n8n-docs/docs/courses/level-one/chapter-4.md
2022-04-13 09:56:05 +01:00

32 lines
2.0 KiB
Markdown
Raw Blame History

This file contains ambiguous Unicode characters

This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

# Designing the Workflow
Now that we have an idea of what Nathan wants to automate, lets enumerate the steps he needs to take to achieve this:
1. Get the relevant data (order id, order status, order value, employee name) from the data warehouse
2. Filter the orders by their status (processing or booked)
3. Calculate the total value of all the booked orders
4. Notify the team members about the booked orders in the companys Discord channel
5. Insert the details about the processing orders in Airtable for follow-up
6. Schedule this workflow to run every Monday morning
Nathans workflow involves sending data from the companys data warehouse to two external services: Discord and Airtable. In between, the data has to be wrangled with general functions (conditional filtering, calculation, scheduling).
n8n provides integrations for all these steps, so Nathans workflow in n8n would look like this:
<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>
You will build this workflow in 8 steps:
1. [Getting data from the data warehouse](/courses/level-one/chapter-5/chapter-5.1/)
2. [Inserting data into Airtable](/courses/level-one/chapter-5/chapter-5.2/)
3. [Filtering orders](/courses/level-one/chapter-5/chapter-5.3/)
4. [Setting values for processing orders](/courses/level-one/chapter-5/chapter-5.4/)
5. [Calculating booked orders](/courses/level-one/chapter-5/chapter-5.5/)
6. [Notifying the team](/courses/level-one/chapter-5/chapter-5.6/)
7. [Scheduling the workflow](/courses/level-one/chapter-5/chapter-5.7/)
8. [Activating and examining the workflow](/courses/level-one/chapter-5/chapter-5.8/)
<div style="text-align:center;">
<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>
</div>