WEBVTT

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All right.

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So welcome everyone in this video which is dedicated for an exercise of this section.

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Overall so far we discovered the basics.

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I showed you how to create our first ever automation.

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And now is the time to practice, to take your actual skills and create a very nice workflow and automation.

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And then so with all that being said, let's dive in.

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And in general, first of all, let me actually explain you what you need to do in this exercise.

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So here I prepared for you the file that you can download in the resources of this material.

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And afterwards I will do the entire exercise on my own.

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So you can go over there and whenever you have any problem and this automation and you can check it

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together with me.

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However, let's cover what we have inside our file.

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So here you will create your very first, you know, automation.

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And then you will practice building an automation that helps you process new client requests.

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And here you've got everything explained.

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So we've got the trigger which is Google Sheets, set up the workflow to start automatically whenever

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a new row is added to your Google Sheet, and the sheet should include name, email, and phone number

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and description.

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Then we've got the slack.

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And right there with this step, we actually notify our team that.

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All right.

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Hey, um, new client is here.

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So we've got add a slack node to send a message to your teams channel asking to handle the client's

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request.

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The message should should show name, email phone number, description.

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And the first step is our Gmail.

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So we send thank you email to our client at a Gmail node to send a thank you email to our client.

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All right.

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And the last step is to add the contact to Google Contacts.

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And I need to mention like the purpose of this exercise is to get familiar with how to use it.

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And for sure, if you've never created any automation before, it will be very, very helpful because

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again, you will see how all of the options work.

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So I really encourage you to accomplish this entire exercise.

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It's very, very important.

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Like this.

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Automation and workflow is not sophisticated in the course.

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We've got a lot of tons of very complex, very professional business examples that will take for an

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example, let's say even like 30 minutes or even 1 hour or 2 hours to set up.

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However, um, you know, we need to start with the basics.

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If you are new to Nar Den, um, it's great, um, to practice our knowledge and how to use it.

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On the most simple example you need to remember.

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This course is a masterclass.

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So we go just from the basics to the most advanced and, you know, again, and project workflows and

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so on.

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Um, however, for now, actually, um, you can go over, stop the video, do the entire workflow and

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automation on your own and afterwards check it together with me.

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So I really encourage you to follow this entire approach, because by this way, you practice and you

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get familiar with an AI then and again, um, you just get better with this application?

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And with all that being said, let's dive in and let me actually show you how I create this automation

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on my own.

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So as usual, to begin with, let's start with our trigger.

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So we can click here on Add first step.

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And right there let's go ahead and we've got application.

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So here we've got on app event.

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And there you can search for Google Sheets or right away like go over there and search here Google Sheets.

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And we've got Google Sheets.

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And we would like to trigger this automation whenever we have a new row added.

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Also you've got new row added or updated.

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So you've got different triggers actions and so on.

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However, for now we would like to stick with that.

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All right.

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And here what's very important we need to create our new Google Sheets inside our Google Sheets.

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So here I can provide the following fields.

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So I have here the name email phone number and description.

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Let me expand that.

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And now, even for tracking purposes, let's name it as the customer requests.

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All right.

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Now let's go ahead to an editor.

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And here search for the customer request.

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All right.

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We've got it.

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Let's pick our sheet.

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So sheet one.

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And here what's very important we need to fulfill our Google Sheets with our data.

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Firstly because we need to have, you know, again as we've done it in the previous video with, you

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know, forms that are that, that were created with and with the help of an ID then also there we need

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to fulfill our Google Sheets.

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So here the name, let's say let me provide my data name email.

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All right.

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Let's provide an email okay.

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Phone number.

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Let's provide the following format.

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So here.

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All right.

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Um okay.

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And then let's provide a description I want to talk about sales and my company and my company.

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All right.

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Now, what we can do, we can click on the fetch test event.

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And this data should appear right here.

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All right.

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So we've got a name email phone number description.

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So we've got our trigger which is set up.

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We can go right away.

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And what we can do we can click here.

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And right now add the slack step.

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So here we want to just send um a um a message to our channel.

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Um so here we pick the channel.

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Um, and there we have our channel which is I of course, remember you need to create the channel previously

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and set up the entire, you know, slack channel.

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However, this is the disclaimer we've got here, the message and what we need to type inside.

