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Microsoft Excel 365 and Microsoft SharePoint integration

Save yourself the work of writing custom integrations for Microsoft Excel 365 and Microsoft SharePoint and use n8n instead. Build adaptable and scalable Data & Storage, and Productivity workflows that work with your technology stack. All within a building experience you will love.

How to connect Microsoft Excel 365 and Microsoft SharePoint

  • Step 1: Create a new workflow
  • Step 2: Add and configure nodes
  • Step 3: Connect
  • Step 4: Customize and extend your integration
  • Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Microsoft Excel 365 and Microsoft SharePoint integration: Create a new workflow and add the first step

Step 2: Add and configure Microsoft Excel 365 and Microsoft SharePoint nodes

You can find Microsoft Excel 365 and Microsoft SharePoint in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure Microsoft Excel 365 and Microsoft SharePoint nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Microsoft Excel 365 and Microsoft SharePoint integration: Add and configure Microsoft Excel 365 and Microsoft SharePoint nodes

Step 3: Connect Microsoft Excel 365 and Microsoft SharePoint

A connection establishes a link between Microsoft Excel 365 and Microsoft SharePoint (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Microsoft Excel 365 and Microsoft SharePoint integration: Connect Microsoft Excel 365 and Microsoft SharePoint

Step 4: Customize and extend your Microsoft Excel 365 and Microsoft SharePoint integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Microsoft Excel 365 and Microsoft SharePoint with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Microsoft Excel 365 and Microsoft SharePoint integration: Customize and extend your Microsoft Excel 365 and Microsoft SharePoint integration

Step 5: Test and activate your Microsoft Excel 365 and Microsoft SharePoint workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Microsoft Excel 365 to Microsoft SharePoint or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Microsoft Excel 365 and Microsoft SharePoint integration: Test and activate your Microsoft Excel 365 and Microsoft SharePoint workflow

Automate meeting documentation with SharePoint, Word, Excel & Outlook

What this template does
Receives meeting data via a webform, cleans/structures it, fills a Word docx template, uploads the file to SharePoint, appends a row to Excel 365, and sends an Outlook email with the document attached.

Good to know
Uses a community node: DocxTemplater to render the DOCX from a template. Install it from the Community Nodes catalog.
The template context is the workflow item JSON. In your docx file, use placeholders.
Includes a minimal HTML form snippet (outside n8n) you can host anywhere. Replace the placeholder WEBHOOK_URL with your Webhook URL before testing.
Microsoft nodes require Azure app credentials with correct permissions (SharePoint, Excel/Graph, Outlook).

How it works
Webhook — Receives meeting form JSON (POST).
Code (Parse Meeting Data) — Parses/normalizes fields, builds semicolon‑separated strings for attendees/absentees, and flattens discussion points / action items.
SharePoint (Download) — Fetches the DOCX template (e.g., meeting_minutes_template.docx).
Merge — Combines template binary + JSON context by position.
DocxTemplater — Renders meeting_{{now:yyyy-MM-dd}}.docx using the JSON context.
SharePoint (Upload) — Saves the generated DOCX to a target folder (e.g., /Meetings).
Microsoft Excel 365 (Append) — Appends a row to your sheet (Date, Time, Attendees, etc.).
Microsoft Outlook (Send message) — Emails the generated DOCX as an attachment.

Requirements
Community node DocxTemplater installed
Microsoft 365 access with credentials for:
SharePoint (download template + upload output)
Excel 365 (append to table/worksheet)
Outlook (send email)
A Word template with placeholders matching the JSON keys

Need Help
🔗 LinkedIn – Wessel Bulte

Nodes used in this workflow

Popular Microsoft Excel 365 and Microsoft SharePoint workflows

Automate Meeting Documentation with SharePoint, Word, Excel & Outlook

What this template does Receives meeting data via a webform, cleans/structures it, fills a Word docx template, uploads the file to SharePoint, appends a row to Excel 365, and sends an Outlook email with the document attached. Good to know Uses a community node: DocxTemplater to render the DOCX from a template. Install it from the Community Nodes catalog. The template context is the workflow item JSON. In your docx file, use placeholders. Includes a minimal HTML form snippet (outside n8n) you can host anywhere. Replace the placeholder WEBHOOK_URL with your Webhook URL before testing. Microsoft nodes require Azure app credentials with correct permissions (SharePoint, Excel/Graph, Outlook). How it works Webhook — Receives meeting form JSON (POST). Code (Parse Meeting Data) — Parses/normalizes fields, builds semicolon‑separated strings for attendees/absentees, and flattens discussion points / action items. SharePoint (Download) — Fetches the DOCX template (e.g., meeting_minutes_template.docx). Merge — Combines template binary + JSON context by position. DocxTemplater — Renders meeting_{{now:yyyy-MM-dd}}.docx using the JSON context. SharePoint (Upload) — Saves the generated DOCX to a target folder (e.g., /Meetings). Microsoft Excel 365 (Append) — Appends a row to your sheet (Date, Time, Attendees, etc.). Microsoft Outlook (Send message) — Emails the generated DOCX as an attachment. Requirements Community node DocxTemplater installed Microsoft 365 access with credentials for: SharePoint (download template + upload output) Excel 365 (append to table/worksheet) Outlook (send email) A Word template with placeholders matching the JSON keys Need Help 🔗 LinkedIn – Wessel Bulte

Build your own Microsoft Excel 365 and Microsoft SharePoint integration

Create custom Microsoft Excel 365 and Microsoft SharePoint workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Microsoft Excel 365 supported actions

Append
Add rows to the end of the table
Convert to Range
Convert a table to a range
Create
Add a table based on range
Delete
Delete a table
Get Columns
Retrieve a list of table columns
Get Rows
Retrieve a list of table rows
Lookup
Look for rows that match a given value in a column
Add Sheet
Add a new sheet to the workbook
Delete
Delete workbook
Get Many
Get workbooks
Append
Append data to sheet
Append or Update
Append a new row or update the current one if it already exists (upsert)
Clear
Clear sheet
Delete
Delete sheet
Get Many
Get a list of sheets
Get Rows
Retrieve a list of sheet rows
Update
Update rows of a sheet or sheet range

Microsoft SharePoint supported actions

Download
Download a file
Update
Update a file
Upload
Upload an existing file
Create
Create an item in an existing list
Create or Update
Create a new item, or update the current one if it already exists (upsert)
Delete
Delete an item from a list
Get
Retrieve an item from a list
Get Many
Get specific items in a list or list many items
Update
Update an item in an existing list
Get
Retrieve details of a single list
Get Many
Retrieve a list of lists

FAQs

  • Can Microsoft Excel 365 connect with Microsoft SharePoint?

  • Can I use Microsoft Excel 365’s API with n8n?

  • Can I use Microsoft SharePoint’s API with n8n?

  • Is n8n secure for integrating Microsoft Excel 365 and Microsoft SharePoint?

  • How to get started with Microsoft Excel 365 and Microsoft SharePoint integration in n8n.io?

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Why use n8n to integrate Microsoft Excel 365 with Microsoft SharePoint

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