Build Your First Personal AI Agent Without Coding in just 20 Minutes 🤖

0:00In today's video, we are going to learn how to build an AI agent. An AI agent that will do the work for you in your absence that you would have had to do yourself. And to be honest, you don't need any coding skills to build such an AI agent. You don't need any professional skills at all. With the help of just a few simple prompts, you can build an AI agent for yourself that will do your work for you. And even if you are miles away from your office or your computer, and you give a command to that AI agent from your mobile, it will take control of your computer and

0:35perform the task you commanded, so by the time you reach the office, your work will be done. You can focus on tasks from a distance. Even if you do 10 different tasks on your computer daily, you can build 10 different AI agents for those 10 different tasks. Once you create an AI agent, you won't

0:55even need to do those tasks anymore. The AI will do all those tasks itself. And this video is completely beginner-friendly. Even if you don't have much knowledge of AI, if you watch this video from start to finish, you will learn how to build an AI agent for yourself. And before we start the video . Let me tell you which AI agent we are going to build in this video. For those who don't know me, let me tell you that I am an accountant myself and I do my own accounting work. For this, first of all, whatever my daily transactions are , whatever money comes in or goes out,

1:30or whatever expenses occur, I record them on WhatsApp first, and then whenever I sit at the computer, I enter those expenses or transactions into my accounting software, Tally Prime, so that I can maintain my own accounting. But actually, in the era of AI, I don't need to do the work that I am doing myself. Meaning, I can build a personal AI agent for this accounting work. But initially, it might take me an hour or two to set up such an AI agent. But once I have set up an AI agent. Even if

2:04it takes me 2 hours or even 3 hours. After that, the daily tasks I used to do manually, I no longer need to do them. My AI can do that work for me. And that is exactly what we are going to learn in this video. Even if you are not from the accounting field. If you do any other computer-related work, this video is still useful for you. It is helpful for you. Because in this video, you will learn how you can take the help of AI for your personal or office work. So, this video is helpful for everyone. So make sure to watch this video till the very end. The rest

2:36of the things will be discussed further in the video. For now, without any further delay, let's get the video started. Alright. So let me now show you everything practically. Now, I am going to show you how we can create an AI agent in ChatGPT. The video might be a little long. So make sure to stay until the end of the video so that you get all the necessary information. Now, as I told you, I write down all my

3:06daily expenses on WhatsApp like this. As you can see here, whatever transactions occurred, I have messaged them all on WhatsApp like this. Then, whenever I sit at the computer, I open the Tally Prime accounting software and go to vouchers. I enter the payments I made into the payment voucher. I enter the money I received into the receipt

3:25voucher here. And I do this every day. But let me tell you what I am going to do next. The messages I am sending on WhatsApp, I will no longer send them on WhatsApp. I will send these messages to ChatGPT. Let's suppose that if there are 10 transactions in a day, I will send 10 messages to ChatGPT. And suppose if I am even 10 km away from my office or computer, and I command ChatGPT from my mobile to post all these 10 transactions in Tally Prime, then ChatGPT will take control of my computer, automatically open the Tally Prime software. It will open the voucher and enter them all, and by the

3:58time I reach the office, my voucher entry work will be done, and I can focus on some other work until then. Now, all this will happen with the help of a proper setup. You will have to create a full setup in the beginning. After that, all your work will shift to automation. And how we can shift to that setup is exactly what I am going to tell you in this video. Now, first understand the requirements needed to create such an AI agent. First of all, you need to install the desktop version of ChatGPT. This will not work in the Chrome browser. You need to install the

4:30ChatGPT desktop version and log in with your email ID. And of course, we are going to build an AI agent using ChatGPT. That is, we are going to get work done by ChatGPT. So, you must have the ChatGPT Plus subscription, which is priced at 1999 rupees per month. If you don't have it, I have uploaded a video here on YouTube where I explained how you can use GPT-4o for free for one month, the link for which you will find in the video description. As well as that, I have created a WhatsApp channel where I only share AI-related information. So, if any of you are die-hard fans who want to learn AI, you

