Alright, so in this video we are going to build our first ever workflow inside Nadine.
And a quick disclaimer if you are already familiar with the software, you've built some workflows,
automations, or even you know the basics.
I recommend you to skip this video and go over ahead to the lessons about the theory, or even advanced
projects we've prepared for you.
However, for anyone who is beginning their journey with Unidyne, this video will be very, very essential.
So watch to the end and let's get into it.
So in this material, we'll be building our very simple customer service system that will handle actually
problems from core students.
And here we've got four different steps for this automation.
So first of all we've got the trigger which is on form submission.
So whenever new form is submitted here we would like to trigger this entire automation.
And inside what we have first name last name.
Here we've got an email description of the problem.
And here also you know the type of the course.
Then what we have and we save this data inside the Google Sheets.
Afterwards, we send the email via Gmail to this customer that submitted the form.
It will write we received the message and will be in touch and soon so will respond, you know, to
this problem.
And at the end we send slack channel message to our team that we need to handle this problem.
And as you can notice like this, automation is very, very simple.
However, it will show you how to use an addon, how most of the major options work here and in general
how to build first ever automations.
So with all that being said, let's dive in and let's build it from scratch.
All right.
So let's begin with if you're inside an addon to create the workflow you need to click here on Create
Workflow in the right top corner.
And after you do this we need to firstly set up our trigger.
And trigger again is a specific action that indicates when I'm like the entire automation should start.
So for an example it could be a, let's say click.
It could be a new form.
Um, like the automation can trigger on the specific time and so on and so on.
So first things first we need to click here on Add first step.
And at the right side of the page this entire sidebar pops up.
And we've got our triggers.
For this case we would like to pick on form submission.
So we want to create a form.
And right here let's name it.
All right.
So we've got actually three different fields the left side and the right side.
And here in the middle I will explain that later when we'll have the specific, um you know, data.
And here you will see everything.
For now let's fulfill form title.
So here we can type something like um contact form.
All right.
Contact form.
And here the description.
So here I'm contact us when you have any problem to solve.
All right.
So just a description for the customer to know actually and for what this form is.
And below we've got our form elements so we can add some specific, um, you know, elements here.
So first things first, when we click here, um, we've got the field name element type and placeholder.
So firstly what we would like to collect is the name right.
And it's the text type.
We can provide the placeholder.
So here actually more explain what should be inside.
So please enter your name.
As simple as that.
We can provide another element.
This is our last name right.
Again we've got the text we can type.
Enter your last name.
Last name.
Yeah.
Great.
Here we've got an email.
So by this way we are just creating our entire form.
You know actually we've got here the email.
And right there we can choose the element type which is an email.
All right.
Enter your email.
And also we've got this option to make the field required.
So for example all of the fields I would like to make required.
Then what we have is a description um description um provide um let's say information about the problem
about the problem.
And at the end what we can type, um, we can provide actually, um, course, um, let's say type.
So here, let's choose actually, um, you know, right there we've got different types.
So let's say date, email file, even you can provide a file number, password and and more.
For now I would like to go ahead with the drop down list.
So here let's say and then course uh, I can provide new fields, which is the let's say Zapier course.
All right.
Right there.
I can go ahead and provides.
Um.
All right.
What we can provide mid-journey course.
Right.
And now, as you can see at the left side, actually, and this option pops up.
So test step, we can click simply here and right there.
Um, after we click here we can go over and provide some data.
So let's type some data.
Um our email.
All right.
Um we can provide that very simply.
And here I got the problem.
My videos and the course are not playing.
All right.
We can type it.
And here choose the course type.
So for example and then and remember whenever we've got our trigger we need to have some data to base
on firstly all right.
Because later on we'll be using that for our future steps.
For an example I will be saving this data inside Google Sheets.
So here I need to submit the form on my own.
Firstly and right there you can see at the right side we've got our outputs.
At the left side we can actually activate our workflow.
So here I'm you know activate this form to run.
So when I click there actually let me first go over here copy the link right here.
Test the step.
All right.
Let me show you when I go over here.
Now I paste this entire link.
It doesn't work.
Firstly we need to click on test step.
So now it's listening to our form submission.
And this is only for, you know actually testing purposes for setting up the entire automation.
