Video summary for instructions using AI

Here’s a step-by-step guide for setting up AI-powered email automation based on Charlie Barber’s video. This guide is designed for your tech support team to implement the process efficiently.

Step-by-Step Guide: AI-Powered Email Automation Using Make.com

1. Set Up Make.com Account

• Go to make.com and sign up for a free account.

• Log in and click “Create a new scenario” at the top right.

2. Add a Router for Email Content Types

• Click the “Tools” module and select “Set Variable” (Name it Filter but leave it blank for now).

• Add a Router to define different email paths:

  • AI News Emails

  • Stoicism/Mindset Emails

  • YouTube Video Summaries

3. Enable Perplexity AI for Research

• Search for “Perplexity” in Make.com and select “Create a Chat Completion”.

• Obtain a Perplexity API Key:

  • Go to Perplexity AI, sign in, and navigate to Settings → API.

  • Copy the API key and paste it into Make.com.

• Select Sona Deep Research as the model.

• Add the following research prompt:

  Act as a researcher compiling a weekly update for online entrepreneurs and agency owners.
  Find the most valuable new AI tools, software updates, and features launched in the past 7 days.
  

4. Generate Email Copy Using OpenAI

• Search for “OpenAI” in Make.com and select “Create a Chat Completion”.

• Obtain an OpenAI API Key:

  • Visit OpenAI API, sign in, and generate an API key.

  • Connect it to Make.com.

• Use GPT-4.5 (or Claude from Anthropic) and input the following prompt:

  You are helping me write a weekly email newsletter that goes out every Friday.
  - Audience: Online entrepreneurs, agency owners
  - Goal: Provide AI updates
  - Tone: Professional yet engaging
  - Format: 1-3 minute read
  

• Ensure the AI-generated response is formatted as JSON to separate the subject line and email body.

5. Store Email in Google Docs (Optional)

• Add a Google Docs module to store AI-generated emails for review before sending.

• Select “Insert a Paragraph to a Document” and choose a Google Docs location.

6. Automate Sending Emails via Gmail

• Add a Gmail module and select “Send an Email”.

• Link Gmail to Make.com and verify the domain.

• Use a Google Sheets module to store email subscribers:

  • Create a Google Sheet with Email Addresses.

  • Configure Make.com to pull recipient emails from this sheet.

• Map the AI-generated Subject Line and Email Body fields.

7. Alternative: Integrate with MailChimp or ConvertKit

• If using MailChimp:

  • Add a MailChimp module and choose “Create a Campaign”.

  • Connect MailChimp to Make.com and set it to send the AI-generated email.

• If using ConvertKit:

  • Use the ConvertKit API to automate email uploads.

8. Automate YouTube Video to Email Newsletter

• Add a Google Sheets module to store YouTube video links.

• Use Dumpling.AI or another transcript generator to extract video text.

• Use OpenAI to summarize the transcript into an email format:

  Subject Line: "[Catchy Video Hook]"
  Body: "[Brief summary of the video with a CTA to watch]"
  

• Store in Google Docs or send directly via Gmail/MailChimp.

9. Set Up Keyword-Based Filtering

• In Make.com, configure Filters to choose email type:

  • Set conditions to trigger AI news, YouTube summary, or Mindset emails.

  • Example: If the keyword is “YouTube”, the automation follows the YouTube newsletter path.

10. Test & Deploy

• Run a test scenario in Make.com to ensure the automation flows correctly.

• Adjust filters, email formatting, and scheduling as needed.

• Deploy and monitor email performance.

This process allows full or semi-automated email creation and distribution. Let me know if you need refinements or additional integrations! 🚀