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Recipes

End-to-end tutorials for common workflows. Each recipe walks from blank canvas to working automation, with the exact node configuration, expressions, and example data.

Use them to learn by example, or as a starting point for your own automation.

Expressions in the recipes follow Flero's syntax: {{ $node["Node Name"].output.field }} reads another node's output by its name, and {{ $trigger.payload.field }} reads the trigger's data. Expressions look values up. They do not calculate. See Expressions.


Catalogue

# Recipe Difficulty Connectors What you'll learn
01 Slack notification on webhook Beginner Slack Webhooks, $trigger.payload, sending messages
02 Scheduled data sync (HubSpot → Postgres) Intermediate HubSpot, Database Schedules, Loops, idempotent upserts
03 AI content summarizer Beginner AI provider, Email Web Scraper, AI Agent, prompt design
04 Approval-routed purchase order Intermediate Form, Database, Email Forms, If branches, email approvals
05 Form submission to CRM Beginner Form, HubSpot, Slack Forms, connector operations
06 RAG document Q&A Advanced Embeddings, Vector Database, AI Agent Chunking, embeddings, grounded answers

---|---|---|---|---| | 01 | Slack notification on webhook | Beginner | Slack | Webhooks, expressions, sending messages | | 02 | Scheduled data sync (HubSpot → Salesforce) | Intermediate | HubSpot, Salesforce | Schedules, Loops, upserts | | 03 | AI content summarizer | Beginner | OpenAI / Anthropic, Email | AI Agent, prompt design, output formatting | | 04 | Approval-routed purchase order | Intermediate | Form, Slack, SAP / DB | Forms, Approvals, branching | | 05 | Form submission to CRM | Beginner | Form, HubSpot | Forms, transforms, upserts | | 06 | RAG document Q&A | Advanced | Embeddings, Vector DB, AI Agent | Full RAG pipeline |


How recipes are structured

Every recipe has:

  1. The goal: what you'll build and why.
  2. Prerequisites: credentials, accounts and skills needed.
  3. Finished workflow: a diagram of the end result.
  4. Step-by-step build: exact node configurations.
  5. Try it: sample input and expected output.
  6. Variations: ways to extend.
  7. Troubleshooting: common problems.

Tips for using recipes

  • Build in a separate workspace first. Recipes use real credentials, real APIs and real money. Keep production apart while you learn.
  • Don't skip the "Try it" step. A recipe that works in your hands is a recipe you've learned.
  • Read the linked node pages as you go. Recipes lean on the Nodes and Expressions sections.
  • Modify deliberately. Adapt one piece at a time so you can isolate what broke.

Found something out of date? This page lives in the Flero docs content set.