Daily Order Summary and Email Notification Workflow
This workflow automates the daily receipt and aggregation of orders, storing them in an Airtable database, and generates a summary report every evening at 7 PM. Subsequently, a formatted order summary email is sent to the administrators via Gmail, ensuring they are promptly informed of sales performance. This process enhances operational efficiency, eliminates errors in manual aggregation and notifications, and is suitable for business scenarios such as e-commerce and food delivery that require regular order reporting.
Workflow Name
Daily Order Summary and Email Notification Workflow
Key Features and Highlights
This workflow automatically receives daily new order data, stores it in an Airtable database, and generates a summary table of the day’s orders every evening at 7 PM. It then sends a formatted order summary email via Gmail, enabling managers to promptly grasp sales performance.
- Automatic reception and storage of order data
- Scheduled querying and summarization of daily orders
- Generation of clear HTML-formatted order tables
- Automated sending of daily order summary emails
Core Problems Addressed
Traditional order management often relies on manual aggregation and email notifications, which are inefficient and prone to errors. This workflow automates the entire process, enabling real-time collection of order data and scheduled daily summaries, preventing data omissions, improving operational efficiency, and ensuring managers receive accurate sales data in a timely manner.
Application Scenarios
- Automated daily order summaries for e-commerce platforms
- End-of-day statistics for food delivery orders
- Any business scenario requiring daily order data aggregation and report distribution
- Daily order tracking and analysis for sales teams
Main Process Steps
- Webhook Node: Receives POST requests from the order system containing order ID and price information.
- Set Order Fields Node: Formats order data and adds a timestamp.
- Store Order Node: Saves order data into a specified Airtable table.
- Schedule Trigger Node (triggered daily at 19:00): Initiates the daily order summary process on schedule.
- Code Node: Calculates the time range from “yesterday 19:00” to “now” to filter orders for the current day.
- Airtable Get Today’s Orders Node: Queries orders within the specified time range.
- HTML Node: Renders the query results into an HTML table format.
- Send to Gmail Node: Sends the generated HTML order summary to the designated email address.
Systems and Services Involved
- Airtable: Storage and querying of order data
- Webhook: Receiving external order data inputs
- Gmail: Sending daily order summary emails
- n8n Scheduler (Schedule Trigger): Scheduled triggering of the summary workflow
Target Users and Value Proposition
- E-commerce operators and sales managers seeking automated order management to reduce manual aggregation work
- Small businesses and startups aiming to easily establish order summarization and report distribution mechanisms
- Data analysts who receive daily order data via automated emails to support subsequent analysis
- Various business users looking to enhance operational efficiency and reduce human errors
By leveraging the no-code automation tool n8n, this workflow seamlessly integrates order reception, storage, summarization, and notification processes, achieving intelligent business process management and significantly improving the efficiency and accuracy of order management.