Who is this workflow for? This workflow automates the collection of new order data, stores it in Airtable, and sends a daily summary email. Orders are received via webhook, saved in Airtable in real-time, and a comprehensive HTML table of the day’s orders is emailed at a scheduled time each evening..

What does this workflow do?

  • Setup Airtable:
  • Create a new table in Airtable with the following fields:
    • time (Date type)
    • orderID (Number type)
    • orderPrice (Number type)
  • Generate Airtable Access Token:
  • Visit Airtable Token Creation to create a new access token.
  • Ensure the token has the following scopes:
    • data.records:read
    • data.records:write
    • schema.bases:read
  • Assign access to the specific table where orders will be stored.
  • Use this token to create a new Airtable credential in the Store Order and Airtable Get Today's Orders nodes within n8n.
  • Configure Gmail Credentials:
  • Follow the Google Workspace Guide to create access credentials.
  • Use the client_secret.json file to set up the Gmail credentials in the Send to Gmail node.
  • Customize Airtable Nodes:
  • In the Store Order node, select the appropriate Base and Table from your Airtable account.
  • Ensure the same Base and Table are selected in the Airtable Get Today's Orders node to maintain consistency.
  • Webhook Integration:
  • Set up your order system to send a POST request to the provided Webhook URL each time a new order is created.
  • The POST request should include the orderID and orderPrice fields. Adjust the Set Order Fields node if your incoming data has different field names.
  • Schedule Email Summaries:
  • Configure the workflow to trigger the Send to Gmail node at your preferred time each day (default is 7 PM).
  • The summary email will include all orders received that day, formatted in an HTML table for easy viewing.
  • Testing the Workflow:
  • Activate the workflow in n8n.
  • Obtain the Webhook URL from the Webhook node.
  • Send a test POST request using CURL: curl -X POST -H "Content-Type: application/json" -d '{"orderID": 12345, "orderPrice": 99.99}' YOUR_URL_HERE
  • Verify that the order appears correctly in Airtable and that the summary email is received as scheduled.

🤖 Why Use This Automation Workflow?

  • Streamlined Order Management: Automatically capture and store orders without manual entry.
  • Daily Insights: Receive a summarized report of all orders each day to monitor sales and performance.
  • Efficient Integration: Seamlessly connects your order system with Airtable and Gmail, reducing the need for multiple tools.

👨‍💻 Who is This Workflow For?

This workflow is ideal for small to medium-sized businesses, e-commerce platforms, and online retailers looking to automate their order tracking and reporting processes without extensive technical setup.

🎯 Use Cases

  1. E-commerce Order Tracking: Automatically store incoming orders from your online store and receive daily sales reports.
  2. Service-Based Businesses: Track service bookings or appointments and get a daily summary for better scheduling and resource management.
  3. Event Registrations: Manage event sign-ups by storing registration details and reviewing daily attendee numbers through summary emails.

TL;DR

This workflow seamlessly captures incoming orders, stores them in Airtable, and provides a daily email summary, enhancing order management efficiency and providing valuable daily insights into your sales performance.

Get started with n8n
Need help with n8n?

Related

Transfer JSON Data to Google Sheets with n8n

Simplify data management by transferring JSON to Google Sheets with automation, real-time updates, and easy configuration using this n8n template. 

  • 630
  • 13

Retrieve Detailed Company Information Using UpLead and n8n

Discover how to access extensive company data efficiently with UpLead integration in n8n. Benefit from seamless automation and precise data retrieval. 

  • 541
  • 21

Verify Slack Webhook Signatures Using n8n

Ensure security by verifying Slack webhook signatures. Automate checks, improve reliability, and streamline processes with this powerful n8n template. 

  • 577
  • 9

Help us find the best n8n templates

About

A curated directory of the best n8n templates for workflow automations.

Navigation

Submit