How-To Guides

Step-by-step instructions for common tasks, from building flows to managing connections — designed to help you get things done efficiently.

Articles

How to Add and Configure Signatures in Noca Docs
Ben Miller
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April 26, 2026
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How to Get Started with DocRag AI in Noca
Ben Miller
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April 26, 2026
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How to Use Webhook Listener in Noca
Ben Miller
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April 26, 2026
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How to Use Input Fields in Noca Docs
Ben Miller
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April 26, 2026
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How to Publish a Word Document Template Into a NOCA Workflow
Ben Miller
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April 26, 2026
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How to Setup a Slack Connection in Noca AI
Ben Miller
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April 26, 2026
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How to Create Flow to Bring Salesforce Fields to Word
Ben Miller
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April 26, 2026
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How to Install Word Add-In for Doc Gen (PC)
Ben Miller
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April 26, 2026
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How to Install Word Add-In for Doc Gen (Mac)
Ben Miller
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April 26, 2026
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How to Build a Secure Salesforce Customer Portal in Noca AI
Emily Johns
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April 26, 2026
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How to Embed a Noca Chatbot in Salesforce with JWT Authentication
Emily Johns
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April 26, 2026
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How to Embed a Noca App in Salesforce with JWT Authentication
Emily Johns
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April 26, 2026
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How to Create a New JWT Connection in Noca
Emily Johns
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April 26, 2026
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Setting Up a Zoom Connection
Avishai Gelley
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April 26, 2026
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Creating a new custom chat
Emily Johns
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April 26, 2026
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Setting Up an SMTP Connection with Gmail
Emily Johns
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May 1, 2026
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Collaborating on a Flow
Emily Johns
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April 26, 2026
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How to use the Autonomous Trigger node
Emily Johns
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April 26, 2026
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How to Use an Event to Trigger Your Flow
Emily Johns
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April 26, 2026
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How to Use the Schedule Trigger Node
Emily Johns
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April 26, 2026
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Understanding Variables in Noca AI
Emily Johns
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April 26, 2026
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Setting Up a Monday.com Connection
Emily Johns
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April 26, 2026
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Setting Up a Slack Connection
Emily Johns
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April 26, 2026
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Setting Up a NetSuite Connection
Emily Johns
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April 26, 2026
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Setting Up a Google Connection
Emily Johns
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April 26, 2026
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Setting Up a Salesforce Connection
Emily Johns
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April 26, 2026
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Exporting Flows
Emily Johns
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April 26, 2026
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