Domina n8n en 2 horas: 

Master n8n in 2 Hours: Complete Beginner’s Guide for 2025

lo que está pasando chicos, es jonno, estoy muy emocionado porque hoy vamos a hablar de n8n, esto es un colapso completo.

0:07curso en esta plataforma para llevarte de principiante a profesional en cuestión de

0:12de solo unas pocas horas, incluso si literalmente nunca te has encontrado con esta plataforma antes de que estés rascando tu

0:18cabeza eres como nunca he visto esto antes, este video es para ti porque vas a aprender cada cosa

0:23Necesita saber sobre Naden en ese shell, lo que esto hace es que actúa como una plataforma de automatización para reemplazarse a sí mismo

0:30de tener que hacer las tareas mundanas y aburridas que odias hacer, aquí tienes un par de ejemplos de

0:38Por ejemplo, podemos basarnos en un agente de IA que actúe como un asistente que haga todo el trabajo pesado por ti si lo necesitas

0:44subir documentos a Google Drive o extraer datos de esos documentos, no hay problema, puede hacer que pueda administrar

0:50sus tareas, puede administrar sus publicaciones en las redes sociales, puede administrar su calendario de Google y su cuenta de correo electrónico o puede

0:56Incluso llame a las personas en su nombre para reservar cosas para usted o, si lo desea, puede

1:01también raspar la web de Internet, tome los paisajistas de Toronto, por ejemplo, si está haciendo un poco de divulgación por correo electrónico en frío

1:07Luego, atrás quedaron los días en que realmente tienes que venir aquí y revisar cada listado uno por uno que

1:13sería tan aburrido y tomaría tanto tiempo y, en cambio, vamos a extraer automáticamente esos datos y empujarlos a un

1:19Hoja de cálculo de Google, así, lo siguiente que puede hacer es generar documentos, ahora mi negocio vive de

1:28estos documentos, quiero decir, sacamos como 6, 16 de estos documentos todos los días, hay más de 150 variables más o menos

1:33en este documento que automatizamos, tomaría como 30 minutos, pero esto está 100% automatizado usando algo como NN

1:41o puede administrar su bandeja de entrada de calendario o puede administrar su bandeja de entrada de Gmail o puede lidiar con la actualización en tiempo real

1:48Análisis de todo su rendimiento, ya sea en marketing o ventas

1:53o cumplimiento, todo este tipo de cosas se pueden automatizar, simplemente nos estamos conectando en todas estas aplicaciones diferentes

1:58a través de nadn y, por lo tanto, TR, tradicionalmente, lo que la mayoría de la gente haría si quisiera comenzar con NN es escribir

2:04Google es como déjame comenzar con nadn furiosamente con como dos dedos allí y luego abrir esto muy

2:09guía de inicio rápido, que es probablemente la guía de inicio más larga que he visto en toda mi vida, esto solo me da túnel carpiano desplazándome hacia abajo en la página y usted

2:16puede tratar esto como la selva amazónica, donde estás tratando de luchar para abrirte camino a través de y

2:21Bushwack todo el camino a través de esa maldita documentación o simplemente podrías ver un video como este que va a

2:27resumirlo muy bien en no mucho tiempo ahora hice un video similar en make.com aquí donde hice un curso intensivo en 2

2:34horas y puedes ver la cantidad de comentarios aquí, esto realmente ha ayudado a la gente, hay un sinnúmero de

2:41comentarios una y otra y otra vez sobre personas que dicen hey, estaba asustado, este es un software intimidante y yo

2:48estaba posponiendo esto y vi este video y realmente me siento seguro de dar ese primer paso, uh, construir mi

2:54primero Automatización e implementar esto en mi negocio y puede ver estos comentarios y desplazarse hacia abajo durante días a la derecha

3:00Y esto es exactamente lo que vamos a hacer en este video en particular, vamos a enseñarte todo lo que

3:05necesito saber sobre NN, profundicemos en cómo se ve realmente, estamos construyendo cinco escenarios, ahora lo genial

3:12Lo que pasa con estos escenarios es que realmente funcionan y son realmente beneficiosos para ti, ¿verdad? No estoy enseñando

3:18algún escenario BS en el que simplemente nunca lo vas a usar, así que hablemos del primer escenario aquí, así que si

3:23Está ejecutando un negocio basado en servicios, probablemente dependa de la generación de prospectos como el alma de su negocio y

3:29algo como esto: cuando alguien pregunta en su sitio web, lo agregaremos automáticamente a una hoja de cálculo de Google

3:35Está bien y luego vamos a enviarles un correo electrónico y luego vamos a notificar a nuestro equipo para que los llamen para que podamos

3:42Puede saltar a una llamada dentro de los 60 segundos ahora los datos están fuera, si llama dentro de los 60 segundos, aumenta su conversión

3:48rate by 391 per. so this one workflow alone is going to make you up to four

3:53times the amount of money if you implement it properly right so just that alone can be absolutely gamechanging the

3:59next thing we’re going to build out is an AI agent that takes care of you know all a lot of tasks for you so if you

4:05want something to you know automatically remind you in the morning hey you know tell me about my calendar for the day

4:10tell me about my um upcoming tasks for the day you can automatically pull that in you can update it you can create

4:16things we’re going to be building this out and this is just going to be your own personal AI assistant to do some of the heavy lifting for you in your given

4:23day the next thing we’re going to do is build a sub agent and attach it into the main agent that we just built and in

4:29this this what we’re going to do is we’re going to send you a daily report every single day if there are leads that

4:35came in from that workflow that you did not call right if somebody filled out that form and you didn’t call them we’re

4:42going to send you a daily update saying these are the people that you still have to call because at the end of the day if

4:47you didn’t call those people you’re leaving money on the table and I don’t like the idea of leaving money on the table I’m sure you don’t either and so

4:53we’re going to make sure that you um you have a list of all the people that you or your sales team forgot to call on

4:59that give day the next thing that we’re going to be talking about is some Advanced functionality like web Hooks and HTTP requests I say that kind of

5:06loosely because web hooks are like probably I would say this is the piece of functionality I use the most in these

5:13platforms and so this is really critical to learn essentially web hooks or how you receive data into it’s like an input

5:19into naden and in HTTP request is a lot of the time sending data outside of

5:25naden in addition to much other stuff and we’ll get over get into that later on and then lastly we’re going to be

5:31building out a rag system this is going to be an advanced AI agent that you can

5:37build your own database with and so those are the five different automations we’re building out just please keep in

5:43mind that all of the blueprints for all of these automations will be free and

5:49you can download them in the description once you go ahead and do that you can import them by clicking these three dots

5:54and then import the file into your naden account I can’t stress the enough

6:00because the reality is is it’s nice to watch a video like this but ultimately speaking the real learning comes when

6:06you walk through the problems yourself you encounter the errors you encounter the bugs and you work through them

6:12there’s going to be nothing that’s going to be more powerful than you just spending the extra 2 minutes downloading all the blueprints and following along

6:18with me I promise you if you do that you’re going to be super thankful because you’re going to really learn this stuff so that you can go on and

6:25implement it into your own business or maybe sell these things to other people all of that kind of stuff stuff right

6:30and so that’s the first thing um all of the applications we’re using in these are going to be free like there’s

6:35nothing that you have to pay for with the exception of one which is chat gbt

6:41we’re using the API here and you have to have a minimum balance of $5 if you do not want to spend that you do not have

6:46to build out these modules alongside with me and you can just skip over to the next but this is kind of unavoidable

6:52when you’re dealing with apis when it comes to um uh language models like

6:58Chachi BT and we’re going to be getting into this later on even if you decide to skip over this it’s still going to be

7:03super useful this tutorial and also all of the blueprints that we’re building out are going to be real scenarios with

7:10real practical use cases that you can probably implement into your life every single day and if you guys are

7:16interested in content like this I highly recommend subscribing to my channel because I’m going to be building out

7:21Solutions just like this every single day you can see these videos right here are all different AI agents that you can

7:28build and and download for free and walk through with me I’m going to be releasing content like this all the

7:34freaking time and if you want to take it one step further you can join my school Community we just launched it like 7

7:40days ago we already have 120 members and this is for people that want to take AI agents AI automation all that kind of

7:46stuff to the next level you can have access to me on weekly calls you can get 100 plus videos that have been released

7:52on YouTube and all that kind of stuff so with that being said guys let’s dive into it let’s build it out right now so

What is n8n?

7:58the first thing we’re going to do is head over to nn. to get started here and I want to

8:03briefly describe what this platform actually does so it is an automation platform that essentially connects in

8:08multiple different applications so take as an example somebody fills out a form maybe this is a Google form or any of

8:14the other seemingly million other softwares out there that do form submissions then you can do lots of things like you could send a message in

8:21slack so for example if a new lead inquires on a form you could send something to your sales team being like hey can somebody give this a call

8:28automatically or for example if somebody fills out a recruitment form and you hire them you could add them as a user

8:34in slack and then update their profile and so there’s that’s just like one simple example but there’s literally

8:39thousands of applications that you can connect into NAD now in terms of the pricing it starts at 20 pounds per month

n8n pricing

8:46and it goes up from there but the cool thing is is if you compare this to a one toone substitute like zapier or make.com

8:52you actually pay for workflow executions instead of specific modules and so what I mean by that is like take a workflow

8:58like this this this is just all one workflow so you’re going to pay essentially for all of these different

9:04things like You’re Just paying once for everything whereas in something else like an operation you might be paying

9:09like once for this once for that once for that once for that and so this is actually as of the time of this

9:15recording probably the most economical automation platform on the marketplace today and if you guys are techsavvy um

9:22you can also self-host this on your own website and you can do this for free

9:27right or you could just hire somebody on something like fiverr.com or upwork and they can help you set this up so that

9:33it’s self-hosted and then you’re paying no money right in the for the purposes of this tutorial I’m not going to be

9:39going into self-hosting but essentially that is an option for you so what we’re going to do now is we’re going to sign

9:44up for an account together by hitting the sign uh sign in button here and I’m actually going to go ahead and start a

Sign up for n8n

9:50free trial and I’m going to enter in my information ABC company and I’m just

9:56going to enter in my password here and then I’m just going to maybe add in my

10:02uh my credentials and we’re going to go ahead and try for free ABC oh oops I’m

10:09just going to put in oops my email here and try for free okay sweet so we’re

10:16almost there um we’re just going to receive an email confirmation okay and

10:21here is the email and we can just go ahead and click the verify profile and we’re pretty much good to go

10:27everything’s good so we started our free trial and we can just log in and start using this software immediately they’re

10:34going to ask for a quick survey which I’m going to give real beneficial results to their team I’m going to spend

10:40a lot of time just making sure it’s very th I’m just kidding I’m just going to go in and put whatever random answer I can possibly put in here to speed this

10:46process up as quickly as possible and then it’s going to ask you to invite people you can just go ahead and skip this and we’re going to start this

10:52workspace they do have these videos kind of walking through how this software works but essentially this is yeah this

11:00is the purpose of the video that you’re watching right now and so you can just essentially skip over this because we’re getting into way more detail than what

11:07these guys are mentioning here and so we’re ready to go we can start automating so we’re going to go into the

11:13platform now there’s a lot of different things going on all across the screen

n8n UI

11:19and you can see that when this eventually loads there’s a lot of different stuff I’m just going to keep this nice short and sweet pretty much

11:26every single thing on this page possibly that you can in terms of buttons is BS and you’re never going to ever click it

11:33ever under any circumstances except for like adding a project here and just

11:38creating a workflow like that is literally the one and the only purpose of this software you can go and you can

11:44get templates right these are like free templates that you could download but these are just super uh limited and

11:50you’ll find really quickly that you’re just never going to use it I have used these platforms for like 10 years and

11:56sorry six years at a minimum never used it so what we’re going to going to do is we’re just going to talk about one thing

12:02here which is you can add a project okay and this project could be like ABC

12:07company is my my company name and this is like your one project folder that you

12:12can have so you have a personal project folder and then you have a company project folder and you can store any

12:18workflows and this is what a workflow is anytime you build one of these out you can store it in either your personal or

12:24your company profile so what we’re going to do is we’re going to go ahead and we’re going to to create our first

12:30workflow together we’ve clicked that button congratulations you’ve made it this far we’re already we’re already uh

12:38on a on a rooll right now and making some good progress and so essentially we’ve gotone into the uh the UI for

12:45creating workflows before I even touch this button I want to break down what’s going on here so in other words you can

12:51move around right and you can zoom out and in and you can also do that here so

12:57I can zoom in I can zoom out I can uh Center it again and so these are kind of

13:02the things that you can do and you can also revert backwards if you want to I don’t really use that that much but just

13:10in case you were wondering you can do that you can also name this workflow and I’m going to go ahead and I’m going to

13:15name it new lead and maybe I want to add a tag a tag is just really for something for you to categorize these right you

13:22could have something for sales something for marketing something for Recruitment and then you can just keep it nice and

13:27organized so that you can find workflows that you build based on the tags that you add onto them and so that’s more or

