N8N For Everyone (AI Agents, Workflows, & More)

hey this is the start of a comprehensive tutorial on NN that will span many hours and take you from a total beginner in n8n or maybe even no code more generally and turn you into a proficient automation engineer this course is practical you're not going to learn by dry Theory or academics we're actually going to get you building stuff that makes a difference in the real world in particular things that make money because one of the main use cases of no code tools are obviously for business I started and scaled my own automation agency to

$72,000 a month using no code tools like nen so the goal here is to impart some of that pragmatic business knowledge as opposed to just keeping everything academic if that sounds good to you then buckle up and let's get into it okay we're going to start this video by signing up to n8n I'm actually going to walk you through what that process looks like from start to finish I'm going to be using their Cloud hosted offering today the reason why is it's just a lot easier for total beginners to get up and running versus self-hosting

but I want you guys to know that I'm going to be covering self-hosting in depth over the course of the next few weeks after that we're going to do a live Hands-On review of nad's Builder we're going to cover the canvas the work flow um nodes and then after that I'm going to be creating three simple but effective workflows to actually have you guys get something on the page so to speak you'll actually have created three simple workflows before the end of this video so if that sounds good to you without further Ado uh this

is Ann's website as we could see secure AI native workflow automation very sexy I really like their branding you can see they worked with some big freaking names Adobe is using n now send and blue Pearson um Splunk and I've never heard of those guys but they sound funny so uh top right hand corner I'm just going to click get started and the first thing it's going to ask me for is my full name so I'm going to give it my full name then it's going to ask me for my company email I'm going to

give it a company email so I'm going to ask me for a password I'm going to write down an example password and then for account name I'm just going to go Nick youtube.app ncloud keep up with our constant improvements through a newsletter no thank you um what I have to do here is just because uh I'm crazy with it sometimes they think that I am a robot I need to select a bunch of images that match a mountain that kind of looks like a mountain that looks like a mountain I don't know about that but

let's see what happens it is embarrassing how uh commonly how common it is for me to get these things wrong anyway they have some little onboarding stuff using type form I'm not going to harp too much on that because odds are this will be different by the time you're looking at it and then I'm not going to invite any team members to my workspace I really like their onboarding they have um fantastic onboarding they have a little quick start guide over here on the right hand side as the workspace starts up as you can see

it didn't cost me anything to like launch said workspace the cloud plan gets you up been running like ASAP so despite the fact that onboarding typically do change and yours might look a little bit different as of the time of this recording it is pretty dang sweet okay and now I just received a notification saying that my workspace is online I can click Start automating and we'll actually dive into um NAD proper they use a little dark mode action which I really like so very clean very Sleek as you can see they automatically sign you

up to a trial uh when you get started you'll have 14 days in said trial with 8,000 executions total I'll cover what all that stuff means uh in a minute no big B deal the terminology of nadn is pretty simple and straightforward which I like so just covering the dashboard really quickly top to bottom I'll talk about the things that are important the things that you don't really need to know you want to actually use in practice let me just exit out of this little top bar here uh first things first this button over here

allows you to create so you can create either a workflow and you can create it in a specific project so I only have one project here called personal which is why that's all it's giving me you can also create a credential so credentials are how you connect to various software platforms and apps in n8n uh and then you can also create a new project so add a project button down here you also have an add a project button up here no idea why they do that but they do um as I mentioned things are separated

into projects we don't have any workflows here but when I add one you'll see It'll be listed then we sort of have um some of the same data here as well we have credentials if I click on this credentials I can actually create um a credential up here too nothing magic um if you're on the cloud hosted offering you will have this sexy admin panel the purpose of which I have yet to fully understand uh no the purpose of this is basically just to monitor your trial you can change nadn version versions if you need

to you can change nadn versions if you want you can change the versions if you need to um select your time zone and and you know do some other settings in practice you basically never really have to change any of this stuff so don't sweat it too much aside from that one of the most powerful and valuable parts of n8n this little dashboard it's actually down here in the bottom leftand corner under admin panel it's called templates and this sets NN apart from a lot of the other no code tools that you could choose um

they basically have some of the highest quality workflow automation templates uh publicly available and completely free to use um out there on the internet this is the simplest way to get up and running if you guys don't know how to build a flow and after you're done watching this video I'd highly recommend you guys to just bookmark this and just spend a few minutes scrolling through clicking on various systems that you might want to create um and just understanding a little bit more about how professionals or people that are a little bit more well versed

with then might put things together there's a lot of opportunity here obviously to um template out you know big chunks of flows you otherwi build and some of these flows to be honest are literally good enough where you could just click sales and you could find like one or two of these flows that like does exactly what you need um before you even uh you know you had put any work in so for instance if you wanted to scrape business emails from Google Maps so the use of any third party apis that was a system

you were tasked to build maybe as a service or for your own business you can literally click on this button and you could import the flow it would take you like 5 Seconds not hard at all and a lot of the time the developers will document the hell out of it too they'll do video tutorials and and all that stuff so yeah that's probably the most valuable part of this whole page to be honest aside from the workflow Creator uh but let's actually dive into the juicy bits which are obviously what you're here for by

creating a workflow so that takes us to the canvas when you open up a new workflow you are sent to this page where you could see um a lot of cool stuff this is basically the workbench where all of your n8n flows are going to be created I'm going to walk you through this top to bottom let's start on the top leftand Corner this is where you can name your workflows so I'm just going to name a workflow and I'm going to call it um um you know n8n course you can see here you can

also add a tag n8n uses tags to organize their workflows in projects which I'll show you in a moment but let's just create a new tag and let's just call this YouTube let's say I'm going to be creating a big YouTube tutorial so I want to tag everything here as YouTube if it's if it's part of my um nadn course and then uh over here on the right hand side you have the ability to activate your workflow you do need a trigger for that which I'll cover in a moment you could share your workflow here

which means you can add users to your account and then give them access to a workflow pretty neat there's a workflow history or revision history if you make a mistake or something during your nnf flow you can just click this button it'll actually restore the version of the workflow that you want so they have very good persistence they actually show you it um live which a lot of other na sorry a lot of other no code tools don't then top right hand corner you have this sort of like click more button where you uh can

duplicate a workflow so if I click this button it'll actually just like you know create another one I can download a workflow when you download it you'll download loed into Json which is pretty neat JavaScript object notation this allows you to then send it to anybody else that you want and then they can like import it and speaking of import you can import either from a URL so there could be like a Json um there could be a Json file hosted on a URL over here and then you could also host it uh just import

it from the file too so that NAD course over here I could just click that button and then um it would import that workflow that I just exported there's also some settings obviously there are a bunch of like um I don't want to call these higher level but there're sort of like configuration options with execution order where there are a variety of different ways that n USS to execute workflows there's some error handling workflows um you know some some ways to time things out after a certain amount of time we're not going to cover this

because in practice I find you rarely need to use this when you're actually building like business uh you know flows for business purposes that's ultimately what the purpose of this whole tutorial and course is about um but you know rest assured there's ample documentation and all this stuff the really cool part about n in is how well documented it is is basically everything you could possibly need I'm not going to switch to the old canvas it's just like a slightly different way that it looks moving forward this is probably going to be the predominant mechanism

