HTTP Request and Microsoft Excel 365 integration

Automate Your ETF Comparison: Real-Time Data & Analysis Automate ETF research in Excel with one click. This n8n workflow pulls live data from justetf.com using ISIN codes from your Excel table, extracts key metrics (dividends, fees, 5-year performance), and updates your “Div study” sheet instantly — all triggered by a button in Excel. Perfect for dividend investors, ETF screeners, or portfolio trackers who want fresh, accurate data without manual copy-paste. How it works Trigger: Click “Update Table” in Excel → calls n8n via webhook Excel: Logs current time (GMT-2) and reads all rows from “DivComp” table HTTP Request: Fetches ETF profile page from justetf.com using ISIN HTML Extraction: Parses page with CSS selectors to grab dividends, fees, 5Y performance Code Node: Cleans & structures data (e.g., last 5 years of dividends, yield, growth) Update Excel: Writes clean values back to your table (fees, yield, performance, name) Setup steps In Excel: Add a button → assign macro that calls your n8n webhook URL (path: /ETF) Ensure table “DivComp” has: ISIN, Dernière mise à jour, Frais, Performance depuis 5 ans, etc. In n8n: Connect Microsoft Excel (OneDrive) credential Update workbook/worksheet/table references if needed Test with 1–2 ISINs first Click “Update Table” → watch data refresh in real time! Tags: ETF, Excel, Web Scraping, Investing, Finance, Automation, justetf, Dividend Tracking

This n8n template monitors an Outlook mailbox for invoices, automatically parses/extracts data from them and then uploads the output to an Excel Workbook. One of my top workflow requests, this template can save many hours of manual labour for you or your finance/accounts team. How it works A scheduled trigger is set to fetch recent Outlook messages to the Accounts receivable mailbox. Each message is analysed to determine whether or not it from a supplier and is issuing/contains an invoice. For each valid message, the attachments are downloaded and non-invoice documents are filtered out via AI Vision classification. Invoices are then processed through a AI vision model again to extract the details. The extracted data can then be used for reconciliation or otherwise. For this demonstration, we'll just append the row to an Excel sheet for now. How to use Ensure your Microsoft365 credential points to the correct mailbox. If a shared folder is used, toggle "shared folder" option to "on" and for the principal ID, use the email address. If you receive lots of other types of messages such as replies and forwards, you may want to implement additional checks to prevent processing invoices twice. The "remove duplicates" node can help with this. Requirements Outlook for Mailbox Google Gemini for Document Understanding and Invoice Extraction Excel for Data Storage Customising this workflow Note the assumption for this template is that all invoices will come as a PDF attachment. In real life, this is rarely the case! Adding in document conversion to cover all invoice formats. Human feedback is also an important factor in AI workflows. Try tagging emails as a way to notify team members that the invoice was processed.

This n8n template builds a newsletter ("daily digest") delivery service which pulls and summarises the latest n8n.io template in select categories defined by subscribers. It's scheduled to run once a day and sends the newsletter directly to subscriber via a nicely formatted email. If you've had trouble keeping up with the latest and greatest templates beign published daily, this workflow can save you a lot of time! How it works A scheduled trigger pulls a list of subscribers (email and category preferences) from an Excel workbook. We work out unique categories amongst all subscribers and only fetch the latest n8n website templates from these categories to save on resources and optimise the number of API calls we make. The fetched templates are summarised via AI to produce a short description which is more suitable for our email format. For each subscriber, we filter and collect only the templates relevant to their category preferences (as defined in the Excel) and ensure that duplicate templates or those which have been "seen before" are omitted. A HTML node is then used to generate the email newsletter. HTML emails are the perfect format since we can add links back to the template. Finally, we use the Outlook node to send the email digest to the subscriber. How to use Populate your Excel sheet with 3 columns: name, email and categories. Categories is a comma-delimited list of categories which match the n8n template website. The available categories are AI, SecOps, Sales, IT Ops, Marketing, Engineering, DevOps, Building Blocks, Design, Finance, HR, Other, Product and Support. To subscribe a new user, simply add their email to the Excel sheet with at least one category. To unsubscribe a user, remove them from the sheet. If you're not interested in paid templates, you may want to filter them out after fetching. Requirements Microsoft Excel for subscriber list Microsoft Outlook for delivering emails OpenAI for AI-generated descriptions Customising the workflow Use AI to summarise the week's trend of templates types and use-cases This template can be the basis for other similar newsletters - just pull in a list of things from anywhere!

