Excel File Processing and Age Calculation Automation Workflow
This workflow is designed to automate the processing of Excel and CSV files, supporting the loading of files from multiple sources and converting them into JSON format for easier data handling. It allows for custom data processing, such as age calculations, and ultimately generates new Excel files, with the option to save the results locally or in the cloud. This process effectively enhances data processing efficiency, reduces errors from manual operations, and is suitable for scenarios such as enterprise customer management, data analysis preprocessing, and file synchronization.
Workflow Name
Excel File Processing and Age Calculation Automation Workflow
Key Features and Highlights
This workflow supports loading Excel or CSV files from multiple sources, including local file systems, public URLs, Google Drive, and Microsoft OneDrive. It automatically converts spreadsheet files into JSON format for seamless data processing, performs data transformations and age calculations, and regenerates the processed data into Excel files. The workflow also supports saving files locally, uploading to SFTP servers, or cloud storage, enabling end-to-end automation. Designed with flexibility, it covers diverse scenarios of data loading, processing, output, and storage.
Core Problems Addressed
Traditional Excel data processing often relies on manual operations, which are time-consuming, labor-intensive, and prone to errors. This workflow automates file reading, data transformation, calculations (such as age computation), and result output, significantly improving data processing efficiency and accuracy while simplifying multi-platform file management.
Use Cases
- Enterprise customer data management: Automatically calculate customer ages and update data tables
- Data analysis preprocessing: Rapidly convert and process Excel data to prepare for subsequent analysis
- Cross-platform file synchronization: Automate uploading and downloading between local and cloud storage
- Automated report generation and distribution
Main Process Steps
- Trigger Execution: Manually initiate the workflow
- File Loading: Download spreadsheet files from local storage, local binary files, public URLs, Google Drive, and Microsoft OneDrive
- File Conversion: Convert Excel or CSV files to JSON format using the “Spreadsheet File” node for easier data manipulation
- Data Processing: Perform custom data operations, such as calculating customer age based on birthdate fields
- File Generation: Regenerate processed data into Excel files, with filenames including the current date for version control
- File Output: Save files locally, upload to SFTP servers, or upload to cloud services such as Google Drive and Microsoft OneDrive
Systems and Services Involved
- Local file system (read and write)
- HTTP requests (to fetch files from public URLs)
- Google Drive (file download and upload)
- Microsoft OneDrive (file download and upload)
- SFTP servers (file upload)
- n8n built-in nodes (e.g., Spreadsheet File, Set node)
Target Users and Value
This workflow is ideal for data analysts, operations personnel, and IT automation engineers, especially enterprise users who need to regularly process and update customer data and automatically generate reports. By automating Excel file handling and calculating key business metrics such as customer age, it significantly enhances work efficiency, reduces human error, and supports multi-platform file management requirements. It is suitable for various enterprises and teams aiming to optimize data workflows using low-code automation platforms.