13:34less that we have an editor an executions mode so essentially between editor and executions editor is when

13:41you’re dabbling you’re creating things you’re you’re building right and then with the executions this is more like

13:47the history or the runs or the executions that you’ve had in the past the reason why you’d want to go to this

13:52and we’re going to go to this later on is because maybe there’s an error right and this is very common in these in the

13:59applications where there’s errors and you have to debug or figure out why there is an error and see the logs of a

14:06run right and so that’s where the executions come in and we’re going to circle back to this later on you can turn the workflow on and off with this

14:14toggle you can share this with people you can save the workflow up here every single time you can see it’s grayed out

14:20right now because there’s nothing to save or I can just hit command s and save it as well automatically so if I

14:26just hit command s you’ll see that it saved automatically there or controls if you’re on a on a PC and so that’s that’s

14:34more or less that you have workflow history right so you can see all of the different changes that you’ve made to

14:40this particular workflow and you can revert back if you’re like crap I made a mistake and I want to revert back so

14:46that it’s functional again past that you have these three dots up here you can duplicate this workflow you can download

14:54this workflow you can import from a file or URL if you guys are copying my

14:59workflows then you’re going to want to import from a file which is in the blueprints Down Below in the description

15:05of this past that you can delete the workflow and you have settings here I don’t really come into here I don’t

15:11really change anything but essentially this is just giving you additional information on it um you can have you

15:17know anyways like you just have things like time zones for example or whatnot

15:23and so everything here I just keep the same but if you ever want to go into the

15:28advaned settings you can go ahead and do so now onto the fun part we’ve kind of gone over everything that you need to

15:34know in terms of the UI here what we’re going to do is we’re going to hit this massive plus button here okay and

Create a trigger

15:41essentially in this plus button this is called a trigger okay a trigger is the

15:47first step so this workflow this telegram workflow right here this is the

15:53trigger and then every single one of these other modules afterwards is an action and what the difference is is the

16:00trigger starts the workflow the actions are what happens once the workflow is started okay so for example maybe I want

16:08to go ahead and call this AI agent that would be an action maybe I want that to

16:13essentially create a social media post or a blog post for me that is an action I want it to update my Google Calendar

16:20that is an action right so all of those things are actions so essentially in

16:25this we’re just going to create a very simple trigger for now and we can add on

16:32more um we can add on multiple triggers in NN but essentially what I’m going to

16:37do is I’m just going to Showcase a couple common ones so you can trigger manually here which is just going to be

16:42like hey when you click this the scenario runs this is great if you’re looking to test things out pretty fast

16:48and you just want to get something up and running you can also just delete that and then we’re going to hit the plus button again and this time what

16:54we’re going to do is we’re going to have an on chat message and it comes up with

16:59this whole screen here there’s nothing that really needs to be changed here it just works out of the box and you have

17:06now this access to this chat button down here which we can click and we can start

17:11typing in messages hey um this is a test and because we haven’t set anything up

17:16yet we sent the message but nothing’s going to happen because nothing’s set up

17:22yet so I’m going to go ahead and delete that because the actual one the actual trigger that we want to use is on a form

17:30submission so when somebody fills out a form on our website then we’re going to go ahead and start this workflow so

17:37let’s go through this together so we have um at the at the start of this page

17:43we have three different tabs here on the left hand side this is the input to the

17:50tab so this is the data that’s coming in in other words when somebody submits that form and they say their name is

17:56johon O catli that will have that person person ‘s name on the right on the left hand side here and then on the other

18:03side we have the output which we’re sending to the next module so for example when this trigger happens we

18:09send that right we send that to the next module here right and so what what’s the

18:15data that we’re sending over here and that’s going to be listed here and then essentially everything else on this page

18:22is the system inputs so we can see on this page here that we have a URL here

18:30right and this URL is going to be the form URL so if we were to open this up this would be the form URL and then we

18:37have additional settings for this which we aren’t actually going to touch which is like authentication essentially you

18:43can like lock the form so somebody needs to have like a password or whatever but we’re going to go ahead for the purpose

18:49of this tutorial we’re just going to create this form submission so I’ve gone ahead and I’ve clicked this and I’m I’ve

18:54copied this into a new tab and we can see that right now the form trigger

19:00isn’t listening yet click test step button in your form trigger right so the

19:06reason this is happening is because we haven’t created the form yet so let’s go ahead and do that the first thing that I

19:11want to do here is I want to create the form title so let’s go ahead and call

19:17this test form okay and then what we’re going to do because we have the form title is we’re going to add in fields

19:25right we’re going to add in things like first name and last name and email and phone number and all that kind of stuff

19:31so I’m going to do first name and this is going to be a text field here right

19:38so you can change this to text to date to email to whatever I’m just going to

19:44keep it simple and it’s going to be a text field and we’re going to add another form element here and this time it’s going to be last name and we’re

19:51going to do this again to email and then let’s just add a couple more uh things

19:57to this form as well I want to add in budget I want to be like hey how much are we charging people and and this time

20:05what we’re going to do is we’re actually going to change this element type here

20:11and this time it’s going to be a drop-down so we’re going to choose from the drop-down list and it’s going to

20:17give us the option to enter in additional options here so what we can

20:22do is we can have like a budget field here from like0 to $1,000 maybe one

20:29client wants to spend between Z and $1,000 and the next client or the next option here is maybe like $1,000 plus

20:37right and so those are the two options and then lastly we might have oops not an option here but we’re going to have

20:44another field here and this is going to be a message so maybe somebody wants to leave a a comment or message right and

20:50so this is pretty much it we’ve entered in everything uh on this form and we can

20:56come back to this URL here we can copy it by clicking on it and then we’re going to enter this into another page

21:03here we can still see that it’s not listening yet because we have to hit this test step button here and now our

21:09form has been created we’ve added in the first name and the last name and the email and the budget and the message and

21:16all of the stuffs entered in so I’m going to go ahead and I’m going to add in my details here okay and we’ll go

21:23ahead and submit this form let’s say in this instance we have a budget of $1,000 and I’m just going to leave like a test

21:30message here we can go ahead and click submit and now that that form has been

21:36submitted you have officially received data right and so we have our inputs and

21:42the output is what we’ve received from the form so all of this data here is

21:47going to be passed through to the next module which will be like something like Google Sheets and so we’re on a roll so

21:55far this is great we have all this information now there’s a couple different ways to look at this

22:00information we have table view which this probably looks pretty familiar to you if you’ve ever used Google Sheets or

22:07or whatnot this this looks familiar you also have Json data here and you have

22:12schema data this is all the same thing it’s just three different ways of looking at the data differently and so

22:20this is tabular data you have first name equals jno last name equals catli and then Json data is a different way of

22:27formatting data this is the backbone of nadn and automation Platforms in general

22:33it’s just that usually you don’t necessarily always see data like this but this is how data is usually

22:39transferred from one application to the next on the internet and so similarly with the table you have first name

22:45equals jono in Json and we’re going to be getting into Json quite extensively later on you have the same thing but

22:51this way this time it’s first name equals jono and last name equals catli

22:58and email equals this email right and so on and so forth so it’s literally giving

23:04you all of the data that you need in order to move on to the next step and

23:10then lastly we have schema here and schema is just the third way of looking at it and the cool thing about schema

23:16and I wish I chose maybe a different option here but it shows you the type of

23:21field and these are all technically text fields and so they have the icon as a

23:27here right and so there we go we’ve officially created our first trigger step now one more thing here that I want

23:34to go over is that you can pin this data so what I mean by that is that now if we

23:40want to test this workflow I’m going to click off of it and to click off I’m just clicking outside of this like on

23:47the on the upper part here uh just to escape now if we test this workflow we

23:52can test it as many times as we want to we don’t have to go back to this form and submit it again because we just pin

23:59the data which means that now moving forward every single time we don’t have to go back and forth and test and waste

24:04all this freaking time because it’s just pinned and lastly we can edit this pin data so if I come in and edit the output

24:11I could be like hey maybe I don’t want test message I want to say

24:16hey I’m interested in working with you and you can edit the test data here this

24:23is like mock data that you can use for the rest of the workflow and again to exit out I’m just hitting outside of

24:30these boxes here now the next thing is is that we can create our very first

Create an action

24:36module by hitting this plus button here okay and the first thing we’re going to do is we’re going to use Google Sheets

24:42so I’m going to search by sheets up at the top here and we’re going to go into Google Sheets and there is a lot of

24:49different stuff here I mean let’s just take a look at this for example we can create sheets we can delete sheets we

24:56can append we can um we can append or add we can clear

25:02create delete and so on and so forth but we can even go further and we can create

25:07triggers so take how we had for example this form submission we could have swapped this out and had um a different

25:15trigger such as when a row is added or updated in Google Sheets right so these

25:22are just different triggers here for example as well but for the purposes of this tutorial what I want to do is I

25:28want to use this update and uh append Row in Google Sheets and what this does

25:36is one of two things first of all you can either append it which is a fancy way of saying hey we are going to create

25:42we’re going to add a row to Google Sheets or we’re going to update it if it exists so that’s one of two things we’re

25:48either going to create it if it doesn’t exist if it does exist we’re going to updated and so let’s go ahead and choose

25:54this and configure this so now you can see on the side the input and I’m going

26:00to cancel off this we got the input from this on form submission so all the data

26:05that we got from here we can now see and I’m double clicking here we can now see on the left side here first name last

26:13name email budget message all that kind of stuff we can see it in schema we can see it in table view we can see it in

26:20Json view three different ways to see the same data now what we need to do is

26:27add this into a Google Google sheet so I’m going to go ahead and I’m going to type in sheets. goole.com into the

26:33dashboard or into the URL up top here and I’m going to create a blank spreadsheet here okay and I’m dragging

26:40this over and this will be in the um the blueprints as well but essentially what

26:46I’m going to do is I’m just going to copy what I have here just to speed this up and if you guys want to pause or download the sheet or whatnot you can do

26:53so we just have essentially these columns we’re going to have first name last name email budget message date and

26:59rejected even if you don’t spell this properly no problem it doesn’t matter and so more or less what we want to do

27:06is send data from nadn into this Google sheet here and so

27:13how we do that is by first of all creating uh credentials up here what

27:18this means is we’re giving naden permission to do things in Google Sheets

27:24like creating adding searching and updating and by the those are the most common things to do is create ad search

27:31or update so we’re going to create a credential here by hitting the plus button and then we’re just going to sign

27:37into our Google account it’s going to redirect us over to authenticate I’m

27:43going to hit my account here click continue we’re just giving it permission to do things so now that we’ve gone

27:50ahead and done that we can move on with this moving forward we’re going to

27:55choose resource which is a sheet within a doc this is just boilerplate we don’t have to change anything here and then

28:01the operation we can change right but we already selected the operation but this is just giving us another way like if if

28:07we exit out of this and we hit the plus button and we search for Google Sheets you can recall that it showed everything

28:13here and I’m going to exit of this by hitting the Escape key and then double clicking in back in here but essentially

28:19we have all these operations again the most common operations one more time are

Mapping variables in n8n

28:24essentially like updating creating clearing deleting all that kind of stuff

28:30and searching here too right and so those are the most common things but we’re going to use a pendant update and so we’re going to choose from the

28:36document which is going to be from a list here it’s going to just pull in all of our recent documents here and I

28:42believe it’s this Untitled document because I didn’t actually name this so I’m going to do I’m going to name this naden leads version

28:50two and now we can we can pull or we can start adding data in here specifically

28:56we need to choose the sheet and what the sheet is is just here it’s the tab right and by default it says sheet one and you

29:03can go ahead and just keep that right if you want to change the name you’re more than welcome to do so so we’re going to choose sheet one and then we have all of

29:11these um popups down here right and so what we’re going to do is we’re going to

29:17take data from here and we’re going to move this data into here right we’re

29:24going to drag it one by one so what I’m going to do is you can do this in table schema or Json but maybe it’s easier in

29:30schema we’re going to hold down and drag first name into the first name section

29:36here okay then we’re going to do the same for last name and we’re going to drag it in and then I’m just clicking

29:41off to hide this and it might be easier to start at the bottom here where we have like message here so I’m going to

29:47drag message because you can see this is a giant pain in the butt that it just kind of blocks all the cells below so

29:53I’m going to start from bottom up and drag things in budget and we also have

29:58email here okay and so that’s perfect now we’re adding in data from our form

30:05and we’re placing that again into our Google spreadsheet and so we have this

30:12column to match on what this means essentially is it saying hey if we’re

30:17having to update a row in Google Sheets how do we know which um row to update

30:25and so it needs to find that existing row by a unique identifier and typically

30:31where there’s there’s multiple unique identifiers um but you can think about it this way here’s here’s three your

30:38email address is unique identifier no two people have the same email address in the world right nobody has the same

30:45email address phone number is another one and the most and this is supposed to be a phone number and the the other most

30:51common one to that people use is an ID string so this could be like a long ID string like 1 g 2 7 T5 and so on and so

31:00forth but for the purposes of this we’re just going to use um the email because

