provisioning-outreach/presentations/rust-laspalmas-250926/docs/old/automation-workflows.md

805 lines
26 KiB
Markdown
Raw Normal View History

# Automation Workflows & Integration Scripts
## Rust Meetup 2025 - Complete Automation Setup
This document provides ready-to-use automation workflows, integration scripts, and configuration for seamless event management.
---
## 🔗 Zapier Workflow Configurations
### Workflow 1: Pre-Event Registration Automation
**Trigger**: New Typeform submission (Pre-event survey)
**Steps**:
1. **Typeform** → New entry in pre-event survey
2. **Airtable** → Create record in "Attendees" table
3. **Airtable** → Create record in "Pre-Event Responses" table
4. **Gmail** → Send confirmation email
5. **Mailchimp** → Add to event mailing list
6. **Slack** → Notify team of new registration
**Zapier Configuration JSON**:
```toml
json
{
"name": "Pre-Event Registration Flow",
"steps": [
{
"app": "Typeform",
"trigger": "New Entry",
"form_id": "your_pre_event_form_id"
},
{
"app": "Airtable",
"action": "Create Record",
"base_id": "your_base_id",
"table": "Attendees",
"fields": {
"email": "{{1.email}}",
"name": "{{1.name}}",
"role": "{{1.role}}",
"experience_years": "{{1.experience}}",
"rust_level": "{{1.rust_level}}",
"company_size": "{{1.company_size}}",
"registration_date": "{{1.submitted_at}}",
"attendance_status": "Registered",
"pre_survey_completed": true
}
},
{
"app": "Airtable",
"action": "Create Record",
"base_id": "your_base_id",
"table": "Pre-Event Responses",
"fields": {
"attendee": "{{2.id}}",
"current_tools": "{{1.current_tools}}",
"deployment_contexts": "{{1.deployment_contexts}}",
"top_challenges": "{{1.challenges}}",
"learning_expectations": "{{1.learning_expectations}}",
"implementation_likelihood": "{{1.implementation_likelihood}}",
"specific_questions": "{{1.specific_questions}}",
"manual_tasks_time": "{{1.manual_time}}",
"infrastructure_budget": "{{1.budget}}",
"submission_timestamp": "{{1.submitted_at}}"
}
},
{
"app": "Gmail",
"action": "Send Email",
"to": "{{1.email}}",
"subject": "🦀 Welcome to Rust Meetup 2025!",
"body": "see email_templates.md"
},
{
"app": "Mailchimp",
"action": "Add/Update Subscriber",
"list_id": "your_mailchimp_list_id",
"email": "{{1.email}}",
"merge_fields": {
"FNAME": "{{1.name}}",
"ROLE": "{{1.role}}",
"RUST_LVL": "{{1.rust_level}}"
}
}
]
}
```
### Workflow 2: Live Event Engagement Tracking
**Trigger**: New Mentimeter poll response
**Steps**:
1. **Mentimeter** → Poll response received
2. **Airtable** → Update Live Event Engagement
3. **Filter** → High engagement score (≥8)
4. **Airtable** → Create follow-up action
5. **Slack** → Alert team about high-engagement attendee
### Workflow 3: Post-Event Follow-up Automation
**Trigger**: Attendance status changed to "Attended"
**Steps**:
1. **Airtable** → Attendance status = "Attended"