So now when I refresh I've got this form and I can fulfill I'm actually that with some specific data.
So it's very important.
And actually when we click on stop listening now again all right we need to click on test step in the
middle.
Again.
We can fulfill all of the data right there.
So it's very very nice.
So at the right side we've got our output.
So we can see name last name email description course type you know submitted.
Also we've got different views.
So table JSON or even schema.
Um it's very important I will show you everything in a while.
So for now and we've got our trigger which is set up.
Now let's go ahead and provide the Google Sheets.
Um because we want to save this data somewhere.
So store it.
And here what I can do, I can pick an option which is up and row and sheet.
All right.
And right here it's very very important because actually with the trigger at the left side, we could
have enabled, you know, our testing option.
So there we could have enabled our form and to test out however every time when you have an actually
action at the left side, you've got the inputs that you can use to feed actually your step with this
data and the right side, you've got outputs, and in the middle you've got like the note to fulfill
to set up.
So I will show you everything in a while.
And now, what's very important.
Firstly, we need to connect our Google Sheets account.
So create new credential or even I have the credential right here.
So my account and whenever actually you connect your account.
So let's say you connect account.
And from Google Sheets you need to only do this once.
And afterwards you can select your account every time whenever you have any automation, any workflow
and so on.
You've got the resource.
So here sheet within document operation so we can change it.
So append row clear create delete delete and so on.
I've got up and row.
And there I need to choose my document right there.
What I need to do I need to go over here to Google Sheets and create my very own document right there.
So let me sign in and create the blank spreadsheet.
And right now what I need to type, I need to provide the columns names Names to actually give the algorithm
a possibility to detect these columns.
And here save the data.
Um, so I will show you that in a while.
So here we've got the name.
Last name.
And then what we had email uh, we have the description.
Right.
And at the end we've got the course type.
That's cool.
Course type.
Um, yeah.
Nice.
And now we can name it as the, let's say customer.
Um, data.
All right.
We can name it.
And here we can go back to our, um, no, here, here to our name.
And right there, let's choose our document.
So we've got customer data.
All right.
And here let's choose our sheet.
And it's very, very important.
Now as you can see it detected our columns.
So I've got name last name email description course type.
If I go over there and I go over and add new column right here.
So for example let's say additional info.
And what is very important you need to click on some specific field.
So now it's being saved or even you know you can actually leave this and leave this entire file.
And now when we go back to our Na then we can see this, um, you know like the triangle.
So columns are outdated.
Refresh to see the changes and we can click on this specific icon.
And right here, um, yeah, we've got our additional field and that we can fulfill or not.
However now what we can do and how it works.
So in general, um, like when we go over here, we can fit our Google Sheets with the variables from
Google Forms.
So what we do, we go ahead and we take the information from Google Forms and we say, all right, take
this data.
And in general, um, fulfill inside Google Sheets.
And now what we need to do, we need to match the specific fields with specific information from Google
Forms and how we do it because it's very, very nice.
And now you can see we can go over here to the inputs.
We can take the name and drag and drop it inside the name field.
And now we can see we've got our field full field.
And you need to remember it's a variable.
So it changes every time.
Whenever we have um you know new a new form submission.
However you've got also right there um, the fields that describe it.
So we've got the fixed and expression and treat it as them, you know, fixed.
Treat it as a static value.
So you can type here the number let's say all right.
You can type some text and so on.
And however expression treat it as the space where you can provide variables.
Also we can type the text.
So let's say you can type for an example.
This is the name of the client.
And here how it works whenever you've got a new form submission like this sentence will be added.
This is the new name of the client and this value is static.
It never changes.
However, this variable changes.
So this is the new name of the client Christian.
You can see that right here.
And this is the difference between fixed and expression.
So again fixed this is a static value you can provide.
And their expression you can provide here variables and so on.
So now I'm as simple as that.
We can provide the first name last name.
And as you can see when we drag and drop our variable it changes instantly.
The expression um, however, you know, and let's provide the email description and course type.
And here additional info I don't want to provide it.
And now what's very important we can test our step right here.
And when we click on that we should see the output at the right side of our screen if everything goes
right.
Yeah.
So we've got the output and schema form.
We can also see the table.
So everything works.
Now we can go over ahead to customer data and see if we have our data fulfilled.