31:06we just got that on the form and so we’re going to search by email and we’re going to see does this email exist if it

31:13does we’re going to update it if it doesn’t we’re going to create it so I’m going to exit off of this and we’re

31:19going to test this workflow we have the pin data here and it’s going to send that data straight into Google Sheets

31:25here and so it looks like it ran success successfully and now we have the the data here if we try it again this time

31:34it’s going to update it because it found that existing email right and so if we

31:40were to come back into the mock data This Time by double clicking there we were to edit the mock data and I was to

31:46put like Bob gmail.com and save this and then click off of this um and test it

31:53again now we’re going to add another row because it’s like whoa whoa whoa whoa

31:58whoa we can’t find Bob at gmail.com we only have JCC or jcat left I can’t

32:03believe I got my name wrong there um at gmail.com so that’s kind of more or less

32:08how this works if you guys made it this far you’ve already done a massive amount of the heavy lifting you’re already

32:14really starting to to be on your way to like setting this up so this is a huge win I want to Circle back to this

32:22because I want to Circle uh I want to move forward here and I want to talk about um adding in functions here so

32:30we’re going to double tap in here and we’re going to go down to the bottom okay and essentially from here we have a

32:37date field now you can have submitted at here and we can just drag submitted at

32:42but I actually want to show you guys another thing to look at so if I just

32:48delete this out of here you have fixed and you have Expressions here right so

32:53this is right here and essentially fixed you can just think about it like text

32:59you’re just saying any text it’s just a string right and the an expression is

33:05kind of like this right so essentially an expression is a custom variable that

33:12you pass through that will change every single time so the first time you submit a form it might be J jono at DJ or at

33:19gmail.com the second time it might be Bob gmail.com the third time it might be Stacy gmail.com so this is a custom

33:27variable that always changes every single time and we can add in our own

Functions in n8n

33:32custom variables through functions here and so if we go over the Expressions we can write our own function so I’m going

33:38to type in curly brace curly brace on my keyboard I’m just literally typing this

33:44in on the keyboard you can find this and type this in and anything in here is going to be treated as JavaScript now

33:50you guys do not need to know JavaScript at all but um we can add in some very simple functions so for example I could

33:57hit dollar sign and keep in mind this is all boiler plate I I’m not doing anything fancy this is just something

34:03you have to do every single time and you can see it with all of these two you have double bracket and you have dollar

34:08sign up here and and then double bracket at the end so this is just boilerplate and we can type in something like now

34:14for example and now it’s going to give us the exact date and time that this was

34:20submitted right and so this is just one of many functions we can Circle back and take a look by hitting the double curly

34:26braces in the dollar sign sign and there’s just a lot of stuff in here that we can see and so we’re we’re going to

34:32get further into this later on but essentially these are the kind of things that you can enter in there as well

34:39right and so this is more or less how functions work in n8n and a lot of the

34:46time we just have Json here and and this is the same as this we’re just passing it back and forth this is just a

34:52different way of viewing the data here right and so essentially we’ve completed

34:58the first module we’ve added in a date field and we’re going to add in one more function here which is going to be

35:04rejected so in our form we’re going to um come back here we’re going to insert

35:09in a check box okay and I’m just doing that by the insert and check box down

35:15here and essentially I want to know like if somebody comes in and they have a low budget let’s say it’s under $1,000 I’m

35:21maybe it’s just not worth my time giving them a call because we’re just not going to make money off of that deal and so I

35:28want to automatically reject these people if they come in with a low budget and so I want this to be checked off as

35:34rejected and if you see the value here this is true if it’s checked and it’s uh false if it’s not checked and so all we

35:41have to do is check this on and off but I want to do this programmatically I don’t want to do this through Google

35:46Sheets I want to do this through naden and so with this rejected field here

35:53what we’re going to do is we’re going to turn this over to an expression we’re going to add in the double Fields here

35:58uh the Double braces and the dollar sign and we’re going to choose this if function here and so with an IF function

36:05I’m just going to circle over to my Blackboard here because I think it’s just a bit easier to Showcase

36:11essentially it’s a conditional statement where if

36:16condition equals true so if some condition is true then you’re going to go down path a oops but if it’s false

36:25then you’re going to go down path B right so this is

36:31false and this is true right and so what

36:36we want to do in this case is say if the um if the money that they can spend is

36:44over $1,000 right this is the the the condition if the money they spend is

36:49over $1,000 it’s going to be true but if not

36:55it’s going to be false so like if it was 900 bucks or if it was 800 bucks or $100

37:02or it it would all be rejected but if this is like hey I I can spend five grand no problem sure or if I can spend

37:08$10,000 or if I can just spend $1,000 sure no problem this is great and we’re

37:14going to pass them through right so we’re just taking a look and seeing if this is actually um enough money that

37:20they put so it takes three parameters so I’m going to put um three parameters

37:26here which is these um nice little quotations just so you can see this is the condition if the condition is true

37:33this fires off if the condition is false this fires off and all we want to do here is say if the condition is true

37:43that it is not what we’re looking for then it’s going to be um rejected and

37:50then if it is yeah so we have sorry I I

37:55confused myself there but essentially we have true and false right so this is rejected and this is not rejected and so

38:02essentially what we can do here and it actually might be easier sorry I’m just uh redoing this again we’re going to

38:08take a look and see if the condition is $11,000 or more and so when we looked at our form we have the two variables here

38:16$1,000 Plus or zero or one to $1,000 and so if for example and I’m going to pull

38:24in the budget here I’m going to drag this I’m going to drag it right here so

38:30I just dragged it before this if this equals

38:36$1,000 plus then they’re not going to be rejected it’s false they’re not rejected

38:43if for example they don’t include $1,000 plus then they are rejected I you know

38:49we’re just going to automatically reject them and so that’s essentially it and this is important that we put the double

38:56equal signs I think that anen has a bug if you only put one so just make sure to put two or three um and essentially

39:04that’s just like a JavaScript thing to to match on like certain things and I’m just not going to get into that now but

39:10essentially we can go ahead and test this workflow and we can see did we reject Bob no because he had $1,000 but

39:19let’s change his um his budget to like

39:25$900 oops and is just like a hard-coded value for now it’s just text so it’s

39:30like really if anything isn’t equal to $1,000 plus so we’ll go ahead and we’ll update it again and

39:38because the budget wasn’t exactly $1,000 and plus literally written like that

39:45then he was rejected and so this is an easy way for us to use functions in nadn

39:51to automatically reject somebody so we have the dollar sign Json budget if you’re wondering what this is we just

39:58dragged it over from here we’re just dragging this or bringing it in here and

40:04then oops and then we have a condition which is hey is this equal to $1,000 plus if

40:11it is then they’re not rejected and if they’re um if the budget they have is

40:17less than that then we don’t want to work with them and so that in a nutshell is budgets now the next thing that I

40:24want to talk about here is uh filtering and then switching and merging so we

40:31have if we hit the plus button we have these data Transformations and we have a filter here so we can filter people out

40:38and then we also have um other things as well such as if statements and switch

40:46statements so let’s break down what these mean so the first thing we’re going to do is we’re going to add a

Filters in n8n

40:51filter here and so this filter is going to stop people from passing by and for

40:57for this what I want to do is I want to add in budget is less than and I’m just

41:02going to say budget number uh actually we’ll put in

41:08string is not is not equal to let’s say

41:140 to $100 so let’s say somebody comes in you’re like hey this person’s asking for

41:20a job for Z to $100 my minimum my maximum is $1,000 maybe I just don’t even want to entertain this right so

41:27we’re going to remove those people so we can come back into the form section here and in the dropdown we can just add

41:34another field and this is like $0 to a th $100 and so if we were to test this

41:41step we’ll we’ll unpin and test on this drop down now we have like three options

41:46so if somebody was to come in and put this option here then it’s going to

41:52automatically filter them out we just we’re just not even interested right

41:57and so that is how we can we can we can work with a filter just like that so I’m

42:03going to again just format this properly so it’s kind of like in um connection with how all these other ones look and

42:09maybe this is like a $100 um to a th000 and that looks good to me I’m going to

42:15go ahead and just before I test this I’m just going to update this filter just making sure that these align because if

42:21this does not exactly match with this then it’s not going to work so let’s go

42:27ahead and let’s test this example out and um I’m going to stop listening

42:32because I need to grab this form and just paste that into a new field here we can go ahead and test this form out

42:40refresh the page up top here um just by refreshing it and then we’re good to go so I’m going to go ahead test this jocat

42:46jatli gmail.com the budget this time is going to be 0100 and I’m going to say test message

42:54and submit and we can Circle back to this we receive the data I’m going to pin this so we can use this moving

43:00forward and um yeah we can just test this out it’s now gone ahead and updated this

43:08with a z to $100 budget and um it’s rejected this person and we can see that

43:15it was discarded up top here so in other words it didn’t pass this filter here

43:21because the value was 0 to $100 so we’ve effectively filtered out people where it’s like it’s not even worth our time

43:28and the reason uh let let’s continue on here but maybe there’s like people in

43:33this category here where you’re like maybe I can get them on a call and somehow convince them they get up to

43:40that $1,000 threshold or whatever your threshold might be and so it’s good to have like an option maybe to have salese

43:47call them even if it might not necessarily be the most qualified lead you might as well take a shot at it so

43:53we’re going to add another step up here and this time what we’re going to do is

Switch in n8n

43:58we’re going to have a switch function and what a switch function does is it

44:04essentially routes people down multiple different paths so if we go back to the Nifty Blackboard here I’m going to

44:11delete this and essentially we have this one module which is the switch and this is just essentially

44:17saying hey you’re going down path a or you’re going down path B depending on

44:23what um what a particular variable is and this variable is going to be the budget so if your budget is between Z or

44:33$100 to $1,000 you’re going to go down path a and if it’s $1,000 plus then

44:38you’re going to go down path B so we’re going to go ahead and set that up and you can see here that we don’t have any

44:44input data because this did not pass and because it didn’t pass we can’t map this

44:50in and in order for us to get input data here we just need to change the mock data and we’re going to enter into the

44:57trigger again click this um PL this uh pencil icon and we’re going to change

45:03this to let’s say ,000 plus okay sweet we’ll save this and

45:10we’re going to continue forward with this test we’re going to test it out it’s going to update our system again we can take a look back and see that the

45:17budget’s been changed and it’s no longer rejected and we have entered the switch

45:23module if we come in here we have all the data if you just look at like table for example you’re only going to see

45:29like from the filter and you can come in you can see other modules here but I just want to go to schema cuz I can see

45:35at a nice view everything and so I want to take this budget here I want to say

45:41like if this budget is equal to 100 to $11,000 you’re going to go down this

45:48path and alternatively oops I’m going to open this back up here we have another route where if the same data equals

45:561,000 plus then we’re going to go down this path right so we’re just sending them

46:01down different paths depending on what the budget is that they set and so that more or less is how a switch function

46:09works and so we can now essentially send different emails depending on where

46:15they’re at so for example maybe in this case we send a Gmail uh email to them

46:21and we’re just going to type in email and we’re going to type in send and we’re going to send a particular message

46:27and maybe we want to send different messages like hey if you only have $200 I’ll get back to you when I’m available

46:33and If you have over ,000 it’s like okay we got to jump on a call immediately and so let’s go ahead and connect in our

46:40credentials by hitting this plus button and we’re just going to sign into Google here very similarly to how we do Google

46:46Sheets I’m just going to give this permission and allow this which uh I

46:51think is just giving it access every six months to my account and we’re good this

46:57has been connected we can come back in here and now we can go ahead and send off an email so we’re going to use the

47:05email of the person that submitted that form right so we’re going to send an email to them and we can just go ahead

47:13and say hey thanks for inquiring with ABC

47:19company and then we can change this to plain text email instead of HTML and we’ll just say hey and the reason why we

47:26split this into first name and last name is because if you just put it in one field and you say hey first name and

47:33last name it would be like hey johon o catl that just doesn’t seem it just doesn’t seem that authentic because I’d rather split this into first name last

47:39name uh uh I’ll thanks for

47:45inquiring with our services I look uh I’ll give you a call

47:53back um later this week or whatever right and so this is one option and we

47:59can just sign off by like bjo here and then we can also duplicate this and we

48:04can come into here hit these three dots and we can again duplicate this module

48:10here and send a different message if it’s under $1,000 just as a quick

48:16refresher you can automatically play modules with this test up you can automatically deactivate the module with

48:22this step you can delete it over here and then you have these drop downs you can open the module up you can

48:28effectively um test the step which is essentially here you can rename it deactivate it copy it duplicate it

48:36select all clear and delete and we just essentially duplicated it and we have path two which is going to link in here

48:43now so in this particular email what we’re going to do is we’re going to say

48:48hey thanks for inquiring with our services can you can you book a call on my calendar

48:56link here and then I’ll just be like https

49:02abc.com booking and this could be like your calendar widget or whatever that you just add in here and then they have

49:07an option to book under calendar immediately so that in essence is more or less how we can split the paths apart

