Webhook 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

Who is this for This template is built for consultants, agencies, and service businesses that quote custom engagements and want to eliminate the manual work of building, formatting, and delivering pricing proposals. If you have a SharePoint or OneDrive pricing sheet, a self-hosted Gotenberg instance, and a Gmail account, you can have personalized PDF proposals landing in prospect inboxes in under 30 minutes of setup. What it does The workflow accepts a form submission from your website or internal tools, looks up live pricing from your Excel pricing sheet, calculates the correct totals for the selected services and discount tier, renders a branded PDF proposal, and emails it to the requestor — all without any manual steps. How it works A Webhook Trigger receives a POST request from your web form containing the prospect's details, the services they're interested in, the applicable discount level, and the requestor's contact information. Fetch Pricing Sheet calls the Microsoft Graph API to pull all rows from your pricing_request.xlsx Excel table stored in OneDrive or SharePoint — so your proposals always reflect current, live pricing without any hardcoding. Process & Price is a Code node that filters the pricing rows down to only the selected services, applies the correct price tier (Discount, Retail, or Premium), and calculates line items and a grand total. It normalizes raw Excel data into clean proposal objects ready for rendering. Build HTML renders the processed data into a fully branded, print-optimized HTML document. The layout includes a cover page with prospect and firm details, a line-item pricing table, payment terms, and a signature block. All brand variables — logo URL, firm name, colors, and footer content — are defined as named constants at the top of the Code node for easy one-time customization. Convert to PDF sends the finished HTML to your self-hosted Gotenberg instance, which returns a print-ready, US Letter PDF using your CSS page layout — no third-party PDF service or API key required. Email Proposal delivers the PDF as an attachment via Gmail OAuth2 to the requestor. Internal recipients (e.g., a sales inbox) can be added as a CC with a single constant. How to set up In Webhook Trigger, copy the production webhook URL and wire it to your web form's POST action. In Fetch Pricing Sheet, update the SharePoint hostname, site path, drive, and file path to point to your pricing_request.xlsx. In Process & Price, confirm that your Excel column names match the field references in the Code node (service name, retail price, discount price, premium price). In Build HTML, update the brand constants at the top of the Code node: FIRM_NAME, LOGO_URL, ACCENT_COLOR, FOOTER_TEXT, and TERMS_TEXT. In Convert to PDF, update the Gotenberg base URL to your self-hosted instance. In Email Proposal, select your Gmail OAuth2 credential and update the INTERNAL_CC constant if desired. Requirements Microsoft 365 account with OneDrive or SharePoint access (for the pricing Excel file) Self-hosted Gotenberg instance (for HTML-to-PDF conversion) Gmail account with OAuth2 configured in n8n A web form or API client capable of POSTing JSON to a webhook URL Self-hosted n8n** — this workflow uses direct Microsoft Graph API calls and Gotenberg, which require a self-hosted instance for full compatibility How to customize the workflow Pricing tiers* — Add or rename price columns in your Excel sheet and update the tier-selection logic in Process & Price* to match. Proposal layout* — All styling, fonts, colors, and section order are controlled inside Build HTML*. The HTML uses @page CSS rules and table-based layout for reliable PDF rendering across Gotenberg versions. Discount logic* — Modify the discount calculation in Process & Price* to support percentage-based discounts, volume thresholds, or client-specific pricing rules. Email delivery** — Swap the Gmail node for Outlook, SendGrid, or any SMTP-compatible service supported by n8n. Map the pdfBuffer binary attachment and the rest of the workflow requires no changes. CRM routing** — Add a lookup step after the webhook to pull prospect details from HubSpot, Salesforce, or a SharePoint contact list and merge them into the proposal data before pricing. Approval gate* — Insert a Wait node and an internal Slack or email notification between Convert to PDF and Email Proposal* to require internal sign-off before delivery. Visit automatedintelligentsolutions.com for more information, support, and workflows.

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