Relevance Live 07: Building Tools with Multiple Data Sources (Step-by-Step Agent Tutorial)

In this session of Relevance Live, Senior Solutions Engineer Brian walks through how to build tools that connect multiple data sources - from Salesforce to Outreach - and automate the “last mile” of your agent workflows. Follow along as Brian builds an Outbound Email Tool from scratch inside Relevance AI, showing: - How to chain API calls - Extract and transform data dynamically - Use LLM steps to handle edge cases - And troubleshoot real-time debugging Perfect for anyone exploring how to operationalize AI agents or integrate them with enterprise tools. 🕒 Timestamps 00:00 – Intro: Welcome from Chelsea & Brian 01:40 – Overview: Why “the last 10%” matters in agent building 03:00 – Use Case Setup: BDR Agent with Salesforce + LinkedIn + Google 06:10 – Generating outbound email sequences automatically 09:00 – Taking it from manual to scalable: integrating with Outreach.io 11:40 – Building the Outreach Tool from scratch 13:30 – Defining inputs and connecting Salesforce credentials 16:00 – Setting up Outreach authentication 18:10 – Retrieving the lead’s email address via Salesforce API 22:00 – Using LLM steps to extract clean outputs 25:30 – Creating dynamic API calls with variables 30:00 – Debugging the Outreach prospect search flow 33:10 – Structuring JSON payloads for email sequences 37:00 – Patching email sequences to Outreach prospects 41:00 – Troubleshooting errors live (and why it’s okay) 44:20 – Audience Q&A: LinkedIn search access, Relevance Chat 48:00 – Behind the scenes: how chat.relevance.ai helps with API discovery 52:00 – Discussion: Tools vs. Agents – when to use each 55:00 – Final Tips: Thinking in inputs/outputs, chaining steps 57:00 – Outro & upcoming Relevance Live sessions 🧠 Key Takeaways 1. Think of tools as modular blocks that handle specific automations. 2. Leverage Relevance Chat to design or troubleshoot APIs faster. 3. The “last mile” of automation (integration & action) is where most teams win.