Conditional Customer Data Routing Workflow

This n8n workflow automates the process of filtering and routing customer data based on specific criteria. It begins with a manual trigger, allowing users to execute the workflow on demand. The workflow then retrieves all customer records from a datastore, serving as the central data source.

The core logic involves multiple conditional nodes that analyze each customer record to determine their geographic location or name criteria. First, it filters customers based on whether their country is ‘US’ or their name contains ‘Max,’ using ‘If’ nodes for simple conditions. For more complex routing, a ‘Switch’ node directs customer data into different branches based on their country: US, CO (Colombia), UK, or a fallback for other countries.

Throughout the process, sticky notes provide useful tips on setting up logical conditions (AND/OR) and managing multiple branches with routing rules, making the workflow adaptable to various filtering scenarios.

This workflow is particularly useful for customer segmentation, targeted marketing campaigns, or personalized communications—by automatically classifying customers based on location or other attributes, businesses can streamline their outreach efforts.