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

Noca Flow 101: Creating a Blank Flow from Scratch

Welcome to your first hands-on look at the Noca Flow workspace. In this guide, we will walk you through how to initialize a new backend workflow canvas, manage its naming and statuses, and navigate your Node Library options.

Step 1: Navigate to the Flows Dashboard

  1. Log into your Noca AI dashboard.

  2. Look at the left-hand navigation sidebar menu.

  3. Click on the Flows tab to open your existing workflows screen.

Step 2: Initialize a New Workspace

  1. Once on the Flows page, you will see a prominent main greeting card reading “Map it. We’ll automate it.”

  2. Underneath the prompt box, you have two options:

    • AI Prompt Builder: Where you can type plain-language instructions to automatically layout elements.

    • Create in Builder: A text link directly beneath the header title.

  3. To start fresh with a completely clean slate, click the “Create in Builder” link text.

Step 3: Name Your Integration & Manage Status

  1. When your new canvas loads, it defaults to a project name like “Flow project name” or “My Flow”.

  2. Double-click the title block in the top-left corner of the workspace screen to make it editable.

  3. Enter a clear name for your workflow (e.g., Test Academy Video 1).

  4. Notice the system status message directly beneath your title. Any new blank canvas starts in a Current (Draft) state. You will see a small notice indicating your canvas is safely a draft and changes won’t take live effect until you choose to deploy them.

Step 4: Explore the Node Library Options

  1. In the middle of your blank canvas, click the circular Plus (+) node button to call up the Add Node library window.

  2. By default, this screen opens to the Manual tab configuration displaying available components categorized into tabs:

    • Suggested: Contextual tools recommended based on past use patterns.

    • Events & Triggers: Real-time incoming hooks (such as Gmail, Salesforce, Typeform, or custom Webhooks).

    • Data Source: External storages or live connections.

    • Action: Direct steps like data transformations, calculations, or outward notifications.

  3. If you prefer to let AI wire things up linearly, you can change your creation method by selecting the Prompt radio option at the very top of the window. This gives you a natural-language text box stating: “Explain what you want to add and let us do the magic.”

💡 Summary Checklist for Success:

  • [ ] Did you locate the Flows tab on the left sidebar?

  • [ ] Did you click Create in Builder to skip right to a blank canvas?

  • [ ] Have you given your draft workflow a customized academy name?

  • [ ] Are you comfortable opening and switching between the Manual node panels and the Prompt AI agent box?

Now you’re ready to proceed to the next module, where we will look at connecting real-world events and setting up initial data triggers!

Previous
Next