metadata
contentType: tutorial
Workflow 2: Generating reports
In this workflow, you will merge data from different sources, transform binary data, generate files, and send notifications about them. The final workflow should look like this:
To make things easier, let's split the workflow into three parts.
Part 1: Getting data from different sources
The first part of the workflow consists of five nodes:
Use the HTTP Request node to get data from the API endpoint that stores company data. Configure the following node parameters:
- Method: Get
- URL: The Dataset URL you received in the email when you signed up for this course.
- Authentication: Generic Credential Type
- Generic Auth Type: Header Auth
- Credentials for Header Auth: The Header Auth name and Header Auth value you received in the email when you signed up for this course.
- Send Headers: Toggle to true
- Specify Headers: Select
Using Fields Below - Name:
unique_id - Value: The unique ID you received in the email when you signed up for this course.
- Specify Headers: Select
Use the Airtable node to list data from the
customerstable (where you updated the fieldsregionandsubregion).Use the Merge node to merge data from the Airtable and HTTP Request node, based on matching the input fields for
customerID.Use the Sort node to sort data by
orderPricein descending order.
/// question | Quiz questions
- What's the name of the employee assigned to customer 1?
- What's the order status of customer 2?
- What's the highest order price? ///
Part 2: Generating file for regional sales
The second part of the workflow consists of four nodes:
- Use the If node to filter to only display orders from the region
Americas. - Use the Convert to File to transform the incoming data from JSON to binary format. Convert each item to a separate file. (Bonus points if you can figure out how to name each report based on the orderID!)
- Use the Gmail node (or another email node) to send the files using email to an address you have access to. Note that you need to add an attachment with the data property.
- Use the Discord node to send a message in the n8n Discord channel
#course-level-two. In the node, configure the following parameters:- Webhook URL: The Discord URL you received in the email when you signed up for this course.
- Text: "I sent the file using email with the label ID
{label ID}. My ID: " followed by the unique ID emailed to you when you registered for this course.
Note that you need to replace the text in curly braces{}with expressions that reference the data from the nodes.
/// question | Quiz questions
- How many orders are assigned to the
Americasregion? - What's the total price of the orders in the
Americasregion? - How many items does the Write Binary File node return? ///
Part 3: Generating files for total sales
The third part of the workflow consists of five nodes:
- Use the Loop Over Items node to split data from the Item Lists node into batches of 5.
- Use the Set node to set four values, referenced with expressions from the previous node:
customerEmail,customerRegion,customerSince, andorderPrice. - Use the Date & Time node to change the date format of the field
customerSinceto the format MM/DD/YYYY.- Set the Include Input Fields option to keep all the data together.
- Use the Convert to File node to create a CSV spreadsheet with the file name set as the expression:
{{$runIndex > 0 ? 'file_low_orders':'file_high_orders'}}. - Use the Discord node to send a message in the n8n Discord channel
#course-level-two. In the node, configure the following parameters:- Webhook URL: The Discord URL you received in the email when you signed up for this course.
- Text: "I created the spreadsheet
{file name}. My ID:" followed by the unique ID emailed to you when you registered for this course.
Note that you need to replace{file name}with an expression that references data from the previous Convert to File node.
/// question | Quiz questions
- What's the lowest order price in the first batch of items?
- What's the formatted date of customer 7?
