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Your AI Advantage WeeklyAugust 31, 2025·4 min read

A Beginner’s Guide to Using AI to Create Automations (No Coding Needed)

Follow this step-by-step process to build your first workflow with AI and save hours on repetitive tasks.

RileyRiley Beresini
A Beginner’s Guide to Using AI to Create Automations (No Coding Needed)

Most people know automation can give them leverage.

Create systems that do work while you focus on higher-value tasks.

But where do you start if you're not technical?

Even "no-code" automation tools have a learning curve that stops most people.

Data flows. APIs. How different services connect. Concepts that aren't obvious to non-technical people.

It's the gap between "this should be simple" and "why is this taking me hours?"

Here's how I'm using AI to bridge that gap:

Instead of spending time on technical setup from scratch, I describe what I want in plain text and have AI build the first pass at the workflow.

Still not easy, but dramatically easier.


Sounds great, but how do I start?

The platform I'm using is n8n, there are others, but n8n has advantages when creating AI-assisted automations.

n8n is a low-code workflow automation platform that connects your apps and handles tasks automatically through a visual design tool.

A Beginner’s Guide to Using AI to Create Automations (No Coding Needed) — n8n is a low-code workflow automation platform t...
Source: n8n

Here are the simple steps to set up AI to help you create your first workflow:


How to Set Up Your n8n Workflow Builder

Follow these steps to set up your AI automation expert and create your first n8n workflow.

Step 1: Create a project in Claude (or ChatGPT)

  • I call mine "n8n workflow builder"
  • Projects let you set custom instructions and upload files that AI remembers across all conversations. This ensures consistent, knowledgeable responses every time you work on automation
A Beginner’s Guide to Using AI to Create Automations (No Coding Needed) — Create a project in Claude (or ChatGPT)
Source: Claude (Anthropic)

Step 2: Add this prompt to the project's instructions

  • This prompt trains AI to think like an automation expert
  • It knows N8N's structure, best practices, and how to output the JSON format that N8N can import directly
Get the prompt
A Beginner’s Guide to Using AI to Create Automations (No Coding Needed) — Add this prompt to the project's instructions
Copy the prompt and paste it in your project's instructions.

Step 3: Upload this file to the project's knowledge base

  • This is n8n's documentation scraped from GitHub (from 7/1/25)
  • Download it, then click "Add files" or "Project files" and upload the file
  • It gives AI detailed knowledge of available nodes, parameters, and connection methods. May be slightly outdated now, but covers the core functionality you'll need AI to know
Download file
A Beginner’s Guide to Using AI to Create Automations (No Coding Needed) — Upload this file to the project's knowledge base
Upload the linked file so your project has n8n expertise.

Step 4: Describe the automation you want to build

  • Start a new chat within the project
  • Be specific about your trigger (what starts the automation), the data you want to process, and the end result
  • For example: "When someone submits our contact form, add them to our Salesforce database and send a Slack notification to the sales team"
A Beginner’s Guide to Using AI to Create Automations (No Coding Needed) — Describe the automation you want to build
The more detailed you are the better!

Step 5: AI creates a workflow file

  • AI outputs the complete workflow as a JSON file that N8N can understand
  • This includes all the nodes (steps), connections, and basic configuration
  • Copy this JSON code and save it as a .json file on your computer
A Beginner’s Guide to Using AI to Create Automations (No Coding Needed) — AI creates a workflow file
See the "Download as json" option in upper right corner.
A Beginner’s Guide to Using AI to Create Automations (No Coding Needed) — AI creates a workflow file
Navigate to your n8n account home. Click "Create Workflow" in upper right.

Step 7: Upload the AI-created file to n8n

  • In your new workflow, click the "..." menu in the upper right corner, then select "Import from file..."
  • Choose your saved JSON file. Your AI-designed workflow will appear visually with all nodes and connections in place
  • You may need to rearrange the components or instruction notes for better visibility once uploaded
A Beginner’s Guide to Using AI to Create Automations (No Coding Needed) — Upload the AI-created file to n8n
Click on the three dots in the upper right, then "Import from File..."
A Beginner’s Guide to Using AI to Create Automations (No Coding Needed) — Upload the AI-created file to n8n
Voila!

Step 8: Connect your external tools by setting up credentials

  • Each service in your workflow (Gmail, Slack, Salesforce, Airtable, etc.) needs authentication
  • Read included instructions for set up help
  • Click on each red node and add your connection authorization (API keys or OAuth). n8n guides you through this process for each service
A Beginner’s Guide to Using AI to Create Automations (No Coding Needed) — Connect your external tools by setting up creden...
Double-click into red tool "nodes" & find "Credential to connect with" then "Create new credential"
A Beginner’s Guide to Using AI to Create Automations (No Coding Needed) — Connect your external tools by setting up creden...
You'll need the ability to connect your account (this may be limited by your organization, make sure you're staying compliant with your company policies for any tools you connect!)

Step 9: Test & refine workflow

  • After tools are connected, click the "Execute Workflow" button to run it
  • You'll likely encounter errors (missing fields, incorrect data formats, or connection issues). Copy any error messages back to your AI n8n builder project for troubleshooting suggestions and workflow adjustments
A Beginner’s Guide to Using AI to Create Automations (No Coding Needed) — Test & refine workflow
Time to test it out! Find "Execute workflow" at the bottom of the workflow page.
A Beginner’s Guide to Using AI to Create Automations (No Coding Needed) — Test & refine workflow
Error messages will appear in the bottom right. Click into specific nodes for errors, or use the "Executions" tab up at the center top for more details on the execution.

You're in.

There's still a learning curve, but you've done the hard part of starting.

AI made it dramatically easier to get your first workflow running.

Push through the initial setup friction and the possibilities are endless.

Pro tip: Don't forget AI can work inside your workflows too. Ask yourself what decisions you'd normally make manually, then have AI make those calls automatically. Ask AI where AI nodes could help make your workflow better.

That's where AI and automation gets powerful.

Your AI Advantage WeeklyAI Strategy & Tactics
Riley

Written by Riley Beresini

After a decade in marketing strategy and innovation for companies like Disney Parks and Macy's, I started helping teams figure out AI. I began Chasing Next as a newsletter on AI adoption over a year ago, and that evolved into interactive and personalized training, sharing the best of what I learn to help you get ahead.

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