How it works: The workflow starts by sending a request to a website to retrieve its HTML content. It then parses the HTML extracting the relevant information The extracted data is storted and converted into a CSV file. The CSV file is attached to an email and sent to your specified address. The data is simultaneously saved to both Google Sheets and Microsoft Excel for further analysis or use. Set-up steps: Change the website to scrape in the "Fetch website content" node Configure Microsoft Azure credentials with Microsoft Graph permissions (required for the Save to Microsoft Excel 365 node) Configure Google Cloud credentials with access to Google Drive, Google Sheets and Gmail APIs (the latter is required for the Send CSV via e-mail node).

Invoice Processor – Microsoft 365 > Automatically extract, log, and archive invoices from your Outlook inbox using GPT-4.1-mini, OneDrive, and Excel — no manual data entry required. Who It's For This workflow is built for small business owners, finance teams, and operations managers who receive invoices via email and need a hands-free way to capture, organize, and track them. It works entirely within the Microsoft 365 ecosystem — no third-party apps required. How It Works The workflow runs on a daily schedule (default: 7 AM) and fetches all unread emails from a specified Outlook folder. Each email body is cleaned from HTML to plain text and passed to GPT-4.1-mini, which extracts 14 structured invoice fields — including vendor name, invoice number, issue date, due date, and total amount due. If the email includes a PDF attachment, the workflow fetches it via the Microsoft Graph API, checks whether a dated subfolder exists in OneDrive (Invoices/YYYY-MM-DD), creates one if needed, and uploads the file as VENDOR-YYYY-MM.pdf, capturing the shareable link. All extracted data is appended to an Excel table for record-keeping. Finally, processed emails are marked as read and a formatted HTML digest summarizing all invoices is sent via Outlook. How to Set Up Add your Microsoft Outlook OAuth2 credential — used to fetch emails and send the digest. Add your Microsoft Graph OAuth2 credential — used for OneDrive folder creation, PDF upload, and Excel append. In Outlook — Get Unread Emails, update foldersToInclude to your target Outlook folder ID (find it via Graph Explorer). In Excel — Append Invoice Row, update the workbook, worksheet, and table IDs to match your tblInvoices tracker file in OneDrive. In Code — Build Digest Email, replace YOUR_ONEDRIVE_FOLDER_URL with a direct link to your Invoices folder. In Outlook — Send Daily Digest, replace [email protected] with your recipient address. Requirements Microsoft Outlook OAuth2 credential Microsoft Graph OAuth2 credential (Generic OAuth2 with https://graph.microsoft.com/.default scope) OpenAI API credential (GPT-4.1-mini) An Excel workbook in OneDrive with a table named tblInvoices containing columns matching the field list A PDF Link column added to your tblInvoices table How to Customize Change the schedule: Adjust the cron expression in **Schedule — Daily Trigger to run more or less frequently. Add more fields: Extend the extraction prompt in **AI — Extract Invoice Fields with additional fields and add matching columns to your Excel table. Modify the folder structure: Edit **Code — Build Upload Path to change how PDF subfolders are named or organized in OneDrive. Filter by sender or subject: Add a Filter node after **Outlook — Get Unread Emails to process only emails matching specific criteria. Support: [email protected] | Automated Intelligent Solutions