just because it's so clean and sexy and useful which you'll see okay now speaking of the actual canvas itself um if I just scroll around here I'm holding my two fingers on my little touchpad you could also do this with like the mouse wheel if you want I'm moving around the canvas right you see these little dots that are equidistant from one another um this sort of shows you where you're at in the bottom left hand corner you'll notice that as I do that there's this little white box sort of in the middle what this

is is this is sort of like a mini map I don't know if you guys have ever played video games like uh Starcraft or Warcraft or League of Legends or Call of Duty or whatever it's basically the same sort of thing you have a mini map here um and you can actually you can drag the canvas like I'm doing right now or you can actually just drag the mini map too which is kind of neat we can zoom way out we can zoom way in this is sort of nifty and honestly sometimes I just play

with this for like 10 or 15 minutes at a time before I remember that I should probably be building workflows that make people money um so that mini map is kind of cool in the bottom Le hand corner you have a couple of buttons and these are like quick access easy buttons these are just useful when you're building out workflows um if you just press this button it'll basically just like fit back to um like I don't know like it'll it'll zoom out to an appropriate amount that allows you to see most of the nodes

here the cool thing is n makes very heavy use of uh hot keys so if you actually just instead of clicking this button just press one you just snap back so one one one pretty cool it basically just centers this box or centers the average location of all of the boxes when you have multiple nodes um in the center of your screen there's also some plus and minusing action going here you can press plus to zoom in or you can press minus to zoom out in practice I don't really use these when I'm building just

because I have my little touchpad and mouse wheel and I can just do this and when I do this my head gets spinny and it's very fun you then have um reset zoom here so you can go zero or one I don't really use that in practice if I'm mad zoomed in and then you have a little way to report bugs um I never report bugs granted uh I don't know maybe we have some white Knights here that want to make the platform better or something okay the last thing I want to cover is and

you can't really see it cuz my giant ass head is in the way but in the bottom right hand corner of the screen you can click this button to ask an AI assistant says Hey Nicholas I can answer most questions about building workflows in nadn for you for specific tasks to see the ask assistant button in the UI how can I help and the reason why I wanted to cover this is because this has got to be one of the most useful features in NN and this really sets it apart from the vast majority of

other no code platforms especially like make I think zapier has an AI assistant feature now as well because this AI assistant is actually useful you can actually use it to sort of co-build things um it has access to all of the nadn community forums so any post that was basically ever made that describes a solution to a problem it will technically have access to and it can pull it like with reasonable accuracy uh and then it's also integrated into your Builder so it it has access to the the actual build itself sometimes you have to

give it a little bit more context about what it is that you're doing for it to like really figure it out yeah this a assistant I want to say it's not perfect but it covers at least 30 or 40% of all the queries that I have for n&n so my usual debugging workflow which you guys will see if we run into a bug later hopefully we do fingers crossed uh I'm going to use the a assistant sort of a first pass okay great so that's that um I think we now know everything except for obviously

the big juicy elephant in the room which is adding a first step if I click on this middle button here you'll now see on the left hand side we've opened a bunch of options um and essentially what we're doing when we add a first step is we're adding a trigger first step of any flow in N is always going to be a trigger and so on the right hand side we have a variety of different triggers we could choose from we could trigger manually this runs the Flow by clicking a button in nadn good for

getting started quickly it is very good for getting started quickly and I'm going to show you our first uh module or sorry our first workflow is going to be built like that on app event so this runs a flow when something happens in one of the many apps that you can connect to nadn so if I click this you can see there's there's Action Network active campaign Acuity ad dollo maybe you want to do a trigger when new thing gets added to an air table or when a new project gets added to a Santa or

maybe you want to I don't know when you receive a new um clickup task or I don't know you get a new Gmail or something or a new GitHub repo or ghost post was made right if I scroll through here there there are a couple of hundred triggers as of the time of this recording and nadn is always looking to add more so the cool thing is you can very quickly if there's one of the platforms that are listed here click this button and then you could say oh okay um let me see better example

oh okay know a new air table event just occurred and what is the air table event in particular um I don't know it's going to be like a a new thing that was added to a row with a with a specific field for instance you could very quickly get an an practical integration up and running super super quickly anyway I don't actually want to use this so I'm just going to drag on the canvas and then I'm going to press delete and it's going to delete that module sorry the node if I right click this

you can see I can also do a variety of things to this but the one that I want in this case is a delete so that's I'm going to do and I'll show you how to do all the the other things that you saw a moment ago just over the course of building okay so if I go back to this open nodes panel a top right hand corner you'll see that there's a hotkey I can just click the the tab button instead of doing this manually so that's what I'm going to do I'm just going

to press tab so that's what I just did and it just opened this up automatically um let's continue down uh aside from just on app event you can also do things on a schedule so you can run a flow every day hour or whatever custom interval you want which is pretty neat so if I click this you can see on the right hand side here or left hand side here we can trigger the interval to be seconds I might run this thing every 30 seconds I could run this every minute I could run this every

hour days weeks months they also have like a programming um sort of term here called KRON which is just a specific language setup where you could write an expression that does something I don't know every third Sunday of years that are odd numbered for instance I'm just going to now click delete so we can delete that out press tab to open up this right hand side panel and then continue you can also do what's called a web hook call if you guys are unfamiliar with with web hook calls I'm going to cover it later on

in the course but essentially the really cool thing about NN and a lot of other not code platforms it is it allows you to set up your own URL just like this up here right Nick youtube.app n. Cloud where when anybody tries to access that URL or sends or receives data from or to that URL you can basically get notified and you can use that as the the beginning of a trigger um for one of your flows and the benefit to this too is you know how earlier I showed you guys that they didn't had

a bunch of um you know native Integrations about like 200 or something like that where you could connect with the Q you could do clickup you could do Gmail all that stuff well a lot of the time especially if it's a new platform you don't actually have that native connection yet and the benefit of having web hooks is they allow you to create that connection yourself and in these tools most of the time they'll have a thing um called like a like a web hook listener you can set up your own web hook listener to

be this URL here and then nadn can just listen to data being shuttled to and from those platforms which basically in effect allows you to create an infinite number of Integrations connect to tens of thousands of different apps and ultimately become the automation God that we both know you want to be okay anyway so I'm going to click that out and I'll cover all of the uh fields and everything like that that you saw there earlier next we have a very Nifty one which we're going to be using today called the on form submission if