2. **Delay** → Wait 1 day
3. **Filter** → Post survey not completed
4. **Gmail** → Send post-event survey
5. **Airtable** → Create follow-up action
6. **Delay** → Wait 3 days
7. **Filter** → Still no survey response
8. **Gmail** → Send reminder email
---
## 📧 Email Templates
### Pre-Event Confirmation Email
**Subject**: 🦀 Welcome to Rust Meetup 2025!
```rust
html
<!DOCTYPE html>
<html>
<head>
<meta charset="UTF-8">
<style>
body { font-family: Arial, sans-serif; line-height: 1.6; color: #333; }
.header { background: linear-gradient(135deg, #CE422B, #1a1a1a); color: white; padding: 20px; text-align: center; }
.content { padding: 20px; }
.event-details { background: #f8f9fa; padding: 15px; border-radius: 8px; margin: 20px 0; }
.cta-button { background: #CE422B; color: white; padding: 12px 24px; text-decoration: none; border-radius: 5px; display: inline-block; margin: 10px 0; }
.footer { background: #f8f9fa; padding: 20px; text-align: center; font-size: 0.9em; }
</style>
</head>
<body>
<div class="header">
<h1>🦀 Welcome to Rust Meetup 2025!</h1>
<p>Provisioning: Infrastructure Automation with Rust, Nushell & KCL</p>
</div>
<div class="content">
<p>Hi {{attendee_name}},</p>
<p>Thank you for registering! We're excited to have you join us for an exciting deep dive into modern infrastructure automation.</p>
<div class="event-details">
<h3>📅 Event Details</h3>
<ul>
<li><strong>Date:</strong> [Event Date]</li>
<li><strong>Time:</strong> [Event Time]</li>
<li><strong>Location:</strong> [Venue/Virtual Link]</li>
<li><strong>Duration:</strong> 90 minutes + Q&A</li>
</ul>
</div>
<h3>🎯 What to Expect</h3>
<p>Based on your survey responses, we'll cover:</p>
<ul>
<li>✅ Solutions for your top challenge: <strong>{{top_challenge}}</strong></li>
<li>🚀 {{rust_level}} friendly explanations and examples</li>
<li>💰 Cost optimization strategies for {{company_size}} organizations</li>
<li>⚡ Live demos and interactive Q&A</li>
</ul>
<h3>📱 Interactive Participation</h3>
<p>We'll be using live polls during the presentation. Save this QR code or link:</p>
<p><a href="https://www.menti.com/your-code" class="cta-button">Join Live Polls</a></p>
<h3>📚 Pre-Event Resources</h3>
<p>Optional reading to get the most out of the session:</p>
<ul>
<li><a href="#">Rust for Infrastructure: Getting Started Guide</a></li>
<li><a href="#">Nushell Quick Reference</a></li>
<li><a href="#">KCL Configuration Language Overview</a></li>
</ul>
<a href="[calendar_link]" class="cta-button">📅 Add to Calendar</a>
</div>
<div class="footer">
<p>Questions? Reply to this email or reach out on our Discord: <a href="#">rust-infrastructure</a></p>
<p>See you there! 🚀</p>
</div>
</body>
</html>
```
### Post-Event Follow-up Email
**Subject**: 🙏 Thank you for joining Rust Meetup 2025!
```rust
html
<!DOCTYPE html>
<html>
<head>
<meta charset="UTF-8">
<style>
body { font-family: Arial, sans-serif; line-height: 1.6; color: #333; }
.header { background: linear-gradient(135deg, #CE422B, #1a1a1a); color: white; padding: 20px; text-align: center; }
.content { padding: 20px; }
.resource-box { background: #f8f9fa; padding: 15px; border-radius: 8px; margin: 15px 0; }
.cta-button { background: #CE422B; color: white; padding: 12px 24px; text-decoration: none; border-radius: 5px; display: inline-block; margin: 10px 0; }
.footer { background: #f8f9fa; padding: 20px; text-align: center; font-size: 0.9em; }
</style>
</head>
<body>
<div class="header">
<h1>🙏 Thank you for joining us!</h1>
<p>Your feedback shapes our community</p>
</div>
<div class="content">
<p>Hi {{attendee_name}},</p>
<p>Thank you for attending Rust Meetup 2025! It was great having you as part of our community exploring the future of infrastructure automation.</p>
<div class="resource-box">
<h3>📊 Quick Feedback Survey</h3>
<p>Help us improve future events (takes 3 minutes):</p>
<a href="{{post_survey_link}}" class="cta-button">Share Your Feedback</a>
</div>
<div class="resource-box">
<h3>📚 Session Resources</h3>
<ul>
<li><a href="#">Complete slide deck with speaker notes</a></li>
<li><a href="#">Demo code repository</a></li>
<li><a href="#">Getting started templates</a></li>
