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Documentation Index

Fetch the complete documentation index at: https://docs.trynota.ai/llms.txt

Use this file to discover all available pages before exploring further.

Set Up Your Account

Welcome to Nota AI! Now that you’ve subscribed via app.trynota.ai, it’s time to set up your first test environment and create a workflow.

1. Create Your Testing Environment

Before running any workflow, you need to define an environment—this is where your workflows will execute. Environment setup screenshot
💡 You can create multiple environments for staging, production, or custom test setups.
Once the environment is set up: Environment placeholder setup
  • You can create placeholders immediately — these are key-value pairs used to inject dynamic values (like file names, tokens, URLs, etc.) into your workflow prompts.
  • Or, you can skip placeholder setup for now and add them later from the Settings → Files or Settings → Placeholders page.
This gives you flexibility to configure the environment either upfront or incrementally as your workflows evolve.

2. Create Your First Workflow

A workflow defines the sequence of test steps Nota AI will perform—representing a real user flow. Workflow creation screenshot
✨ Workflows can be generated from URLs, scenarios, or even plain-language descriptions.

With your environment and first workflow ready, you’re all set to harness the full power of Nota AI! 🚀