I give this a click and then I add just some very base details here um let's just say name sorry let's just do example form enter example data what's your name we'll go Peter if I click test the step now we're actually going to open up a little form that I could use to fill data out and when I submit it this basically begins my my flow which is really neat so in practice like in business flows you don't usually use this too much but I'm going to show you a simple um workflow that we

can build today that will there's also when called by another workflow this runs the flow when called by the execute workflow node from a different workflow the reason why this is so valuable is because a lot of AI flows will use this so if you want to learn how to build AI agents and stuff like that the when called by another workflow um execute workflow nodes the the that relationship there is very common and you'll see me do it a lot over the course of the rest of this tutorial then there's also on chat message

which is very valuable so this runs a flow when a user sends a chat message um for use with AI notes as we could see you could ask AI just using a little chat interface hey can you check my calendar to um I don't know double check that I'm not double booked for for 11:00 a.m. it'll actually go through um this little chat window trigger and then use that to begin the rest of this flow there a few other ways um you could do an email trigger IMAP error trigger this one's actually really Nifty and

most other no code tools don't have this when there's an error in another workflow you could trigger this workflow to do something with there are a couple of like metadata things with naden where you could set it up so that when you create another workflow somewhere in your naden project you trigger a flow when one of your flows starts or when one of your workflows is activated you could do something and there a variety of actions here we'll cover actions in a moment and then there's um this SSE trigger which nobody really ever uses in

practice for my understanding so I won't sweat it all right awesome so that in essence are all of the triggers in order for us to check out and learn some of the actions we're obviously going to have to go and create a flow right in order for uh a flow to be a flow it needs a trigger something that starts it and then an action something it does now that we finished the first part let's actually just go and start building um you know our our three workflows so you guys can see how to actually

do things in nadn it's one thing to sort of look at things from a canvas point of view it's another thing to actually get in the weeds get your hands dirty start manipulating Fields okay I just jumped over to my other nadn account which contains these examples and I just wanted to show you one more thing that I I haven't mentioned yet you see how this is now this little like yellow note um with manual trigger send an email to someone we'll start by learning how the manual trigger works we'll also cover creating a brief

connection then using it send a templated email this is just how I'm going to document um a lot of our work moving forward because it's very convenient but what is this this is basically a piece of documentation that you can just insert inside of your your own NN flows anytime you want it's very simple if you go to the top right hand corner just go down a bit There's a sticky note which you can do with the hotkey um shift and then s so if I go shift S I just added a bunch of notes

I'm just going to command Z or control Z just to go back um but yeah you can just add a note anytime you want and notes are really cool in end because they allow you just to document things you don't just have to use notes when you're trying to teach or show somebody something in fact my recommendation I'm just pressing one to Center this my recommendation is to use notes for yourself to document workflows for yourself um just so that you know let's say you build a system for a client or for your own business

and it works really well so you don't have to check in on it for 6 months but six months in you want to change something well now you're not like basically having to relearn the whole workflow now you have like a note which I don't know documents or teaches you a little bit about it okay so the very first system we're going to build and basically the thing that is going to allow us to get up and running to learn how the rest of the uh nadn ux works is we're going to start with a

manual trigger then we're just going to use that to send an email to somebody the reason why this is valuable is because it's going to show us how to actually trigger a workflow like ourselves we're also going to learn how to test a workflow and I'm going to run you through how the fields in nadn work as well we're going to create a brief connection to my Gmail then we're going to use that to send basically the hello world example if I click on this actually let me update that basically our quote unquote hello world

okay great so I'm going to drag this add of first step over here and let's actually do it let's click add a first step and let's add this trigger manually flow click that node move it over to the left hand side and now as you can see we have a node in our workflow that says when clicking test workflow awesome I'm now going to click this plus button what this enables us to do is basically do um some Next Step so what I'm going to do next is I'm going to add an action this is

our trigger remember it has this little um electricity lightning icon next to it what I'm going to do is I'm going to do probably the simplest thing that you can do in naden which is just send an email I think most of us are probably using Gmail at this point um I'm going to go Gmail over here and what I want is I just want to scroll down there's so many message actions I got a label delete a message get a message do whatever the hell I want but the one that I want is I

want send a message so I'm going click Send a message and two things will happen the very first thing that will happen is we just connected an action to our trigger node and so our canvas is now updated it has two parts to it which I'll show you in a second the second thing is we are now faced with this screen this is basically you know there's like the the bird's eye view canvas screen where you see all the nodes laid out but this is a screen that pertains to that particular node and the really

cool part about the way that nadn lays it out is this Gmail node which we just added um it's sort of In The Middle on the left hand side here we have the input to the node on the right hand side we could see the output of the node so n8n and one of the reasons I love it so much is because it tries to show everything to you uh linearly and logically everything that comes in to this node that we added will be coming in through the left hand side which I think looks like

the right hand side on my thing so let's go over here it'll come in through the left hand side then it'll hit your node your node will do something with that and then it will finally uh proceed uh out the left hand side as an output so very simple conceptually and I can't really overstate how valuable this is just as somebody that's worked with like you know over a dozen no code tools at this point to have it laid out like this um I think shows that the team spent a lot of time and energy

figuring out what like the most ideal ux was for development okay so I'm going to ignore all of this input data stuff and and we'll we'll cover all of that later um just over the course of building what we're going to do now is we're going to click this credential to connect with so I've already actually already connected my Gmail account but I'm going to pretend like I haven't just because I want you guys to be able to follow along here so what you have to do is you have to click create new credential now

there are a variety of ways to connect one of your accounts to NN there is ooth or ooth 2 and then there are also service accounts I highly recommend anytime that there's an ooth or o 2 option available you guys go with oath 2 to keep to make a long story short ooth 2 just refers to you clicking a button like sign in with Google and then you being able to select an email address with which you can sign in all you then have to do is actually sign into to the service in my case

I'm already signed in to my own Gmail because I'm using Chrome and it already does that then you click continue and now you can close this window and even tells you how lovely and you'll see that it now has connected the account basically meaning that all of the stuff inside of my Gmail is now accessible to nadn I can actually do things with it using various triggers and actions so we're going to exit out of this now and you can see that we're now connected to Gmail account 3 okay next up we have a couple

of fields we have resource this just allows us to choose what thing we are manipulating so message label draft thread for now we're just going to keep it as message you can poke around with that after you're done this then the operations so we could do a ton of things here we can add a label delete get get many Markus read Markus unread remove label reply send and send and wait for approval lots of options here we're just going to click Send for a Hello World example and now we get to the juice of it

which is the two field so in my case I'm going to be sending this to myself which is Nicholas sarv atgmailcom and I'm going to be putting a subject and you can see it's already autofilled the hello world so I'm actually just going to go hello Nick we have a bunch of email types here those text and HTML for Simplicity I'm just going to go with text but I want you guys to know that HTML is a programming language that allows you to make your email pretty you guys have ever signed up to like a

newsletter service and there's all these images and and and you know banners and stuff like that that's because they're using HTML so you can learn how to do that yourself and then you can send stuff like that through naden pretty easily but then finally we have the message so I'm just going to say hello Nick and then I'm going to say it's nice to meet you okay great and now we've gotten to the point where the vast majority of this is done we do have some extra options down here I want you to know that

basically all um nodes that you can manipulate will have some form of extra option you don't have to memorize every option for every node because there are hundreds of nodes as I mentioned um generally speaking they're just a couple that are valuable I know just off the top of my head that the Gmail node has one that's this append naden attribution naden will try and Market themselves all the time uh so if you do not turn this off they will say this email was sent by nadn it's not a big deal most snow code platforms

do this but just make sure you actually turn it off if you want to use it for some sort of business use case Okay and then that's that I'm just going to head over to my personal email here just open that up just so we could see so you see I have a ton of um you know red emails here and I'm just going to click test step I'm now going to send the email you can see the left hand side filled out first it said when clicking test workflow cover that later but the most

important thing is this output field has now populated and we see here it's a it's kind of like a table right with a column called ID another one called thread ID and then finally label IDs so anytime that you send or receive data in n8n from one node to the next um you're generally speaking going to have some sort of um object that is created as a result this data object um can take a number of forms and n and can visualize in a number of forms the way that they do by default for this

