Microsoft OneDrive and Microsoft Excel 365 integration

Conference Feedback Collection and OneDrive Logging Workflow This n8n workflow is designed to collect feedback through a web form, log the responses into an Excel file stored in Microsoft OneDrive, and notify the support team via email. 🧭 Overall Goal To collect user feedback from a web form, structure the data, log it into a OneDrive Excel file, and notify support via Outlook email. 🔄 Workflow Breakdown Form Submission (On form submission) Node Type**: formTrigger Purpose**: Captures user feedback via a web form. Form Fields**: Full Name (Required) Email (Required) Company Name Job Title How did you hear about the conference? (Required) Overall experience rating (Required) Favorite sessions/speakers Relevance to interests/work (Required) Networking opportunities (Required) Suggestions for improvement Future topics/speakers Willingness to attend again (Required) Additional comments Contact permission (Required) Access URL**: /webhook/feedback (or /webhook-test/feedback during testing) Parse Data (Set) Purpose**: Renames form fields to snake_case. Output**: Structured JSON with renamed fields. Sample File (Convert to File) Purpose**: Generates a file name reference for search. Filename**: test-n8n-feedback-form-data.xlsx Search Document (Microsoft OneDrive) Purpose**: Searches OneDrive for the specified Excel file. Query**: test-n8n-feedback-form-data.xlsx Extract File ID (Code) Purpose**: Extracts the ID of the file from the search result. Output**: { "id": "someFileId" } or { "id": null } Check File Existence (If) Purpose**: Branch logic based on file existence. Condition**: If id exists. Build Sheet Data (Set) Purpose**: Prepares the data to match the Excel column headers. Only Runs If**: File was found. Append Data to Excel (Microsoft Excel) Purpose**: Appends the new feedback as a row. Workbook ID**: {{ $('Code').item.json.id }} Worksheet Name**: Sheet1 Mode**: Auto-map from input fields Notify Support (Microsoft Outlook) Purpose**: Sends a notification email with key feedback details. To**: [email protected] Subject**: "New Feedback Submission Received" Body**: Includes key details from submission End Workflow (NoOp) Purpose**: Marks logical end of the workflow. 📝 Sticky Notes ✅ Upload Target Excel File First: Ensure the Excel file exists in OneDrive. 📝 Filename Consistency: Filename should match in "Sample File" and "Search Document" nodes. 📧 Customize Email Content: Update "Notify Support" node with your desired message and recipient. 🔧 Customization Guide 🧾 Form Customization Change form title, description, fields, or path. 🧪 Parsing Logic Update field mappings if form labels change. 📁 Excel File Settings Filename must match your actual OneDrive file. Worksheet name and column headers must match in "Build Sheet Data". 📬 Email Settings Update subject and body using variables like {{ $('Parse Data').item.json.full_name }}. ❗ Error Handling Tips Adjust email content based on file presence. Add an "Error Trigger" for advanced error management. 🔁 Alternatives and Extensions Use Google Sheets, Airtable, or databases instead of OneDrive/Excel. Add Slack or SMS notifications. 📌 Use Cases Post-event Feedback CSAT Surveys Employee Feedback Bug Reporting Lead Capture Contact Forms Webinar Registration 🔐 Required Credentials Microsoft OneDrive (OAuth2) Used by**: "Search Document" Credential Name**: Microsoft Drive account Microsoft Excel (OAuth2) Used by**: "Append Data" Credential Name**: Microsoft Excel account Microsoft Outlook (OAuth2) Used by**: "Notify Support" Credential Name**: Outlook 0Auth2 ❤️ Made with n8n by Akhil