49:14depending on a variable like the budget if their budget is high then great we want to talk to them immediately and we

49:19want to give them their calendar link if their budget’s low then we don’t want to do that and so the next thing that we can do here is we can type in merge and

Merge in n8n

49:28add another field and we’re just going to essentially append these back together and what’s going on here is

49:34we’re just saying hey no matter which path we go down we’re just merging these paths back together again so whether you

49:41go to email number one or email two we’re just merging them back in and we’re grabbing the data that we need so

49:47we can test this workflow now we’re going to update the Google sheet we’re going to filter we’re going to um go

49:54down the right path which is hey this person has over $1,000 on their budget

50:00we sent the first email and then we merge them back together right and so

50:05this looks good the only last thing that I want to do for this workflow is I want to essentially add in another email here

50:11to say hey we’re going to notify our team immediately if a lead comes through if I go back to the inbox here there

50:19should be another email coming in and essentially this is just saying hey thanks for inquiring a better Services

50:24here’s our calendar link we can remove this aend down here by coming back into nadn and in this option section here

50:33we’re going to add an option append an attribution and turn that off for both

50:38workflows here and that’s how we can remove that moving forward um the last

50:44thing is we’re just going to duplicate this again so we’re going to hit the three dots here and duplicate it and

50:50move this over the end and notify our team you can do this through Gmail you

50:56you could do this through slack you could do this through uh whatever it is

51:02you want you could even send them a message through twio which is an SMS platform you could do this through

51:08WhatsApp you could do this through your CRM I think um mine’s go high level it

51:13doesn’t even look like they have an integration for that you could send it through an HTTP request which we’re going to get into later in this module

51:19it’s just that for the purpose of this the Gmail module is going to be the easiest so I’m going to open this module

51:25up and we’re going to just send it off to myself here so there we go and I’m

51:31just going to say new lead and change the subject line here to new lead as

51:37well and I’m going to say name email budget message and we’re good to go and

51:45we’re just going to map these over on the schema scroll down find the first name here find the last name here again

51:53put a space in between those two and then we’re going to go off to the email section here and then we’re going to go

51:59off to the budget section here and lastly we can enter in this message and so that is effectively the

52:06first workflow that has been completed we’ve we’ve essentially built out a new lead workflow that as soon as somebody

52:12inquires on your website you’re going to automatically add them to Google Sheets you’re going to reject them if their

52:18budget’s too low you’re going to filter out anyone that’s way too low you’re going to email them saying hey let’s

52:24jump on a call and then you’re going to notice notify your team to give them a call within 60 seconds because that increases your conversion rate by up to

52:31391 if you call somebody really fast and so that is effectively the first um nadn

52:37workflow that we’ built out together congratulations for making it this far so let’s get into building the second

Create your first AI agent

52:43one here and this is going to be your first AI agent we’re going to come in

52:48and we’re going to go into our personal account here and we’re going to create another workflow and so for this what

52:54we’re going to do is we’re going to add a first step and this is going to be the on chat message so we can just exit off

53:01of this by hitting the Escape key because there’s nothing else that we need to do here and then we can add the plus button and we’re going to do

53:08Advanced Ai and this is just going to be the AI agent I’m going to exit off this

53:14you can see what this AI agent looks like and um we have a couple things that we need to set up here which is the chat

53:21model the memory and the tool so we’re going to get into setting this up I’m going to double click to open this up or

53:27oops we can I’m just hitting control V there to bring it back or we can just hit the open here and effectively

53:34there’s nothing really that we have to set up here yet the only other thing that we might want to do is just add a

53:40system message to give additional context to this agent because we’re just starting right now I’m going to start

53:46with your helpful assistant and that’s good enough for me now the first thing that I want to do here is I want to

53:52create a chat model you can think about the chat model as any any of these language models I like to use um oops I

54:00like thank you ad blocker I really appreciate you interrupting this video in case you guys are wondering you can

54:05donate to ad blocker um so um in Cas

54:10sorry anyways that just totally derailed me there for a second but you have all these language models I like using open

54:16AI or or chat gbt down here right and so the choice is yours this is the only

54:22thing that’s going to cost money but this is like the brains of your system this is going to be doing all the

54:27thinking reasoning and this is going to be responding back to you um understanding the messages you’re saying

54:33and so this is like the brains of the operation so I’m going to use chat GPT or open Ai and we just have to similarly

54:39add a credential for this as well and we need an API key and that is pretty much

54:45it so we’re going to go ahead and create this together and so I’m going to create a new tab here and I’m going to go to

54:51platform. open.com okay and we’re going to sign in and get this API key

55:01so I’m going to add in my credentials

55:07here and click continue and I already have an account here so um okay uh it’s

55:14going to ask me for an email so I’m just going to quickly head

55:20over there okay sweet so I got the email I’m just going to grab in this code and place it in here and then

55:26we’ll be inside now that we’re inside open AI

55:32what I want to do is go to the dashboard up top here and go to API keys and we’re just going to create a test key test and

55:39then key okay we’re going to create this key and we’re going to copy this and we’re going to paste that back in to the

55:47uh window here which is the API key we can save it and we are done okay that’s

55:53pretty much it now the only other thing to keep in mind here is that you do need to add in $5 this is what I said at the

55:58beginning of the video where we can just come into your profile here go to profile and then go into billing and

56:05then you’ll just have to add in a balance here of like $5 and once you do that then you are good to go so I’m

56:13going to move on from this and we can essentially just start using open AI in

56:19our AI agent the next thing is is we need to have a memory here and this memory is going to be window buffer

56:25memory there’s a lot of I’m going to delete this and go back there’s a lot of different options here but the window

56:31buffer memory is just the builtin version of memory in naden and you can

56:37think about the window buffer memory as just can it remember past messages like

56:42and how many past messages can it remember and so when we put five here it’s just remembering the past five

56:49messages pretty much being sent and the more messages you put here the more it’s going to remember so for example if if I

56:56say hey what uh city are you in it says I’m in New York and then you say what’s the weather like in New York it’s going

57:03to remember or sorry if you say what’s the weather like it’s going to remember that you’re not only asking what the weather’s like but also the city of New

57:09York because it’s remembering the past messages and so this is obviously really really cool the next thing that we’re

57:15going to do here is we’re going to add in tools and what tools are are you’re giving this AI agent with a brain and a

57:22memory the ability to actually do things and so what we’re going to do is we’re going to update our or create our Google

57:30Calendar so what we’ll do is hit the plus sign here we have a bunch of different tools here this is quite

57:37limited like it doesn’t have all the tools that you might want to have access to so what we’re going to do um and in

57:46in order to bypass this we can create like a subf flow here and then you get access to all the other tools as well

57:51but we’re just going to start with something basic and we’re going to do Google Calendar so I’m going to type in calendar here and we have lots of

57:58different options we have create delete get get many update and so on and so forth I’m just going to stick with

58:04create and we have the from or we have the start time and the end time now the

58:10cool thing about this is that when we’re dealing with um AI agents we don’t even

58:16have to enter in really much data at all we just let it do all the reasoning for us and so we’re just going to hit

58:22Expressions here and then we’re going to type into the curly braces from AI I and in Brackets here we’re just going to

58:29give two keys okay just with these quotation marks on either side separated

58:35by a comma this is going to be um the key which is just essentially saying to

58:41AI hey can you find the start time of this event right and it’s literally

58:46going to pull out the start time for you and I can just give in the second variable here um the description of what

58:54this is this is the start time of the event and so we’re just saying hey this

59:00is the key you need to find you need to somehow find in a message the start time and in case you don’t know what I’m

59:06talking about here this is a nice little description of what it is that I’m trying to get to and I can just copy and

59:11paste this in here and um and then yeah that’s essentially it we’re going to do

59:17end time here and there we go we have created a start time we’ve created an

59:23end time and I’m going to add this on on to my calendar here and so again I just

59:29need to sign in with my credentials to add in Google Calendar so we’re going to go ahead and do that and give permission

59:36to nadn to do everything it wants to do with my Google Calendar as well so we’re

59:42good there um we can just choose the right calendar I’m just going to do this one here and more or less that’s pretty

59:49much it maybe the only other thing that I want to do is just have a summary here so hey maybe I can like update the

59:54actual title of the the calendar as well so we’ll just copy this in and man this like this makes Automation and all that

1:00:00kind of stuff so freaking easy just cuz like all of a sudden it’s like H I don’t even need to know the right answer it’s just going to freaking tell me tell tell

1:00:07me for me so uh tell it for me so that’s really really awesome stuff like it just makes my life so much easier so I’m

1:00:12going to say summary this is the summary slash tile of the event and

1:00:20that’s more or less it I mean we can just effectively use this to create an

1:00:26event for us hey can you please create a

1:00:31coffee event for tomorrow at 2 p.m for 1

1:00:37hour and it’s going to take that it’s going to search the memory make sure there’s no past conversations then it’s

1:00:43going to understand what the request is and then it’s going to send that over to the Google Calendar to actually create

1:00:48the event then it’s going to send that back to the model to be like okay the event’s created what’s next and then this is going to say hey okay we’ve done

1:00:55everything now we’re going to send the message back and it’s going to say hey I’ve created a coffee event tomorrow at

1:01:002 p.m. for 1 hour here the details right so memory then model then tools back to

1:01:07model if there’s more tools it’ll execute those back to the model back to the message to you and we can take a

1:01:12look at the calendar event here and just see was it in fact oh my gosh this is

1:01:17uh we do definitely do not want the year we’ll do the month and was this added on

1:01:23to my calendar successfully and the reason why it’s not added on is because

1:01:29the thing with AI at this point in time is that it doesn’t actually know today’s

1:01:34date so you can see here it says 2023 and so we are currently filming

1:01:41this on November uh sorry February 19th clearly I don’t know the date uh

1:01:47February 19th 2025 so this is like two years behind so what we can do is we can tap into the uh a AI agents and give in

1:01:54the system prompt the ACT ual date the current date is and then we’re going to

1:02:00do an expression here and we’re going to pass in the exact date which is now and

1:02:05so we can try this again we’re going to copy this message in and paste it and

1:02:11now it’s going to go back update find the conversation history understand what to do update the calendar send it back

1:02:17to understand what to do and then send the message back to us and now we can see 2 p.m. coffee tomorrow right and so

1:02:24there we go we’ve officially created our first AI agent and yeah that’s that’s pretty cool right and so we can do tons

1:02:32of other things with this we can also get events as well so I’m going to type

1:02:37in calendar and this time what we’re going to do is we’re going to get many

1:02:42events right so maybe you want to wake up stretch it’s like 6:00 a.m. in the morning or 8:00 a.m. or or maybe you

1:02:49wake up at 2 p.m I don’t know and you want to figure out what’s going on for your day you can get many

1:02:55events and you can just say hey give me all the events for the day and so what we’re going to do is again select um the

1:03:02calendar and we’re just going to delete all of these expressions and just add in

1:03:08from Ai and literally just do the same thing start time as the first key to

1:03:13find this is the start time of the event right and that is more or less it

1:03:21actually on this we’re going to change it up because this is after and it’s just going to be like um date uh I’m

1:03:30going to do after date this is

1:03:36the time the user wants to search for events

1:03:42past and I’m going to copy this and paste it in here and I’m going to say before date and the cool thing is is it

1:03:49really understands this even though this is like not the best prompt in here it’s going to take that and really understand what this is this is the time the user

1:03:56wants to search for events before right and we can just say um we

1:04:02can just literally just save that and let’s see if we can pull in this particular um calendar event here so I’m

1:04:10going to go back to the scenario and say can you please tell me my schedule for

1:04:18tomorrow on my Google Calendar and it’s going to go ahead find the memory

1:04:26process the request search for events get a response back and send it back to us and it says your schedule for

1:04:32tomorrow February uh whatever is this right and now if I had like 10 events it

1:04:39would load in those 10 events it wouldn’t just be one event right and so that’s how we can easily create and find

1:04:47Google um Google calendar events and we don’t just have to do that maybe we have

1:04:54like a to-do list and maybe you use clickup or maybe use whatever platform I’m just going to keep it simple and I’m

1:04:59going to do Google Sheets here so I’m going to go ahead and actually just create a new sheet here and you guys can

1:05:06follow along I’m going to go to uh sheets. goole.com and we’re going to create a new sheet I’m going to paste in

1:05:13these rows just task name description due date and priority and we can say

1:05:18nadn test um tasks and we can now pull

1:05:24in tasks and create create tasks straight onto this Google sheet here so let’s go ahead and do that the first

1:05:30thing we’re going to do is create on this so we’re going to add a tool and it’s going to be sheets and this time

1:05:35we’re going to change the operation to create and we’ve already connected in

1:05:41our Google sheet here which is really nice and all we have to do is find that which is the nadn test tasks and um more

1:05:50or less what I want to do from here is um I want to

1:05:56choose this or sorry uh yeah pend a row my apologies here so we’re going to pend

1:06:01a row to this and we’re going to choose the right sheet which again is just

1:06:07sheet number one down here which is default and we can just add in from AI