type typ of data is they do table view which is where it's separated kind of into columns like this there's also Json this is Javascript object notation this is what a lot of programmers and people that are a little bit more familiar with no code are going to prefer because this is just uh you know it's like a standard convention JavaScript object notation they know what the um brackets mean and I don't know instead of it being um kind of left to right like this which can be squ squished it's sort of top to bottom

instead there's also schema this is generally what I find most people in naden prefer they prefer schema views views are great um you know they're just sort of like a they're sort of like Jason it's just instead of them being written in code it's just sort of a little bit cuter and it's wrapped in like a little Bubbles and stuff so this data is the same as this data and this data is the same as this data they're all just different ways of showcasing um what the information looks like to you I should also note

that you can search the output which is cool um a lot of people even season professionals that nadn they like have never clicked this little search button so give it a try if you um are looking for a particular filter let's say the object that is output is huge and you'll see you can output a ton of different parameters here but you want to just see if the output contains something you can do so very quickly just using this then only that field will show and then you can very quickly manipulate that as necessary um

you can also do a couple of other things like pin data um and I'm going to cover pinning data later uh and then kind of like one of the neat things you could do as well is you could actually manipulate the output data so you could pretend like this just output a different ID maybe instead of 1 1949 it was 18 to1 3 or something the reason why this is valuable because is because um it will then allow you to propagate that data moving forward and as you can see we just changed that number it

used to be 1 1949 now it's 1823 so when I search 1949 we don't have two Fields coming up we only have one right if I want to search for the 181 I go 18 there we go okay great so that's what what happened in N andm but why do we give a crap about that we don't what we care about is did I receive the email okay and now you can see we just received that email if I give it a click it now says hello commas space Nick with an exclamation point Nick left

click. that's the connection of the account that I made then it says hello Nick it's nice to meet you fantastic amazing great thank you nadn for this lovely email just for shits and gigs I'm going to click this append nadn attribution just retest it just so you guys can see what that attribution is like um but as I mentioned I wouldn't really recommend it for business purposes he just got this little almost email signature it says it was sent automatically with NN okay so I'm just going to turn that off and then voila we're basically

done our first example this is the world of NN um if you've made it to this point you now literally know how to set up a simple trigger and a simple action you can do a lot of stuff with what we've just covered honestly if you take the tips and sort of the the workflow here um you know you can put together probably like 10% of all workflows at this point um so as you can see you know it's it's sort of simple to get up and running as long as you have a couple of

core fundamentals down as long as you know what triggers and actions are and obviously um you know uh if you did not know what you were doing before you tried to do it it would be a little bit tougher so you have the benefit benefit of my foresight but flows in a nutshell are not really more complicated than this you always have some trigger then you have some thing that happens and then you have the action which is this Gmail so let's kick this puppy up a notch instead of just doing um an email why

don't we do an email but let's also add Ai and then instead of a manual trigger where we just click the thing and then it runs why don't we use a form to begin our our workflow instead so the very first thing I'm going to do is I'm just going to delete this I'm just going to scroll down here the form fill a autoresponder and what we're going to want to do as our trigger is instead of it being trigger manually like we did before we're going to go on form submission just that I could

show you um how to do things a little bit more um complicated like things that don't just rely and yeah it's going to try and add it um all the way back up here so I got to go drag it down uh just so we could see how do you get data in from a resource that like isn't this canvas instead of us just clicking a button let's actually trigger it based off something so the way we're going to do it is on this on form submission note so I give this a click um you'll

see that now there are way more fields and this can actually be pretty intimidating it's the first time that you've ever mucked around with something like this so don't worry it's actually not that scary um we'll we'll make it pretty simple up at the very top here we have some form URLs there's a test URL there's a production URL right now it's not really worth knowing the difference between the two just know that this is the URL of your form so you'll be able to send this to somebody you'll say hey um I'm really excited

to get up and running with you thanks so much for paying the the invoice all you need to do is fill out the information on this form and my team will get started you use this as an onboarding form uh next you have an authentication uh you can do basic off none basically in our case um this just refers to how you want to secure the form in our case we don't want to secure the form at all we just want to use it now we need to create a form title so maybe let's just

go onboarding form form description this is an onboarding form for left click fill out the fields and our team will get back to you shortly as you can tell I'm building this example I guess I'm I'm framing it as an onboarding situation where you're working with somebody and you just sign the deal so you send them over a form and that form includes a bunch of fields with information they need to fill in order to get started with you so uh what is your name maybe we'll do the the first one so we'll go first

name well I mean we should probably already know their first name before we onboarding them but for the purpose of this example let's roll with it we have a bunch of different fields we could choose here we could do text text area password number file email drop- down list and date so there's a lot going on but let's uh roll with first name first the second one let's do last name and let's just use my own information as placeholders so I'm going to do Nick as the first placeholder Sarah as the last placeholder let's make

both of these fields required let's go down here let's go email address now because it's an email we can actually choose a specific type of form field I'm going to choose email the reason why is because I want to force people to put in a properly formatted email if I'm going to use this flow to send an email to somebody obviously I'm going to need to make sure that email is valid what if somebody typed in this instead or what if somebody typed in that instead both of my emails wouldn't go through it break my

flow this sort of pre-planning is necessary when you're putting together more complex no code um flows because you just want to make sure that like the data is correct from the get-go the data is uh bad so will the rest of your flow so will be the rest of your flow okay great and then let's just ask for a phone number and down over here you can see that we have access to a bunch of different fields there's number you might immediately think that a number is the one to go to um I don't think

I'm going to do number for this uh I don't think there's a a native phone number formatting field if we did number then that would mean that people wouldn't be able to put a format in like this for instance so I kind of want people to be able to so instead I'm just going to go text and then I'm just going to add a placeholder and the idea is this is just going to tell them sort of what sort of format to use for their number we're going to go required okay great down here we

can now choose when we want this form to trigger so when do we want it to trigger when the form is submitted so that's what we're going to use and then down here we have some other options we could choose like a pen n8n attribution I'm just going to turn that off there's uh button labels we can change the button label if you want let's get started I think the default one just is a submit um and then there are a variety of other ones here which I'm not going to cover right now because I

want to keep things simple and straightforward awesome so now that we have this I'm just going to click test step this is going to open up my form and you can see this honestly is not a bad looking form so I'm going to go Nick sarv Nick left click. I'm just going to add a sort of examply E phone number and then click let's get started what happens when I fill this in if we just make this a little bit smaller and we couldn't see this in real time but what happened right there was the

output populated and so now we actually have all of these fields accessible to us in our na flow first name last name email address phone number submitted at form mode as well form mode uh wasn't and submitted at these weren't fields that were put in by me when I filled out the form these are what are called metadata and the cool part about metadata a lot of the time is uh you can use this metadata to do something cool with so you know we could very easily use this to update a Google sheet or something

with a list of submitted at dates so that we could always be tracking and sort of um know like which uh which form entry made it in at which time we could distinguish between test and production workflows production being a live workflow any who so now that we have access to all this data what I want to do just to make my life simpler is in the top rightand corner I'm going to click this little pin button the value in pinning the data in NN and this is uh kind of different from most other noode