Seamlessly Sync and Update Data from a csv in OneDrive to Excel with n8n This workflow is perfect for users who need a reliable, automated way to transfer and organize data from OneDrive into Excel—especially for tasks like portfolio tracking, inventory management, and record-keeping. By monitoring your OneDrive folder for new CSV files, it performs data cleaning, transformation, and real-time updates in an Excel sheet, ensuring only new or changed records are added. How it Works Automated Monitoring: Every minute, the workflow scans a designated OneDrive folder for new files. File Verification: It checks if the detected file is in CSV format; if not, the process stops with an error message. Data Extraction and Cleaning: CSV data is loaded, and irrelevant headers are removed before mapping to specified columns in Excel. Excel Update: The workflow maps data to your Excel sheet, updating only new or modified entries based on a unique identifier ("Ticker/ISIN"). Cleanup: To keep your OneDrive organized, processed files are deleted after updating Excel. Setup Steps Connect OneDrive and Excel Accounts: Link your Microsoft OneDrive and Excel accounts in n8n. Designate Folder and Worksheet: Specify the OneDrive folder for monitoring and the Excel sheet for data updates. Configure Sync Frequency and CSV Validation: Set the monitoring frequency to every minute and ensure the workflow identifies CSV files accurately. Once configured, this workflow offers a hands-free, efficient solution to keep your OneDrive and Excel data synchronized effortlessly.

📥 Save Email Attachments to OneDrive & Log Them in Excel This workflow watches your Outlook inbox, automatically downloads file attachments (for example invoices), saves them into a specific OneDrive folder, and logs each file name into an Excel table. Optionally, it also posts a Microsoft Teams message to let you know that a new attachment has been processed. ✨ What this workflow does Monitors a Microsoft Outlook mailbox for new emails. Fetches all attachments from each incoming message. Processes attachments one by one so every file is handled cleanly. Downloads each attachment as binary data. Uploads the file into a OneDrive folder (looked up by name). Appends a new row with the filename to an Excel table for tracking. Sends a Teams chat notification once an attachment has been uploaded (optional). 🧑‍💼 Who this is for This workflow is ideal for: Finance / accounting teams who receive invoices by email and want them stored centrally. Anyone who wants an “email → OneDrive → Excel log” pipeline without manual downloading and renaming. n8n users who work in a Microsoft 365 environment (Outlook, OneDrive, Excel, Teams). ✅ Requirements Before you run the workflow, you’ll need: A Microsoft Outlook account with permissions to read emails and attachments. A OneDrive / SharePoint drive with a target folder (the example uses a folder whose name matches the search in the Get Folder ID node, e.g. Testn8n). An Excel workbook stored in OneDrive with: A worksheet and table already created. A column named Filename (or adjust the Set Filename + Excel node to match your column name). n8n credentials set up for: Microsoft Outlook Microsoft OneDrive Microsoft Excel Microsoft Teams (optional but used in this template) 🛠️ Setup steps Import the workflow JSON into your n8n instance. Configure credentials: Set your Outlook, OneDrive, Excel, and Teams credentials on the respective nodes. Adjust the mail trigger (On Mail Received): Optionally add filters (subject, sender, folder) if you only want to process invoices or a specific mailbox/folder. Set the OneDrive folder search (Get Folder ID): Update the query parameter to the exact name of the folder where attachments should be stored. Point the Excel node to your workbook (Append to Excel Log): Use the dropdowns to select your workbook, worksheet and table. Ensure there’s a Filename column (or rename the field in Set Filename to match your actual column). Activate the workflow: Once active, every new email that hits the trigger will have its attachments stored in OneDrive and logged in Excel. 🔗 Integrations used Microsoft Outlook** – trigger on incoming emails and download attachments. Microsoft OneDrive** – search for folders and upload files. Microsoft Excel** – append rows to a table in a workbook. Microsoft Teams** – send notifications when attachments are processed.