5:06can join this WhatsApp channel too. Its link will also be available in the description of this video. Now, back to the point. You must have the desktop version of ChatGPT. You must have the ChatGPT Plus subscription. And lastly, you will find a plugin option here. Simply click on it and search for " Computer Use." You will find a plugin there. Currently, my plugin isn't showing up. I don't know what the problem is. You will find a "Computer Use" plugin. You have to add it. And I think it might be built into the latest version now. Like, if I click on the

5:35plugin here and type "Computer Use." Then you will see this is my plugin. This plugin should also be installed. So, you need to verify it once. If you find it in the plugins here, install it from there. Otherwise, search for it here to verify the "Computer Use" plugin. So, your setup is now ready. Literally, now your ChatGPT can take control of your computer and do any task. For instance, if I tell it to set my computer's date and time, it will automatically go into settings and

6:01correct my computer's date and time. And if I say that I want to uninstall the Premiere Pro software from my computer, it will uninstall that too. It can run any program or any software on the computer. It can perform any task within them. And this is the same setup we are going to implement in our AI automation. For which I have already created the prompts here, so that your time is not wasted. I will simply read the prompts to you so that you can understand one by one how I built my AI agent. And understanding these prompts is the most important thing for you. So let's start with this first prompt. But

6:37before that, we will open a new chat in ChatGPT and make sure you have clicked on 'Work' instead of 'Chat'. The latest GPT-4o model is selected, and its effort is set to high so that all work is done smoothly. Then we go back to the prompts, where we will give the first prompt. I will copy it from here and paste it here. And look at the

6:57prompt, what is written in the prompt? I want to create a personal automation for my personal accounting. In which I want to use ChatGPT's help to perform the tasks in Tally Prime software that I am currently doing myself. For this, I will share all the necessary information requirements. On that information basis, using the computer-use plugin, you have to make all the entries in Tally Prime software that I will tell you further. After doing this, I will simply send it, and as soon as I send it, ChatGPT will analyze the entire command I gave and

7:26submit the reply according to it here. Now look, it will also keep asking for your permission in between. So you have to allow those permissions as well. Like it is written here, "Allow ChatGPT to use Tally Prime." I will click on ' Always Allow' here so that ChatGPT can use Tally Prime even in my absence. Alright, as you can see, its reply has been submitted here. It has said that yes, we can make entries in Tally Prime using computer-use according to the workflow you described. It has found Tally Prime open on your computer. To

7:53get started, please send these details. Company name and financial year, what tasks need to be done? In what format will the data be provided? The first two-three transactions. So it will ask us all these things, and we will answer it gradually. So now let's go back to the Word file. Here I have written

8:08Prompt Two. Now, what is Prompt Two? You can see it right here. Whenever I give the command "Post these entries." Then, using computer use skills, it has to open the Tally software. It has to open the company from this location. And it must open the company whose folder name is 015. So, what will I simply do here? I will copy this prompt as well, paste it here, and press enter . Now, as soon as I press enter, it will analyze my second command and submit a reply accordingly. As you can

8:38see, the reply has been submitted here. Understood, it says that when you give the "Post these entries" command, I will open Tally Prime using computer use skills. Meaning, this software, it will open this software. Right? And after that, you can see the company data location. My data is stored in: Drive D, Tally Data, and Afzal Hussain. My data is at this location, so it will automatically access this location. And there are four different files or four different companies within this location, and the folder path of the company I want to work in is 0105, which I have mentioned here, so that ChatGPT will automatically open this

9:15specific company for me. Now let's move forward. Now I will open the Word file again. Now here is the Voucher Entry Guide. Now, how is the voucher entry to be done? I have provided the complete guide for that here. Let me explain this to you once as well. See, I have created a Voucher Entry Guide. Whatever entry I give to be made will be in this format, with an explanation provided alongside. In which the first line will mean the voucher type. If I write "PAY" , it means the entry has to be made in the payment voucher. If I write "RCV", it means the entry has to be made in

