自动化一个(真实场景)用例#
认识Nathan 🙋。Nathan在ABCorp担任分析经理。他的工作是通过报告和分析支持ABCorp团队。作为一个真正的多面手,他还负责处理一些杂项事务。
🌐 Meet Nathan 🙋. Nathan works as an Analytics Manager at ABCorp. His job is to support the ABCorp team with reporting and analytics. Being a true jack of all trades, he also handles several miscellaneous initiatives.
Nathan 做的一些事情重复且令人乏味。他希望将其中一些任务自动化,以免自己精疲力尽。作为一名自动化专家,你今天要与 Nathan 会面,帮助他了解如何将部分责任交给 n8n 来处理。
🌐 Some things that Nathan does are repetitive and mind-numbing. He wants to automate some of these tasks so that he doesn't burn out. As an Automation Expert, you are meeting with Nathan today to help him understand how he can offload some of his responsibilities to n8n.
了解场景(Understanding the scenario)#
你 👩🔧: 很高兴见到你,Nathan。很高兴能做这个!有什么重复且容易出错的任务是你最想先处理掉的吗?
Nathan 🙋: 谢谢你来!最烦人的一定是每周的销售报告了。
我必须从我们的传统数据仓库收集销售数据,该仓库管理组织的主要业务流程数据,例如销售或生产。现在,每个销售订单可以处于“处理中”或“已预订”状态。我必须计算所有已预订订单的总和,并每周一在公司 Discord 上公布。然后,我需要创建一个包含所有“处理中”销售的电子表格,以便销售经理可以审核这些订单,并检查是否需要跟进客户。
🌐 I have to collect sales data from our legacy data warehouse, which manages data from the main business processes of an organization, such as sales or production. Now, each sales order can have the status Processing or Booked. I have to calculate the sum of all the Booked orders and announce them in the company Discord every Monday. Then I have to create a spreadsheet of all the Processing sales so that the Sales Managers can review them and check if they need to follow up with customers.
这项手工工作很辛苦,需要高度注意细节以确保所有数字都正确。不可避免地,我会注意力不集中而输错数字,或者未能按时完成。我曾因数据计算错误而被经理批评过一次。
🌐 This manual work is tough and requires high attention to detail to make sure that all the numbers are right. Inevitably, I lose my focus and mistype a number or I don't get it done on time. I've been criticized once by my manager for miscalculating the data.
你 👩🔧: 哦不!数据仓库难道没有导出数据的办法吗?
Nathan 🙋: 数据仓库是很久以前公司内部开发的。它没有 CSV 导出功能,但他们最近添加了几个 API 接口来提供这些数据,不知道这是否有帮助。
你 👩🔧: 完美!这是一个很好的开始。如果你有一个通用的 API,我们可以添加一些自定义代码和几个服务来创建一个自动化工作流程。这个项目完全适合用 n8n 来实现。我们开始吧!