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📚 Resource Library

Everything You Need
to Succeed

From quick-start guides to advanced tutorials — NetOrbit AI's resource library helps your team get the most out of automation.

Browse Resources → View Learning Path
Big Data AI Analysis

Big Data & AI Analysis

Data Processing AI

Intelligent Data Processing

🚀

Getting Started

Your first workflow in under 10 minutes. Connect your apps, build a trigger, and watch your automation run live.

Read guide →
📄

API Reference

Complete REST API documentation with interactive examples, authentication methods, rate limits, and error codes.

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🔧

Workflow Templates

Browse 200+ pre-built workflow templates. Filter by industry, use case, or connected apps and deploy in one click.

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🔒

Security Guide

Learn about our SOC 2 Type II compliance, end-to-end encryption, role-based access control, and audit logging.

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Admin Manual

Manage your organisation's users, teams, permissions, billing settings, and SSO configuration from the admin panel.

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💻

Developer Guide

Build custom integrations, create private apps, use SDKs in Python, Node.js, and Go, and extend NetOrbit AI's functionality.

Read guide →
12:34

NetOrbit AI — Full Platform Tour

A complete walkthrough of every feature, from the workflow builder to the analytics dashboard.

Beginner28k views
18:02

Building Your First Automation Workflow

Step-by-step guide to creating a multi-step automation using the visual drag-and-drop builder.

Beginner41k views
22:15

Salesforce + NetOrbit AI — Deep Integration

Connect Salesforce CRM, sync records bi-directionally, and trigger automations from opportunity stages.

Intermediate15k views
31:48

AI-Powered Decision Nodes — Advanced Workflows

Use GPT-4o and Claude to make intelligent routing decisions inside your automation workflows.

Advanced9k views
16:22

Shopify Abandoned Cart Recovery Automation

Build a 3-touch abandoned cart email sequence that recovers an average of 18% of lost revenue.

Intermediate22k views
27:09

Using the REST API to Trigger Workflows

A developer-focused tutorial on authentication, payload formatting, and handling webhook responses.

Advanced7k views

Upcoming Webinars

Wed 21 May 2026 — 2:00 PM BST

Enterprise Automation Strategy for 2026: From Pilot to Scale

Learn how top enterprises go from a single workflow to thousands — covering governance, change management, and ROI measurement.

JH
James Harrington Head of Customer Success, NetOrbit AI
Thu 5 Jun 2026 — 3:00 PM BST

Agentic AI: Building Autonomous Workflows with Large Language Models

A technical deep-dive into building multi-agent pipelines that reason, plan, and execute complex tasks without human input.

SK
Sophia Kim Principal AI Engineer, NetOrbit AI
Tue 17 Jun 2026 — 1:00 PM BST

No-Code Marketing Automation: From Zero to £1M Revenue Saved

Real case studies from NetOrbit AI customers who built sophisticated marketing automation stacks without writing a single line of code.

LT
Laila Thomas Marketing Automation Lead, NetOrbit AI

Past Recordings

Recorded — 8 May 2026

10 Workflow Patterns Every Automation Architect Needs to Know

Our most popular webinar of 2026 — covering error handling, parallel branching, and retry logic at scale.

MR
Marcus Reid Solutions Architect, NetOrbit AI
Recorded — 24 Apr 2026

GDPR-Compliant Automation: Protecting Customer Data at Every Step

Legal & technical guidance on running automations in compliance with GDPR, CCPA, and UK data protection laws.

AP
Anna Powell Data Protection Officer, NetOrbit AI
Recorded — 10 Apr 2026

Measuring Automation ROI: A CFO-Ready Framework

How to present the business case for automation to your finance team and board with concrete, credible metrics.

BN
Ben Nakamura Finance Automation Specialist, NetOrbit AI
CRM

Automated Lead Scoring & Assignment

Score incoming leads by firmographic data and assign to the right sales rep automatically.

Complexity:
Medium
Finance

Invoice Generation & Payment Chasing

Generate invoices from CRM deals and send automated payment reminders at 7, 14, and 30 days.

Complexity:
High
HR

Employee Onboarding Workflow

Automate account provisioning, welcome emails, IT setup tickets, and 30-day check-ins for new hires.

Complexity:
High
Support

Support Ticket Escalation & Routing

Route incoming tickets by priority and SLA, escalate to Slack, and auto-assign to specialist agents.

Complexity:
Low
E-Commerce

Abandoned Cart Recovery Sequence

3-step email + SMS recovery flow for abandoned Shopify carts, with personalised discount logic.

