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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 these to learn by example, or as a starting point you adapt to your own use case.


Catalogue

# Recipe Difficulty Connectors What you'll learn
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 gotchas.

Tips for using recipes

  • Build in a dev workspace first. Real credentials, real APIs, real cost, keep production separate while you're learning.
  • 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 reference the Nodes and Expressions sections heavily.
  • Modify deliberately. Adapt one piece at a time so you can isolate what broke.

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