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32 lines
2.0 KiB
Markdown
32 lines
2.0 KiB
Markdown
# Designing the Workflow
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Now that we have an idea of what Nathan wants to automate, let’s enumerate the steps he needs to take to achieve this:
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1. Get the relevant data (order id, order status, order value, employee name) from the data warehouse
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2. Filter the orders by their status (processing or booked)
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3. Calculate the total value of all the booked orders
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4. Notify the team members about the booked orders in the company’s Discord channel
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5. Insert the details about the processing orders in Airtable for follow-up
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6. Schedule this workflow to run every Monday morning
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Nathan’s workflow involves sending data from the company’s data warehouse to two external services: Discord and Airtable. In between, the data has to be wrangled with general functions (conditional filtering, calculation, scheduling).
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n8n provides integrations for all these steps, so Nathan’s workflow in n8n would look like this:
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<figure><img src="/_images/courses/level-one/chapter-two/Finished-workflow.png" alt="Finished workflow" style="width:100%"><figcaption align = "center"><i>Nathan's workflow</i></figcaption></figure>
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You will build this workflow in 8 steps:
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1. [Getting data from the data warehouse](/courses/level-one/chapter-5/chapter-5.1/)
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2. [Inserting data into Airtable](/courses/level-one/chapter-5/chapter-5.2/)
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3. [Filtering orders](/courses/level-one/chapter-5/chapter-5.3/)
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4. [Setting values for processing orders](/courses/level-one/chapter-5/chapter-5.4/)
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5. [Calculating booked orders](/courses/level-one/chapter-5/chapter-5.5/)
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6. [Notifying the team](/courses/level-one/chapter-5/chapter-5.6/)
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7. [Scheduling the workflow](/courses/level-one/chapter-5/chapter-5.7/)
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8. [Activating and examining the workflow](/courses/level-one/chapter-5/chapter-5.8/)
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<div style="text-align:center;">
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<button style="font-weight: 600;padding: 20px 46px;border-radius: 30px;color: #fff;background-color: #ff6d5a;border-color: #ff6d5a;border: 1px solid #ff6d5a;font-size: 14px;"><a href="/courses/level-one/chapter-5/chapter-5.1/" style="color: #fff;">Start building!</a></button>
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</div>
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