1:06:13for all of these things and it’s going to literally do it for us I’m just going to change all of these from the top up

1:06:19to Expressions because it’s like blocking at the bottom here and it’s just way faster and we’re going to enter

1:06:26in from Ai and I’m just going to say task name and uh give a description this

1:06:35is the name of the task and the AI is just going to come up with all of this so it’s like really just converting a

1:06:42lot of this hardcore automation that you may have had to do when like NAD or zapier into just AI doing pretty much

1:06:47everything for us so this is going to be task priority this is the

1:06:53priority of the task and then I say task due date this is the

1:07:00due date of the task and then description this is the description of the task we can go ahead and we can

1:07:06create a task can you please create a task um for

1:07:13tomorrow at 700 p.m. to go to the gym just going to go ahead and say duplicate

1:07:21key task name found with different description so I’m going to open this up and see

1:07:27what’s going on so we accidentally added in two identical names so I’m just going

1:07:33to change this to description and I’m going to copy and paste this message again and let’s take

1:07:40a look and see if it can solve that for us well thanks uh chat youb in anded in

1:07:49for creating this for me now we can actually take this one step further because let’s say that it just randomly chooses a priority for you maybe you

1:07:56want to have like some structure in there so we can go back to our AI agents in the Google Sheets Module come down to

1:08:01this priority section here we can actually just add in a line like this which is please choose one of the following priorities um low medium and

1:08:09high and it’s literally just going to take it from that list here right so instead of it just being like like super

1:08:15high or whatever it’s not going to make things up it’s just going to choose some your list what I want to do is go over the tools and add in two more things

1:08:21here so I’m going to go to Google Sheets and we’re going to do um two other requests just because typically speaking

1:08:28with applications like Google Sheets really just programming in general or automation Tools in general there’s four

1:08:35main things that you do number one is you get or you find things you get results back you’re looking for results

1:08:41you create results you update results or you delete results and so we’re just going to go through most of these the

1:08:48deleting is pretty straightforward so I’m just not going to cover that um just because it’s literally identical to all of these so if you can do one you can do

1:08:54all all the rest and so we’re just going to go ahead and get many rows here because I want to search for certain

1:08:59things and we’re going to choose the right sheet once again by the name up here and by the tab down here and we’ll

1:09:07go ahead and create a filter this filters how do we find the data that we

1:09:13are looking for and I want to do it based on the due date and so this um is

1:09:19just going to search based on whatever date it is that you know we’re looking for and again super easy easy we can

1:09:25just type in expression and we can just do from Ai and we’ll type in the key which is the due

1:09:33date and we’ll paste in I don’t know the uh the date the task is due

1:09:41on and we can search for this and effectively let’s just go back

1:09:46and we can see like here’s the due date here and I think this is for tomorrow right so we can just ask can you please

1:09:53tell me any t masks on Google Sheets that are due

1:10:00tomorrow and it’s going to go ahead and search based on that due date and it

1:10:05should pull back something so it says you have no tasks that are due tomorrow February 20th 2025 and the reason it did

1:10:13that is because it’s not searching up like what it probably put in here if we

1:10:19go into the debugger section here we’re going to go to executions and we’re going to search for this

1:10:25what it likely put in here is not the same date right so if we look at the

1:10:31Json data uh if we look at the input here this is what it searched for okay

1:10:3720250 o220 and this is the actual date which is 2 20 2025 and so effectively we

1:10:47just need to make sure that the dates are structured properly so in other words what we could do is we could do

1:10:53like um O2 20 and 2025 and we can just standardize the

1:11:01dates here and then Circle back and standardize the dates in our AI agent we’re going to exit out of this and go

1:11:06back to the editor this is how we debug here by the way because there’s going to be errors that come up we just need to

1:11:12go to executions find the current execution and figure out like the input or the output to make sure what’s going

1:11:18on and we’re just going to come back and say in the main AI agent we’re going to add to the system prompt which is tell

1:11:25calling it instructions so we’re going to say rules and I’m just going to highlight this with two uh two different

1:11:32pound signs I’m going to say all dates must be structured in this um in this uh

1:11:43according to this structure and I’m going to do this right

1:11:51in other words it must B month month slash DayDay SL year year

1:11:59year year and it’s going to pull that in so now when we try this again to search for it I’m going to pull this back in

1:12:07paste it let’s see if now it can find it based on that structure and now we have one task due

1:12:14for tomorrow which is going to the gym right we can take a look and see that it’s going to the gym and so that is how

1:12:21we can search for tasks you just may want to add some structure in there because if you get dates mixed up and

1:12:27there’s just there’s like a million ways to to to find dates right or structure dates so let’s just clean that up the

1:12:33last thing here is let’s go ahead and update and this is really really cool so Google Sheets typically when you’re

1:12:39updating something you need to find that in the Google sheet right so you need to have a mechanism to actually find the

1:12:46row because if you have like five tasks here it’s like which task are you

1:12:52looking for because maybe these are all like different dates how you know which task to actually find and so we need to

1:12:59wait find a way to search it up and then update the right one so I’m going to go

1:13:04ahead and I’m going to use the nadn task test I’m going to do more or less

1:13:10exactly what I’ve done and we’re going to update a row this time we’re going to

1:13:15choose the default sheet and effectively it’s going to ask us for all

1:13:22this information again and we can just simply I’m actually just going to duplicate this um so we have two

1:13:29different columns here and I’m just going to copy and paste this in so I have like an outdated version and a

1:13:35recent version and I’m just going to like literally just copy these and paste these in here so priority goes into and

1:13:42I’m changing this to expression priority due date I’m going to copy this and

1:13:47paste this into the due dat section here description and so this just kind of

1:13:54speeds up a bit because this can be pretty mundane and boring and if you do this as much as me you’ll eventually

1:14:01become numb to it at one point a time but yeah anyways there we go and then we have um sorry that was a bit dramatic

1:14:07but we have the column to match to this is just like hey um how are we finding this and let’s just do on the same thing

1:14:14we’re we’re going to do due date here and so we’re going to find it based on due date but the problem is is that it

1:14:19might not know exactly how to do this so we have to go into the AI agent and we have to expand out by hitting this dot

1:14:26here and we have to add another rule here um actually we’re just going to

1:14:31call we’re going to we’re going to add onto this agents and we’re just going to give rule um like instructions

1:14:40agent instructions so call the

1:14:47um create an events with the create with the Google Calendar create

1:14:56event tool search an event with the Google

1:15:05Calendar search event tool and these are pretty just generic you might be sitting there be like yeah well that’s pretty

1:15:11obvious right um but the last one is is not necessarily obvious update an event

1:15:17with the Google Calendar update event tool and we’re done I’m just kidding uh

1:15:25before you do this always make sure to search for the event

1:15:34first to find the right

1:15:39record and down here we’re going to add to the rules as well before

1:15:45updating uh Google sheet and sorry these should all be sheet um oops

1:15:55please find the record first with the

1:16:00with the Google Sheets Search tool and so we’re essentially saying you know

1:16:06don’t just update something because you probably don’t know what it is let’s search for it first and then once we

1:16:14find the actual value that we want to update then we can go ahead and do that

1:16:20right and so that’s more or less how this works let’s now go ahead and change this so I’m going to

1:16:27say please increase the priority for my gym

1:16:35session uh to uh in two days from now and let’s see if it can just

1:16:42natively find it based on that and so it’s searching and then it’s

1:16:47updating and again I didn’t even say high priority so let’s just see it says

1:16:53yeah so it went ahead and updated it to high right and so that’s great but the

1:16:59only problem was is that that’s not in two days from now that’s in one day from

1:17:05now and so I think just in order to do that maybe I’m just going to test this message out but I’m just going to say

1:17:11instead of two days from now I’m just going to say like uh let’s just see if it actually change uh changes this if I

1:17:17say February 21st on February 21st and let’s take a

1:17:24look if I just format it a bit better because maybe that issue might be arising from the AI agent here and so

1:17:31now it’s gone ahead and change that to February 1 and this is now high as well so it could be just that um I’m honestly

1:17:40not too sure why it didn’t do that because we did feed in the date here but maybe it’s just uh you know maybe just

1:17:47structuring the actual prompt a bit better is going to be more fruitful for this and so that’s essentially AI agents

1:17:54and this is now our official first AI agent that’s been built out and our second workflow in general what I want

1:18:00to do is add one more thing on to here and this is going to be to call a subw workflow and we’re going to build off of

1:18:07this a third workflow here and what this third workflow is going to do is it’s

1:18:13going to more or less if I just circle back to our initial example here it’s going to get a list of create a report

1:18:21from all of the people that we didn’t call on that given day if they filled

1:18:27out a form so somebody comes in fills out a quote form on your website let’s say you or your sales team don’t give

1:18:33them a call we need to create a report and send that back to you so that you have the information that you’re looking

1:18:38for so what I’m going to do here is I’m going to go ahead and I’m going to create a third workflow and this third

Create third reporting workflow

1:18:45workflow is going to have a trigger as one executed by another workflow so essentially what that’s saying is like

1:18:51hey the only purpose of this workflow is to be called from an agents essentially or another workflow and so to come in

1:18:59here if I just double tap this again we need input data right and that input

1:19:05data we can just Define uh using Json and it gives us just like test data here

1:19:12right and so that’s more or less it I don’t even think we need any Json data

1:19:18here so I’m just going to go ahead and um I’m just going to I’m just going to

1:19:23keep it the way it is and that looks good good there’s nothing really that we need to do here and so the next thing that we’re going to do here is we’re

1:19:29just going to use Google Sheets and we’re going to find the values in

1:19:35here as of today right so more or less

1:19:40we’re just going to get sheet rows here and we’ve already done the credentials

1:19:46so that’s all good to go we can just choose the leads sheet that we created and we’re going to choose the the sheet

1:19:52down here right once again and and yeah more or less all we need to do is filter

1:19:57use a filter how are we going to find this we’re going to find it based on the date here and so in order for us to do

1:20:02that essentially we’re just going to choose date and the date is going to be an expression and that date is going to

1:20:08be today now the issue with this is if we run it it’s not going to return any results right and the reason it’s not

1:20:14going to return any results here is because these are all structured improperly so what I’m going to do is

1:20:21I’m first going to just hardcode this for now and then I’m going to show you exactly how this works

1:20:28um in in like a millisecond after this so now when we test it based on

1:20:35today it’s going to find these three items and so what I did was I searched

1:20:41based on today but the problem was is in the previous workflow and I’m just going to open this up in a new tab here I put

1:20:48now and the problem is is with now it gives you the hour it gives you the minute it gives you the second it gives you the millisecond and so the problem

1:20:55is is that we need to go back to the sheet and we need to go into this Google sheet module when we have a new

1:21:00submission coming in we don’t want to put necessarily the time of the day but we want to put today here right and so

1:21:08now it’s just going to pull in the exact day that the lead came in and not the millisecond and everything like that so

1:21:15we can update this and now when we search for it it’s essentially just

1:21:20searching for today right and so that more or less is how this workflow is

1:21:25going to start so we’re going to search today and from here on out what we want

1:21:31to do is we want to grab that data and maybe we only want to find people that

1:21:37are not rejected right and perhaps we also want to have a column here being

1:21:42like called and maybe in your team you come in here and your sales reps uh

1:21:47choose who they have called and we want to filter based on who hasn’t been called and also who um has not been

1:21:54rejected so if we Circle back into this workflow what we’re going to do now is

1:21:59we’re going to effectively do an iterator through all of these and so

Data types in n8n

1:22:05this is where we get into data types in nadn which is super important and we’re

1:22:11going to be going into this uh quite extensively here not not like too long but I think that this is probably one of

1:22:17the most important things that you need to know when starting with nadn and so

1:22:23circling back here we have this Json data right and there’s a lot of different data types going on and so let

1:22:30me kind of explain what I mean by that so if I just go into this uh chat gbt

1:22:37here it took me actually a long time to get this prompt right but we have a lot of different data types in n8n and to be

1:22:45honest I’m sure that you probably know a ton of these like you probably know what text is and so an example of text would

1:22:52be Jane Doe right somebody’s name is a text field or for example somebody sends

1:22:58in that message box right on the form I’d like to learn more about your business that’s text and then we have

1:23:05numbers over here and what a number is is like 5,000 and this could be their budget or a number could be 50 which is

1:23:12the number of employees that this company has right and so these are pretty common you see these almost every

1:23:19single day but there’s a couple more complicated ones let’s start with the easier ones first Boolean so Boolean is

1:23:27true or false it can be one of two things true or false and so you know

1:23:33when you think about it it’s like hey um when you put a budget on somebody it’s

1:23:38like does this surpass $1,000 the answer is either true or false either it’s like

1:23:44a hundred or $200 and it’s false or it’s $5,000 and it’s true date you’re

1:23:49probably pretty familiar with as well and this is just essentially the date that you know something’s on so date

1:23:56could be the form submission like we received a date could be a follow-up date and then we have binary data here

1:24:02this is like just essentially saying hey this is not any of these other fields this is more like a PDF document or it’s

