Microsoft Outlook and Microsoft Excel 365 integration

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!

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

📥 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.

🤖 Autonomous Email Assistant - AI-Powered Inbox Management > Transform Your Email Workflow with Intelligent Automation This advanced n8n workflow creates a fully autonomous email assistant that processes incoming emails through AI-powered classification, generates contextually-aware responses in your personal brand voice, and automatically organizes your inbox. Perfect for: Professionals managing high email volumes who want to maintain response quality while saving hours each week. 🎯 What This Workflow Does The Autonomous Email Assistant monitors your Outlook inbox and intelligently processes every incoming email through a sophisticated multi-stage pipeline: 🏷️ Smart Classification - Automatically categorizes emails into 7 distinct types (Commercial/Spam, Internal, Meeting, Newsletter, Notifications, Urgent, Other) ✍️ AI Response Generation - Creates draft responses tailored to the email type, maintaining your unique communication style 📅 Meeting Automation - Checks your calendar availability and handles meeting requests automatically ⚡ Priority Handling - Sends Slack notifications for urgent emails requiring immediate attention 📂 Inbox Organization - Files processed emails into categorized folders with AI tagging 📊 Comprehensive Logging - Records all processed emails and responses in Excel for audit trails ✨ Key Features 🔍 Dual Classification System Primary LLM classifier for fast categorization Secondary text classifier for validation 7 predefined categories with smart routing logic 🎨 Brand Voice Integration Maintains consistent communication style across all responses Customizable writing patterns and key phrases Professional tone with configurable formality levels 📆 Intelligent Meeting Handler Calendar integration with availability checking Automatic event creation for confirmed meetings Suggests alternative times when unavailable Maintains 15-minute buffers between meetings Respects working hours (8:30 AM - 5:00 PM) 👤 Human-in-the-Loop for Critical Emails Slack notifications for urgent messages Approval workflow with feedback incorporation Draft responses for review before sending 📥 Complete Inbox Management Auto-marking as read AI category tagging for tracking Organized folder archiving by email type Excel logging for analytics and compliance 🛠️ Workflow Requirements 🔐 Required Credentials Microsoft Outlook OAuth2** - Email access, calendar permissions Microsoft Excel 365** - For logging workbook OpenRouter API** - GPT-5-mini model recommended Slack OAuth2** - Optional, for urgent notifications 💻 Technical Stack | Component | Technology | |-----------|-----------| | AI Model | OpenRouter GPT-5-mini | | Email Provider | Microsoft Outlook | | Data Storage | Microsoft Excel 365 | | Notifications | Slack | | Polling Interval | Every minute (configurable) | ⚙️ How It Works Stage 1️⃣: Email Ingestion Microsoft Outlook Trigger monitors inbox → Information Extractor pulls sender details Stage 2️⃣: Classification Dual AI classifiers determine email category → Routes to appropriate handler Stage 3️⃣: Response Generation General emails** → emailReplier Meeting requests** → AI Agent with calendar tools Urgent emails** → urgentReplier + Slack notification Others** → Context-aware handler Stage 4️⃣: Brand Voice Application All responses pass through brand voice nodes for style consistency Stage 5️⃣: Organization ✅ Mark as read 🏷️ Apply AI category tag 📁 Archive to appropriate folder 📝 Log to Excel 🎛️ Customization Options 📋 Adjust Classification Categories Modify the Virtual Postman categories to match your specific needs. Add industry-specific classifications or merge existing ones. ✏️ Personalize Brand Voice The embedded brand voice prompts can be completely customized: Update key phrases and sign-offs Adjust sentence length preferences Modify formality and tone Add company-specific terminology ⚙️ Configure Response Behaviors Change meeting scheduling preferences Update working hours Modify urgent email criteria Adjust buffer times between meetings 🔔 Notification Preferences Switch Slack to email notifications Add multiple notification channels Customize urgency thresholds 💼 Use Cases | Role | Benefits | |------|----------| | 🎯 Busy Executives | Handle routine correspondence while maintaining personal touch | | 🎧 Customer Support | First-line response generation with consistent brand voice | | 💰 Sales Teams | Automated meeting scheduling and follow-up management | | 📊 Project Managers | Internal communication routing and priority handling | | 💡 Consultants | Client communication management across multiple projects | 🚀 Setup Guide Import Workflow - Import the JSON into your n8n instance Configure Credentials - Add all four required OAuth2 connections Create Excel Workbook - Set up "Email Automator" workbook with specified columns Create Outlook Folders - Add the 7 category folders to your Outlook Customize Brand Voice - Update the brand voice prompts with your writing style Test Classification - Send test emails to verify category routing Activate Workflow - Enable the workflow to start processing ⚠️ Important Notes ⚡ All urgent emails require human approval before sending 📝 Most responses are saved as drafts for review 📊 Comprehensive Excel logging enables quality assurance 🏷️ AI tagging allows easy identification of automated processing 📅 Calendar integration respects existing commitments 🔒 Data Privacy & Security This workflow processes emails locally within your n8n instance. Email content is sent to OpenRouter for AI processing. Review OpenRouter's data policies and ensure compliance with your organization's data handling requirements. 📜 Version History v1.0 - Initial Release 7-category classification system Brand voice integration Meeting automation Excel logging Slack notifications 💬 Support & Community For questions, customization help, or to share improvements, visit the n8n community forum. This workflow is designed to be highly customizable - adapt it to your specific needs! Created by: Didac Fernandez Girona | AutoSolutions.ai - AI Consulting Services Tags: email automation AI assistant outlook calendar management brand voice inbox organization meeting scheduler

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