9:50the receipt voucher. For example, this is an example given here. Here I have written "PAY". If I send a message like this, ChatGPT will understand that "PAY " means payment. And if I write "RCV" here, ChatGPT will understand. That it means receipt. So this will be the first line. Then what will be the second line? In the second line, the ledger is to be debited if it is a payment entry, and the ledger is to be credited if it is a receipt entry. For example, if I open Tally Prime and go to Vouchers here. Suppose I type "PAY", then what will it do? It will

10:23automatically open the Payment voucher. If I type "RCV" there, then what will it do? It will automatically open the Receipt voucher. Now, suppose it is a payment entry, then the first ledger here will be debited. So, I wrote here, "Ledger debit if payment entry" and if it is a receipt entry, then you can see

10:38here, where is the first ledger credit? So, I wrote here, "Ledger credit if receipt entry" and which ledger will be debited or credited, I will mention that while explaining the entry. So here in the second line, just suppose that I have written "Restaurant", meaning suppose I had a cold drink, for which I have created an expense ledger named Restaurant here. So, I will go to payment, if I type Restaurant, you will see that you will find a ledger named Restaurant here. So, it will also choose this ledger automatically. If I

11:09have written Restaurant there. Okay? This is my second line. Now understand the third line. The third line will contain the amount. Like 100, the amount I paid or the amount I received. Like after selecting this ledger, we have to enter the amount. If I tell it 100, it will automatically enter ₹ 100 here. Okay? Now let's come to the fourth line. In the fourth line, I will mention the bank or cash ledger. Like, whatever account, bank account or cash from which payment was made or from which payment was received, so obviously if I have incurred a restaurant expense, then either I must have paid it in cash or from my bank

11:50ledgers, like ICICI Bank saving account or Union Bank saving account. I have to select any one of these ledgers. So this will be my fourth line. Then comes the fifth line. In the fifth line, I have to enter the narration. I will write the narration for the money that came in or went out. If not written, let it stay blank. Like here you will see in the fourth line, I wrote cash, meaning it will automatically select cash here. Okay? And narration, this is our fifth line in which I have written "Cold Drink" below. So it will automatically write "Cold Drink" here as well. So this is simply my format,

12:28in which I explained the voucher type in the first line. In the second line, which ledger needs to be debited or credited. What amount to enter in the third line? In the fourth line, whether the money that came in or went out was via cash or from my bank. And in the fifth line, it will include the narration if I write any. Otherwise, it will leave it blank. So, this is my complete formatting for it. And lastly, at number six, I have written the voucher date. Now, on which date should this entry be made? We also need to specify that voucher date. So, what did I write for that? The voucher date

13:01should be considered as the date on which I am sending the message. This will be our voucher date. So, this will be our next prompt. I will simply copy it from here and go to ChatGPT, paste it here, and send it. Now, as soon as I send it, let's see what reply it submits. Alright. Now look, what it has written here. Understood. The format for your entries will be as follows: first, the voucher type (either payment or receipt); second, the ledger to be debited or credited. Third, the amount, either payment amount or receipt amount . Fourth, the bank or cash ledger to be credited or debited. And fifth, the

13:37narration as you write it. If you don't provide a narration, it will remain blank. Voucher date will be the message date as per India time, even if the posting happens later. Okay? And upon receiving the 'post this entry' command , it will automatically open the company in Tally Prime from this location on the computer and start making the entry. But our instructions are not complete here yet. We still need to set up a few more things. Now, this is my prompt four. In this, I have specified that the bank accounts, credit cards, and cash ledgers created

14:09in my Tally software are as follows. Let's suppose I have two bank accounts. One of them is an ICICI Bank savings account. There is a ledger created with this name. I have told it that I will write it as 'IS' for short. Meaning, if I write 'IS', understand it as ICICI Bank savings account, and there is also a Union Bank savings account ledger,

14:30which I will write as 'US' for short. Suppose it says 'cash' here. Here I will write 'IS', so I have already given the command that if I write 'IS' here, it should understand that I have made the payment from my ICICI Bank savings account. And if I write US here , then understand that I have made the payment from my Union Bank savings account. Apart from this, I also have a credit card, the SBI Miles credit card, which I will write as SCC for short, meaning SBI Credit Card, and the fourth is cash, which I will write as cash. So this is the next fourth prompt. So, I

