Tutorial for Beginners

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This “ Tutorial for Beginners” aims to simplify the process of automating your workflow using, even for those who have no prior experience with similar tools. You will gain the knowledge and confidence to navigate, all without needing any coding skills! In this tutorial, you can expect to learn the following key takeaways:

  • How to create and customize your account.
  • How to create an onboarding scenario, a handy tool for most businesses.
  • Understanding and setting up triggers and actions in your scenario.
  • Knowing how to link up your Google Drive and Email for scenario execution.
  • Introduction to routers and filters, and how to use them effectively.
  • Last but not least, preparing for more advanced scenarios to handle more complex automation.

By the end of this guide, you’ll have developed the skills and understanding to tackle more advanced automation procedures and enhance your business productivity. Tutorial for Beginners: A Step-By-Step Walkthrough

Welcome to our tutorial for beginners! If you’re here, it’s because you want to know how to get started with automating your workflow, even if you have no experience with any other similar tool like Zapier Maker or others. You’ll be glad to know that you do not need any coding knowledge or tech-savviness to make the most out of It might seem complicated at first, but once you get started, you can be an expert in no time. So, buckle up, and let’s dive in!

Step 1: Creating a Account

The first thing you’ll need to do is create a account. Once you’ve registered and logged in, you’ll find your organization’s name at the top. You can rename this to whatever suits your needs – be it your business name, your personal name, or something else entirely. Go right into ‘scenarios’ and create a new scenario.

Step 2: Setting Up an Onboarding Scenario

We are going to walk you through creating an onboarding scenario, an essential automation framework for many businesses. The onboarding process usually involves standard tasks such as creating Google Drive folders, sending emails and invitations among other things. For our example, we’re going to demonstrate a simple onboarding automation.

Step 3: Setting Triggers and Actions

Once you’re in a new scenario, you’ll see a big plus symbol. This signifies what’s called a ‘trigger,’ which is an event that starts your automation. The trigger for our automation is submitting a Google form. Further details on how to create a Google form and connect it with can be found below.

Step 4: Setting Up Google Drive and Email Templates

Now with our trigger, the next step is to set actions, which in our case would involve creating a Google Drive folder and sending welcome emails to new clients. Be sure to map the correct form values to the Google Drive and email templates. The detailed procedure for the same can be found below.

Step 5: Introducing Routers and Filters

We’ll now introduce you to another essential feature called routers and filters. Depending on whether the new client’s business belongs to the Software as a service (SaaS) or e-commerce (eCom) sector, the actions performed differ and this is where routers and filters come in. Be sure to set the correct filters in between the routers to ensure the correct execution of the scenario.

Step 6: Preparing for More Advanced Scenarios

Now that you know the basics, it’s time to prepare for more advanced scenarios. A lot of times, it’s better to not start with Google Form responses as triggers. Instead, you can use a webhook which triggers data instantly once a form is submitted. This webhook ensures more eficiency as it uses fewer operations in

Lastly, before you launch your scenario, always ensure that all the operations, flows and triggers are functioning as intended. Run multiple tests and make sure everything works perfectly. Once you’re confident, you can activate the scenario and let perform the automated onboarding tasks for you.


That concludes our tutorial for beginners. might seem complicated and techie at first, but once you get your hands dirty, you can be an expert in no time! The key to mastering is understanding and applying the basic concepts we covered here today – webhooks, triggers, actions, routers, and filters. For more extensive help and guides, feel free to browse other posts on this blog and make your workflow automation journey smooth and efficient.

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