All right.
So welcome everyone in this video which is dedicated for an exercise of this section.
Overall so far we discovered the basics.
I showed you how to create our first ever automation.
And now is the time to practice, to take your actual skills and create a very nice workflow and automation.
And then so with all that being said, let's dive in.
And in general, first of all, let me actually explain you what you need to do in this exercise.
So here I prepared for you the file that you can download in the resources of this material.
And afterwards I will do the entire exercise on my own.
So you can go over there and whenever you have any problem and this automation and you can check it
together with me.
However, let's cover what we have inside our file.
So here you will create your very first, you know, automation.
And then you will practice building an automation that helps you process new client requests.
And here you've got everything explained.
So we've got the trigger which is Google Sheets, set up the workflow to start automatically whenever
a new row is added to your Google Sheet, and the sheet should include name, email, and phone number
and description.
Then we've got the slack.
And right there with this step, we actually notify our team that.
All right.
Hey, um, new client is here.
So we've got add a slack node to send a message to your teams channel asking to handle the client's
request.
The message should should show name, email phone number, description.
And the first step is our Gmail.
So we send thank you email to our client at a Gmail node to send a thank you email to our client.
All right.
And the last step is to add the contact to Google Contacts.
And I need to mention like the purpose of this exercise is to get familiar with how to use it.
And for sure, if you've never created any automation before, it will be very, very helpful because
again, you will see how all of the options work.
So I really encourage you to accomplish this entire exercise.
It's very, very important.
Like this.
Automation and workflow is not sophisticated in the course.
We've got a lot of tons of very complex, very professional business examples that will take for an
example, let's say even like 30 minutes or even 1 hour or 2 hours to set up.
However, um, you know, we need to start with the basics.
If you are new to Nar Den, um, it's great, um, to practice our knowledge and how to use it.
On the most simple example you need to remember.
This course is a masterclass.
So we go just from the basics to the most advanced and, you know, again, and project workflows and
so on.
Um, however, for now, actually, um, you can go over, stop the video, do the entire workflow and
automation on your own and afterwards check it together with me.
So I really encourage you to follow this entire approach, because by this way, you practice and you
get familiar with an AI then and again, um, you just get better with this application?
And with all that being said, let's dive in and let me actually show you how I create this automation
on my own.
So as usual, to begin with, let's start with our trigger.
So we can click here on Add first step.
And right there let's go ahead and we've got application.
So here we've got on app event.
And there you can search for Google Sheets or right away like go over there and search here Google Sheets.
And we've got Google Sheets.
And we would like to trigger this automation whenever we have a new row added.
Also you've got new row added or updated.
So you've got different triggers actions and so on.
However, for now we would like to stick with that.
All right.
And here what's very important we need to create our new Google Sheets inside our Google Sheets.
So here I can provide the following fields.
So I have here the name email phone number and description.
Let me expand that.
And now, even for tracking purposes, let's name it as the customer requests.
All right.
Now let's go ahead to an editor.
And here search for the customer request.
All right.
We've got it.
Let's pick our sheet.
So sheet one.
And here what's very important we need to fulfill our Google Sheets with our data.
Firstly because we need to have, you know, again as we've done it in the previous video with, you
know, forms that are that, that were created with and with the help of an ID then also there we need
to fulfill our Google Sheets.
So here the name, let's say let me provide my data name email.
All right.
Let's provide an email okay.
Phone number.
Let's provide the following format.
So here.
All right.
Um okay.
And then let's provide a description I want to talk about sales and my company and my company.
All right.
Now, what we can do, we can click on the fetch test event.
And this data should appear right here.
All right.
So we've got a name email phone number description.
So we've got our trigger which is set up.
We can go right away.
And what we can do we can click here.
And right now add the slack step.
So here we want to just send um a um a message to our channel.
Um so here we pick the channel.
Um, and there we have our channel which is I of course, remember you need to create the channel previously
and set up the entire, you know, slack channel.
However, this is the disclaimer we've got here, the message and what we need to type inside.