Cash Reconciliation with AI This template automates daily cash reconciliation by comparing your open invoices against bank statement transactions. Instead of manually scanning statements line by line, the workflow uses AI to: Match transactions to invoices and assign confidence scores Flag unapplied or review-needed payments Produce a reconciliation table with clear metrics (match %, unmatched count, etc.) The end result: faster cash application, fewer errors, and better visibility into your cash flow. Good to know Each AI transaction match call will consume credits from your OpenAI account. Check OpenAI pricing for costs. OCR is used to extract data from PDF bank statements, so you’ll need a Mistral OCR API key. This workflow assumes invoices are stored in an Excel or CSV file. You may need to tweak column names to match your file headers. How it works Import files:The workflow pulls your invoice file (Excel/CSV) and daily bank statement (from OneDrive, Google Drive, or local storage). Extract and normalize data: OCR is applied to bank statements if needed. Both data sources are cleaned and aligned into comparable formats. AI matching: The AI agent compares statement transactions against invoice records, assigns a confidence score, and flags items that require manual review. Reconciliation output:A ready-made table shows matched invoices (with amounts and confidence), unmatched items, and summary stats. How to use Start with the manual trigger node to test the flow. Once validated, replace it with a schedule trigger to run daily. Adjust thresholds (like date tolerances or amount variances) in the code nodes to fit your business rules. Review the reconciliation table each day most of the work is automated, you just handle exceptions. Requirements OpenAI API key Mistral OCR API key (for PDF bank statements) Microsoft OneDrive API key and Microsoft Excel API key Access to your invoice file (Excel/CSV) and daily bank statement source Setup steps Connect accounts: Enter your API keys (OpenAI, Mistral OCR, OneDrive, Excel). Configure input nodes: Point the Excel/CSV node to your invoice file. Connect the Get Bank Statement node to your statement storage. Configure AI agent: Add your OpenAI API credentials to the AI node. Customize if needed Update column mappings if your file uses different headers. Adjust matching thresholds and tolerance logic.

Automatically process Construction Blueprints into structured Excel entries with VLM extraction >Disclaimer: This template uses community nodes, including the VLM Run node. It requires a self-hosted n8n instance and will not run on n8n Cloud. What this workflow does Monitors OneDrive for new blueprints in a target folder Downloads the file inside n8n for processing Sends the file to VLM Run for VLM analysis Fetches details from the construction.blueprint domain as JSON Appends normalized fields to an Excel sheet as a new row Setup Prerequisites: Microsoft account, VLM Run API credentials, OneDrive access, Excel Online, n8n. Install the verified VLM Run node by searching for VLM Run in the node list, then click Install. Once installed, you can start using it in your workflows. Quick Setup: Create the OneDrive folder you want to watch and copy its Folder ID OneDrive web: open the folder in your browser, then copy the value of the id= URL parameter. It is URL-encoded. Alternative in n8n: use a OneDrive node with the operation set to List to browse folders and copy the id field from the response. Create an Excel sheet with headers like: timestamp, file_name, file_id, mime_type, size_bytes, uploader_email, document_type, document_number, issue_date, author_name, drawing_title_numbers, revision_history, job_name, address, drawing_number, revision, drawn_by, checked_by, scale_information, agency_name, document_title, blueprint_id, blueprint_status, blueprint_owner, blueprint_url Configure OneDrive OAuth2 for the trigger and download nodes Use Microsoft OAuth2 in n8n. Approve requested scopes for file access and offline access when prompted. Test the connection by listing a known folder. Add VLM Run API credentials from https://app.vlm.run/dashboard to the VLM Run node Configure Excel Online OAuth2 and set Spreadsheet ID and target sheet tab Test by uploading a sample file to the watched OneDrive folder and activate Perfect for Converting uploaded construction blueprint documents into clean text Organizing extracted blueprint details into structured sheets Quickly accessing key attributes from technical files Centralized archive of blueprint-to-text conversions Key Benefits End to end automation** from OneDrive upload to structured Excel entry Accurate text extraction** of construction blueprint documents Organized attribute mapping** for consistent records Searchable archives** directly in Excel Hands-free processing** after setup How to customize Extend by adding: Version control that links revisions of the same drawing and highlights superseded rows Confidence scores per extracted field with threshold-based routing to manual or AI review Auto-generate a human-readable summary column for quick scanning of blueprint details Split large multi-sheet PDFs into per-drawing rows with individual attributes Cross-system sync to Procore, Autodesk Construction Cloud, or BIM 360 for project-wide visibility