Who is this for This template is built for solo attorneys, small law firms, and legal billing coordinators who receive timesheet documents by email and need to produce LEDES-compliant e-billing files for client billing management systems. If you have an IMAP inbox, an OpenAI API key, a self-hosted Gotenberg instance, and a Microsoft 365 account, you can have AI-processed LEDES invoices delivering automatically in under 30 minutes of setup. What it does The workflow monitors an inbox for emails with PDF or Word timesheet attachments, extracts all time entries using GPT-4o, assigns UTBMS task codes, auto-increments an invoice number, and returns a PDF invoice, LEDES 1998B file, and LEDES XML 2.0 file to the original sender — all without any manual data entry. How it works An IMAP — Watch Inbox trigger monitors for unread emails with attachments. Classify Attachment detects whether the file is a PDF or Word document and routes it to the correct extractor. Extract — PDF Text or Extract — Word Text pulls the raw text content from the attachment and passes it to the AI pipeline. AI Agent — Extract Time Entries uses GPT-4o to parse all time entries from the document, capture date, timekeeper, hours, rate, description, client, and matter fields, and assign the best-fit UTBMS ABA task code (A101–A111) for each line. If rate or timekeeper information is missing, configurable defaults are applied automatically. AI Agent — Extract Sender Info runs a second GPT-4o-mini pass over the email body and signature to extract the sender's name, address, and contact details for the "Remit To" section of the invoice. Excel — Read Invoice Numbers queries your timesheets.xlsx tracking workbook via Microsoft Graph API to find the last issued invoice number and increment it automatically. Merge — Time Entries + Invoice Number combines the AI-extracted data with the new invoice number, then fans out to four parallel generation nodes. Generate — LEDES 1998B, Generate — LEDES XML 2.0, Generate — Invoice HTML, and Prep Excel Rows run simultaneously to produce all outputs. All brand variables — logo URL, firm name, colors — are defined as named constants at the top of the Invoice HTML Code node for easy one-time customization. Convert to PDF sends the finished HTML to your self-hosted Gotenberg instance, returning a print-ready US Letter PDF — no third-party PDF service required. Send Invoice Email delivers all three billing files as attachments via Gmail OAuth2 back to the original sender. Excel — Append Time Entries and Excel — Append Invoice Number update your tracking workbook with the full LEDES row data and the new invoice record. How to set up Install the n8n-nodes-word2text community node under Settings → Community Nodes and restart n8n. In IMAP — Watch Inbox, configure your IMAP credential for the inbox you want to monitor. On both LLM nodes, connect your OpenAI API credential. In Send Invoice Email, connect your Gmail OAuth2 credential. On all three Excel nodes, connect your Microsoft Excel OAuth2 credential and point each node at your timesheets.xlsx workbook, worksheet, and table. In Convert to PDF, update the Gotenberg base URL to your self-hosted instance and configure HTTP Basic Auth if required. In Get Next Invoice Number, update the 'INV-' prefix to match your firm's invoice numbering convention. In Generate — Invoice HTML, update logoUrl and the brand color constants to match your firm identity. Requirements Self-hosted n8n — required for the n8n-nodes-word2text community node OpenAI API key (GPT-4o for time entry extraction; GPT-4o-mini for sender info) IMAP-accessible inbox for monitoring incoming timesheets Gmail account with OAuth2 configured in n8n Microsoft 365 account with OneDrive or SharePoint access for Excel tracking Self-hosted Gotenberg instance for HTML-to-PDF conversion How to customize the workflow Default billing rate** — Change the fallback hourly rate in the AI Agent system prompt (currently $650/hr) to match your firm's standard rate. UTBMS task codes* — Add, remove, or redefine task code mappings in the AI Agent — Extract Time Entries* system prompt to match your practice area or client requirements. Invoice layout* — All styling, fonts, colors, and section order are controlled inside Generate — Invoice HTML*. The HTML uses @page CSS rules and table-based layout for reliable PDF rendering. Email delivery** — Swap the Gmail node for Outlook, SendGrid, or any SMTP-compatible service supported by n8n. The binary attachment references require no changes. Approval gate* — Insert a Wait node and an internal Slack or email notification between Convert to PDF and Send Invoice Email* to require internal review before delivery. Word-only or PDF-only** — If you only process one file type, remove the unused branch and its corresponding If node to simplify the workflow. Visit automatedintelligentsolutions.com for more information, support, and workflows.