n8n Interface Tour (Video or Annotated Screenshots)
What the n8n canvas looks like, how to add nodes, connect them, test workflows. Non-technical walkthrough.
n8n Interface Tour (Video or Annotated Screenshots)
n8n is a node-based workflow automation platform. If you've never used a visual automation tool, the interface looks like a flowchart editor where each box represents an action (send email, update spreadsheet, query database). You connect boxes with lines to define the sequence.
This guide walks you through the n8n canvas, shows you where everything lives, and gets you building a working workflow in under 10 minutes.
What You're Looking At: The n8n Canvas
When you first open n8n (typically at http://localhost:5678 for self-hosted or your cloud instance URL), you land on the workflow editor. Here's what each section does:
Top Toolbar (Left to Right)
- Workflow name field (click to rename)
- Save button (Ctrl+S / Cmd+S)
- Execute Workflow button (runs the entire workflow once)
- Activate toggle (turns the workflow on/off for automatic execution)
- Settings gear (workflow-level configurations)
Left Sidebar: Node Panel
- Search bar at top (type "Gmail" or "HTTP Request")
- Categorized node list below (Triggers, Actions, Core Nodes)
- Click any node to add it to the canvas
Center: The Canvas
- Drag to pan around
- Scroll to zoom in/out
- Right-click for quick actions menu
- Nodes appear here as rounded rectangles
Right Panel: Node Configuration
- Opens when you click a node
- Shows all parameters for that specific node
- Execute Node button (tests just this one node)
- Close with X or click canvas background
Bottom Bar
- Executions tab (shows workflow run history)
- Error messages appear here
- Execution time and status indicators
Adding Your First Node
Every workflow starts with a trigger. Triggers tell n8n when to run the workflow.
Step 1: Add a Manual Trigger
- Click the "+" button in the center of the empty canvas
- Type "manual" in the search box
- Click "Manual Trigger" from the results
- The node appears on the canvas
The Manual Trigger is the simplest option. It runs when you click "Execute Workflow" in the toolbar. Use this while building and testing.
Step 2: Add an Action Node
- Hover over the Manual Trigger node
- Click the "+" icon that appears on the right edge
- Type "HTTP Request" in the search
- Select "HTTP Request" from Core Nodes
You now have two nodes connected by a line. The line shows data flows from Manual Trigger to HTTP Request.
Configuring a Node
Click the HTTP Request node. The right panel opens with configuration options.
Required Fields for HTTP Request:
- Method: Select GET from dropdown
- URL: Enter
https://api.github.com/users/github
Optional Fields You'll Use Often:
- Authentication: Choose from None, Basic Auth, OAuth2, etc.
- Query Parameters: Add URL parameters as key-value pairs
- Headers: Set custom HTTP headers
- Body: For POST/PUT requests
Leave everything else at defaults for now.
Testing a Single Node
Before running the full workflow, test individual nodes.
- Click the HTTP Request node
- Click "Execute Node" button in the right panel
- Wait 1-2 seconds
- The node turns green (success) or red (error)
- Click "Output" tab in the right panel to see the API response
You should see JSON data about the GitHub user. This confirms the node works.
Common Test Errors:
- Red node with "Network Error": Check your internet connection
- "Authentication failed": Verify APIcredentialsAPIClick to read the full definition in our AI & Automation Glossary.
- "Invalid URL": Check for typos in the URL field
Connecting Multiple Nodes
Build a three-node workflow: Manual Trigger → HTTP Request → Set Node.
Add the Set Node:
- Hover over HTTP Request node
- Click the "+" on its right edge
- Type "Set" and select it
- Click the Set node to configure it
Configure the Set Node:
The Set node transforms data. Extract just the username and bio from the GitHub API
- Click "Add Value" button
- Select "String" from dropdown
- Name:
username - Value: Click the field, then click "Expression" toggle
- Enter:
{{ $json.login }} - Click "Add Value" again
- Name:
bio - Value:
{{ $json.bio }}
The {{ }} syntax pulls data from the previous node. $json.login means "get the login field from the JSON output."
Running the Complete Workflow
- Click "Execute Workflow" in the top toolbar
- Watch each node light up in sequence
- Green checkmarks appear on successful nodes
- Click any node to see its output data
The workflow runs left to right. Data from HTTP Request flows into Set, which outputs only the fields you specified.