- How many items does the Convert to File node return? ///
??? note "Show me the solution"
To check the configuration of the nodes, you can copy the JSON workflow code below and paste it into your Editor UI:
```json
{
"meta": {
"templateCredsSetupCompleted": true,
"instanceId": "cb484ba7b742928a2048bf8829668bed5b5ad9787579adea888f05980292a4a7"
},
"nodes": [
{
"parameters": {
"sendTo": "bart@n8n.io",
"subject": "Your TPS Reports",
"emailType": "text",
"message": "Please find your TPS report attached.",
"options": {
"attachmentsUi": {
"attachmentsBinary": [
{}
]
}
}
},
"id": "d889eb42-8b34-4718-b961-38c8e7839ea6",
"name": "Gmail",
"type": "n8n-nodes-base.gmail",
"typeVersion": 2.1,
"position": [
2100,
500
],
"credentials": {
"gmailOAuth2": {
"id": "HFesCcFcn1NW81yu",
"name": "Gmail account 7"
}
}
},
{
"parameters": {},
"id": "c0236456-40be-4f8f-a730-e56cb62b7b5c",
"name": "When clicking \"Execute workflow\"",
"type": "n8n-nodes-base.manualTrigger",
"typeVersion": 1,
"position": [
780,
600
]
},
{
"parameters": {
"url": "https://internal.users.n8n.cloud/webhook/level2-erp",
"authentication": "genericCredentialType",
"genericAuthType": "httpHeaderAuth",
"sendHeaders": true,
"headerParameters": {
"parameters": [
{
"name": "unique_id",
"value": "recFIcD6UlSyxaVMQ"
}
]
},
"options": {}
},
"id": "cc106fa0-6630-4c84-aea4-a4c7a3c149e9",
"name": "HTTP Request",
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.1,
"position": [
1000,
500
],
"credentials": {
"httpHeaderAuth": {
"id": "qeHdJdqqqaTC69cm",
"name": "Course L2 Credentials"
}
}
},
{
"parameters": {
"operation": "search",
"base": {
"__rl": true,
"value": "apprtKkVasbQDbFa1",
"mode": "list",
"cachedResultName": "All your base",
"cachedResultUrl": "https://airtable.com/apprtKkVasbQDbFa1"
},
"table": {
"__rl": true,
"value": "tblInZ7jeNdlUOvxZ",
"mode": "list",
"cachedResultName": "Course L2, Workflow 1",
"cachedResultUrl": "https://airtable.com/apprtKkVasbQDbFa1/tblInZ7jeNdlUOvxZ"
},
"options": {}
},
"id": "e5ae1927-b531-401c-9cb2-ecf1f2836ba6",
"name": "Airtable",
"type": "n8n-nodes-base.airtable",
"typeVersion": 2,
"position": [
1000,
700
],
"credentials": {
"airtableTokenApi": {
"id": "MIplo6lY3AEsdf7L",
"name": "Airtable Personal Access Token account 4"
}
}
},
{
"parameters": {
"mode": "combine",
"mergeByFields": {
"values": [
{
"field1": "customerID",
"field2": "customerID"
}
]
},
"options": {}
},
"id": "1cddc984-7fca-45e0-83b8-0c502cb4c78c",
"name": "Merge",
"type": "n8n-nodes-base.merge",
"typeVersion": 2.1,
"position": [
1220,
600
]
},
{
"parameters": {
"sortFieldsUi": {
"sortField": [
{
"fieldName": "orderPrice",
"order": "descending"
}
]
},
"options": {}
},
"id": "2f55af2e-f69b-4f61-a9e5-c7eefaad93ba",
"name": "Sort",
"type": "n8n-nodes-base.sort",
"typeVersion": 1,
"position": [
1440,
600
]
},
{
"parameters": {
"conditions": {
"options": {
"caseSensitive": true,
"leftValue": "",
"typeValidation": "strict"
},
"conditions": [
{
"id": "d3afe65c-7c80-4caa-9d1c-33c62fbc2197",
"leftValue": "={{ $json.region }}",
"rightValue": "Americas",
"operator": {
"type": "string",
"operation": "equals",
"name": "filter.operator.equals"
}
}
],
"combinator": "and"
},
"options": {}
},
"id": "2ed874a9-5bcf-4cc9-9b52-ea503a562892",
"name": "If",
"type": "n8n-nodes-base.if",
"typeVersion": 2,
"position": [
1660,
500
]
},
{
"parameters": {
"operation": "toJson",
"mode": "each",
"options": {
"fileName": "=report_orderID_{{ $('If').item.json.orderID }}.json"
}
},
"id": "d93b4429-2200-4a84-8505-16266fedfccd",
"name": "Convert to File",
"type": "n8n-nodes-base.convertToFile",
"typeVersion": 1.1,
"position": [
1880,
500
]
},