platforms but the value in pinning the data is by pinning the data we will have access to that same data on all nodes that are Downstream from the trigger node or the node that we are pinning the data from and this is valuable because as you'll see nen's whole testing flow involves you know in in future nodes or subsequent nodes testing using data from the previous node and if there is no data from the previous node you are going to have to fill out that data in order to proceed so this is just going to

save us a little step now that we've done the form submission what I want to do is I want to send this to AI okay so I'm going to give this a click and I'm going to go over here and I'm going to type in I'm open AI from here we have a variety of ways that we can communicate with our AI I'm going to scroll down until I get one called message a model this is the simplest um AI module that you AI node that you guys could possibly use this is basically chat GPT

it's just instead of us using chat GPT um on their website you know chat. open.com basically going to be communicating with it now through API which is way cooler and enables way more cool use cases so credential to connect with um as you can see I already connected my own open AI account I'm going to go to create new credential just to show you guys how this works now unfortunately this ises not yet have an oo2 uh connection so that means that as I mentioned previously you're not going to be able just to like give

that click uh give that button a click and then have it open up the signin with Google button instead what you're going to have to do is you're going to have to add an API key your question is probably Nick how the hell do I do this the good thing is naden is very gratuitous and forthcoming with documentation so if I didn't know how to do this I would actually click on this button open docs go down over here and then I would look through to see how to do this documentation sorry how to do

this connection and just because I want to show you guys like I know how to do this connection but I want to show you guys if I didn't know how to do this connection um how i' how I'd approach it I would literally follow the documentation one by one by one so to generate your API key log into your open a account or create an account so I already have an opena account I'm just going to go platform. open.com that's how you get sort of like their main API from here let's go back to the

docs open your API Keys page as you can see there's even a button there it says API keys so I'm actually just going to go um API D keys because that's the link that they just gave me a moment ago right so I'm going to paste that in it's now going to take us to our API key page next up what do it say create create new secret key to create an API key optionally naming the key and then copy your key and add it as the API Key 9 that sounds simple create new secret

key YouTube example awesome and then going to create my secret key we now have a secret key that I can copy so I'm just going to go back to nadn and then paste in my API key boy is that a long API key great now we're going to save and as you see it says credential successfully created this credential is currently private to you now one thing that I didn't cover when I created the credential to the Gmail was you can actually rename these credentials to make your life a little bit easier so I'm just

going to call this YouTube so now I know that this is like my YouTube example and obviously I could have much better naming conventions for this stuff but sum me cool connection test tested successful we're good to go we can now exit out of this and we have now connected to the credential um with the API key meaning this is now hooked up just like we can now uh previously we could get all our Gmail information in nadn now we can get all of our open ey information in nadn okay great so a variety of

fields here like text assistant image audio file custom API call I'm just going to stick with text because I just want to talk to the model over text operation is going to be message a model model we get to choose from a list now as of the time of this recording the most popular model just scroll way down here is GPT 40 this one but I'll be honest these models change pretty quick so by the time of this uh by the time that you are watching this might be a couple days after I recorded this

might be a couple months the model's probably going to be different um I would just head on over to like open ai's model page and then I just look to see what the current recommended one is the flagship model for instance as you see GPT 40 is kind of like in the driver's seat here um has a bunch of data on it um and I just sort of use that to to I guess guide me if you're using another service then um you know it won't be in the exactly the same place but I think

you guys get the idea okay great now we can Define our prompt you know when you talk to chat gbt and you say hey I want you to do this thing well there's actually a term for what you just did you prompted chat GPT and specifically you did so using a user prompt you're the user so that makes sense basically the user prompt is what you want chat GPT or want in our case GPT 40 to do for us but there's actually one other prompt that you don't really get unless you're using um a no

code tool like this it's called the system prompt this is used to set the model's Behavior or context for the next user message so we're going to click on system first and the way that the system prompt works for AI is the system prompt tells the model how to identify so basically I'm saying Hey I want you to identify as uh you know world class uh philosopher I want you to identify as a PhD in genomics I want you to identify as a helpful intelligent writing assistant and however you you put your system prompt the

better it'll be at that specific thing more generally it's a little bit of nuance there I'm not going to go into it too much but in my case I'm just going to say you're a helpful intelligent email writing assistant then I'll go period so that's what the system prompt is now we're going to click add message and then the next prompt I'm going to do is a user prompt if I click on Roll though you'll see there's also an assistant prompt this is pretty interesting what what you can do with the assistant prompt is you

can pretend that the assistant has actually already said something in your chat chain if you want it to act a certain way you can give it examples of how you want it to be anyway in my case I'm going to do something very simple I'll go user then I'll say your task is to customize an email using the following data now I'm going to go enter enter this is going to make this stretch set I'm actually going to open this up a bit more then I'm going to go um and I'm going to drag this

first name in here you see when I drag the first name in here something changed we just went from fix fixed to expression why did we do that well basically fixed is almost always just going to be static text okay we don't want static text we actually want to uh connect a variable from a previous node into this open AI module or open AI node call so I'm going to go back to expression to show you guys how this works all you need to do if you want to connect the input of the previous node

into the current node is just drag it and then drop it where you want it so now this is popular ating the um result is populating with the actual data from the test if we zoom in way here you can actually see it says result your test is to customize an email using the following data then in green it says Nick here it says curly curly dollar sign JSO n with a square bracket like this is really intimidating and scary well this is just the code representation and this is the actual thing that just got

populated okay so that's how we're going to do this I'm going to say first name and then Nick then we're going to go last name and I'm just going to go and drag last name in here I'm going to go email address and I think I might have just deleted that so let me just do this one more time last name beautiful email address Nick left click. phone number drag this puppy in here cool that looks pretty good to me and now what we're going to do do is I'm going to click I'm going to

leave simplify output um as is then I'm just going to write my email template so I'm going to go down here and go email template hey name let's go first name how are you thanks for submitting your request your brief or onboarding form moment ago I see here your number is number let's do phone number I'm just putting this text into the AI sort of like knows what to fill in if you think about it has the first name over here and if you think about it I could just filled all this stuff in procedurally

but I'll show you why I'm doing this in a second we're actually going to like level up the data to make the customization a lot more valuable um I see here your phone number is blank and your email is email could you let me know if I'm missing anything thanks neck okay great so now what I'm going to do is remember how we pin the data before all we need to do in order to test the step now is we just go up here top right hand corner click test step you test the step is

actually sending this whole thing to Ai and now we have a bunch of content it's a subject Welcome to our program back sln back sln if you guys are unfamiliar with what the back slns mean here back sln just means um like a new line so this is trying to write us a whole email and it's doing so with new line characters instead of new lines just cuz AI has no real way of like creating a new line um without this so this is basically just a new line character hey Nick how are you thanks

for submitting your onboarding form a moment ago I see here your number is 64500 5000 and your email is Nick left click. could you let me know if I'm missing anything thanks Nick that's pretty neat why don't we just pin this output and why don't we hook this up now to another email module and just to show you guys how um useful it is to know a little bit of like NAD and Hoot keys if you just go back to the previous email module we had if I just hold command and C same thing as

right clicking and pressing copy see the copy to click boo event just came down and actually just paste this and I'm basically now just pasting the same module I had before and then I'm connecting it to the output of the open AI module and you'll see here this is now accessible to us as input the content is which is pretty cool right I'm noticing actually that this includes a subject line I don't like this so why don't I go back to AI then I'll just tell it don't include this subject line let's do that and

let's test it let's unpin Let's test the data and now that it doesn't include the subject line let's pin it again let's go back to our next module or next node I should say I keep on using the term module because I'm big on make.com it was kind of the major no code platform I learned and uh make.com always uses the term module for everything that and it end uses the term node for anyway now I'm going to drag this content field to the message and as you can see it's already populating with the email