1:24:08like a PNG or whatever it’s like some form of data right that you can’t it’s

1:24:14like a file or an image essentially right and so that’s more or less it and then that kind of leaves us with these

1:24:20two things here which is an array and a collection and this is more or less literally the backbone of NM so if we

1:24:28like Circle back into um you know our scenario here we have arrays and um

1:24:36collections all the time this in fact is a collection this is an array so let’s

1:24:43talk about what this necessarily means so an array is just a list so for

1:24:48example if you were to go to the grocery store you might be like hey I need to buy oranges and I need to buy bananas

1:24:56and I need to buy mangoes and this is a grocery

1:25:01list and very similarly this in programming would be like an

1:25:07array now arrays are lists right but they can be a list of multiple different

1:25:13things this list could be in this instance it’s text but it could also be

1:25:18a list of numbers so for example you could have like a list of like like 50 and 200 and

1:25:27500 and this could be like three different companies and the amount of employees they have a list could also be

1:25:34a list of like dates for example could be a list of whatever but the most

1:25:40common one is a list of objects right and so circling back here what an object

1:25:47is is it’s just like a group um like a group of labeled info so you can think

1:25:53about a new lead right so that new lead is an object so effectively if we were

1:26:00to test this trigger here or go to this form submission and you can see that

1:26:05it’s just not triggering properly so we need to test this and unpin to test we have this form right this is just like

1:26:12an object of a client it’s like hey tell me the person’s first name last name email budget message and we’re just

1:26:18essentially grouping all that data into what is called an object right so we have and these are in Key value pairs so

1:26:26essentially name equals Jane email email equals this similarly we’re pulling in

1:26:31the data from this lead list here right and we have an object and each object is

1:26:37a row so this is a row this is an object this is an object this is an object and it’s just data that’s collected about

1:26:44somebody so first name jono last name catli and these are keys and these are

1:26:49values right so this is the key and this is the value with the key it never

1:26:56changes this is how we reference people whether the person’s name is jono or

1:27:02whether the person’s name is Andy or whether the person’s name is Stacy that

1:27:08the way we reference it is always the first name but these values always are

1:27:14going to change and so it comes down to key value pairs just like a Google sheet you have pretty much the key which is

1:27:19last name and then you have all of the values here right and so more or less

1:27:26that’s essentially Json right or in an object in Json so you have key value pairs first name jono last name cat Liff

1:27:33and then you can have an object right that is within a list and this

1:27:39list can be instead of it being like hey we have a a grocery store list here with

1:27:45like these three things bananas oranges and mangoes now we have a list of client

1:27:51client one C client

1:27:562 and client 3 right and so this is more or less what we’re doing and the thing

1:28:01with a list is we can actually pull it out and we can go through it one by one

1:28:08by one and so that’s exactly what we’re doing is we’re just breaking it out with

1:28:13this iterator and so this splitting happens right we’re going through one

Iterators on arrays

1:28:18individually the only difference here is that we actually don’t need to have have

1:28:24this split because this Google sheet by default is a split so if we were to zoom

1:28:30out here we can see that this runs one time so we get data coming in here it

1:28:37runs one time then we find data on this Google sheet and we return three values

1:28:42and we’re going through those values one after another so we first start with jono then we go to Andy then we go to

1:28:50Stacy right we can take a look at the data we have jonno joh Andy right and for whatever reason it’s

1:28:57not pulling in Stacy as well and that is because she doesn’t have the date here

1:29:02right so it’s only pulling in three people that we have and so because this

1:29:08is already pulling in three values and we’re going through it one after the next we’re going to first go with jonno

1:29:15then duplicate jonno then Andy then Stacy um we don’t actually need this what we need to do is we need to have an

1:29:21array aggregator okay and what an array aggregator is going to do is it’s going

Agregador de matrices

1:29:27to effectively bundle all of these together so in the array aggregator we’re going to do all items we’re not

1:29:33looking to just pull out certain things we want to pull out all of the items and so if we were to run this again and now

1:29:40let’s just paste this same date in for Stacy it’s going to pull in all four people here right and you can see now

1:29:48that we’ve pulled in four items and we’ve bundled it into one output

1:29:54and so moving forward this is technically running right here four

1:29:59times you know if there’s anything in between these it’s going to run four times but then on that flip side it’s

1:30:05only going to run once because we’re bundling we’re merging everything back in together into this output here right

1:30:11and so this is essentially what lists are and arrays aggregators are it is a

1:30:17bit confusing but you can think about it like this you go through one result at a time until they’re all done right and so

1:30:24more or less what I’m going to do here is I’m just going to expand this out and you can see that we’re bundling

1:30:30everything in here right but we could also add in a filter here and this

1:30:35filter is going to remove anyone that first of all has been called so if

1:30:41called is equal to true it’s going to remove them out of here and we’re going

1:30:46to add another condition in here and that is going to be if

1:30:52rejected is equal to to false right so we only want to get a

1:31:00report every single day if the person hasn’t been rejected but they also haven’t been called right so they cannot

1:31:05be called and they cannot be rejected and um sorry this should be true as well and

1:31:13so let’s just run this through and we’re going to see that it’s

1:31:20WR uh wrong type false so essentially um what we want to do instead is we’re

1:31:27mixing up data types here which is great you can see that it’s referencing it as a Boolean um what this is essentially

1:31:34decir es como si estuviéramos más o menos diciendo que es igual a verdadero, pero queremos decir el

1:31:42texto contiene true y la razón es porque esto es texto y solo estamos

1:31:50Decir que hey hace este campo de texto aquí que está justo aquí que contiene la palabra verdadero y así podemos intentar

1:31:58esto sale de nuevo y seguimos obteniendo lo mismo

1:32:04problema, así que vamos a revisar y uh arreglar esto

1:32:09Echemos un vistazo al problema aquí y vale la pena depurar esto juntos para que diga que el tipo incorrecto false es

1:32:17un booleano, pero esperaba una cadena correcta y por eso es por eso que tiene que f

1:32:23averigüe los tipos de datos desde el principio porque si no lo hace, se quedará atascado tratando de depurar cosas CU que está

1:32:29like oh gosh like why is it saying boo in when it’s supposed to be text because if you’re trying to match things like

1:32:35this and it’s not the right data type then it’s going to be problematic so

1:32:40maybe what we could do is the Boolean is false and the Boolean is false and now I

1:32:49was trying to pass in this text even I make these mistakes all the time too but now we can reference it for what it was

1:32:55which is a Boolean and it’s now going to work and let’s see what happened we

1:33:00discarded three people right and we discarded jonno because he was already

1:33:05rejected we discarded Andy because he was rejected we discarded Stacy because she was called which means that we only

1:33:12tener una persona a la izquierda en esta lista a la derecha y por lo tanto esto podría ser, por ejemplo, dos

1:33:19gente, así que si vengo aquí y hago como Richard y Johnson y hago esto

1:33:25De nuevo, ahora va a haber dos personas que se pasan a la derecha, así que hay cinco personas que entraron, hay dos personas

1:33:33que pasaron el filtro y luego los estamos agrupando para que solo

1:33:38tener un elemento en el futuro, la razón por la que esto es importante es porque, digamos, enviamos un correo electrónico en el siguiente

1:33:44flujo si no los agrupamos y enviamos a dos personas

1:33:50Esta ruta significa que enviaríamos dos correos electrónicos, enviaríamos uno para cada persona que pasó bien, pero no queremos

1:33:56enviar uno por cada persona que pasó, solo queremos enviar un correo electrónico para ambas personas y es por eso que lo agregamos

1:34:02Juntos bien, y esa es la siguiente lección de la que sabes que es muy, muy importante hablar aquí y mucho más

1:34:10o menos estamos en camino de construir este sistema, pero creo que lo que pasa es que quiero hablar sobre el código aquí para

1:34:17por ejemplo, la cuestión es que cuando se trata de programas como NN, no todo va a ser perfecto ahora

Código en n8n

1:34:23I’m not saying that you need to be a coder you don’t even need to know code at all like you you just don’t need to

1:34:29know it but you need to know that it exists and you can leverage it at certain points in time and so what we

1:34:35lo que queremos hacer es que queremos tomar estos datos aquí, que están en Json como este, y esencialmente queremos enviarnos un archivo

1:34:42correo electrónico con todos los nombres correctos y, por lo tanto, necesitamos cambiar este tipo de datos

1:34:48de una matriz de colecciones a la derecha de texto y para que sepas que es una matriz

1:34:55porque tiene este soporte aquí y este soporte aquí y tienes estas colecciones de individuos que te rodean

1:35:02tenemos otra matriz aquí, necesitamos convertir esto en texto y la forma en que lo hacemos es que presionamos el botón más y no hay

1:35:07de manera incorporada en cualquier extremo para hacer esto mmm y en realidad es por eso que soy bastante

1:35:12emocionado de mostrarles esto, así que volvemos a golpear aquí y podemos ir a la transformación de datos y podemos ejecutar código y

1:35:19así que todo esto hay que decirlo, realmente no tienes que saber nada aquí, lo que vamos a hacer es que vamos a preguntar al chat PT

1:35:26para hacer esto y si ustedes se quedan atascados en el paso, pueden hacer una captura de pantalla del

1:35:33código está bien y luego simplemente conéctelo y le mostraré cómo hacer esto en caso de que se quede atascado y no pueda entenderlo

1:35:38así que todo lo que voy a decir es que voy a copiar esto y voy a pegar esto

1:35:43en el chat gbt hey quiero convertir esto

1:35:50lista de datos en un campo de texto donde tengo un texto

1:35:58cadena que pasa por cada

1:36:04persona y voy a pegarlo y voy a decir como aquí está

1:36:10mis datos y luego en la parte inferior aquí voy a decir que este es el formato de muestra

1:36:16que quiero para cada persona a la que voy a decir que el nombre es igual

1:36:23al correo electrónico de John Smith es igual a John

1:36:31gmail.com presupuesto es igual a 10.000 y

1:36:37mensaje es igual a alto y voy a decir ¿puedes por favor escribirme código JavaScript

1:36:47en formato nadn para lograr esto y dejaré esto en el

1:36:53descripción a continuación para que ustedes trabajen, pero esencialmente solo vamos a preguntar chat

1:37:02gbt y por alguna razón parece que uh dejó de generar, así que estoy

1:37:08Solo voy a seguir aquí y hacer otra pregunta, está bien, dulce, así que ahora está pasando y nos está dando la

1:37:15código y en este momento no sé si va a funcionar o no, así que solo voy a probar este paso y

1:37:21y por lo tanto, parece que lo ha sacado en otra matriz de objetos a la derecha

1:37:30con texto y texto y esto y esto y esto y eso no es lo que queremos, queremos solo uno de los

1:37:36estos a la derecha un campo de texto con todo allí, así que solo voy a

1:37:42pregúntale de nuevo que no funcionó quiero todos los datos en

1:37:50texto mmm en un campo de texto sin formato con cada valor

1:37:59separados por una línea

1:38:04y le va a dar otra oportunidad aquí porque probablemente no lo va a hacer bien la primera

1:38:09tiempo y así podemos echar un vistazo a esto

1:38:14y ver si esto funcionó, así que lo copiaremos de nuevo y probaremos el paso

1:38:24Está bien, dulce y esta vez funcionó, así que tenemos texto y luego tenemos nombre igual a

1:38:30jono this for sln is a line break in code and this is just going to naturally

1:38:36form a line break email equals this line break budget equals this line break

1:38:41message equals test um test message line break line break name Richard Johnson and so on and

1:38:48so forth so now we have our list now if you guys are struggling with this and you want to figure this out out all you

1:38:54have to do is just literally take a screenshot turn this into chat GPT and

1:39:00say convert this to text for me and it’s going to go ahead and take my screenshot

1:39:07and literally just um please

1:39:13turn that screenshot into text for me

1:39:18and maybe okay there we go right and so you can just ask it again and it’s literally just going to take that out

1:39:24and you can just copy this and then paste it right back in here and you’re good to go and so all we have to do is

1:39:32simplemente fusionar esto en Gmail y luego enviarnos un correo electrónico, así que me enviaré un correo electrónico aquí y

1:39:38Voy a decir lista de nuevos clientes potenciales y esto va a estar en texto plano y nosotros

1:39:44puede simplemente arrastrar este mensaje de texto aquí y enviarlo, así que vamos a darle una oportunidad a esto, vamos a probar todo esto

1:39:51flujo de trabajo, hemos ejecutado el código, hemos enviado el mensaje y ahora volvemos a mi bandeja de entrada

1:39:58Aquí tenemos una lista de nuevos clientes potenciales y aquí están todos los clientes potenciales que entraron

1:40:03por el día que ambos no fueron llamados y no fueron rechazados justo y así que

1:40:08puede configurar esto para que se ejecute todos los días, solo quiero apagar esto mmm

1:40:14anexe la atribución y luego no va a enviar esa cosa extraña en la parte inferior que es así es enviado por

1:40:20Naden y esto es una estratagema de marketing para conseguir tantos clientes como sea posible, ¿puede registrarse para un para mí, por favor

1:40:25uh, si quieres evitar eso, entonces puedes simplemente apagarlo, pero todo esto para decir que tipos así es un poco aterrador, ¿verdad?

