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Reports, Analytics & Dashboards
Email a Daily Airtable Order Summary
Every day at 7 PM, it collects the day's orders stored in Airtable from a webhook and emails an HTML summary via Gmail.
What it does
# Aggregate Daily Orders with Airtable ### This workflow will collect order data as it is produced, then send a summary email of all orders at the end of every day, formatted in a table. ## Setup: 1. Create a new table in Airtable and give it a field *time* with type date, *orderID* with type number, and *orderPrice* also with type number. 2. Create a new access token if you haven't already at {{ $env.WEBHOOK_URL }} Make sure to give the token the scopes *data.records:read*, *data.records:write*, *schema.bases:read* and access to whichever table you choose to store the orders. A pop-up window appears with the token. Use this token to make Create New Credential > Access Token for Airtable in the Store Order and Airtable Get Today's Orders nodes. 3. Create access credentials for your Gmail as described here: {{ $env.WEBHOOK_URL }} Use the credentials from your *client_secret.json* in the Send to Gmail node. 4. In the Store Order node, change *Base* and *Table* to the database and table in your Airtable account you wish to use to store orders. Make sure to use these same values in the Airtable Get Today's Orders node. 5. Every time an order is created in your system, send a POST request to Webhook from your order software. Each request must contain a single order containing fields *'orderID'* and *'orderPrice'* (or, edit Set Order Fields to select which incoming fields you wish to save) 6. Change the schedule time for sending email from Everyday at 7PM to whichever time you choose. ## Test: - Activate the workflow. - From the node Webhook, copy *Production URL* - Send the following CURL request to the URL given to you: curl -X POST -H "Content-Type: application/json" -d '{"orderID": 12345, "orderPrice": 99.99}' YOUR_URL_HERE - It should say *Node executed successfully*. Now check your Airtable and confirm the order was stored in the right place.
The steps
- Everyday at 7PM
- Airtable Get Today's Orders
- Yesterday Date
- HTML
- Set Order Fields
- Send to Gmail
- Store Order
- Webhook
- Error Handler
- Error Handler for fb9c4b49
- Error Handler
- Error Handler
- Error Handler
- Error Handler
18 steps in total.
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