🤖 Do It Yourself: n8n Automation Guide

Learn how to automate your workflows, connect your tools, and save hours every week with n8n. This guide covers the basics, most useful nodes, and real-life automation flow diagrams—plus a quick comparison with Make and Zapier.

What is n8n?

n8n (“node-eight-node”) is an open-source workflow automation tool. It lets you connect all your cloud apps, databases, APIs, and internal tools—with unlimited flexibility and no per-step cost. You can:

  • Automate manual tasks (emails, notifications, data updates, etc.)
  • Integrate different tools (Slack, Gmail, Notion, Google Sheets, APIs, CRMs…)
  • Build complex, branching flows with logic, conditions, and variables
  • Host on your own server (for privacy/GDPR) or use n8n.cloud
n8n flow example
Example n8n workflow: new Gmail → create task in Notion → Slack notification

🚀 Getting Started with n8n (Step-by-Step)

  1. Sign up at n8n.cloud or self-host on your server (Docker, npm, etc).
  2. Create a new workflow. Drag a “Trigger” node onto the canvas.
  3. Add more nodes: search for apps like Gmail, Notion, Google Sheets, HTTP, Slack, Airtable, etc.
  4. Connect nodes by dragging the arrows: Trigger → Email → Slack
  5. Configure each node (auth, data fields, custom logic, etc).
  6. Use “IF” nodes, “Set” nodes, or “Switch” nodes to branch and transform data.
  7. Test your workflow using sample data or live runs.
  8. Activate your workflow—now it runs automatically!

🔗 Visual Example: Automate Leads from Webform to Slack & Google Sheets

n8n visual flow
Webhook Trigger Set Node Google Sheets Slack
Whenever someone fills your form:
Data is added to a Google Sheet and your team gets a Slack notification.

🔧 Most Useful n8n Nodes (What They Do)

🔔 Trigger Nodes
  • Webhook: Start a flow when an external app calls a special URL. (Use for web forms, Stripe, Typeform, etc.)
  • Schedule: Run automations at intervals (every day, hour, etc.)
  • App Triggers: Gmail, Notion, Airtable, Google Sheets, etc. fire on new email, new row, new record, etc.
📝 Data Nodes
  • Set: Build/transform variables for later steps
  • Merge: Combine data from different nodes/branches
  • IF / Switch: Add conditional logic (“if amount > $100, do X”)
📡 API & HTTP Nodes
  • HTTP Request: Connect to any REST API, get or send data anywhere
  • Webhook: Expose your workflow as an API endpoint (use for incoming automations)
📧 Email & Communication
  • Email: Send emails (custom, personalized, with attachments)
  • Gmail: Read/send Gmail messages, search mailboxes
  • Slack: Send messages, alerts, upload files to any channel
  • Telegram/Discord: Send direct or group notifications
📊 Databases & Spreadsheets
  • Google Sheets: Add, update, search, or read rows
  • Airtable: Add/find/update records in your bases
  • MySQL/Postgres: Query, insert, and update database records
🧠 AI & Utility
  • OpenAI / ChatGPT: Summarize, classify, or generate text (customer support, social posts, content)
  • Function: Run custom JavaScript on your data
  • Wait: Pause the flow (e.g., wait 2 days then follow up)

🌐 Example DIY n8n Flows

Lead Enrichment & CRM Update
Webhook HTTP Request (enrichment API) Google Sheets Slack/CRM
New web signup? Instantly enrich contact data, update Google Sheets, and post to Slack.
Automated Social Media Posting
Schedule Set (prepare text) Twitter/LinkedIn Node Success Slack/Email
Plan weekly content, auto-publish, and get notified when posts go live.
Automated Support Ticket Routing
Gmail IF (check subject) Create Jira Ticket Slack alert
When new support emails arrive, classify and route them automatically to Jira and notify the right team.

💡 Node Configuration Tips

  • Always test nodes individually before connecting the full flow
  • Use the “Set” node to prepare and map data between apps
  • Use “Wait” nodes for delays—great for reminders or “drip” sequences
  • For APIs: Most APIs need auth tokens. Save these in n8n credentials for easy, secure use.
  • Read logs and error outputs to debug any failed runs—n8n is super transparent

🔁 n8n vs Make vs Zapier: Quick Comparison

n8n
  • Open-source, self-hostable, unlimited steps
  • Hundreds of nodes, deep logic, code support
  • Best for privacy, complex/large automations
Make (Integromat)
  • Cloud-based, drag-and-drop UI
  • Good for visual flows, many SaaS connectors
  • Some free tier, per-operation pricing
Zapier
  • Cloud-based, easiest for beginners
  • Wide app support, quick to set up “zaps”
  • Can get expensive with scale/complexity

Want to go deeper? Get in touch for tailored tutorials, workshops, or advanced flows!