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Automated Member Metrics Transfer

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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.

Workflow Overview

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.

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.

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.
  1. 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.

Statistics

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Downloads
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Quick Info

Categories
Manual Triggered
Data Processing & Analysis
+2
Complexity
medium

Tags

manual
medium
googlesheets
orbit

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