights for building production AI agents:

  1. Start with Business Value: Both agents solve real problems (lead generation, financial analysis) rather than showcasing technology for its own sake.

  2. Design for Scale: We built workflows that handle errors gracefully, respect API limits, and can process hundreds of requests.

  3. Human-AI Collaboration: The best agents augment human capabilities rather than trying to replace human judgment entirely.

🎯 What's Next?

In the next session, we'll dive deep into advanced research capabilities with our Ultimate AI Research Assistant—combining real-time internet search with private document retrieval for comprehensive intelligence gathering.

Stay tuned for Day 6!


You're receiving this email because you're part of our mailing list—and you've attended, registered for, or been invited to our MAVEN events. These emails are the only way to reliably receive updates from us. We don't spam or sell your information. If you prefer not to receive our messages, simply unsubscribe below and we'll respect your wishes.

Discussion about this video

User's avatar