1:40:31but you don’t actually have to do it Chad gbt is going to do it for you just keep going through this process until

1:40:37you get it right I’ll leave the prompt down below to get this in the description or in the blueprints and uh

1:40:43yeah you can just go through it and so that’s more or less it and right now

1:40:49this is triggering on a sub workflow we could actually just change this out

1:40:54maybe you know what I changed my mind and I don’t want this to be a subw workflow maybe I want this to be a

1:41:00schedule trigger instead and I want this to be like triggering every single day

1:41:05maybe at like I don’t know let’s let’s choose like 7 p.m. at the end of the day

1:41:10after you know everyone’s gone to bed and we can just say okay you know what every single time at 700 p.m. this

1:41:18workflow is going to trigger and you just automatically get um notifications every single day as to who was called

1:41:26who wasn’t all that kind of stuff right and so with this module we went through a lot of different things we went over

1:41:31the scheduler we went over um iterators and aggregators and all of that kind of

1:41:38stuff and just to kind of recap this one more time because this is like super important we have multiple different

1:41:44data types you guys are familiar with most of these you got text you got numbers you got Boolean true or false we

1:41:51got date and we also have files like binary we’re going into this later and then these two are the ones that you’re

1:41:57probably unfamiliar with arrays and collections that more or less in nadn

1:42:03kind of looks like this this is Json and then anything that’s an array is just a

1:42:09fancy way of saying a list and it’s anything contained within this square bracket and this square bracket and this

1:42:15array this list can be text numbers but in most cases it’s going to be objects

1:42:22like this this object is just an unordered list or a file or a folder of

1:42:27whatever it is you want it to be in this case it’s just literally like a row on a Google sheet where you’re just getting

1:42:33somebody’s first name last name email phone number all that kind of stuff and there’s it’s sorted by key value pairs

1:42:39you can think about the key is essentially just what’s in this header here and the value is just anything

1:42:45below it right so all of these values here are the values they’re going to

1:42:50change right but they all have the same keys and so essentially that’s more or

1:42:55less what data types are in nadn and just in general I know it’s kind of

1:43:00boring and it’s technical but out of everything to learn that’s probably going to be one of the most important

1:43:06things that you can learn and so circling past this what I want to do guys is we just have two workflows left

1:43:12is I want to talk about building these out the first one is going to be uh really simple it’s going to be a web

1:43:18hook and an https request and kind of showcasing what these are so let’s type

Webhooks en n8n

1:43:24in web hook for a new uh workflow this is essentially just saying if you send data here it’s going to start this

1:43:30workflow if I just copy this and I start this trigger and I’m listening and I just go to that URL it’s going to say

1:43:37workflow is started and we actually have data we just you know we don’t have that much data but you know that’s that’s

1:43:43data in and of itself and so that’s more or less what a web hook does it just retrieves data from whatever various um

1:43:51applications you’re using and of those applications could be like a form submission so just like we set up before

1:43:57we had the nadn forms but we could also have like a form on your website right and there’s a million one different form

1:44:02of sub uh submission softwares out there and what we’re going to do is just use something for free so before we get

1:44:08started we’re just going to go into this web hook here and we’re going to change this to an HTTP post method just because

1:44:13something’s sending a post request over to uh this this URL here so once this

1:44:20you can think about like posts and Postman once that data is sent uh over to this URL then it’ll start

1:44:26this workflow and so this is just receiving data so we’re going to use tally forms for this and this is free to

1:44:31Comienza, puedes probarlo si quieres y luego, mmm, sí, eso es esencialmente todo, así que vamos a iniciar sesión

1:44:36aquí y todo lo que voy a hacer es simplemente voy a crear otro formulario aquí y mmm podemos llamar a este formulario de muestra y

1:44:44Voy a hacer como el campo uh o voy a hacer una respuesta corta y luego esto va a ser solo uh primero

1:44:51nombre y luego también voy a agregar en otra forma o

1:44:57campo aquí y esto solo va a ser correo electrónico está bien, dulce, así que algo así como super

1:45:03super sencillo vamos a publicar esto nada demasiado loco aqui vamos a ir a Integraciones y tienen esta web

1:45:08hook aquí y por lo que nos está preguntando hey, necesitamos un gancho web y lo que está diciendo es como si una vez esto

1:45:15se envía el formulario, enviaremos los datos, enviaremos el nombre, el apellido, todos los campos del formulario para que vayamos a

1:45:20envíalo a algún lugar, dinos dónde quieres que lo enviemos y ahí es donde entra en juego esta URL aquí, así que vamos a

1:45:25copy this URL and we’re just going to stick it in here and connect it and as soon as this is published it’s going to

1:45:31send data over to our NN endpoint right here so we can listen for events and

1:45:37essentially all we want to do is we just want to give this a shot so I’m going to copy this link right up here and I’m

1:45:43going to test this form out and I’m going to put my name and my email in here okay and we’re going to

1:45:49submit and perfect we’ received data here the output of data I’m going to pin this first of all and yeah we could we

1:45:57could do you know here’s a lot of different data we we’ll change it to the schema here just so it’s a bit easier on

1:46:03the eyes we can see that in this body section there’s data and here’s the fields that we submitted right so we had

1:46:10this field with my name and then my email down here so all this data is being passed in and so that’s

1:46:15essentially more or less it right and so we can do literally whatever it is that we want to do with this I’m just going

HTTP requests in n8n

1:46:22to show you one example example and maybe with this you can just follow along with me and then just take a look

1:46:27with your eyes just to you know take a look and see how this works um and so I

1:46:32just logged into my go high level account this is just essentially my CRM right it’s my customer relationship

1:46:38management software it’s where I store all my contacts and so I’m assuming you don’t have access to this so I’m just

1:46:43going to show you kind of what this looks like and essentially what we’re doing here is we’re just going to oh I

1:46:48just need to refresh this page we’re essentially just going to send data okay okay um that we received from this form

1:46:55right so somebody fills out the form we receive it in our web hook and we want to just enter that into like our CRM we

1:47:01want to create a new contact and so we can do that in I’m going to show you this in the CRM and then I’m going to show you a practical use case so that

1:47:08you can kind of take a look on your end and so I could just create for example a new workflow from scratch and go high

1:47:14level I could just call this test and then have like an input um I can have a

1:47:20in inbound web hook here where just send data straight from this into there and

1:47:26this is where the HTTP request comes in and so with HTTP request we’re sending data somewhere else right we’re sending

1:47:33it outside of nadn and the cool thing about this is like take a look at like

1:47:39all these other workflows here these are all technically like HTTP requests like Google Sheets is an HTTP request Gmail

1:47:45is an HTTP request if we go into any of these actions in the app like literally

1:47:51every single one of these are HTTP requests and

1:47:56essentially the difference between this and HTTP request is just that the NN team has gone in their developers have

1:48:03spent time and they’ve built native Integrations into all of these and there’s tons of them right but they

1:48:09don’t have every single app out there in the world and that’s where the HTTP requests come in you’re essentially having to do what Their programmers

1:48:15haven’t done already right and so you’re just creating something from the ground up and this is more like an advanced feature here so I’m just going to keep

1:48:22this nice and simp simple but essentially we can send data anywhere we want to and so the method is like you

1:48:29know essentially saying what do you trying to do with this a get method is essentially saying hey we want to retrieve data back from a source so I’m

1:48:36going to like send off data from my to my CRM to retrieve information about a

1:48:41client or posting could be like hey I want to send a new client from this form submission I want to send that into the

1:48:47CRM to create delete is delete uh and then update is you know updating some or

1:48:53or patching is updating and and so and putting as put is update as well and so

1:48:58that’s essentially it all we’re going to do is we’re going to post we’re going to send data we’re like a post man we’re delivering it to our CRM to essentially

1:49:05add somebody in there and we’re just going to add in the URL here and um

1:49:10essentially more or less all we need to do is send a body and you know there’s

1:49:15multiple different ways of structuring this but the easiest is the key value pairs here and I’m just going to put in name and I’m going to put in email

1:49:23and so effectively that scared me I like a pop in my in my uh right next to me I

1:49:28don’t know if you can hear that or not but that definitely startled me so I’m going to put in the values here like the name that we got from the form and I’m

1:49:35going to put in the email and we have this data we’re good to go and all we have to do is test the step and we sent

1:49:42it to this URL similarly to how the web hook we had to you know update in this

1:49:47we had to put this link here saying hey send data to here we’re also saying in the inverse we’re saying hey here’s

1:49:53something from an external source and send it there and we can see that the request has been received and so if I

1:49:59just look at the data I can see that I passed in that email and that name and

1:50:04this is a quick way to you know send data into your CRM and then like literally in two seconds right you could

1:50:12essentially um have a module and this is outside of the scope of this but you could have a module that is like call

1:50:19and in 2 seconds bam somebody requests the form 2 seconds later it’s like it’s calling you and or the sales rep and

1:50:26they pick up the phone and it patches them into the client and that client every time is like holy crap you guys called me that fast like that’s insane

1:50:33because it’s all automated there’s nothing that you’re doing manually here other than picking up the phone and so that’s essentially that now we can try a

1:50:39different way with something that’s a bit easier so if you guys go to request cater.com or if we just type into Google

1:50:45request catcher here this is a simple way to test it out so this essentially just receives information that you’re

1:50:52sending so you can put anything here it doesn’t matter and we’re just going to send data here and so effectively we

1:50:58just have to copy this right and come back in here and I’m just going to send the same data to the link we just

1:51:05created here in you know this URL and so if I test this

1:51:11now we can see the request is caught and we received all this data like name and

1:51:16email so point being is like you don’t have to use just go high level you could use HubSpot you could use Salesforce you

1:51:24could use a million in one applications like there there’s just so many applications out there that you can use

1:51:30for this kind of stuff right and so this is more advanced functionality um you don’t just have to use like HTTP

1:51:36requests to end the workflow and send data but you could have like a something here being like hey I want to get

1:51:42information from go high level or from my CRM like maybe I don’t have the

1:51:47contacts email so I need to or first name or last name so I need to grab that information and then you can continue on

1:51:53with this workflow in additional steps right and so that’s that’s really cool and so that’s the fourth workflow that

1:51:59we’ve built out together and then just the last one that I want to go over today is essentially building out this

Building a RAG AI agent

1:52:05um this more advanced nadn um AI rag system here so we’re going to circle

1:52:10back here this is actually pretty fast to build out and so let’s just seriously uh let’s dive into it and and let’s get

1:52:17started so we’re going to create the final workflow here and essentially all this is going to do is it’s going to

1:52:23take a chat message and so we’re just chatting back and forth and so bottom

1:52:29line is is that’s pretty much it and then we have Google drive here and the only problem with this whole workflow is

1:52:35just this Google drive module because it’s a bit of a pain in the ass to set up and so all we’re going to do is we

Google Drive integration

1:52:40want to download a file so I’m going to go ahead and add in credentials this is

1:52:45a bit of some work to get set up properly so I’m just going to move these

1:52:51over to to kind of show you how this works so we need a client ID and we need

1:52:56a client secret if you’re watching this in in a year from now you’re probably not going to do this and like all the other modules you just sign in but for

1:53:02right now they haven’t built it out yet and so what we need to do is we need to get this information so all you have to

1:53:09do is essentially follow what I’m doing you can open the docs and just read it here but um I’m just going to skip this

1:53:15and go into the Google Cloud console I’m going to type this into into Google

1:53:21let’s go ahead and click the first link here Google Cloud console the first thing we’re going to want to do is create a new project here and so we can

1:53:29just enter in new project which is right here and I’m just going to call this NAD

1:53:35n-4 or whatever I don’t know super creative with the names today and effectively it’s just going to take a

1:53:41couple seconds to load and then we’re just going to enter back into it once it has loaded up here and we can start the

1:53:48process of this authentication now that we’re inside it just to make things simple they do have

1:53:54a bunch of apis that you can integrate into which are down here but I’m just going to do Google Drive up top here and

1:54:01so all I want to do is click the first link and then I want to enable that

1:54:06again and so that’s step number one essentially finished here right we’re

1:54:12just enabling the Google Drive um for nadn to access it I’m going to search up Google Drive uh

1:54:19Google drive again in the search bar here and repeat this process and I’m just

1:54:25going to manage it and we’re circling back to essentially the same page here which we’re going to create credentials

1:54:32and for whatever reason like I don’t know it just I think at the time of the recording there’s just some bug and it’s

1:54:39it’s like causing me to go in Loops here so I apologize um just for for that but

1:54:45I’m just going to search it back up and I’m going to manage this once again and so effectively

1:54:52this time we’re able to create the credentials and the bug is now gone for whatever reason and so we can just go

1:54:57ahead and do so it’s going to be application data and we’re going to just type in a service account name I’m just

1:55:04going to do like n8n and then create and from here we’re going to select a role

