| | --- |
| | |
| | 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: |
| |
|
| | <figure><img src="/_images/courses/level-two/chapter-five/workflow2.png" alt="Workflow 2 for aggregating data and generating files" style="width:100%"><figcaption align = "center"><i>Workflow 2 for aggregating data and generating files</i></figcaption></figure> |
| |
|
| | 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: |
| |
|
| | <figure><img src="/_images/courses/level-two/chapter-five/workflow2_1.png" alt="Workflow 1: Getting data from different sources" style="width:100%"><figcaption align = "center"><i>Workflow 1: Getting data from different sources</i></figcaption></figure> |
| |
|
| | 1. Use the [**HTTP Request node**](/integrations/builtin/core-nodes/n8n-nodes-base.httprequest/index.md) 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. |
| |
|
| | 2. Use the [**Airtable node**](/integrations/builtin/app-nodes/n8n-nodes-base.airtable/index.md) to list data from the `customers` table (where you updated the fields `region` and `subregion`). |
| | 3. Use the [**Merge node**](/integrations/builtin/core-nodes/n8n-nodes-base.merge.md) to merge data from the Airtable and HTTP Request node, based on matching the input fields for `customerID`. |
| | 4. Use the [**Sort node**](/integrations/builtin/core-nodes/n8n-nodes-base.sort.md) to sort data by `orderPrice` in 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: |
| |
|
| | <figure><img src="/_images/courses/level-two/chapter-five/workflow2_2.png" alt="Workflow 2: Generating file for regional sales" style="width:100%"><figcaption align = "center"><i>Workflow 2: Generating file for regional sales</i></figcaption></figure> |
| |
|
| | 1. Use the [**If node**](/integrations/builtin/core-nodes/n8n-nodes-base.if.md) to filter to only display orders from the region `Americas`. |
| | 2. Use the [**Convert to File**](/integrations/builtin/core-nodes/n8n-nodes-base.converttofile.md) 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!) |
| | 3. Use the [**Gmail node**](/integrations/builtin/app-nodes/n8n-nodes-base.gmail/index.md) (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. |
| | 4. Use the [**Discord node**](/integrations/builtin/app-nodes/n8n-nodes-base.discord/index.md) 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. <br/> Note that you need to replace the text in curly braces `{}` with [expressions](/glossary.md#expression-n8n) that reference the data from the nodes. |
| |
|
| | /// question | Quiz questions |
| | * How many orders are assigned to the `Americas` region? |
| | * What's the total price of the orders in the `Americas` region? |
| | * 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: |
| |
|
| | <figure><img src="/_images/courses/level-two/chapter-five/workflow2_3.png" alt="Workflow 3: Generating files for total sales" style="width:100%"><figcaption align = "center"><i>Workflow 3: Generating files for total sales</i></figcaption></figure> |
| |
|
| | 1. Use the [**Loop Over Items node**](/integrations/builtin/core-nodes/n8n-nodes-base.splitinbatches.md) to split data from the Item Lists node into batches of 5. |
| | 2. Use the [**Set node**](/integrations/builtin/core-nodes/n8n-nodes-base.set.md) to set four values, referenced with expressions from the previous node: `customerEmail`, `customerRegion`, `customerSince`, and `orderPrice`. |
| | 3. Use the [**Date & Time node**](/integrations/builtin/core-nodes/n8n-nodes-base.datetime.md) to change the date format of the field `customerSince` to the format MM/DD/YYYY. |
| | - Set the **Include Input Fields** option to keep all the data together. |
| | 4. Use the [**Convert to File node**](/integrations/builtin/core-nodes/n8n-nodes-base.converttofile.md) to create a CSV spreadsheet with the file name set as the expression: `{{$runIndex > 0 ? 'file_low_orders':'file_high_orders'}}`. |
| | 5. Use the [**Discord node**](/integrations/builtin/app-nodes/n8n-nodes-base.discord/index.md) 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. <br/> Note that you need to replace `{file name}` with an expression that references data from the previous **Convert to File node**.<br/> |
| |
|
| | /// 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": {} |
| | } |
| | ``` |
| | |
