Who is this workflow for? This workflow automates the transfer of metrics from Google Sheets to Orbit, ensuring your data is seamlessly synchronized and readily available within your Orbit workspace..

What does this workflow do?

  • Webhook Trigger: The workflow begins with a webhook that listens for new or updated data in Google Sheets.
  • HTTP Request: An HTTP request fetches the latest metrics from the specified Google Sheets document.
  • Merge Data: The fetched data is merged and formatted to align with Orbit’s data structure requirements.
  • Customer Datastore Integration: The workflow accesses the customer datastore to associate the metrics with the correct Orbit records.
  • Item Lists Management: Metrics are organized into item lists for easy navigation and analysis within Orbit.
  • Respond to Webhook: After successfully updating Orbit, the workflow sends a confirmation response to the initiating webhook.
  • WhatsApp Notification (Optional): Optionally, send a WhatsApp notification to relevant stakeholders confirming the update.
  • GitHub Integration: Log the update process and any changes in GitHub for version control and auditing purposes.

🤖 Why Use This Automation Workflow?

  • Efficiency: Eliminate manual data entry by automating the transfer of metrics.
  • Accuracy: Reduce the risk of errors associated with manual updates.
  • Real-Time Updates: Keep your Orbit metrics up-to-date with the latest data from Google Sheets without delay.

👨‍💻 Who is This Workflow For?

This workflow is ideal for project managers, data analysts, and teams that rely on both Google Sheets for data tracking and Orbit for project management or CRM. It suits organizations looking to streamline their data processes and enhance productivity.

🎯 Use Cases

  1. Performance Tracking: Automatically update team performance metrics in Orbit based on data collected in Google Sheets.
  2. Sales Reporting: Sync sales figures from Google Sheets to Orbit to maintain up-to-date sales dashboards.
  3. Project Metrics: Transfer project-related metrics from Google Sheets to Orbit to monitor progress and outcomes effectively.

TL;DR

This workflow efficiently automates the process of moving metrics from Google Sheets to Orbit, enhancing data accuracy and saving valuable time. By integrating key tools like HTTP Request, Webhook, and GitHub, it ensures your metrics are consistently up-to-date and accessible within Orbit.

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