I'm going to say re your onboarding form and I'm going to test this the connections already set up all of the rest of the parameters are set up everything's set up because remember all we did was we just copied that module with all of the settings in practice I find I copy modules a lot okay great now going back to my email you see we have rear onboarding forms I'm going give that a click now it says hey Nick how are you thanks for submitting your onboarding form a moment ago I see here your number

is 6045 5000 and your email is nickle hook. can you let me know if I'm missing anything thanks Nick the reason why this is sort of like an AI example right now is because we actually just used AI to like format to to write this email for us but if you think about it what we've done so far is we haven't really done anything that you can't just do by dragging and dropping the first name into the email module instead so next up I want to do something that's a little bit more creative uh I

want to do something that paraphrases what a person said or summarizes it and in order for me to do that I'm going to have to go in and I'm going to have to change the way that the form was a second ago but any who we've now done a different Hello World example basically um the hello world example we just did was instead of a manual trigger of us just clicking test step we now have a form that triggers this so let me make a couple of adjustments to the flow and then we'll actually run

through the form one final time and we'll see what it all looks like when we put things together the adjustments I want to make to this form I don't just want to ask for all this information I want to ask for um let's say design preference I'm going to add a drop-down item and I'm going to say sleek I'm going to say um minimalistic I'll say luxurious then over here I'll say playful then I'm going to add another form field I'm going to say give us a brief description of your brand or maybe we'll just

say um brand description my brand or maybe we'll do company description and I'll say left click is a um left click builds growth systems for B2B agencies and creative teams enabling them to scale without having to manually reach out to prospects let's just do something like that we'll make that required now what's one more thing that I could do that might be new H we'll ask it timeline and we'll say how quickly let's say uh 3 to 6 weeks there you go we'll go required field awesome okay so now I'm going to click test the

step it's going to overwrite the pin data but now it's going to open up our form and it's going to have way more information here right so I'm going to go Nick sarf nickl click. um design preference I want my website to be minimalistic company description left click build Sleek growth systems High performing grow systems for B2B agencies and creative teams and then the timeline is I want like 1 to two weeks okay let's get started awesome fantastic we now have all the information that we need in the output panel here I'm going to pin

this data to make it accessible to subsequent moduls now I'm just going to go in here and edit the prompt a little bit and if you think about it I don't just want to edit it with you know information about the the name and stuff like that that's not super relevant to me what I want to do instead is your task is to is to customize an email template using the following data let's just add in more information here let's go design preference drag this puppy in I want to give it more data to do

the customization with down here I'll go timeline we go one to two weeks okay great and so basically instead of what I had before which is hey first name how are you thanks for spting your onboarding form a moment ago I loved reading about thing about company Let's do let's go paraphrase company description I see here that you're looking for design preference a design preference sort of site and you're looking to have it done would you mind confirming your number for me one last time I'm going to say formatted phone number right also okay and

obviously they know the email because we're sending it cool this looks pretty good to me don't include the subject line let's actually give this thing to go now let's click test step we're going to feed all this data in let's see what our email looks like like hey Nick how are you thanks for submitting your onboarding form a moment ago I loved reading about how left click build High performing autonomous growth system for B2B agencies and creative teams I see here you're looking for a minimalistic sort of site and you're looking to do it within

one to two weeks would you mind confirming your number for me one last time 604 700 5000 right you let me know if I'm missing anything thanks Nick so basically what we've done is we've um taken in some of the information here and then we've paraphrased it um I guess in this case we didn't actually paraphrase this looks like an exact one for one h cool okay great let's test this one more time just to make sure that we got a personalized but customized thing that's paraphrased cool looks pretty good um what I'm going to

do now is I'm going to go down to our Gmail module take the data I'm going to test it we've now sent an email and we should have received another one called re your onboarding form this is the customized email which looks pretty nice and sexy and now that we figured out how to do this testing one by one by one why don't we actually test the whole thing from start to finish okay let me just um yeah let's actually just run this whole thing so I'm going to go down to the bottom instead of

us testing the module one by one which is where we click on it then we click that test step we're actually going to test the whole workflow so I'm going to click test workflow it's using the pin data it's running through uh we don't actually want to pin the data so I'm going to click unpin okay now it's time to test out this flow I'm just going to go back to the form submission and I'm just going to do a little bit differently to how we did before I'm actually going to copy this form you

all myself click test workflow any let me exit out of that and I'll show you guys you guys can actually just test this from anywhere I'm just going to go back here open up an incognito tab paste it in and this is the same input now right so I don't know Nick um sarif uh we'll go Nick at left click. we'll do phone number then design preference minimalistic company description NY Donuts sell Sleek high-end donuts with a creative TL we're big on uh I don't know let's do our favorites are chocolate and pink sprinkles or

something uh timeline would be like 3 weeks or so then I'm going to click let's get started it's now going to submit it and I just wanted to show you guys this is like a live form like you can you can use this anywhere you want to test this thing you you don't have to just like click that button um what just happened in the background was these just went green green means that you know the the the flow has now been completed um and that node has been done so this node completed this middle

node completed and that last node completed that means that if I go back to uh my page here I should be able to see set input so hey Nick how are you thanks for submitting your onboarding for a moment ago I love reading about how NYX Donuts I'll Sleek high and donuts with creative twirl I see you're looking for a minimalistic sort of site you're looking to do it in about 3 weeks or so um you know the data here was different we're parap raising a fair amount which is pretty cool would you mind confirming

your number for One Last Time 604 500 5,000 right could you let me know if I'm missing anything thanks Nick very cool very cool okay beautiful so that's the uh second example here with form fill and some AI autoresponder um worth noting here that our a autoresponder sent something immediately but you can also use a delay like hypothetically if somebody fills that out you don't really want to send it immediately so why don't we just cap this off with like a quick like 120 second delay to connect it um all we do is we drag

we exit um both of these connections we drag this over here and then we drag that over there and now basically we have um the form submission coming through AI then figures out what it wants to say we wait for 120 seconds and then we send the Gmail pretty NE right cool so big fan of that flow um you can manipulate and you know improve that flow however you want obviously this paraphrasing here was pretty lowlevel in week but you could do a ton of things you could ask it to generate you a list of

questions to ask the onboard e for instance you could um have it uh I don't know suggest a bunch of actions based off of some form Fields there's a lot that you could do when you want to make the flow production ready or live you'd have to click on production URL this would then be the form that you would use instead of the test one then you'd have to activate your Flow by clicking this button up here in the top right hand corner so now basically any time that uh the production form URL is filled

out we will fill out this flow and then send an email which is kind of neat right not saying that this is what you guys should do right now I just wanted to show you guys what that process looks like when you actually activate a module or a node or workflow okay great now let's use one final example to show you guys and level this up a little bit show you guys how you might actually use this in a real business flow so maybe instead of an onboarding form which is kind of a contrived example

