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Automating a business workflow#

Remember our friend Nathan?

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 sales data and am responsible for creating two reports: one for regional sales and one for orders prices. They are 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. So let's do it!

Workflow design#

Now that we have an idea of what Nathan wants to automate, let's list the steps he needs to take to achieve this:

  1. Get and combine data from all necessary sources.
  2. Sort the data and format the dates.
  3. Write binary files.
  4. Send notifications via email and Discord.

WF² provides core nodes for all these steps. This use case is somewhat complex and it will be made up of three separate workflows:

  1. A workflow that merges the company data with external information.
  2. A workflow that generates the reports.
  3. A workflow that monitors errors in the second workflow.

Workflow prerequisites#

To build the workflows, you will need the following:

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