Schedule Trigger Automate

For the Schedule Trigger platform, automate daily order summaries by collecting order data via webhook and sending a formatted email at 7 PM. This workflow integrates with Airtable and Gmail, ensuring timely updates on order activity, enhancing efficiency, and improving communication.

7/8/2025
13 nodes
Medium
webhookmediumschedule triggerairtablegmailsticky noteautomationadvancedcronintegrationapi
Categories:
Communication & MessagingData Processing & AnalysisWebhook TriggeredMedium Workflow
Integrations:
Schedule TriggerAirtableGmailSticky Note

Target Audience

This workflow is ideal for:
- E-commerce businesses looking to automate order tracking and reporting.
- Small business owners who need a simple and efficient way to manage daily order summaries.
- Developers and automation enthusiasts wanting to integrate various services like Airtable and Gmail without extensive coding.
- Teams that require real-time updates on orders and daily summaries for better decision-making.

Problem Solved

This workflow addresses the challenge of manually tracking and summarizing daily orders. It automates the process of:
- Collecting order data from a webhook in real-time.
- Storing order details in Airtable for easy access and management.
- Sending a formatted summary email every day at 7 PM, ensuring stakeholders are informed without manual effort.

Workflow Steps

  • Schedule Trigger: The workflow is triggered every day at 7 PM using a cron expression.
    2. Yesterday Date Node: It calculates the date and time for yesterday at 7 PM and the current date and time.
    3. Airtable Get Today's Orders: It retrieves today's orders from Airtable using a search formula that filters orders based on the calculated dates.
    4. HTML Node: The retrieved orders are formatted into an HTML table for a visually appealing email summary.
    5. Send to Gmail: The formatted HTML summary is sent to a specified email address, ensuring stakeholders receive a daily report of orders.
    6. Store Order: When a new order is received via a webhook, it stores relevant order details (such as orderID and orderPrice) in Airtable for record-keeping.
  • Customization Guide

    To customize this workflow:
    - Change the Schedule: Adjust the cron expression in the Everyday at 7PM node to send the summary at a different time.
    - Modify Airtable Base/Table: Update the Airtable base and table IDs in the Airtable Get Today's Orders and Store Order nodes to match your Airtable setup.
    - Email Settings: Change the recipient email address in the Send to Gmail node to send summaries to different stakeholders.
    - Webhook Configuration: Alter the parameters expected in the Webhook node to accommodate additional fields if necessary.
    - HTML Formatting: Customize the HTML structure in the HTML node to change how the order summary appears in the email.