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Store new orders to Airtable and summarize daily orders through email

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Store new orders to Airtable and summarize daily orders through email preview
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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

What this template does This workflow will collect order data as it is produced, then send a summary email of all orders at the end of every day, formatted in a table. It receives new orders via we...

Best for

  • CRM automation workflows
  • intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.scheduletrigger, n8n-nodes-base.airtable, n8n-nodes-base.code, n8n-nodes-base.html, n8n-nodes-base.set, n8n-nodes-base.gmail, n8n-nodes-base.stickynote, n8n-nodes-base.webhook

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Jay Hartley.

Original n8n.io source

1.1 Workflow description

Title
Store new orders to Airtable and summarize daily orders through email
Workflow name
Store new orders to Airtable and summarize daily orders through email

What this template does

This workflow will collect order data as it is produced, then send a summary email of all orders at the end of every day, formatted in a table. It receives new orders via webhook and stores in Airtable. At 7PM every day, it sends a summary email with the day's orders in a HTML table

Setup:

Instructions Video

  1. Create a new table in Airtable and give it a field time with type date, orderID with type number, and orderPrice also with type number.
  2. Create a new access token if you haven't already at https://airtable.com/create/tokens/new. Make sure to give the token the scopes data.records:read, data.records:write, schema.bases:read and access to whichever table you choose to store the orders. A pop-up window appears with the token. Use this token to make Create New Credential > Access Token for Airtable in the Store Order and Airtable Get Today's Orders nodes.
  3. Create access credentials for your Gmail as described here: https://developers.google.com/workspace/guides/create-credentials. Use the credentials from your client_secret.json in the Send to Gmail node.
  4. In the Store Order node, change Base and Table to the database and table in your Airtable account you wish to use to store orders. Make sure to use these same values in the Airtable Get Today's Orders node.
  5. Every time an order is created in your system, send a POST request to Webhook from your order software. Each request must contain a single order containing fields 'orderID' and 'orderPrice' (or, edit Set Order Fields to select which incoming fields you wish to save)
  6. Change the schedule time for sending email from Everyday at 7PM to whichever time you choose.

Test:

  • Activate the workflow.
  • From the node Webhook, copy Production URL
  • Send the following CURL request to the URL given to you: curl -X POST -H "Content-Type: application/json" -d '{"orderID": 12345, "orderPrice": 99.99}' YOUR_URL_HERE
  • It should say Node executed successfully. Now check your Airtable and confirm the order was stored in the right place.

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Everyday at 7PM

Type / Role
n8n-nodes-base.scheduleTrigger - scheduleTrigger
Config choices
Version 1.2

Block 2 - Airtable Get Today's Orders

Type / Role
n8n-nodes-base.airtable - airtable
Config choices
Version 2.1

Block 3 - Yesterday Date

Type / Role
n8n-nodes-base.code - code
Config choices
Version 2

Block 4 - HTML

Type / Role
n8n-nodes-base.html - html
Config choices
Version 1.2

Block 5 - Set Order Fields

Type / Role
n8n-nodes-base.set - set
Config choices
Version 3.4

Block 6 - Send to Gmail

Type / Role
n8n-nodes-base.gmail - gmail
Config choices
Version 2.1

Block 7 - Store Order

Type / Role
n8n-nodes-base.airtable - airtable
Config choices
Version 2.1

Block 8 - Sticky Note

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 9 - Sticky Note1

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 10 - Sticky Note2

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 11 - Sticky Note4

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 12 - Sticky Note5

Type / Role
n8n-nodes-base.stickyNote - stickyNote
Config choices
Version 1

Block 13 - Webhook

Type / Role
n8n-nodes-base.webhook - webhook
Config choices
Version 2

3. Summary Table

Workflow Store new orders to Airtable and summarize daily orders through email
Complexity intermediate
Nodes 13
Categories CRM
Author Jay Hartley
Published 11 Sept 2024

4. Reproducing the Workflow from Scratch

  1. 1. Download the workflow JSON

    Use the JSON export at /data/workflows/2407/2407.json as the source template for this automation.

  2. 2. Import the template into n8n

    Open n8n, import the downloaded JSON, and review each node before activating the workflow.

  3. 3. Configure credentials and variables

    Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.

  4. 4. Test with sample data

    Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.

  5. 5. Activate and monitor

    Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Frequently asked questions

What does Store new orders to Airtable and summarize daily orders through email do?

What this template does This workflow will collect order data as it is produced, then send a summary email of all orders at the end of every day, formatted in a table. It receives new orders via we...

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your CRM use case.