<li><a href="#">Implementation checklist</a></li>
</ul>
</div>
<div class="resource-box">
<h3>🚀 Next Steps</h3>
<p>Ready to get started? Here's how:</p>
<ul>
<li>🔧 <a href="#">Installation guide</a></li>
<li>💬 <a href="#">Join our Discord community</a></li>
<li>📖 <a href="#">Follow our GitHub organization</a></li>
<li>📰 <a href="#">Subscribe to updates</a></li>
</ul>
</div>
<div class="resource-box">
<h3>🎯 Personalized for You</h3>
<p>Based on your interests in <strong>{{learning_focus}}</strong>:</p>
<ul>
<li><a href="#">Recommended starter project</a></li>
<li><a href="#">Relevant documentation section</a></li>
<li><a href="#">Community discussion channel</a></li>
</ul>
</div>
<p><strong>Have questions?</strong> Our community is here to help! Join the discussion or reach out directly.</p>
<a href="{{discord_link}}" class="cta-button">💬 Join Community</a>
</div>
<div class="footer">
<p>Keep building awesome infrastructure! 🦀⚙️</p>
<p>Follow us: <a href="#">GitHub</a> | <a href="#">Discord</a> | <a href="#">Twitter</a></p>
</div>
</body>
</html>
```
---
## 🔧 Integration Scripts
### Mentimeter Data Export Script
```rust
python
#!/usr/bin/env python3
"""
Mentimeter to Airtable Integration Script
Exports poll data and calculates engagement scores
"""
import requests
import json
from datetime import datetime
import os
from typing import Dict, List
class MentimeterAirtableSync:
def __init__(self):
self.mentimeter_api_key = os.getenv('MENTIMETER_API_KEY')
self.airtable_api_key = os.getenv('AIRTABLE_API_KEY')
self.airtable_base_id = os.getenv('AIRTABLE_BASE_ID')
self.airtable_table = 'Live Event Engagement'
def get_mentimeter_data(self, presentation_id: str) -> List[Dict]:
"""Fetch poll responses from Mentimeter"""
url = f"https://api.mentimeter.com/v1/presentations/{presentation_id}/responses"
headers = {
'Authorization': f'Bearer {self.mentimeter_api_key}',
'Content-Type': 'application/json'
}
response = requests.get(url, headers=headers)
response.raise_for_status()
return response.json()
def calculate_engagement_score(self, participant_data: Dict) -> float:
"""Calculate engagement score based on participation metrics"""
polls_participated = len(participant_data.get('poll_responses', []))
questions_asked = len(participant_data.get('questions', []))
session_duration = participant_data.get('session_duration_minutes', 0)
# Weighted scoring: polls * 2 + questions * 3 + duration_factor
duration_factor = min(session_duration / 60, 1.5) # Cap at 1.5 hours
score = (polls_participated * 2 + questions_asked * 3 + duration_factor) / 3
return round(min(score, 10), 1) # Cap at 10
def sync_to_airtable(self, engagement_data: List[Dict]):
"""Upload engagement data to Airtable"""
url = f"https://api.airtable.com/v0/{self.airtable_base_id}/{self.airtable_table}"
headers = {
'Authorization': f'Bearer {self.airtable_api_key}',
'Content-Type': 'application/json'
}
# Batch create records
records = []
for data in engagement_data:
record = {
"fields": {
"attendee": [data.get('attendee_id')], # Link to attendee record
"session_start": data.get('session_start'),
"session_duration": data.get('session_duration_minutes'),
"polls_participated": len(data.get('poll_responses', [])),
"questions_asked": len(data.get('questions', [])),
"engagement_score": self.calculate_engagement_score(data),
"poll_responses": json.dumps(data.get('poll_responses', [])),
"questions_submitted": '\n'.join(data.get('questions', []))
}
}
records.append(record)
# Airtable batch limit is 10 records
for i in range(0, len(records), 10):
batch = records[i:i+10]
payload = {"records": batch}
response = requests.post(url, headers=headers, json=payload)
response.raise_for_status()
print(f"Synced batch {i//10 + 1}: {len(batch)} records")
def main():
"""Main execution function"""
sync = MentimeterAirtableSync()
presentation_id = os.getenv('MENTIMETER_PRESENTATION_ID')
try:
# Fetch data from Mentimeter
mentimeter_data = sync.get_mentimeter_data(presentation_id)
print(f"Fetched {len(mentimeter_data)} participant records")
# Process and sync to Airtable
sync.sync_to_airtable(mentimeter_data)
print("Sync completed successfully!")
