Final project · Build an Autonomous Customer Onboarding Agent
Build it. Test it. Explain it.
Course overview · Final chapter
Your brief
A production-ready autonomous customer onboarding agent connecting Tally webhooks, Gemini 1.5 Flash cognitive extraction, Google Sheets CRM tracking, and a human-in-the-loop Gmail drafting safeguards pipeline.
Engineer an end-to-end autonomous customer onboarding agent connecting a public intake form, real-time webhooks, persistent Google Sheets CRM ledger, Gemini 1.5 Flash cognitive lead triage, multi-tier conditional routing, and a Human-in-the-Loop Gmail drafting safeguard, culminating in the 5-Point QA Chaos Test Showcase.
Before you begin
Open Make.com and Google AI Studio (aistudio.google.com) in any modern web browser (Google Chrome, Microsoft Edge, Safari, or Firefox) before class. Confirm free accounts are logged in for Make.com, Tally.so, Google Sheets, and Gmail. Verify that Make.com scenario builder loads cleanly and you have your Google AI Studio Gemini API key ready in a safe local text note. The entire pipeline runs on $0 free cloud developer tiers with zero paid subscriptions.
Acceptance checklist
- A live public intake gateway in Tally.so capturing customer contact, budget tier, and project scope.
- A real-time Make.com Custom Webhook trigger parsing incoming HTTP POST JSON payload bundles.
- An immutable Google Sheets CRM Lead Ledger recording timestamps, contact data, and pipeline statuses.
- A cognitive triage engine using Google AI Studio Gemini 1.5 Flash returning deterministic JSON schemas.
- A 3-way Make.com conditional decision router segregating VIP Fast-Track, Standard, and Disqualified leads.
- A Human-in-the-Loop safeguard staging tailored HTML email drafts in Gmail Drafts without blind auto-sending.
- A validated QA Chaos Test Matrix and Resume error handler ensuring 100% operational resilience.
Keep an Operations QA Log
For each test profile, record the input payload, Gemini classification, router branch selected, CRM row status, and Gmail draft generated. Verify that no emails are sent without human approval.
| Test Scenario | Input Budget & Scope | AI Classification | Router Branch | QA Result |
|---|---|---|---|---|
| TC-01 VIP Enterprise | $15,000+ budget, urgent SLA | VIP, Urgency 9/10 | Branch 1: VIP Fast-Track | Draft Staged (Pass) |
| TC-02 Standard SMB | $1,000–$5,000 budget, redesign | Standard, Urgency 6/10 | Branch 2: Standard Queue | Draft Staged (Pass) |
| TC-03 Disqualified / Hobby | Under $1,000, free student scope | Disqualified, Urgency 2/10 | Branch 3: Resource Fallback | Draft Staged (Pass) |
| TC-04 Messy Characters | Quotes, apostrophes, commas in scope | Standard/VIP Valid JSON | Branch 1 or 2 | Draft Staged (Pass) |
| TC-05 API Blip Recovery | Simulated HTTP error | Resume Fallback Profile | Branch 2: Standard Queue | Error Caught (Pass) |
Your project tour
- Demonstrate your public Tally.so intake form and submit a live test lead.
- Show the real-time Make.com webhook bundle parsing incoming fields.
- Display the Google Sheets CRM Lead Ledger with formatted rows, timestamps, and status columns.
- Explain your Gemini 1.5 Flash Lead Triage System Prompt and show the parsed deterministic JSON schema.
- Trace the 3-way conditional router filters and explain why unactivated branches consume zero operations.
- Open real Gmail Drafts and demonstrate a staged contextual email awaiting human review.
- Explain your Resume error-handling directive and describe how your system handles external API timeouts.
Export your complete Make.com scenario blueprint JSON to your computer. Public cloud subscriptions or hosting fees are never required.
Sessions, chapters, and optional projects
The course includes six one-hour sessions covering the core learning outcomes. Chapters are learning units, not a timetable: a chapter may span sessions, and a session may cover parts of several chapters. Optional extension projects may be introduced when students demonstrate the core skills and scheduled time remains. Extension coverage or completion is not included in the course commitment.