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N8N Beginner Course: Introduction to Automation - Basics and Best Practices
Learn the basics of automation with an introduction to N8N in this beginner course. Explore why automation is essential for data-driven decisions, core concepts, workflows, and best practices to kickstart your automation journey.
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Video Transcript
Hello and welcome to the first video of the beginner course for NADEN.
In this course, we will be covering all of the basics that you need to know to get started
with NADEN.
In this video, we'll be covering an introduction to automation.
My name is Maxim and I'm a marketing and data content creator as well as instructor for
Lewagon, a French training company.
I've been working with NADEN for over four years now, built over a hundred
workflows and trained 500 students at improving their marketing and data
automation. Today we're going to be talking about an introduction to
automation, why do we need automation, what is it, what are the core concepts,
what is a workflow, as well as some best practices to help you get started. First
First of all, why do we need automation?
The whole reason we need...
is to make data-driven decisions. When we take decisions based on feeling or
intuition, it is subject to interpretation. It is subjective. This
makes it difficult to estimate and justify the return on investment
and often incurs wasted resources, whether they be budgetary or time
related. However, when we take a data-driven approach, this makes it much
more logic-driven and objective. It'll improve your capacity to report and increase your
visibility on ROI, as well as requiring fewer resources, human resources, budgetary, and
in terms of time. Automation is the key to being data-driven.
When tasks are executed manually, we have a lot of wasted time, we have human error
from repeated low-value tasks as well as high human resource requirements.
This leads to low employee happiness and retention.
No one is happy to be doing low value tasks, for example,
copying data from one spreadsheet to another.
However, when we start to integrate automation,
we gain much more predictability and data availability,
increased employee efficiency, because each employee can now
focus their efforts on much higher value tasks.
This leads to higher ROI and lower needs for human resources.
So, what is automation?
Let's start with the definition.
Automation is a predictable set of predetermined actions that transfers data from one point to another.
This is a very wordy definition.
Instead of breaking it down like this, I would like to show you an example.
Here we can see an example of a workflow.
So we have a flow.
submission. When the form is submitted we check what kind of company is submitting
the form. If we cannot find a company we ignore. If it's a low value company we
can add the person submitting the form to an email sequence. If it's a high
value company we can add the information to a Google Sheet and if it's an ideal
customer, then we can give this information to an account manager ASAP.
So as you can see here we have a predictable set of predetermined actions
depending on which kind of company is submitting the form, we have a very
predictable set of actions that need to be executed, and we have data transfer
from one point to another, the starting point being the form submission, and depending on
we're going to be transferring the data to either an email tool, Google Sheets, or for
example Slack to notify the account manager.
As you can imagine, if we do not have a predictable set of predetermined actions, and depending