here instead we have a calendar booking what we want to do is when somebody books on my calendar um I want to reply to them and I want to make it seem like it's a personalized reply then after that I want to add a new rad to my CRM where I'm storing all this data okay okay so there are going to be a couple of moving pieces here um and I'm just going to keep everything very light but I'm also going to walk you through the process step by step first of all I have a

cal.com setup Nick D left click internal so you can book internal calls with me if you're on my team using this calendar as you can see 1:30 p.m. is open what I want to happen is when I give this a click I basically want to use this to trigger a flow that immediately sends them over an email and it's an email from Nick it's an email from me saying hey you know just saw you booked it in really looking forward to chatting with you it's going to substantially improve the perceived personalization of this flow it's

going to make people think that I'm paying private and and one-on-one attention to them which is great then what I want to do is I want to take that data and I want to use it to fill in a row inside of my CRM I'm using a um thing called clickup here for my CRM sorry wrong account let's go over here I'm using um a Crum called clickup clickup is a fantastic high quality Crum that allows you to do a ton of stuff um but for the purpos of this example I'm just going to be

filling in this creative agency template CRM that I set up a while ago basically what I want to happen is when somebody fills out the calendar booking I want to add them over here to this meeting booked um status so that I have their first name their last name their email address some other information about them company oneliner maybe some meeting URLs let's actually get to like business uh flows now because I think honestly after like an hour you guys know more than enough to do it and let me show you guys what an actual

automation build for something like this NN would look like okay great so the very first thing we have to do is we just have to set up our trigger here so I'm going to go over to three NN examples and then I'm going to just going to remove this on form submission trigger reason why is if you have um triggers in nadn um when I test the workflow it's going to test the the other trigger so we just need one trigger per flow I'm going go down here and what I want to trigger is I

just want to see if there's a cal.com node cal.com is the service that I'm using the variety of other ones there's Kenly as well which I know many people use very popular but I'm going use cal.com and what I want is my trigger is I want on booking created so I have uh credentials that I can add here what I'm going to do is I'll go create new credential and then you can see here I need to find my API key for um cal.com there's also a bunch of docs over here in my case I

know where my docs are you can see that I have YouTube NN example expires in 24 days I'm just going to delete that I'll make a new one then I'm not going to have it uh sorry I am G to have it expire just in case my silly brain forgets to update this I'll save I'm going to copy this I'll go back here to my API key I'm just going to paste that in the host is autofilled it's always api. cal.com so don't worry about that then I'm going to click save this is now going

to successfully create my credentials I'm now going to go over here type YouTube just to make sure that I I name it right and everything I'll save and test it one more time exit out okay so the variety of events that I could use here the one that I'm going to want is it's called booking created but I want you guys to know you could also trigger a flow like this when a booking is canceled you do it when a booking is rescheduled when a meeting is ended even you also have some options here um

which are a little bit more advanced I'm not going to get into all them but essentially these all to set like metadata and other um payloads and and and stuff like that for more advanced flows where you need to tag people and know where they're coming from and that sort of stuff anyway so what I'm going to do is I'm going to click test step when I do it's now listening for one of my bookings so I'm going to go over here to internal actually you know what I think I have a a better one

um instead of internal don't I have one that's for Discovery calls it's probably a little bit better yeah let's do that so I'm going to go in and I'm going to book a meeting with myself uh I'm going to pretend my name's Peter Jackson and my email address is just going to be my longer email address here I'm going to fill in my gross monthly Revenue at 20K and for additional notes I'll say I'm a big fan of your YouTube channel and would love to know more about how I can grow past 20K then I'm

going to click confirm after I click confirm I'm just going to open up this page again because I want to watch the event come in live and as we see the event did indeed come in live we have a ton of fields here trigger event created at Booker URL type title oh my God does it go on and on and on and on because remember at the beginning of this and we were just getting started with a simple flow I was like sometimes calls have a lot of fields well this note out put a ton

of fields so what I'm going to do to make sure I don't lose this is I'm going to pin this and then what I want to do is I want to feed this into I don't know where my event went all right cal.com trigger let's just drag this all the way down here let's Zoom way in again what I want to do is I want to feed this into a Gmail node now if you guys remember my previous hack was just going to the Gmail node selecting it command C command V very clean and then

I'm going to go double click on this I have all the data accessible to me and now instead of this I'm just going to say re recent meeting and then I'm just going to say hey Peter instead of just text why don't I do an HTML email just to show you guys what this might look like if you want to write an HTML email a couple things you have to know a new lines are this BR so if you want to add two new lines you'd go br br hey Peter just saw you booked booked

a and let's go type let's drag this over here blank call looking forward to learning more about you slthe business then I'm going to say br br thanks BR Nick so when I send this email via HTML it'll say hey Peter new line new line that'll be two lines just saw you booked at just saw you booked a discovery call looking forward to learning more about you slthe business then it'll go new line new line then it'll go thanks then it'll go new line then it'll go neck in terms of um you know what this

looks like let's see if we could customize this a little bit more maybe I'll go REM meting with and then I'll grab the first name in so I say REM meeting with Peter perfect and in terms of the email address I'm going to be sending this to I'm not going to hardcode this at Nicholas SF now I'm actually going to enter in Peter's email which is apparently going to be this value key which will always say Nicholas gmail.com with this example um and then I think at this point we've now filled out everything right send

htma Yep looks good let's actually test this send myself an email and we've now received a um status of sent which is cool so you can see I've received two emails the first was um cal.com letting me know that I just booked a meeting with Peter and the second one is the email that I'm supposed to be sending or receiving as Peter hey Peter new line new line just saw you booked a discovery call looking forward to learning more about you the business new line new line thanks Nick that's pretty sweet right looking forward to

um that conversation with Peter but I got to be honest I think that we could probably customize this a little bit better I don't really like the way that this is um so small and minimal so why don't we do a little bit of like um date customization you guys see on the left hand side here there's a start time and an end time well this is in a very particular format datetime format that we can convert into natural language instead of this how cool would it be if we could say hey looking forward to

our chat on Tuesday on Saturday on Wednesday CU and what I'm going to do is I'm going to drag in the start time here and what you'll find is because of the format of NN which can be a little bit intimidating if you're not familiar with it we have these curly brace curly brace a dollar sign Json Dot and then the variable name start time well the cool thing about an is if I put a period here I can actually do a ton of stuff with this like I can do a ton of stuff with

this what I want to do is I want to convert this to a date time then I want to format this and the way I want to format this is I want to format this as a date so I don't go DD no M A sorry there's a specific date time uh formatting key thing here so I'm going to read the formatting guide really quickly and we're just going to find out how to say like Monday or Tuesday or something okay see this so it's cccc looks like so that's the token that I'm going to

use or maybe it's E I don't know let's try both we'll format as e awesome see you Friday perfect you see how um that we're sort of just like iteratively developing or iteratively editing this and it ends really cool because it actually shows you the value of the thing that you are currently manipulating down here so the purpose of this is not to have me for me to expect you guys to know how to do any of this date uh formatting for now I just wanted to show you what might be possible with a little

bit more complex JavaScript and Json formatting down the line This dot notation is really valuable just allows you to very quickly manipulate things in my case I called this variable json. starttime I then converted it to something called a datetime variable then I formatted it as a day of the week and that's why it says Friday okay great so now that I have that let's test this flow let's just double check that Friday was formatted well everything looks good to me and now let's move on with that last part of our example which is going

to be taking this and using it to update uh my CRM which is clickup so I'm going give this a click give this a click up and then I'm going to go click up what I'm going to do next is I'm going to scroll all the way down to tasks what I want to do is I want to create a task okay great now we have the ability to choose our credentials so if I go to create a new credential you can see that it asks me to connect my clickup account I'm going to click

connect it'll now say do you want to connect with NSM I'll say yes the window can now be closed beautiful and why don't we do that one more time we'll call this YouTube click save awesome now I'm going to exit out of this and now we have access to the credential for for YouTube for my clickup account so basically if you guys remember what I wanted to do a moment ago was every time a new calendar booking comes in I want to add a row to this meeting booked um space and I want to say