15:06will simply copy it from here using Ctrl + C, paste it here, and send it. Now, as soon as I send it, let's see what reply is submitted. So, the reply for this has arrived here. Understood. I will use these short codes in entries in this manner. IS will mean ICICI Bank savings account. US will mean Union Bank savings account. SCC will mean SBI Miles credit card and cash will mean cash. This mapping will apply to both

15:31payment and receipt entries. Okay? Alright, this was our fourth prompt. Now let's talk about the fifth prompt. Now, for all my daily transactions, I will send messages in this way. Here, let's suppose I write 'Pay', then ' Restaurant', then '20' which is the amount, then 'Cash', and then 'Cold drink', where 'Pay' means payment voucher, 'Restaurant' means the ledger created in Tally that needs to be debited, and 20 means the ₹ 20 I paid . Cash means I paid in cash, and cold drink is the narration for which I paid ₹ 20. After messaging this transaction, you must message: Entry recorded pending for posting, and the entry should only be posted when I give

16:17the command. So, this is my next prompt . I will copy this, paste it here, and send it. Now, let's see what reply is submitted for this as well. So, the reply has arrived here. You can see what it has written. Understood, after every transaction message, I will reply with 'Entry recorded pending for posting'. Entries will remain pending and I will only post them to Tally Prime upon your 'Post these entries' command. So now my last prompt remains, which I will tell you. This is the prompt. In this, I have written that whatever entries I keep providing, you should add them to your skill, so that

16:49in the future, if I write 'cold drink' instead of 'restaurant', you should understand that the 'restaurant' ledger needs to be debited. Let's suppose my ledger in Tally Prime is created as ' restaurant', and why did I pick ' restaurant'? Because I incurred a cold drink expense. Let's suppose if I directly write cold drink here. And don't even write restaurant. So here I have told it that once I've specified that cold drink means restaurant expense. Now in the future, if I write cold drink instead of restaurant, it should understand it's a restaurant

17:19expense. Select the restaurant ledger. Okay? So I have written here to debit the restaurant ledger. And mention cold drink in the narration so that I don't need to add an extra line. And similarly, I will keep telling it which ledger to debit or credit for future expenses or income. Update that in the skill too so I don't have to explain the same ledger repeatedly. Okay? So, this is our last prompt. We will copy this here as well and paste it here and hit send. Alright. So, to create the skill here, it will ask for your permission once. We will click on ' Allow Once' here. It is asking for

18:00permission once again here. We will again click on 'Allow Once' here. Now look, it has created a rule here. Your rule has been saved in Afzal Tally Accounting Personal Skill. Now you can write 'pay cold drink 20 cash'. This will mean restaurant debit ₹ 20 and cash credit ₹ 20, and 'cold drink' will appear in the narration. I will also update the skill with further

18:23expense and income mappings you teach. The entry will only be posted upon the 'Post This Entries' command. So what did it do simply here? It has learned my skill. Meaning, I know that if I incur a cold drink expense, I have to put it in the restaurant ledger. And it has also learned this. And if ever in the future I write here that I have incurred a cold drink expense, it will understand that I have to put it in the restaurant ledger. So, this is what skills are. In the same way, what can we do in the future? Let's suppose if I have to tell it once about a gas

18:59cylinder expense, say I have a ledger in my Tally named 'Home Other Expenses' , then I will have to tell it once that if I ever write that a gas cylinder expense has occurred, put it in the ' Home Other Expenses' ledger. So for the future, it will automatically understand that the gas cylinder needs to be put under this ledger. This is called skill mapping. So this is how you can teach it. Now, it is time for testing. Meaning, if I send a message like this one here, if I copy it from here and send it. If I message it "Pay restaurant 20 cash and cold drink," it

19:42will record the entry. And when I command it to post this entry, it will automatically open Tally Prime and post the entry as well. But a question arises here: if I have to come to the desktop and type here, isn't it better for me to just open Tally Prime, go to vouchers, open the payment voucher, and do the entry myself? Why do I need to do all this? Listen to the answer for

