Hey everyone,
I’m building a voice-activated workflow in Make for construction workers to request plant machinery hire quotes via WhatsApp or voice (phone).
Here’s a screenshot of what I’ve built so far:
(Image attached)
What I’d like the workflow to do:
- Be triggered by a voice or text message sent via WhatsApp (ideally hands-free on site).
- Automatically extract key information from the message, such as machinery type, location, and hire dates.
- Generate templated emails and send them to a list of predefined plant hire providers.
- Include a simple approval step for the project manager (either by replying on WhatsApp or another quick method) to approve before the emails are sent out.
- Provide a confirmation message back to the original sender once the emails have gone out.
- I’m also exploring whether something like agentic AI or CrewAI could help make this more dynamic, but I’m not sure where to start or if that’s overkill.
My questions:
- Am I going about this the right way for this kind of workflow?
- Is there a better approach to managing the approval step from mobile?
- Would agentic AI help here, or is Make enough?
- Any tips for managing email templates per provider dynamically?
Appreciate any advice from folks who’ve done something similar.