Who is this workflow for? The User Enablement Workflow Demo facilitates end-users in configuring and managing their own workflows seamlessly. Originally showcased at the February 2022 n8n Meetup, this template leverages n8n automation to streamline task management and communication processes..

What does this workflow do?

  • Trigger via Webhook:
  • The workflow begins when a user submits the “Shopper” form through a web interface.
  • Create Shopper Entry:
  • Captures the shopper’s name and email, storing this information in the Baserow “Shopper” table.
  • Send Shopping List:
  • Retrieves the current shopping list items from the “Shopping List” table in Baserow.
  • Sends the shopping list to the specified email address using the configured email account.
  • Respond to Webhook:
  • After processing the form submission, the workflow sends a confirmation response back to the user via the webform.
  • Scheduled Alerts:
  • Utilizes the Cron node to schedule regular updates or reminders based on the defined timing settings.
  • Custom Integrations:
  • Incorporates integrations such as GitHub for version control and WhatsApp for additional notification channels, enhancing the workflow’s functionality.

To implement this workflow, ensure the following prerequisites are met:

  • Baserow Account:

  • Create a Baserow account and set up a group named User Empowerment Demo.

  • Within this group, establish a Office Shopping List database.

  • Add two tables:

    • Shopping List: Contains a single line text column named Item.
    • Shopper: Includes a single line text column Name and an Email column.

  • Email Account:

  • Configure an email account dedicated to sending out alerts and notifications.

To tailor this workflow to your specific needs, perform the following customizations:

  • Baserow Nodes:

  • Update all Baserow nodes with your credentials, selecting the appropriate databases, tables, and fields.

  • Send Shopping List Node:

  • Configure this node with your email credentials and specify the recipient email addresses.

  • Create Shopper Form Set Node:

  • Modify the HTML code within the value field to reference your production URL from the Submit Shopper node. Refer to the instructions below for changing the webhook URL.

  • Cron Node:

  • Adjust the scheduling settings to match your desired timing for automated tasks and alerts.

Customizing the webform allows you to tailor the user interface to your preferences. Follow these steps to modify the form:

Webform Nodes

Two nodes control the webform’s appearance and behavior:

  • Create Shopper Form: Displays the submission form and directs it to the appropriate webhook.
  • Create Response Page: Shows confirmation or results after form submission.

Editing the Webform

  1. Open the Set node containing the HTML you wish to edit (either Create Shopper Form or Create Response Page).
  2. Copy the HTML content from the value field.
  3. Paste the HTML into your preferred HTML editor and make the necessary changes.
  4. Copy the updated HTML back into the Set node.

Changing the Webhook URL the Webform Posts To

  1. Identify the production URL for the Submit Shopper webhook node.
  2. In the Create Shopper Form node, locate the line:
   <form action="https://tephlon.app.n8n.cloud/webhook/submit-shopper" method="POST">
  1. Replace https://tephlon.app.n8n.cloud/webhook/submit-shopper with your production webhook URL.

Changing the Webform Image

To update the image displayed in the webform:

  1. Open the relevant Set node (Create Shopper Form or Create Response Page).
  2. Locate the line starting with background-image: in the HTML value.
  3. Use an Image to Base64 Converter tool to upload your desired image and generate a new CSS background source.
  4. Replace the existing background-image: line with the new CSS background source.

This workflow integrates with various services to enhance its functionality:

  • Webhook
  • Respond to Webhook
  • Customer Datastore
  • HTTP Request
  • Item Lists
  • WhatsApp
  • Merge
  • GitHub

Ensure each integration is properly configured to maximize the workflow’s capabilities.

🤖 Why Use This Automation Workflow?

  • Empower Non-Technical Users: Allows end-users to create and modify workflows without needing technical expertise.
  • Automate Task Management: Simplifies the tracking and updating of office shopping lists through automated processes.
  • Enhance Communication: Automatically sends email alerts to designated users, ensuring timely notifications and updates.

👨‍💻 Who is This Workflow For?

This workflow is ideal for:

  • Office Managers: Who need to manage and distribute shopping lists efficiently.
  • Small to Medium-Sized Teams: Seeking to automate routine tasks and enhance productivity.
  • Non-Technical Users: Who require an intuitive system to configure and manage workflows without coding skills.

🎯 Use Cases

  1. Office Supply Management: Automatically manage and distribute office supply requests and updates.
  2. Team Task Coordination: Streamline the assignment and tracking of tasks among team members.
  3. Event Planning: Organize and manage resources and communications for office events and meetings.

TL;DR

The User Enablement Workflow Demo empowers users to autonomously manage and configure their workflows using n8n and Baserow. By automating task distribution and communication, it enhances efficiency and ensures that essential processes are handled smoothly and reliably.

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