Build a Virtual Assistant AI Agent (No Code)

Automate Your Morning Routine with RelevanceAI, Make.com & Google Docs

Hey everyone! I'm super excited to show you how to build your own AI-powered virtual assistant that delivers a personalized daily summary straight to Google Docs. No coding required—just pure automation magic using Relevance AI, Make.com, and Google Workspace!

The Problem We're Solving

Busy professionals waste hours every morning:

  • Manually checking emails, tasks, and calendars
  • Hunting for priority items in cluttered inboxes
  • Missing important updates buried in notifications

Sound familiar? Let’s replace that chaos with a sleek AI system that works while you sleep!

Meet Your Morning Assistant

This system automatically:
✅ Aggregates emails, tasks, and calendar events
✅ Filters out spam and low-priority items
✅ Generates a clean Google Doc/Sheet summary
✅ Delivers it to you by 7 AM daily

Bonus: Easily add weather, news, or custom alerts!

The Power of Automation

Here’s why I love this setup:

  • Saves 1-2 hours daily (I use this time for coffee and planning!)
  • Adaptable—add LinkedIn/WhatsApp updates like I did
  • Cost-effective—uses affordable AI models like DeepSeek
  • Self-improving—tweak filters and prompts over time

Setting It Up Together

Let’s build this in 4 phases:

1. Trigger Setup

  • Create a daily webhook in Make.com (I’ll show you the exact settings!)
  • Connect to Relevance AI’s “Executive Manager” agent
  • Set your preferred delivery time (mine’s 7 AM sharp ☀️)

2. Agent Configuration

Build 3 core AI helpers:

  • Email Agent: Filters newsletters, highlights urgent messages
  • Task Manager: Organizes Google Tasks + auto-adds due dates
  • Doc Builder: Structures data into your Google Sheets template

3. Template Design

Create a Google Doc with variables like:

Copy

{{TODAY'S TASKS}} | {{URGENT EMAILS}} | {{CALENDAR BLOCKS}}  

Pro Tip: Steal my minimalist template from the resource hub!

4. Final Integration

Connect everything using:

  • Make.com workflows (drag-and-drop easy!)
  • Webhook responses for error handling
  • Slack/WhatsApp alerts (optional but handy)

Making It Work For You

Perfect for:

  • Entrepreneurs juggling multiple projects
  • Teams managing shared task lists
  • Content creators tracking deadlines
  • Anyone tired of morning inbox dread!

My Favorite Hack: Add voice summaries via ElevenLabs for hands-free updates!

Tools, Agents & Json Templates

Tools

  1. Get Google Task Tool: https://app.relevanceai.com/notebook/d7b62b/c10a0886dd08-4f6a-a6c3-47c01f99b560/ab29112a-1ade-480e-aad6-2252b3077ad2
  2. Set due date Tool: https://app.relevanceai.com/notebook/d7b62b/c10a0886dd08-4f6a-a6c3-47c01f99b560/409aa41b-eb6e-457d-97a9-fbbe27b4d6ac
  3. Add Google Tasks: https://app.relevanceai.com/notebook/d7b62b/c10a0886dd08-4f6a-a6c3-47c01f99b560/44599dfc-d494-4493-8ef7-30426a60694f
  4. Executive Summary Google Docs Tool: https://app.relevanceai.com/notebook/d7b62b/c10a0886dd08-4f6a-a6c3-47c01f99b560/e4ede012-9848-4416-b30a-fea9f63f1779
  5. Gmail Tool: https://app.relevanceai.com/notebook/d7b62b/c10a0886dd08-4f6a-a6c3-47c01f99b560/84dfbe89-b3ad-42f0-9911-ac550d90fa30

Agent

Please remember to add the tools

  1. Task Manager: https://app.relevanceai.com/agents/d7b62b/c10a0886dd08-4f6a-a6c3-47c01f99b560/f8443e72-24ec-4262-8fcf-2e861073cacb/clone
  2. Google Docs Manager: https://app.relevanceai.com/agents/d7b62b/c10a0886dd08-4f6a-a6c3-47c01f99b560/8a2f5f6b-1155-4db1-b073-b97f99301fa3/clone
  3. Executive Manager: https://app.relevanceai.com/agents/d7b62b/c10a0886dd08-4f6a-a6c3-47c01f99b560/eaeb02d7-ae65-449b-8471-e49744a1508a/clone

Make.com Blueprints

  1. https://drive.google.com/file/d/1EvzN0Z25TcDTS0r3EGyPeHZcBCgy0Lsh/view?usp=drive_link

FAQs

Q: What if I use Outlook instead of Gmail?
A: No problem! Swap the Gmail tool for Outlook/Microsoft 365 integrations—same logic applies!

Q: How much does this cost?
A: Under $10/month! DeepSeek AI keeps costs low (0.09¢/task vs. ChatGPT’s 22.5¢).

Q: Can I customize the summary format?
A: Absolutely! Tweak the Google Doc template however you like—I add cat memes on Fridays. 🐱

Q: What if I mess up the setup?
A: Grab my pre-built Make.com blueprints—just replace API keys and you’re done!

Ready to Never Miss a Priority Task Again?
👉 Download my ready-to-use templates and agent prompts [community link]
👉 Join the automation challenge (100+ students already crushing it!)

Go from overwhelmed to organized in one morning—your future self will thank you! 🚀

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Carlo Rubinstein

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