1:55:10and I’m going to be an owner on this and we’re going to click continue and then click done and this step is now

1:55:17completed and so from here what I would like to do is I would like to

1:55:23effectively go to the ooth consent screen and start this process down here

1:55:29below and so we’ll click get started and I’m going to call this an app name nnn -4 or whatever I’m going to enter in my

1:55:36email here this is going to be an external app this is all boiler boiler plate just to just to let you know so

1:55:42I’m going to enter in my email here uh oops and then we’re going to

1:55:49click next and I agree continue and create create and so we’ve created the second part of this which is the oo and

1:55:57lastly we’re just going to create this ooth client here and this is going to be an application type web application and

1:56:04again I’m just going to call this like NN or whatever and we have this uh URI down here right authorized URI redirect

1:56:12so we’re going to add this and circle back into nadn and copy this link and then paste it in here and then from here

1:56:19we can just click create and we’re pretty much done this is just saying hey when we go to request to connect NN into

1:56:26into Google uh drive it knows how to redirect back lastly we’re just going to go into audiences here and all I want to

1:56:33do is just create a test user and then we’re good to go so I’m going to create this test user and I’m just going to enter in my email here click

1:56:42save and we have now gone ahead and added myself as user we can come in here and

1:56:50uh just enter in our client and secret ID so in order to get that we’re going to navigate back to the client section

1:56:57here we’re going to and click on this and we have our client secret here and

1:57:05then we also have our client ID which is up top here and we can just paste that in and then sign in with Google and so

1:57:12now we’ve connected in Google Drive into our account here and so we’ll click

1:57:18continue and we’ll give authentication to everything and now we have connection between nadn and Google Drive so all in

1:57:26all huge pain in the butt just to do something that should be like literally built in but you know that’s essentially

1:57:32what the process is okay now that we’ve set up Google Drive integration with NN we can continue forward so essentially

Adding PDF documents into RAG system

1:57:39all we want to do is download a file here so what we want to do is just find a file in our Google drive to download

1:57:44so if you can just upload a PDF file into your Google Drive that’d be fantastic and just for the purpose of

1:57:50this tutorial what we’re going to do is we’re just going to search for that file and I’m going to type in agreement here because my file has agreement in the

1:57:57name and so we’re going to find that and we’re going to download this so if I

1:58:02just you know run test here it’s essentially going to take that file and download it and this is now another data

1:58:08type which is binary data and we don’t want it to be in binary data we want to convert this okay into from a PDF into

1:58:17um into Data that we can use so I’m going to search for PDF here and it’s

1:58:23actually not convert it’s extract from a file and we’re going to extract from a

1:58:29PDF so essentially we’re taking you know data from a PDF and we’re going to get

1:58:35another output so let’s try this again I’m going to hit test we’re going to download that and then it’s going to extract the data and let’s look at the

1:58:41results so it’s coming back in Json data and it’s coming back in in this schema

1:58:46and so you can think about it like converting this from a PDF document into text so if if I just like open up this

1:58:53document here so we can take a look at what we have going on this is just a standard contract there’s tons of

1:59:00information on here right the goal is is to turn this into a bot that can like literally pinpoint data and like respond

1:59:08back to us so we could be like hey what’s the date and it’s like this is the date or so on and so forth or what

1:59:14company is this and you know it’ll tell us or what services are we offering and all that kind of stuff and so this is the first part we’re just converting it

1:59:20from a PDF into Tex and then once we get that done the next step that we

1:59:26effectively want to do here is to put this into an inmemory Vector store so

Adding data into vector store

1:59:32let’s go ahead and do that we’re going to do Vector store here and we’re going to choose inmemory Vector store now

1:59:38personally there’s better results like pine cone is is going to be better right and I prefer it it’s just that for this

1:59:43tutorial I want to start with the easiest way possible and the inmemory vector store is just kind of like built

1:59:50into into N8 so so it’s really easy to get started so I’m going to go ahead and choose add document to Vector store here

1:59:57and effectively all we’re going to do is enter this information in to the vector store now there’s a couple parts to this

2:00:03first of all we need like reasoning and logic to understand what’s going on and that’s why we have this embedding model

2:00:09here and then secondly what we’re going to do is we’re going to have this default data loader and so let me

2:00:16explain what this default data loader does because I think this is important the role is you just think about it as

2:00:22like Hey we’re we’re changing it into a more friendly format right so you can

2:00:28almost think about it like PDF into text we’re breaking it down right so data Loos are essential because they convert

2:00:35raw data into format that rag systems can understand and process so we’re taking that text and we’re converting

2:00:41into something that is going to be familiar with a vector database and when

2:00:47we think about Vector databases essentially what this is doing is it’s just a very efficient way of storing

2:00:53data in a database so that we can retrieve hyper efficient answers so for

2:00:58example if you typed in like cat for example it’s going to know that you’re looking for something over here if you

2:01:05type in Lion it also knows you’re looking for something over here and if you looked for something like you know a

2:01:10banana it’s like okay probably not over here and it’s over here right next to Orange and mango but the thing is is

2:01:16like what we’re doing here is we’re embedding things into this Vector database with numerical representation

2:01:22so these are numbers and you can think about these numbers as essentially something like this right so it’s giving

2:01:27numbers for visual representation to capture the semantic meaning so even if

2:01:33you don’t say like if you’re asking a question it can’t find the exact exact answer it’s still going to understand

2:01:40how to find comparable text that has a lot of similarities so you type in banana and it’s going to go more towards

2:01:46the fruit side of things rather than the animal side of things so this is how we can retrieve information so if you think

2:01:53about like a conventional chat bot essentially what this is doing is if it if if somebody asks you know this rag

2:02:00system a question and it’s like hey what’s the price of your services the price section’s over here and then it’s

2:02:05like hey can you help me with this specific question which is located over here and then it might be like what

2:02:11services you offer and the services section is over here and then it the next question might be like how do I

2:02:16book a call and that section stored over here so it can find the exact answers that you’re looking for right and so

2:02:23essentially all we have to do is just um have the data type as Json and this

2:02:28looks good to go and we’re going to create a text splitter Now text Splitters there’s three of them we’re

2:02:35just going to choose recursive character text splitter this is pretty much the Baseline as to what you should be using

2:02:41most of the time and why that’s the case is that this is like a text splitter you’re when you’re dealing with rag

2:02:48systems and Vector databases you want to break the text down the smaller bite-sized chunks because if you just

2:02:54load in like one document it’s just way too much informational process so you need to break it down into smaller

2:03:00pieces but the question is is how do you break it down into smaller pieces and with recursive character Splitters

2:03:05they’re keeping the semantics and the meaning intact so they’re going to first start to break it down by paragraph and

2:03:10if that’s still too much then they’ll break it down by sentence so that the meaning is still there right so when you

2:03:16have all these pieces and chunks stored in your your vector database it’s like you know the whole meaning is there it’s

2:03:22intact it can find something that’s really similarly related but if you use something like a character splitter it’s

2:03:27going to say okay at 30 characters cut this off at 30 characters cut it off and then it breaks sentences up by

2:03:34characters which means that if you were to search for it half of the meaning of what you’re searching for is probably

2:03:40gone so the whole point is is that you’re just keeping critical sentences

2:03:45intact so that their semantic meaning is there so that when it searches the database the vector database it’s not

2:03:52searching and pulling data back that’s like half complete or whatever Half Baked so that’s more or less what it is

2:03:58and so we can give this a shot and we can load data in so please test and first of all let’s just see see

2:04:05if this is actually going to successfully load things in and so in this instance um it looks like it was

2:04:11good right and we loaded in tons of different stuff here and you can see that in this particular scenario it

2:04:19split 12 times and there’s 43 items that returned in general so we broke this contract down into way smaller

2:04:26bite-sized chunks and that is a good thing so that we can essentially store

2:04:32this data and now that we’ve stored it we want to retrieve it please keep in mind that this is just one document if I

2:04:39was to you know do this for my company I’d be loading in like a thousand of these documents 500 website Pages all of

2:04:46my standard operating procedures every single text and email and every single piece of information so that knows

2:04:52everything about us and the whole reason why I’m going over this too is because I just think that this kind of information

2:04:58here is critical to AI agents and to nadn in general and this is what makes it stand out uh you know apart from

2:05:05things like make.com or zapier and so that’s the first part and what we can do now is we can focus on the second part

Retrieving data from RAG chatbot

2:05:12where we’re essentially trying to recall this data with an AI agent so let’s go ahead and do that we’re going to hit the

2:05:18plus button and add an advanced uh AI agent in here and effectively um this is

2:05:24good to go pretty much outside of the box we can just cancel out of this and I’m going to drag this up a bit and

2:05:31similarly to before we need the brain of the operation which is the chat model which is just going to be open AI GPT 40

2:05:38and we can put this over here and then like before we have the memory which is the window buffer memory it’s just the

2:05:43built-in memory from nadn so that we can remember past conversations and ask follow-up questions and all that kind of

2:05:49stuff and essentially the last thing that we’re doing is we’re just calling that in memory Vector store again so

2:05:55memory we’re going to type in memory store again and more or less this is like the company you can name this

2:06:02whatever you want but company knowledge base and please call this tool this is

2:06:08just a description of when to use it please call this tool when the user has

2:06:14specific questions about um the company

2:06:19SLC contract okay perfect and we’re going to go ahead and save this and one last thing is we

2:06:27need an embedding model and so we’re going to choose GPT 40 and or sorry

2:06:33we’re going to choose um the embedding three small right and just make sure that whatever you’re using on one side

2:06:40you’re also using on the other I’m just using this out of the box but essentially when you think about those

2:06:45embeddings right um more or less this is the part to encode the message in the

2:06:51vector database so that we can store it in a way that we can retrieve information really easily right but how

2:06:58we do that is through this Vector embedding this is what turns your text it starts with cont content like that

2:07:05PDF file so this is the PDF and then we go into the embedding model where we’re changing it using that text three small

2:07:13from chat gbt we’re embedding that text and that document into these numbers right so we’re essentially going from

2:07:19like hey we have this contract here and we’re taining taking all of this text

2:07:25right and then we’re going to merge that into this Vector database and how we do

2:07:31that is by taking that text and putting it into an embedding model to change the words into like these characters here

2:07:38right and so that’s effectively more or less what’s going on here and so if we Circle back to this um now what we can

2:07:46do is we can just give this a shot and see if this works so I’m just going to say hey can you tell me the date on the

2:07:55contract and let’s see the response that it gives so it says the date of the

2:08:03contract is November 19th 2024 and so it knows this not because it’s just you

2:08:09know answering randomly but it’s pulling this in from the contract and so it

2:08:14looks like um there may be yeah so essentially it’s

2:08:20pulling this in from November 26 uh 2024 and so there looks like it

2:08:28looks like there’s a lot of different dates here so um let’s try another one

2:08:34here can you tell me what services are

2:08:40being offered and let’s go ahead and see and this isn’t perfect every single time

2:08:45especially when we’re working with such limited data but it says DJ Services are offered photography services are offered

2:08:52and videography services are offered and then in addition you have all these upsells that you can also ask and that’s

2:08:59pretty cool it got it right spot on the first time and so we have multiple Services we have DJ Services here and

2:09:06then we have um we have photography Services here and then we have as well

2:09:13videography Services here and so this is essentially how you can create a rag

2:09:18system that’s trained on the history of your company’s data and you can do it like really really fast honestly the hardest part is just connecting in

2:09:25Google Drive Right which is kind of a shame because it should not be the hardest part it should be a really simple process but um effectively that’s

2:09:32it that’s how you can create a rag system that’s just trained on the history of your company’s data and in a nutshell guys that’s more or less it

2:09:39Eso es literalmente todo lo que necesitas saber sobre N8N, si llegaste hasta aquí, entonces eres prácticamente un profesional, eh y tú

2:09:46puede ir y crear sus propias aplicaciones que puede, usted sabe, mmm, probablemente construirá ya cinco

2:09:52aplicaciones en este momento en el tiempo y estoy seguro de que puedes construir tus seis, así que muchas gracias chicos por mirar como yo

2:09:57Realmente aprecio si llegaron hasta aquí y si ustedes están interesados en obtener más ayuda y todo

2:10:02ese tipo de cosas, entonces definitivamente pueden echar un vistazo a la comunidad de mi escuela aquí, si quieren unirse, sí, pueden seguir adelante e inscribirse

2:10:08puedes obtener mmm, puedes obtener acceso a llamadas grupales conmigo mismo, también puedes obtener más de cien videos diferentes que son

2:10:16inédito en YouTube y toneladas de planos y todo ese tipo de cosas y así que sí, realmente te aprecio

2:10:21chicos que se quedan en esto conmigo y les deseo la mejor de las suertes en su viaje en NN All of These Blueprints

2:10:27van a estar abajo si aún no los ha descargado y puede entrar aquí, haga clic en importar desde el archivo y está listo para comenzar, nos vemos

2:10:34chicos en el próximo adiós

Inglés (generados automáticamente)TodosDe la serie