All right.
We need to type the message to our team.
I'm actually new client.
New client is here.
Please This.
Handle that.
All right.
Handle that.
And right there what we need to provide.
Let's go over to expression.
So there I can go over to new to new line.
And right now the name what we have ls the email.
We have the phone number phone number and what we have the description.
All right.
The description.
And again what we can do we can take our data from Google Sheets and fit slack with this data literally
because we take this data.
So this variable and we put it here again we provide an email then the phone number right there and
the description.
After we do this we can test out if this note works.
So we can test the step.
And at the right side you can see we've got our response which is not that clear because this is a schema.
However when we click on table view actually let me show you I.
I don't know if you see that.
All right.
Let me actually show you.
So here you've got in the right top corner, you've got different views, the table JSON schema.
And it works by this way.
And here on the table, you know, looks like this.
All right.
Now what we can do, we can go over right there.
Um yeah.
And create another step which is our Gmail.
Um, and here I can send um, yeah, I can send a message.
Where do we have that?
Um, do we have here?
All right.
We've got here.
Send a message.
Um, I can say send a message to my client.
And right here, um, let me pick the value from, um, there from Google Sheets.
So the email.
So this is the variable.
It changes every time whenever we have our email.
New email.
Yeah.
So here the subject thank you for contacting us.
And there and we've got email type so HTML or either text and we can choose the text like this is only
the form.
So here I can type the message.
Um hey um here and we can type, we can go ahead with the variable which is the name.
So it's great to go and greet the customer, um, with the name.
Thank you for contacting us.
Um, we will share more details with you soon.
Details with you soon.
So just the message.
All right.
It's very simple.
Um, yeah.
Because also we need to remember that, um, like it depends.
Right.
Because we've got this Google Sheets form, which is especially for, um, you know, records from our
clients that contacted us somewhere.
So it could have been the type form, Google Forms, even here, you know, any call or just, you know,
any other circumstances.
So there what we do and we provide this data right here in the Google Sheets.
And there this automation fulfills and we send this entire email.
Right.
And the last step for now, um, is our what we had Google and contacts.
Yeah.
Contacts.
Yeah.
All right.
We can create a new contact.
And here what's very important we've got the given name.
So let's, um.
Yeah.
Close it.
And here get the name.
So you've got given name.
Um, also, I could have, um, actually fulfilled the name with my name and last name.
However, for now, I've got the name and whatever, I can provide the additional fields because I need
to provide the phone number.
So here we've got the phone add phone and then choose the choose the type.
So we've got the mobile and the value which is a variable here.
All right I can test the step and see if that works.
Nice.
So yeah, this is how it should be done.
And now what we can do, let's actually test it out so we can switch actually the active mode.
And here whenever we fulfill any new role like inside our you know Google Sheets it should work.
So let's see we've got here for an example John.
And now let's provide the last name.
So John three here let's provide the email I provide my email actually to see if I receive an email
to my inbox.
Uh, because we are testing that, let's provide a phone number and description.
I want to talk about the cooperation.
Yeah, about the cooperation.
All right.
Now it's fulfilled.
So what we can do, we can wait a while.
And in the executions we should see if that worked.
So we need to wait a while.
Um, until, you know, actually, even we can refresh the page and right here.
See?
All right, so we need to wait a while.
And now there is a notification that this is running.
You saw that.
All right.
So it succeeded.
And here everything is performed.
So slack channel message Gmail Google contacts.
Um so even we can we can check it out.
So as you can see the contact was created right there.
We received the email for the John three name.
And at the end we have, um, you know, our slack channel message.
So name, email, phone number and everything works.
So for this video I can say this is everything.
I actually hope I accomplished the entire exercise.
And your automation performed without any issues.
And in general, in the next videos of the course will go more in depth when it comes to the theory.
Um, covering complex workflows, agents, a voice agents, and a lot of more automations.
So remember, this class is all about teaching you how to become a an expert.
So again, thank you for watching and I will see you in the next materials.