Designing the Workflow#

Now that we know what Nathan wants to automate, let's consider the steps he needs to take to achieve his goals:

  1. Get the relevant data (order id, order status, order value, employee name) from the data warehouse
  2. Filter the orders by their status (Processing or Booked)
  3. Calculate the total value of all the Booked orders
  4. Notify the team members about the Booked orders in the company's Discord channel
  5. Insert the details about the Processing orders in Airtable for follow-up
  6. Schedule this workflow to run every Monday morning

Nathan's workflow involves sending data from the company's data warehouse to two external services:

  • Discord
  • Airtable

Before that, the data has to be wrangled with general functions (conditional filtering, calculation, scheduling).

SMS-iT Workflow provides integrations for all these steps, so Nathan's workflow in SMS-iT Workflow would look like this:

View workflow file

You will build this workflow in eight steps:

To build this workflow, you will need the credentials found in the email you received from SMS-iT Workflow when you signed up for this course. If you haven't signed up already, you can do it here. If you haven't received a confirmation email after signing up, contact us.

Start building!