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All right.

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We need to type the message to our team.

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I'm actually new client.

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New client is here.

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Please This.

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Handle that.

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All right.

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Handle that.

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And right there what we need to provide.

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Let's go over to expression.

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So there I can go over to new to new line.

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And right now the name what we have ls the email.

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We have the phone number phone number and what we have the description.

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All right.

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The description.

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And again what we can do we can take our data from Google Sheets and fit slack with this data literally

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because we take this data.

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So this variable and we put it here again we provide an email then the phone number right there and

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the description.

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After we do this we can test out if this note works.

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So we can test the step.

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And at the right side you can see we've got our response which is not that clear because this is a schema.

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However when we click on table view actually let me show you I.

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I don't know if you see that.

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All right.

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Let me actually show you.

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So here you've got in the right top corner, you've got different views, the table JSON schema.

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And it works by this way.

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And here on the table, you know, looks like this.

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All right.

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Now what we can do, we can go over right there.

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Um yeah.

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And create another step which is our Gmail.

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Um, and here I can send um, yeah, I can send a message.

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Where do we have that?

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Um, do we have here?

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All right.

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We've got here.

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Send a message.

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Um, I can say send a message to my client.

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And right here, um, let me pick the value from, um, there from Google Sheets.

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So the email.

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So this is the variable.

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It changes every time whenever we have our email.

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New email.

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Yeah.

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So here the subject thank you for contacting us.

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And there and we've got email type so HTML or either text and we can choose the text like this is only

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the form.

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So here I can type the message.

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Um hey um here and we can type, we can go ahead with the variable which is the name.

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So it's great to go and greet the customer, um, with the name.

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Thank you for contacting us.

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Um, we will share more details with you soon.

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Details with you soon.

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So just the message.

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All right.

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It's very simple.

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Um, yeah.

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Because also we need to remember that, um, like it depends.

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Right.

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Because we've got this Google Sheets form, which is especially for, um, you know, records from our

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clients that contacted us somewhere.

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So it could have been the type form, Google Forms, even here, you know, any call or just, you know,

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any other circumstances.

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So there what we do and we provide this data right here in the Google Sheets.

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And there this automation fulfills and we send this entire email.

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Right.

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And the last step for now, um, is our what we had Google and contacts.

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Yeah.

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Contacts.

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Yeah.

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All right.

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We can create a new contact.

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And here what's very important we've got the given name.

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So let's, um.

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Yeah.

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Close it.

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And here get the name.

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So you've got given name.

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Um, also, I could have, um, actually fulfilled the name with my name and last name.

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However, for now, I've got the name and whatever, I can provide the additional fields because I need

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to provide the phone number.

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So here we've got the phone add phone and then choose the choose the type.

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So we've got the mobile and the value which is a variable here.

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All right I can test the step and see if that works.

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Nice.

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So yeah, this is how it should be done.

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And now what we can do, let's actually test it out so we can switch actually the active mode.

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And here whenever we fulfill any new role like inside our you know Google Sheets it should work.

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So let's see we've got here for an example John.

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And now let's provide the last name.

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So John three here let's provide the email I provide my email actually to see if I receive an email

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to my inbox.

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Uh, because we are testing that, let's provide a phone number and description.

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I want to talk about the cooperation.

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Yeah, about the cooperation.

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All right.

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Now it's fulfilled.

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So what we can do, we can wait a while.

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And in the executions we should see if that worked.

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So we need to wait a while.

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Um, until, you know, actually, even we can refresh the page and right here.

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See?

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All right, so we need to wait a while.

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And now there is a notification that this is running.

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You saw that.

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All right.

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So it succeeded.

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And here everything is performed.

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So slack channel message Gmail Google contacts.

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Um so even we can we can check it out.

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So as you can see the contact was created right there.

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We received the email for the John three name.

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And at the end we have, um, you know, our slack channel message.

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So name, email, phone number and everything works.

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So for this video I can say this is everything.

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I actually hope I accomplished the entire exercise.

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And your automation performed without any issues.

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And in general, in the next videos of the course will go more in depth when it comes to the theory.

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Um, covering complex workflows, agents, a voice agents, and a lot of more automations.

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So remember, this class is all about teaching you how to become a an expert.

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So again, thank you for watching and I will see you in the next materials.