{
"parameters": {
"authentication": "webhook",
"content": "I sent the file using email with the label ID and wrote the binary file {file name}. My ID: 123",
"options": {}
},
"id": "26f43f2c-1422-40de-9f40-dd2d80926b1c",
"name": "Discord",
"type": "n8n-nodes-base.discord",
"typeVersion": 2,
"position": [
2320,
500
],
"credentials": {
"discordWebhookApi": {
"id": "WEBrtPdoLrhlDYKr",
"name": "L2 Course Discord Webhook account"
}
}
},
{
"parameters": {
"batchSize": 5,
"options": {}
},
"id": "0fa1fbf6-fe77-4044-a445-c49a1db37dec",
"name": "Loop Over Items",
"type": "n8n-nodes-base.splitInBatches",
"typeVersion": 3,
"position": [
1660,
700
]
},
{
"parameters": {
"assignments": {
"assignments": [
{
"id": "ce839b80-c50d-48f5-9a24-bb2df6fdd2ff",
"name": "customerEmail",
"value": "={{ $json.customerEmail }}",
"type": "string"
},
{
"id": "0c613366-3808-45a2-89cc-b34c7b9f3fb7",
"name": "region",
"value": "={{ $json.region }}",
"type": "string"
},
{
"id": "0f19a88c-deb0-4119-8965-06ed62a840b2",
"name": "customerSince",
"value": "={{ $json.customerSince }}",
"type": "string"
},
{
"id": "a7e890d6-86af-4839-b5df-d2a4efe923f7",
"name": "orderPrice",
"value": "={{ $json.orderPrice }}",
"type": "number"
}
]
},
"options": {}
},
"id": "09b8584c-4ead-4007-a6cd-edaa4669a757",
"name": "Edit Fields",
"type": "n8n-nodes-base.set",
"typeVersion": 3.3,
"position": [
1880,
700
]
},
{
"parameters": {
"operation": "formatDate",
"date": "={{ $json.customerSince }}",
"options": {
"includeInputFields": true
}
},
"id": "c96fae90-e080-48dd-9bff-3e4506aafb86",
"name": "Date & Time",
"type": "n8n-nodes-base.dateTime",
"typeVersion": 2,
"position": [
2100,
700
]
},
{
"parameters": {
"options": {
"fileName": "={{$runIndex > 0 ? 'file_low_orders':'file_high_orders'}}"
}
},
"id": "43dc8634-2f16-442b-a754-89f47c51c591",
"name": "Convert to File1",
"type": "n8n-nodes-base.convertToFile",
"typeVersion": 1.1,
"position": [
2320,
700
]
},
{
"parameters": {
"authentication": "webhook",
"content": "I created the spreadsheet {file name}. My ID: 123",
"options": {}
},
"id": "05da1c22-d1f6-4ea6-9102-f74f9ae2e9d3",
"name": "Discord1",
"type": "n8n-nodes-base.discord",
"typeVersion": 2,
"position": [
2540,
700
],
"credentials": {
"discordWebhookApi": {
"id": "WEBrtPdoLrhlDYKr",
"name": "L2 Course Discord Webhook account"
}
}
}
],
"connections": {
"Gmail": {
"main": [
[
{
"node": "Discord",
"type": "main",
"index": 0
}
]
]
},
"When clicking \"Execute workflow\"": {
"main": [
[
{
"node": "HTTP Request",
"type": "main",
"index": 0
},
{
"node": "Airtable",
"type": "main",
"index": 0
}
]
]
},
"HTTP Request": {
"main": [
[
{
"node": "Merge",
"type": "main",
"index": 0
}
]
]
},
"Airtable": {
"main": [
[
{
"node": "Merge",
"type": "main",
"index": 1
}
]
]
},
"Merge": {
"main": [
[
{
"node": "Sort",
"type": "main",
"index": 0
}
]
]
},
"Sort": {
"main": [
[
{
"node": "Loop Over Items",
"type": "main",
"index": 0
},
{
"node": "If",
"type": "main",
"index": 0
}
]
]
},
"If": {
"main": [
[
{
"node": "Convert to File",
"type": "main",
"index": 0
}
]
]
},
"Convert to File": {
"main": [
[
{
"node": "Gmail",
"type": "main",
"index": 0
}
]
]
},
"Loop Over Items": {
"main": [
null,
[
{
"node": "Edit Fields",
"type": "main",
"index": 0
}
]
]
},
"Edit Fields": {
"main": [
[
{
"node": "Date & Time",
"type": "main",
"index": 0
}
]
]
},
"Date & Time": {
"main": [
[
{
"node": "Convert to File1",
"type": "main",
"index": 0
}
]
]
},
"Convert to File1": {
"main": [
[
{
"node": "Discord1",
"type": "main",
"index": 0
}
]
]
},
"Discord1": {
"main": [
[
{
"node": "Loop Over Items",
"type": "main",
"index": 0
}
]
]
}
},
"pinData": {}
}
```