And for sure it's very very nice.
So by this way we created, you know, our first connection between our forms and Google Sheets.
Let's go ahead.
The first step is to actually have our Gmail.
All right.
So we can provide the Gmail.
And here as you can see we've got different actions.
However for now we would like to send a message to the specific client.
And here what we have resource message operation sent tool.
So we need to provide the variable.
So anytime we've got new client we've got new email.
So what we do we drag and drop here the information either from here or here.
Because this is the same data.
So we've got two we've got email.
That's right.
We've got a subject so we can type.
Thank you for your message.
Yeah.
Thank you for your message.
Or no submission.
Submission.
Yeah.
We can type it.
And here we've got email type so we can provide we've got here HTML and text.
However about the later we can provide the message.
So here hey.
And now it's very important we can provide our variable.
So let's say we can provide um the variable from here.
And we've got hey.
And now the name um and right there and we can go over to the next line.
Thank you for your, um, you know, submission.
Um, we want to confirm confirm that we received a message, and we will be, um, and will be contacting
you soon.
All right.
We can type it.
And for an example best regards.
Okay I'm supporting.
Yeah.
Also you can open like this entire window right here.
Like you've got this tiny icon.
Really tiny.
Um, there, you know, um, it just better, like, look.
And in general, you've got more space.
And.
Yeah, it's bigger.
All right.
Um, now, what we can do, we can test the step.
Um, and the message is sent to my email.
Um, for now, we can check it.
Actually, I could have checked it.
However, um, let's move on.
Um, so I hope you trust me that it was sent.
All right, um, let's move on to the slack.
Um, the last one, um, application, which is slack.
Um, yeah.
And here, um, what we have, we need to send a message to our channel.
So we've got send a message and.
All right, we've got here operation, which is send, send message to and to channel Now here is very
important.
Actually in my company I've got my channels created.
So for example advanced automation, AI and so on.
So first you need to go over ahead to slack and create your channel.
All right.
And for this case I will be using AI.
And here let's type the following message.
So um the new client submitted the form.
Here we can provide the column.
And right there go over to expression because we will be using our variables.
Let's go over to the next line by clicking shift and Enter on our keyboard and type the name colon here
and what we can provide email colon again there.
Um what we have description.
And that's pretty enough right.
We can go over here, put put our mouse right there and um take our variable.
So the name right here email right here.
Remember to provide the space Description.
That's correct.
All right.
And here let's go over and test the step.
It works.
Yeah.
We've got it.
It works.
Definitely.
Uh, what I want to show you also, actually, it's very, very important.
Um, let me go over for an example right there.
Um, in general, sometimes even we can edit our response.
So let's say I don't like, for an example, some description.
Um, actually you will see that in other circumstances because now it doesn't make much sense.
However, actually, you know, we can do this.
So for an example, let's say instead of course we can type an A then masterclass.
I can click on save and now it's saved.
All right we've got new field so we can edit that.
And it's very useful in some specific cases.
And with all that being said I can say we've done it.
We created our entire, um, you know, automation inside our workflow And in general, remember to
save this workflow.
And now what you can do you can enable that like make it active right here.
And from now this automation you know works.
All right so after creating our project let's test it out.
And how to do this.
Actually as you can see here I'm like this option pops up.
So test workflow.
So here when we click on that our form pops up.
So our trigger we can provide the name.
So let's say Brian right.
Brian Daniels.
All right let's provide an email.
So let's provide my email.
All right here just fulfill the information description.
Um I have a problem with nah.
Then um workflow, please.
Could you help me, please?
Could you help me?
That's cool.
And we can go over ahead, choose any course.
And now click on submit.
All right.
After I do this you can see like each step is executed.
All right.
So we've got workflow executed successfully and here in executions.
And we can actually see how it looks like.
All right.
So how it performed right there.
Um in general we can go over there and check it out.
So we've got, you know, new information right here inside email I received my email and here in slack
channel I've got my message.
So here the name Brian email there the description and everything works perfectly.
So by this way we created our first automation.
Um, inside Nadhan.
I hope you enjoyed it.
And in the next video we are gonna cover exercises for this section.
So you will build your very first own automation and you will practice using Nadhan.
I can't wait for that.
Therefore, let's dive in.