20:10that too. You don't need to do that. What will we do? The automation we created, "Automation Personal Accounting in Tally," first let's do what? Let's rename it. To rename it, what will we do? Click on the side here , click on rename, and I will write "My Personal Accounting" here. Suppose I write it this way and click save. So this is my accounting automation. Now I will connect this accounting automation

20:38or this AI agent skill to my mobile. What will that do? Let's suppose I am out somewhere. If I spend 20 rupees, I will directly message ChatGPT from my mobile and that message will be saved. Now, understand the process of how to connect this agent to your mobile. For this, first, you have to click on the profile icon in ChatGPT here. Go to settings here. And here you need to scroll down a bit. Here you will find

21:06an option for connections. Click on it. And here I already have two connections set up. If you don't, you will find an "Add" button under "Devices that control your PC." Click on it. As soon as you click on it, a QR code will be shown here. You have to scan this QR code with your phone. And I will also tell you how to scan it with your phone . Now, to record this QR code from your phone, first you need to open ChatGPT on your phone, and make sure it is the same ChatGPT account you used to log in on your computer. Then, you need to

21:43click on the two lines here. Your profile section will be shown here. You simply need to click on this. Scroll down a little bit. You will find an option for Kodex. Click on it, and you can see an "Add Connection" option here . Simply click on it. As soon as you click, the camera will become visible, and you need to bring this camera in front of the QR code. The AI automation agent you created on your computer will get connected to your mobile. I am not connecting it because you can see that my computer is already connected. Now, once you are connected, I will show you

22:18where the AI agent you created will appear. After connecting, click on the two lines again. You will see an option for Kodex here. Simply click on it. As soon as you click, you can see it showing "My Personal Accounting" right at the top. This is the automation that we have created. We will simply click on it. As soon as we click, our automation will be displayed right in front of you. Now, let's assume I am in the market. I made an expense of 20 rupees, so I will explain it in the exact same format I created. Like, first I will write "Pay", which means payment. Then second, I will write the

22:52ledger that needs to be debited. Like I wrote here, let's suppose, "Restaurant" . Okay? And after that, I will write the amount. Let's assume the amount I spent was 20 rupees. I will write 20 rupees here. Then I will write the method through which I made the payment . Like I will write "CASH" here. And at number five, I will write the narration . Let's suppose for the narration, I write "Cold Drink". After writing this, I will simply hit enter. As soon as I hit enter, you will see that this entry will be recorded on my mobile in this way, and you can see that this entry

23:25will also be added here inside the computer. Now here, you will see that as soon as I send this message, we will receive a message on the computer: " Entry recorded, pending for posting," and we will get the same message on our mobile: "Entry recorded, pending for posting." Similarly, suppose I go somewhere else after 10 or 15 minutes. I go to a fruits and vegetables shop. I purchase some fruits from there. So, for that as well, suppose what will I do here? PAY. PAY means payment. Then I write "fruit" here. Meaning, I purchased fruits. Let's suppose, "PAY fruit." And let's suppose I paid ₹ 200, so I will enter 200 here. And this

24:04time, suppose I paid from my ICICI Bank savings account, and I don't need to write "ICICI Bank savings account" fully here. I will only write "IS" because I told it that if I write "IS," understand it means ICICI Bank savings account, and for the narration, in the fifth line, I am not writing a narration now. If I don't write it, it will keep it blank, and I will send this entry here as well. Alright. As you can see, as soon as I sent this one here too. We received a message here. " Entry recorded, pending for posting," meaning this entry has also been recorded. So, let's take the next

24:36transaction, which is for a receipt. So , for receipt, I had said that whenever I write "RCB," understand it as receipt . Okay? And the next person from whom money was received is named Dinesh Kumar. So, I wrote Dinesh Kumar here. I entered the amount of money received here. And then, suppose this money came into my Union Bank savings account. So, I will write "US" here. Okay? And in the narration, let's suppose I write " credit received." Meaning, the money I had lent out has been received. I wrote this narration and I will send this one here too. So, you can see here that this entry has also been recorded and

