Quick Start

This guide walks you through creating your NickAI account and running your first automated workflow. By the end, you'll have a live trading agent executing on your behalf.

1. Create Your Account

Head to app.nickai.com ↗ and click Sign Up. You can register with:

• Email and password — requires email verification
• Google — one-click OAuth

After signing up with email, check your inbox and click the verification link. You'll be redirected to choose a plan.

2. Choose a Plan

NickAI offers multiple subscription tiers. Pick the one that fits your needs — you can always upgrade later. New users are eligible for a 7-day free trial on the Pro plan.

If you signed up through a referral link, you'll see a 20% discount applied automatically.

3. Pick a Template

After selecting a plan, you'll land on the Template Gallery. Templates are pre-built workflows you can use as a starting point.

Browse by category:

• Trading — automated buy/sell strategies
• Research — market data analysis pipelines
• Notifications — price alerts via email, Discord, Slack, or Telegram
• Portfolio — balance monitoring and rebalancing

Click Use Template on any template to clone it into your account. You'll be taken straight to the workflow editor.

4. The Dashboard

The dashboard at /workflow is your home base. It shows:

• Global Insights — total workflows, active count, total executions, and next scheduled run
• Your Workflows — each workflow with its status (Running, Success, Failed, or Idle), schedule info, and quick actions

To create a new workflow, click New Workflow in the top right.

5. Build Your First Workflow

Every workflow starts with a trigger. When you open a new blank workflow, you'll see a prompt to choose one:

• Manual — run on demand by clicking the Play button
• Schedule — run automatically at set intervals (every 5 minutes, hourly, daily, etc.)

After adding a trigger, click the + button on the node to add the next step. Let's build a quick BTC Price Alert:

Add a Price Data node

Click + on the trigger and select Price Data. This fetches live market prices.

Add a Conditional check

Click + on the Price Data node and select Conditional. Set it to check if the price is below a threshold.

Add an Email notification

Click + on the Conditional's True output and select Email Notification. This sends you an alert when the condition is met.

6. Run It

Click the Play button in the bottom-left toolbar. A log panel slides up from the bottom showing each step as it executes in real time:

Nodes on the canvas update their status as they execute — blue (running), green (success), or red (failed). Click any completed node to inspect the data it produced.

Your workflow auto-saves as you build. The save indicator in the toolbar confirms when changes are persisted.

7. Use the Workflow Assistant

Don't want to drag and drop? Open the chat panel by clicking the magic wand icon on the right edge of the editor. Type what you want in plain English and the assistant builds it for you:

You can also say "Fix it" when a run fails — the assistant will analyze the error and patch the workflow automatically.

Next Steps

You're up and running. Here's where to go next:

• Workflows — deep dive into the editor, scheduling, and execution
• Nodes — explore all available node types (LLMs, exchanges, notifications, and more)
• Credentials — connect your exchange accounts and LLM API keys securely