except Exception as e:
print(f"Error during sync: {e}")
raise
if __name__ == "__main__":
main()
```
### Automated Follow-up Script
```rust
python
#!/usr/bin/env python3
"""
Automated Follow-up Management Script
Manages post-event follow-up actions based on attendee data
"""
import requests
import json
from datetime import datetime, timedelta
import smtplib
from email.mime.text import MIMEText
from email.mime.multipart import MIMEMultipart
import os
class FollowUpManager:
def __init__(self):
self.airtable_api_key = os.getenv('AIRTABLE_API_KEY')
self.airtable_base_id = os.getenv('AIRTABLE_BASE_ID')
self.smtp_server = os.getenv('SMTP_SERVER', 'smtp.gmail.com')
self.smtp_port = int(os.getenv('SMTP_PORT', '587'))
self.smtp_username = os.getenv('SMTP_USERNAME')
self.smtp_password = os.getenv('SMTP_PASSWORD')
def get_attendees_needing_followup(self) -> List[Dict]:
"""Get attendees who need post-event follow-up"""
url = f"https://api.airtable.com/v0/{self.airtable_base_id}/Attendees"
headers = {'Authorization': f'Bearer {self.airtable_api_key}'}
# Filter for attended but no post-survey after 3 days
three_days_ago = (datetime.now() - timedelta(days=3)).isoformat()
filter_formula = f"AND({{attendance_status}} = 'Attended', {{post_survey_completed}} = FALSE(), {{registration_date}} < '{three_days_ago}')"
params = {
'filterByFormula': filter_formula,
'fields': ['email', 'name', 'role', 'rust_level', 'learning_expectations']
}
response = requests.get(url, headers=headers, params=params)
response.raise_for_status()
return response.json()['records']
def get_high_engagement_attendees(self) -> List[Dict]:
"""Get attendees with high engagement scores for priority follow-up"""
url = f"https://api.airtable.com/v0/{self.airtable_base_id}/Live Event Engagement"
headers = {'Authorization': f'Bearer {self.airtable_api_key}'}
params = {
'filterByFormula': '{engagement_score} >= 8',
'fields': ['attendee', 'engagement_score', 'questions_asked']
}
response = requests.get(url, headers=headers, params=params)
response.raise_for_status()
return response.json()['records']
def send_personalized_email(self, attendee: Dict, email_type: str):
"""Send personalized follow-up email"""
templates = {
'post_survey_reminder': {
'subject': '🦀 Quick feedback: How was Rust Meetup 2025?',
'template': 'post_survey_reminder.html'
},
'high_engagement_personal': {
'subject': '🚀 Thank you for your amazing engagement!',
'template': 'high_engagement_followup.html'
},
'community_invitation': {
'subject': '💬 Join the Rust Infrastructure Community',
'template': 'community_invitation.html'
}
}
template_info = templates[email_type]
# Load email template
with open(f"email_templates/{template_info['template']}", 'r') as f:
html_content = f.read()
# Personalize content
html_content = html_content.replace('{{attendee_name}}', attendee['fields']['name'])
html_content = html_content.replace('{{attendee_role}}', attendee['fields'].get('role', 'Developer'))
# Send email
msg = MIMEMultipart('alternative')
msg['Subject'] = template_info['subject']
msg['From'] = self.smtp_username
msg['To'] = attendee['fields']['email']
html_part = MIMEText(html_content, 'html')
msg.attach(html_part)
with smtplib.SMTP(self.smtp_server, self.smtp_port) as server:
server.starttls()
server.login(self.smtp_username, self.smtp_password)
server.send_message(msg)
print(f"Sent {email_type} email to {attendee['fields']['email']}")
def create_follow_up_action(self, attendee_id: str, action_type: str, priority: str = 'Medium'):
"""Create follow-up action in Airtable"""
url = f"https://api.airtable.com/v0/{self.airtable_base_id}/Follow-up Actions"
headers = {
'Authorization': f'Bearer {self.airtable_api_key}',
'Content-Type': 'application/json'
}
record = {
"fields": {
"attendee": [attendee_id],
"action_type": action_type,
"action_status": "Completed",
"priority": priority,
"scheduled_date": datetime.now().isoformat()[:10],
