🔬 Automate meeting documentation with SharePoint, Word, Excel & Outlook
⚡ 2,948 views · 🔬 Document Extraction & Analysis
Description
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
docxfile, 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}}.docxusing 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
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Need Help
🔗 Nodes Used
Webhook, Microsoft Excel 365, Microsoft Outlook, Microsoft SharePoint
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File