Course Content
Flows – Basics
0/7
Intro – Connections – AI Agent
00:00
Flow Introduction – Creating a Blank Noca Flow – AI Agent
00:00
Exploring Events & Triggers – AI Agent
00:00
Running a Flow Manually – AI Agent
00:00
Action Nodes & the Node Library – AI Agent
00:00
Configuring a Read Action – AI Agent
00:00
Configuring a Create Action – AI Agent
00:00
Flows – Basics

Lesson Guide: Action Nodes & Navigating the Node Library

Once your trigger node is established on the canvas, you need to tell your workflow what to do next with the incoming payload data. This guide walks you through navigating Noca’s Node Library to append data sources, app actions, or use natural language prompts to automatically build out your steps.

Step 1: Open the Add Node Drawer

  • Hover your cursor over an existing node on your builder canvas (such as your starting Manual trigger block).

  • Click on the small Plus icon (+) attached directly to its right edge.

  • This action will instantly expand the slide-out Add Node library drawer from the right side of the screen.

Step 2: Review Contextual Suggestions

  • By default, the Node Library opens to the Suggested hub tab.

  • Take a moment to review this tab, which automatically uses smart contextual recommendations to highlight popular action templates—such as Create Gmail Draft, Get Salesforce Client, or Send Email—alongside your workspace’s most frequently used software integrations.

Step 3: Switch to AI Prompt-Driven Building

  • Locate the toggle switch at the very top left header of the Node Library window.

  • Switch the toggle from Manual to Prompt.

  • The directory list will completely disappear and transform into a simple natural language text box.

  • To build without code, simply type a plain English description of what you want the next workflow step to do (e.g., “Look up the customer record in Salesforce”), and click enter to let Noca’s AI agent generate the node block onto your canvas automatically.

Step 4: Explore Data Sources and Live Actions

  • Toggle back from Prompt to Manual mode to browse your structured directory options.

  • To pull from database architectures: Click on the Data source tab located under the main search bar to filter down strictly to backend systems like BigQuery, MySQL, Priority, PostgreSQL, or Salesforce databases.

  • To trigger third-party software actions: Click on the Action tab in the sub-navigation row to pop up a comprehensive, alphabetical library of integration utilities—ranging from tools like Stripe, Twilio, and HubSpot to custom WordPress and Airtable actions.

💡 What’s Next? Select your desired action node from the list and insert it into your workflow. In the next academy section, we will look at how to map data variables directly from your trigger payload right into your newly added action configuration panel!

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