"completed_date": datetime.now().isoformat()[:10],
"assigned_to": "Automated System",
"notes": f"Automated {action_type} sent via follow-up script"
}
}
response = requests.post(url, headers=headers, json={"records": [record]})
response.raise_for_status()
def main():
"""Main execution function for follow-up management"""
manager = FollowUpManager()
try:
# Handle post-survey reminders
attendees_needing_survey = manager.get_attendees_needing_followup()
print(f"Found {len(attendees_needing_survey)} attendees needing survey follow-up")
for attendee in attendees_needing_survey:
manager.send_personalized_email(attendee, 'post_survey_reminder')
manager.create_follow_up_action(attendee['id'], 'Send post-event survey')
# Handle high-engagement personal follow-ups
high_engagement = manager.get_high_engagement_attendees()
print(f"Found {len(high_engagement)} high-engagement attendees")
for engagement_record in high_engagement:
attendee_id = engagement_record['fields']['attendee'][0]
# Get attendee details and send personal follow-up
# Implementation would fetch attendee details and send personalized email
print("Follow-up processing completed!")
except Exception as e:
print(f"Error during follow-up processing: {e}")
raise
if __name__ == "__main__":
main()
```
---
## 📊 Analytics Dashboard Configuration
### Google Data Studio Dashboard Setup
```rust
json
{
"dashboard_config": {
"name": "Rust Meetup 2025 - Analytics Dashboard",
"data_sources": [
{
"name": "Airtable - Attendees",
"connector": "airtable",
"base_id": "your_base_id",
"table": "Attendees"
},
{
"name": "Typeform - Pre Event",
"connector": "typeform",
"form_id": "your_pre_event_form_id"
},
{
"name": "Typeform - Post Event",
"connector": "typeform",
"form_id": "your_post_event_form_id"
}
],
"pages": [
{
"name": "Registration Overview",
"charts": [
{
"type": "scorecard",
"title": "Total Registrations",
"metric": "COUNT(attendee_id)",
"dimension": "registration_date"
},
{
"type": "time_series",
"title": "Registrations Over Time",
"metric": "COUNT(attendee_id)",
"dimension": "registration_date"
},
{
"type": "pie_chart",
"title": "Role Distribution",
"metric": "COUNT(attendee_id)",
"dimension": "role"
},
{
"type": "bar_chart",
"title": "Rust Experience Levels",
"metric": "COUNT(attendee_id)",
"dimension": "rust_level"
}
]
},
{
"name": "Pre-Event Insights",
"charts": [
{
"type": "heat_map",
"title": "Tool Usage Heatmap",
"metric": "COUNT(response_id)",
"dimensions": ["role", "current_tools"]
},
{
"type": "bar_chart",
"title": "Top Infrastructure Challenges",
"metric": "COUNT(response_id)",
"dimension": "top_challenges",
"sort": "metric DESC"
},
{
"type": "donut_chart",
"title": "Implementation Timeline",
"metric": "COUNT(response_id)",
"dimension": "implementation_likelihood"
}
]
},
{
"name": "Event Engagement",
"charts": [
{
"type": "scorecard",
"title": "Average Engagement Score",
"metric": "AVG(engagement_score)"
},
{
"type": "histogram",
"title": "Engagement Score Distribution",
"metric": "COUNT(engagement_id)",
"dimension": "engagement_score"
},
{
"type": "scatter_plot",
"title": "Session Duration vs Engagement",
"x_axis": "session_duration",
"y_axis": "engagement_score",
"size": "polls_participated"
}
]
},
{
"name": "Post-Event Analysis",
"charts": [
{
"type": "gauge",
"title": "Overall Satisfaction",
"metric": "AVG(overall_rating)",
"min_value": 1,
"max_value": 5
},
{
"type": "bar_chart",
"title": "Most Valuable Aspects",
"metric": "COUNT(feedback_id)",
"dimension": "most_valuable_aspect"
},
{
"type": "funnel_chart",
"title": "Conversion Funnel",
"steps": [
"Registered",
"Attended",
"Post Survey Completed",
"Community Joined"
]
}
]
}
]
}
}
```
---
## 🚀 Deployment Scripts
### Environment Setup Script
```rust
bash
#!/bin/bash
# setup_environment.sh - Set up all required environment variables
echo "🔧 Setting up Rust Meetup 2025 environment..."