Peter Smith person's first name um status we don't have the project type or email or company name or anything like that unfortunately so I'm just going to leave most of this out why don't we just um hide these columns for now but but I just want to show a proof of concept to show you guys that we can indeed get the data in and we're going to put the meeting URL here as well which is going to be nice and future videos we show you guys how to build crms like this and connect them um

using naden okay awesome so now let's head back over to this clickup module or clickup node rather and uh we'll go operation create what I want to do is create a task the team name is NSM it'll go and it'll find the space name which will be template creative agency it'll find the folder name which is CRM the list name will be sales I know this because if I look on the right hand side right this is NSM this is my template creative agency this is my CRM folder this is my sales list so I'm

just going down top to bottom and connecting them then we'll have a name here and I'll be able to add the name now what do I want to be the name the reason why I picked this as an example is because we're going to be manipulating data from a node that's not just the previous node but it's actually a couple nodes back now and as you can see this previous note here all we have access to are a bunch of Gmail things right ID thread ID labels label ID if you want to go one step

back what you have to do is you have to open up this cal.com trigger so basically what we have here is at the very bottom this is the very first node that we executed this trigger this is the second node we executed the most recent node is always going to be on the top and then every node that's connected to the the previous node um is just going to go lower and lower and lower and lower so if we had a 20 node flow for instance the very first node in our flow would be down

here second would be here third would be here working all the way up until the final most recent one or the previous one up at the top but anyway now I want to access data from my c.com trigger so that is two nodes back so it's not going to be um you know immediately behind us but we could still open and access stuff as needed what I want to do now is the name of this record if you think about it I want it to be the first and the last name of the person I

just wanted to say Peter Jackson so I'm going to go here Peter and you'll notice that the syntax here changed pretty substantially but we'll cover that later then I'll go space and then last name so now it says Peter space Jackson That's the name of the record okay so why don't I why don't I do this why don't I go back to my Gmail let's just pin this not that it matters I'll go over here what I want to do is I just want to test the step and show you guys what it looks like

when something gets updated in my clickup you guys see that Peter Jackson was just added how cool is that we've now just bridged the Gap and we've added Peter Jackson who was previously inside of nadn whose data we got from click uh from cal.com which is a totally different software platform and we put it in clickup but you'll notice that you know a couple things are off here I want to make the status meeting booked and then I also want to fill out this meeting URL so in order to do this with clickup what we

have to do is we have to go and we have to fill out what's called a custom Fields Json this is kind of annoying to do in clickup to be honest um I wish that there was an easier way to do this uh maybe at some point in time clickup will provide an easier way to do this through their API but hey what are you going to do so in order to do this what we have to do is we have to go down here to where it says add um additional Fields rather what we

have to do is we have to number one set the status name manually we have to set it to meeting booked okay and we also have to go over here and add custom Fields Json now this is pretty annoying to do unfortunately in um n8n we have to basically figure out what the ID of the field is before we fill it out and then in order to do so we also have to do um use this format with like a square bracket then a space left curly bracket quote ID quote um colon space quote quote

then inside of there we'll have the ID then we we have the value which is the thing we're going to fill it in with sometimes you have to do this I know the ID already um so I'm just going to paste that in and then I'm just going to paste in the rest of this as well for Simplicity in this case um I'm just going to go expression go back here ID will be this and then the value is going to be the meeting URL so what I'm going to do is I'll go here I'll

go meeting maybe I'll go URL There You Go video call URL I'm going to drag this over here here between these two quotes Okay so now if you look at the Json that I'm sending it is now uh in the right format that uh clickup is requesting don't worry too much about the code aspect of this I put this in here just to show you guys that like there is some knowledge that will make it a lot easier for you to do specific things that you want to do for instance if you didn't know this

it would probably take three or four more nodes in order to get there and that's okay um everybody needs to start somewhere but in future videos as we cover all of the different functions and Dot notations of nadn um stuff this sort of just adds fuel to the fire okay great so now I'm going to test this one more time we'll go back to click up and we'll see what we just did we just added Peter Jackson except now we've done so with the status that's say meeting book and also with the meeting URL of

the call that we're going to have so in this way we've created a very simple flow that when a new cal.com meeting comes in we reply with an email and then immediately after we log it in our CRM this sort of thing is crazy effective for small to mediumsized businesses a lot of them lack organization and they don't really understand how to do these sorts of connections well the great news is you can now you know assuming that you you've built this out on your own and I highly recommend you build alongside me you can

now do this sort of thing not just for clickup but for any CRM out there and not just for calom but for any calendar booking platform out there at the end of the day they all they're all more or less the same awesome so the last thing I'm going to do I don't call any build done until I test it end to end so I'm just going to remove the pin data here sorry got to go up here top right hand corner click unpin then click unpin then what I'm going to do is I'm going

to test this workflow from start to finish on actual data if we double click on this it's listening for a test event so we have to actually go fill it out I'm go back to my calendar now I'm just going to make a second test booking at like a slightly different time let's open up a tab here and let's do it uh we'll go 2 p.m. this will still be Nick well let's say Sally oh what did I say lozenge or something I forget what her last name was I think a lozenge is the thing

you put in your mouth you are sick okay anyway confirm this is now going to go through the booking flow go on my calendar apparently book me uh and then if we go over here you'll see that we just pulled in the data with Sally lozen apparently if we go to our clickup we'll go down here and we'll see Sally lozen was now put in which is pretty neat so yeah um that's that for our third NN example and just to cover things what we did here was we didn't just learn how to use an

app trigger like cal.com do do an API connection using an API key um you know send emails and stuff but we also learn how to reference data a couple of nodes back which is very important um and ultimately you know most of the complex fls that have value will be you referencing data from all over the freaking place not just the previous node so I hope that this makes sense what I'm going to do is I'm going to save this um and I'll make this accessible for you guys to play around with note that we

do not have the trigger nodes in this that's okay you guys now if you've made it to this point of the video know everything you need to know to get to the same point um future videos as I mentioned are going to be covering a lot of the more code oriented stuff that I just did here for that last section with the IDS and the Json and the dot notation in detail just so you guys can add fuel to the fire and you know get a lot more competent with nadn and no code in general

I hope you guys appreciated this first Deep dive into practical building with nadn uh future videos are going to be a lot more of the same and we're also going to start doing things like n AI agents in nadn very quickly if you guys have any suggestions for future videos feel free to drop them below I get a lot of my ideas from my audience at this point aside from that leave a comment um like do all that fun stuff from the YouTube algo and I'll catch you on the next one cheers