Reading Node Output
Click the Set node after execution. The right panel shows two tabs:
Input Tab:
- Shows data received from the previous node (HTTP Request)
- Full GitHub APIresponse with 30+ fieldsAPIClick to read the full definition in our AI & Automation Glossary.
Output Tab:
- Shows data this node sends to the next node
- Only username and bio (the two fields you set)
This input/output pattern applies to every node. Always check both tabs when debugging.
Connecting Nodes Manually
You don't have to use the "+" shortcut. Connect any two nodes:
- Click and hold the small circle on the right edge of a node
- Drag to the left edge of another node
- Release to create the connection
Delete a connection by clicking the line and pressing Delete key.
Common Node Types You'll Use Daily
Trigger Nodes:
- Webhook: Receives HTTP requests from external services
- Schedule: Runs on a cron schedule (every hour, daily at 9am, etc.)
- Email Trigger (IMAP): Monitors an inbox for new emails
Action Nodes:
- HTTP Request: Call any REST APIAPIClick to read the full definition in our AI & Automation Glossary.
- Gmail: Send emails, read inbox, manage labels
- Google Sheets: Read/write spreadsheet data
- Code: Run custom JavaScript or Python
Utility Nodes:
- Set: Transform and filter data
- IF: Branch workflow based on conditions
- Merge: Combine data from multiple paths
- Split In Batches: Process large datasets in chunks
Saving and Activating Workflows
Save Your Work:
- Click "Save" in toolbar or press Ctrl+S
- Give the workflow a descriptive name: "GitHub User Lookup" not "Workflow 1"
- Saved workflows appear in the left sidebar under "My Workflows"
Activate for Automatic Execution:
- Toggle the "Active" switch in the top toolbar
- Only works with automatic triggers (Webhook, Schedule, Email Trigger)WebhookClick to read the full definition in our AI & Automation Glossary.
- Manual Trigger workflows can't be activated (they only run when you click Execute)
Check Execution History:
- Click "Executions" in the bottom bar
- See every workflow run with timestamp and status
- Click any execution to see detailed logs
- Filter by success/error status
Keyboard Shortcuts That Save Time
- Ctrl+S / Cmd+S: Save workflow
- Ctrl+Enter / Cmd+Enter: Execute workflow
- Delete: Remove selected node or connection
- Ctrl+C / Cmd+C: Copy selected nodes
- Ctrl+V / Cmd+V: Paste nodes
- Ctrl+Z / Cmd+Z: Undo last action
Your First Real Workflow: Webhook WebhookClick to read the full definition in our AI & Automation Glossary. to Slack
Build a workflow that posts to Slack when you send it a webhook
Step 1: Add Webhook
- Add "Webhook" node to canvasWebhookClick to read the full definition in our AI & Automation Glossary.
- Set HTTP Method to POST
- Set Path to
slack-alert - Copy the webhookURL shown (looks likewebhookClick to read the full definition in our AI & Automation Glossary.
http://localhost:5678/webhook/slack-alert)
Step 2: Add Slack Node
- Connect Slack node to WebhookWebhookClick to read the full definition in our AI & Automation Glossary.
- Select Operation: Post Message
- Authentication: Click "Create New Credential"
- Follow OAuth flow to connect your Slack workspace
- Channel: Select #general or create a test channel
- Text:
{{ $json.body.message }}
Step 3: Test It
- Click "Execute Workflow"
- Open a new terminal or use Postman
- Send:
curl -X POST http://localhost:5678/webhook/slack-alert -H "Content-Type: application/json" -d '{"message":"Test from n8n"}' - Check Slack for your message
Step 4: Activate
- Toggle "Active" in toolbar
- Now any POST request to that webhookURL triggers the workflow automaticallywebhookClick to read the full definition in our AI & Automation Glossary.
You've built a working integration. The same pattern applies to hundreds of services: trigger receives data, action nodes process it, output goes to your destination system.

Reviewed by Revenue Institute
This guide is actively maintained and reviewed by the implementation experts at Revenue Institute. As the creators of The AI Workforce Playbook, we test and deploy these exact frameworks for professional services firms scaling without new headcount.
Revenue Institute
Need help turning this guide into reality? Revenue Institute builds and implements the AI workforce for professional services firms.