Complexity:
Medium
Marketing

Social Media Content Pipeline

Draft, approve, and schedule social posts across LinkedIn, X, and Instagram from a single Google Sheet.

Complexity:
Low
DevOps

GitHub PR to Jira & Slack Notifier

Automatically create Jira tickets from GitHub PRs and post deploy notifications to Slack channels.

Complexity:
Medium
Analytics

Automated Weekly Analytics Report

Pull data from GA4, Stripe, and HubSpot, compile a PDF report, and email it to your team every Monday.

Complexity:
High
CRM

Churn Risk Detection & Intervention

Use product usage signals to identify at-risk customers and trigger proactive outreach from CS teams.

Complexity:
High
Storage

Cross-Cloud File Backup Automation

Mirror files from Google Drive to S3 and Dropbox on a schedule, with change detection and logging.

Complexity:
Low
AI/ML

AI-Powered Email Personalisation

Use OpenAI GPT-4o to personalise outbound sales emails based on a contact's LinkedIn profile and company data.

Complexity:
Medium
E-Commerce

Low Stock Alert & Auto-Reorder

Monitor inventory levels across Shopify and Amazon. Trigger supplier reorder emails when stock falls below threshold.

Complexity:
Medium
Retail & E-Commerce
NorthPeak Outdoors
500–2,000 employees · Series B
+340%
Increase in marketing automation ROI in 6 months
"NetOrbit AI transformed our abandoned cart recovery from a manual process into a revenue machine — we recovered £1.2M in lost sales in the first quarter."
Financial Services
Clearvault Finance
50–200 employees · Scale-up
82%
Reduction in manual data entry hours per month
"We automated our entire client onboarding pipeline — from KYC document collection to account setup — cutting time-to-live from 14 days to 48 hours."
Healthcare Technology
MediSync Platform
200–500 employees · Enterprise
£2.4M
Annual operational cost savings from workflow automation
"Patient data flows securely between 12 systems automatically. Our clinical teams now spend 3 hours more per day on patient care, not admin."
SaaS / Software
LoopFlow Analytics
20–50 employees · Startup
+91%
Product activation rate after automating onboarding emails
"We replaced a 22-step manual onboarding process with a single NetOrbit AI workflow. Trial-to-paid conversion jumped from 8% to 19% in two months."
Logistics & Supply Chain
SwiftRoute Ltd
1,000+ employees · Enterprise
56k
Manual operations automated per month across 8 depots
"Route optimisation, driver notifications, and client updates are all handled automatically now. On-time delivery improved by 23% in the first quarter."
Marketing Agency
Prism Digital
10–50 employees · Agency
14 hrs
Saved weekly on client reporting and campaign management
"Automated reporting across 40 client accounts used to take a full working day. Now it runs overnight and lands in client inboxes by 8am — flawlessly."
GET
/v1/workflows
List all workflows in your organisation. Supports pagination, filtering by status, and sorting.
POST
/v1/workflows
Create a new workflow programmatically by supplying a JSON definition of nodes and connections.
POST
/v1/workflows/{id}/trigger
Manually trigger a specific workflow with a custom payload. Returns a run_id for tracking.
GET
/v1/runs/{run_id}
Retrieve the status and output of a specific workflow run, including per-node execution logs.
PUT
/v1/workflows/{id}
Update an existing workflow definition. Supports partial updates via JSON merge patch.
DELETE
/v1/workflows/{id}
Permanently delete a workflow. This action is irreversible. Use deactivate to pause instead.
POST
/v1/webhooks
Register a webhook endpoint to receive real-time events from NetOrbit AI when workflows run or fail.
GET
/v1/integrations
List all connected integrations in your workspace, including OAuth status and last sync time.
GET
/v1/analytics/usage
Retrieve workflow execution statistics, task consumption, error rates, and performance metrics.

Your Automation Learning Journey

Follow our guided learning path to go from complete beginner to certified NetOrbit AI Expert.

1
Beginner

Foundations

Learn the basics of automation, connect your first apps, and build a simple 3-step workflow.

6 guides · 3 videos · ~2 hrs
2
Intermediate

Building Power Workflows

Add conditional logic, loops, error handling, and multi-step sequences to your automations.

8 guides · 5 videos · ~4 hrs
3
Advanced

AI & API Integration

Integrate LLMs, use the REST API, build custom integrations, and deploy enterprise-grade workflows.

10 guides · 7 videos · ~6 hrs
4
Expert

Certification & Scale

Pass the NetOrbit AI Certification exam and learn to govern automation at enterprise scale.

12 guides · 4 webinars · Exam
Start Learning Path →

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