Moving metrics from Google Sheets to Orbit

For Orbit, this workflow automates the transfer of member metrics from Google Sheets, ensuring seamless updates of member information and activities. By integrating data from both platforms, it enhances member management and engagement tracking, saving time and reducing manual errors.

7/8/2025
6 nodes
Medium
manualmediumorbitgooglesheets
Categories:
Manual TriggeredData Processing & AnalysisMedium WorkflowCRM & Sales
Integrations:
OrbitGoogleSheets

Target Audience

This workflow is ideal for:
- Community Managers: Looking to streamline member management and engagement activities.
- Data Analysts: Who need to synchronize data between Google Sheets and Orbit efficiently.
- Project Coordinators: Aiming to track activities related to community members without manual data entry.
- Developers: Interested in automating workflows that involve external APIs like Google Sheets and Orbit.

Problem Solved

This workflow addresses the challenge of manually transferring member data and activity logs from Google Sheets to Orbit. It automates the process of:
- Updating member details based on GitHub usernames.
- Logging activities linked to community members, ensuring that all relevant information is captured without redundancy.
This results in reduced manual effort and minimized errors in data handling.

Workflow Steps

  • Get Members: The workflow starts by fetching member data from Google Sheets (range: Members!A:F).
    2. Get Activities: For each member, it retrieves related activities from another Google Sheet (range: Activities!A:D) based on the GitHub username.
    3. Get all members: It retrieves all members from Orbit for comparison and merging.
    4. Merge: The workflow merges the member data with the activities using the GitHub username as the key, ensuring that all activities are aligned with the correct members.
    5. Add Members: New or updated members are then upserted into Orbit, capturing essential details like name, T-shirt size, location, and tags.
    6. Add Activities: Finally, it logs activities for each member in Orbit, linking them with the appropriate descriptions and activity links.

    • Customization Guide

    Users can customize this workflow by:
    - Modifying Sheet IDs: Change the sheetId parameters in the Get Members and Get Activities nodes to point to different Google Sheets.
    - Adjusting Data Ranges: Update the range parameters to include or exclude specific columns or rows in the Google Sheets.
    - Adding Additional Fields: In the Add Members and Add Activities nodes, include more fields from the JSON data to capture additional information.
    - Changing Tags: Update the tagsToAdd field to reflect different tags relevant to the community or members.
    - Altering Merge Logic: Adjust the propertyName1 and propertyName2 in the Merge node if a different key for merging is required.