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自动化业务工作流#

¥Automating a business workflow

还记得 我们的朋友 Nathan 吗？

¥Remember our friend Nathan?

Nathan 🙋：你好，又是我。我的经理对我的第一个工作流自动化解决方案印象深刻，因此她委派我承担更多责任。
你👩‍🔧：更多工作和责任。恭喜，我想。现在你需要做什么？
Nathan 🙋:我获得了所有销售数据的访问权限，现在我负责创建两个报告：一个用于区域销售，一个用于订单价格。它们基于来自不同来源的数据，并采用不同的格式。
你👩‍🔧：这听起来像是大量的手动工作，但实际上可以自动化。开始吧！

¥Nathan 🙋: Hello, it's me again. My manager was so impressed with my first workflow automation solution that she entrusted me with more responsibility.
You 👩‍🔧: More work and responsibility. Congratulations, I guess. What do you need to do now?
Nathan 🙋: I got access to all our sales data and I'm now responsible for creating two reports: one for regional sales and one for orders prices. They're based on data from different sources and come in different formats.
You 👩‍🔧: Sounds like a lot of manual work, but the kind that can be automated. Let's do it!

工作流设计#

¥Workflow design

既然我们知道了 Nathan 想要自动化什么，接下来让我们列出他需要采取的步骤来实现目标：

¥Now that we know what Nathan wants to automate, let's list the steps he needs to take to achieve this:

  1. 从所有必要的来源获取并合并数据。

¥Get and combine data from all necessary sources. 2. 对数据进行排序并格式化日期。

¥Sort the data and format the dates. 3. 编写二进制文件

¥Write binary files. 4. 通过电子邮件和 Discord 发送通知。

¥Send notifications using email and Discord.

n8n 为所有这些步骤提供 核心节点。此用例较为复杂。我们应该从三个独立的工作流程构建它：

¥n8n provides core nodes for all these steps. This use case is somewhat complex. We should build it from three separate workflows:

  1. 将公司数据与外部信息合并的工作流。

¥A workflow that merges the company data with external information. 2. 一个生成报告的工作流。

¥A workflow that generates the reports. 3. 监控第二个工作流中错误的工作流。

¥A workflow that monitors errors in the second workflow.

工作流先决条件#

¥Workflow prerequisites

要构建工作流，你需要以下内容：

¥To build the workflows, you will need the following:

¥An Airtable account and credentials.

¥A Google account and credentials to access Gmail.

  • 一个 Discord 账户和 Webhook URL（注册本课程后，你将通过电子邮件收到此信息）。

¥A Discord account and webhook URL (you receive this using email when you sign up for this course).

接下来，你将按照分步说明构建这三个工作流。

¥Next, you will build these three workflows with step-by-step instructions.