# Create .env file
cat > .env << EOF
# Typeform Configuration
TYPEFORM_API_TOKEN=your_typeform_token
PRE_EVENT_FORM_ID=your_pre_event_form_id
POST_EVENT_FORM_ID=your_post_event_form_id
# Airtable Configuration
AIRTABLE_API_KEY=your_airtable_api_key
AIRTABLE_BASE_ID=your_base_id
# Mentimeter Configuration
MENTIMETER_API_KEY=your_mentimeter_api_key
MENTIMETER_PRESENTATION_ID=your_presentation_id
# Email Configuration
SMTP_SERVER=smtp.gmail.com
SMTP_PORT=587
SMTP_USERNAME=your_email@gmail.com
SMTP_PASSWORD=your_app_password
# Event Configuration
EVENT_DATE=2025-XX-XX
EVENT_TIME=18:00
TIMEZONE=UTC
# Zapier Webhooks
ZAPIER_WEBHOOK_PRE_EVENT=https://hooks.zapier.com/hooks/catch/xxxxx/
ZAPIER_WEBHOOK_POST_EVENT=https://hooks.zapier.com/hooks/catch/xxxxx/
EOF
echo "✅ Environment file created (.env)"
echo "⚠️ Please update all placeholder values with your actual API keys and IDs"
# Install Python dependencies
echo "📦 Installing Python dependencies..."
pip install -r requirements.txt
echo "🎉 Setup complete! Run './scripts/test_integrations.sh' to test connections"
```
### Testing Script
```rust
bash
#!/bin/bash
# test_integrations.sh - Test all API connections
source .env
echo "🧪 Testing all integrations..."
# Test Airtable connection
echo "Testing Airtable connection..."
curl -H "Authorization: Bearer $AIRTABLE_API_KEY" \
"https://api.airtable.com/v0/$AIRTABLE_BASE_ID/Attendees?maxRecords=1" \
--silent --fail && echo "✅ Airtable: Connected" || echo "❌ Airtable: Failed"
# Test Typeform connection
echo "Testing Typeform connection..."
curl -H "Authorization: Bearer $TYPEFORM_API_TOKEN" \
"https://api.typeform.com/forms/$PRE_EVENT_FORM_ID" \
--silent --fail && echo "✅ Typeform: Connected" || echo "❌ Typeform: Failed"
# Test email configuration
echo "Testing email configuration..."
python3 -c "
import smtplib
import os
try:
server = smtplib.SMTP(os.getenv('SMTP_SERVER'), int(os.getenv('SMTP_PORT')))
server.starttls()
server.login(os.getenv('SMTP_USERNAME'), os.getenv('SMTP_PASSWORD'))
server.quit()
print('✅ Email: Connected')
except Exception as e:
print(f'❌ Email: Failed - {e}')
"
echo "🏁 Integration testing complete!"
```
---
## 📋 Production Checklist
### Pre-Event (2 weeks before)
- [ ] Set up all API connections and test
- [ ] Configure Zapier workflows
- [ ] Create email templates
- [ ] Set up Airtable base with schema
- [ ] Configure Mentimeter presentation
- [ ] Test end-to-end registration flow
- [ ] Set up monitoring and alerts
### Event Day
- [ ] Verify all live polling is working
- [ ] Monitor registration flow
- [ ] Check Mentimeter connectivity
- [ ] Have backup engagement methods ready
- [ ] Monitor Airtable updates in real-time
### Post-Event (within 24 hours)
- [ ] Export all Mentimeter data
- [ ] Trigger post-event email sequence
- [ ] Generate preliminary analytics
- [ ] Review follow-up actions
- [ ] Document lessons learned
This comprehensive automation setup will handle the entire attendee journey from registration to post-event community building, providing valuable insights for continuous improvement.