Sales Automation (Apis, Airtable, Discord)
Get the relevant data (order id, order status, order value, employee name) from the data warehouse Filter the orders by their status (Processing or Booked) Calculate the total value of all the Booked orders Notify the team members about the Booked orders in the company's Discord channel Insert the details about the Processing orders in Airtable for follow-up Schedule this workflow to run every Monday morning
Demo Videos
Project Overview
Get the relevant data (order id, order status, order value, employee name) from the data warehouse Filter the orders by their status (Processing or Booked) Calculate the total value of all the Booked orders Notify the team members about the Booked orders in the company's Discord channel Insert the details about the Processing orders in Airtable for follow-up Schedule this workflow to run every Monday morning
Case Study
Challenge
Manual sales workflow management was time-consuming and prone to errors.
Solution
Implemented an AI-driven automation workflow using n8n, Python, and JavaScript to integrate with APIs, Airtable, and Discord.
Implementation
Configured the workflow to fetch relevant data, filter orders, calculate total value, and notify team members via Discord, while updating Airtable for follow-up.
Outcomes
Achieved a fully automated workflow, automatic Airtable data updates, and scheduled Discord messages based on data, resulting in increased efficiency and reduced errors.
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Technologies Used
Key Results & Achievements
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