25:11is currently pending for posting. Okay? So, now suppose that for all the transactions you have throughout the day, I don't need to send those messages on WhatsApp anymore. Just like I was sending them on WhatsApp earlier. Now, I don't need to send them on WhatsApp. I will send those messages directly to ChatGB. And whatever transactions happened during the day, whether 10 or 15, I have sent them all here. Then finally, I will give the command from my mobile. Now, no matter how far I am from my office—5 km, 10 km, 15 km—it doesn't matter if my office computer is on. If the internet is active and I give the command from

25:47my mobile. Like, I will write here " Post these entries." And after writing this, I will press enter. And as I said , whenever I give it a command, TallyPrime will open itself here. Now you can see that it has opened TallyPrime here by itself. It entered the location that I specified. It is

26:06opening the company that I specified. It will automatically change the date here because today is October 29th. I sent the messages on October 29th, so it will automatically set the date as October 29th. Then it will go to vouchers and consider that it is a payment entry, so the payment voucher is open, and you can see here it automatically picked the restaurant ledger too. It has entered the debit amount here. And after that, since I made this payment by cash, it will automatically select the cash ledger here. And finally, the narration that needs to be added, it will automatically add that narration here too. And finally, it will save this

26:43entry right here. This is our first entry completed. Now it will do the second entry automatically too. It is a payment entry, so the payment voucher is open here. It has automatically selected the fruit ledger here. Now look, there is a "Fruits and Vegetables " ledger here. But it will automatically understand that it has to select this ledger. And it has also entered the debit amount of ₹ 200 here. After that, this payment which I made from my ICICI Bank savings account , for which I only wrote "IS". So for that, it will automatically select the bank ledger as well. Then, for this entry, I kept the narration blank. So

27:12it will leave the narration blank and save this entry right here. Now my next entry was in the receipt voucher. So it will automatically switch to the receipt voucher. You can see this. And the payment I received was from Dinesh Kumar, so it will automatically choose Dinesh Kumar's ledger here. It will also automatically enter the amount received here. And this money came into my Union Bank savings account. For which I had written "US". So it will automatically select the Union Bank savings account here. And finally, I had entered the narration for this as ' credit received'. So, it will automatically enter that narration here and save this entry. So, all three

27:52entries are done here. Now, it will first verify all these three entries. After verifying, it will send me a message that your three entries are completed. See, it has automatically opened the Day Book and is checking in the Day Book that all three entries are done. Now, once verified, it will submit a message to me here in ChatGPT.

28:11It is checking the entries again. Alright. So, the work for ChatGPT is completed here. If I go back to ChatGPT , you can see it is written that all three entries have been posted and verified, and it took 6 minutes to complete these three entries. Let's suppose I left the market for home, and before reaching home, I gave it a

28:28command to process these three entries. Now, as soon as I sit at my computer after 10 minutes, all three of my transactions for today's date will already be recorded on my computer. And when I go into Tally Prime and simply check the Day Book, the entries for my three transactions will have been completed. So, this is my AI agent, with which I no longer do personal accounting manually, as I used to. I get all that work done by ChatGPT. This way, I message my daily transactions to ChatGPT, and finally, I give the command 'post these entries,' so ChatGPT automatically posts all those entries, and we can update or upgrade

29:07this even further if we want. We can teach ChatGPT many more things. It completely depends on your concept; whatever way you command ChatGPT, it will work accordingly. And I am getting many other tasks done by ChatGPT as well. For example, you will see here that I have also created an AI automation for video editing. You will see that this entire video editing you are watching has been done by AI. I gave it just a single word command to edit this video, and it has edited the video in this way. This is also the magic of AI automation. I have even created one for a YouTube thumbnail

29:49maker. In which I only message this much. Create a YouTube thumbnail. Title is AI edited my entire video. And I get a thumbnail like this. I have even created a skill called YouTube Title Generator, which gives me SEO-friendly YouTube titles that rank on YouTube. I built all of this with the help of AI automation, and I will teach you all these skills too. So, I hope that whatever I taught in this video, you understood it well. If you want to watch more videos like this, then subscribe to the channel. So, we will end this video here for now and meet you in the next one. Until then, take

30:28care and happy learning.