appse ai Academy : Foundation Course

AI Orchestration with JSON Converter in appse ai

Discover how appse ai orchestrates AI models and business applications through its JSON Converter within intelligent workflows, transforming and standardizing data across systems to automate complex processes, enable context-aware decision-making, and deliver seamless end-to-end business automation.

Conditional Data Extraction using Filter Node

• Filter Node passes only records that meet the configured conditions, while excluding non-matching records from the workflow.

• Build filtering logic using Field, Condition, and Value, with support for Basic, Text, Number, and Date & Time conditions.

• Combine conditions using AND (all conditions must be true) and OR (any rule group can be true) to create flexible filtering rules.

• Configure comparisons with mapped fields, expressions, and functions, ensuring only relevant data continues to downstream processing.

Combine Multiple input Payloads with Merge Node

• The Merge Node combines multiple input datasets into a single output using either Simple Merge or Merge by Fields.

• Simple Merge appends all records from the inputs into one dataset, filling missing values with null where applicable.

• Merge by Fields matches records based on one or more common fields and supports Inner Join, Outer Join, Left Join, and Right Join merge methods.

• The Merge Node preserves all data by handling duplicate field names, supporting nested fields, and allowing matching on multiple fields for more precise data integration.

How To Use Code Node

1. Understand the two execution modes: Use Run Once for All Items for aggregation, filtering, sorting, and merging data, and Run for Each Item for transforming individual records.

2. Write clean JavaScript transformations: Utilize ES6+ JavaScript, $input, and previous node data to implement custom business logic beyond standard workflow nodes.

3. Follow Code Node best practices: Always return a new JSON object or array, avoid modifying read-only input data, and use console.log() for debugging.

4. Automate complex business scenarios: Leverage the Code Node to summarize ERP data, calculate metrics, transform payloads, generate reports, and prepare data for downstream applications like Microsoft Teams, CRM, or ERP systems.

Conversion From HTML To JSON

• Learn how to use the HTML to JSON node to extract structured JSON data from raw HTML content using CSS selectors.

• Configure extraction rules by selecting the appropriate Return Type (Text, HTML, Attribute, or Value) based on the data you need.

• Apply optional settings such as Return Array, Trim Values, Skip Selectors, and Clean Up Text to improve the quality and structure of the extracted data.

• Build workflows that automatically transform HTML responses from web pages, emails, or APIs into clean, reusable JSON for downstream automation and data processing.

Divide Data Using Splitter Node

• Learn how to use the Splitter node to divide array-based data into individual items for independent processing.

• Configure the Fields to Split and choose whether to include only the split items or retain additional parent object fields.

• Process records such as order lines, products, or API responses individually to enable granular workflow automation.

• Build scalable workflows by handling each array item separately, allowing for easier data transformation, validation, and integration with downstream applications.

Combine Multiple Records Using Aggregator Node

• Learn how to use the Aggregator node to combine multiple incoming records into a single structured output for downstream processing.

• Configure the Output Field Name and control which fields to aggregate using All Fields, Specified Fields, or All Fields Except.

• Build consolidated payloads for bulk API requests, reporting, data transformation, and custom JSON object creation.

Configure Google Sheet and Gmail in appse ai Platform

1. Step by step hands-on.

2. How to configure the basic apps at appse ai platform.

How To Build Your First Workflow In appse ai

Learn how to create a workflow from scratch using the Workflow Design Canvas.

How To Add Decision Logic into Your Workflow

Learn how to add a decision node into the workflow from scratch.

Empower Your Workflow using AI Capability

1. Understand how AI enhances workflow automation and decision-making.

2. Learn to integrate AI-powered actions into business processes.

3. Automate content generation, summarization, classification, and data extraction tasks.

4. Leverage AI to reduce manual effort and improve operational efficiency.

5. Use AI-driven insights to make workflows more intelligent and adaptive.

How To Position appse ai With Your Customers

1. Master the discovery process: Ask the right discovery questions to uncover customer pain points such as manual ERP processes, disconnected business applications, repetitive tasks, and the need for no-code automation.

2. Position appse ai as a business solution: Map customer challenges to appse ai capabilities by demonstrating how it streamlines workflows, integrates business applications, and improves operational efficiency with minimal technical effort.

3. Handle objections with confidence: Be prepared to address common concerns around implementation time, security, pricing, scalability, and ROI using structured objection-handling techniques and relevant customer success stories.

4. Identify the right Ideal Customer Profile (ICP): Focus on organizations with multiple business applications, manual or fragmented processes, integration challenges, and a strong need for workflow automation and AI-driven productivity.

OAuth & API key walkthrough on Shopify

• Learn the step-by-step process of adding a Shopify connector using OAuth authentication.

• Understand how to authorize and securely connect Shopify with appse ai.

• Verify the connector setup and ensure a successful connection before building workflows.

• Build a strong foundation for integrating Shopify with other business applications.

Configuring Zoho CRM Credentials

• Learn the step-by-step process to configure Zoho CRM credentials in appse ai.

• Understand OAuth authentication, including client credentials, authorization, and secure access.

• Test and validate the Zoho CRM connection to ensure the credentials are configured correctly.

• Learn how to securely manage Zoho CRM credentials using the Credential Vault.

• Troubleshoot common authentication and connection issues during the credential setup process.

Configuring SAP DI Server & Service Layer Credentials:

1. SAP Business One (SAP B1) is an ERP solution for small and medium-sized businesses that helps manage finance, inventory, sales, and customer operations in one place.

2. appse ai enables seamless integration with SAP B1, allowing you to automate workflows such as inventory updates, financial reporting, and CRM processes.

3. To connect SAP B1, configure the required credentials: Host URL, Port, Username, Password, and Company Database (Additional Path is optional).

4. SAP Business One DIS enables secure on-premise integration between your local SAP Business One environment and appse ai using the On-Prem Connector.

5. Before setup, ensure SAP Business One Service Manager is installed and the SBO DI Server service is configured and running on the machine where the On-Prem Connector will be installed.

Workflow: Lead Creation From Zoho CRM to SAP

Step 1: Trigger the Workflow

• The workflow starts when a new Lead is created in Zoho CRM.

• The trigger automatically captures the lead details.

Step 2: Check for Duplicate Leads

• Search SAP Business One using a unique identifier such as Email, Phone Number, or Company Name.

• If the lead already exists, skip the creation or update the existing record based on your business rules.

Step 3: Map the Data & Create the Lead

• Map the required Zoho CRM fields to the corresponding SAP Business One Lead fields.

• Create a new Business Partner (Lead) in SAP Business One.

Step 4: Confirm the Result

• Verify that the Lead has been created successfully.

• Log the status or update Zoho CRM with the SAP Business One Lead ID if required.