📊 Collect conference feedback with Forms and log to Excel OneDrive with Outlook notifications

⚡ 2,111 views · 📊 Market Research & Insights

Description

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

1. 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)

2. Parse Data (Set)

• Purpose: Renames form fields to snake_case.
• Output: Structured JSON with renamed fields.

3. Sample File (Convert to File)

• Purpose: Generates a file name reference for search.
• Filename: test-n8n-feedback-form-data.xlsx

4. Search Document (Microsoft OneDrive)

• Purpose: Searches OneDrive for the specified Excel file.
• Query: test-n8n-feedback-form-data.xlsx

5. Extract File ID (Code)

• Purpose: Extracts the ID of the file from the search result.
• Output: { "id": "someFileId" } or { "id": null }

6. Check File Existence (If)

• Purpose: Branch logic based on file existence.
• Condition: If id exists.

7. Build Sheet Data (Set)

• Purpose: Prepares the data to match the Excel column headers.
• Only Runs If: File was found.

8. 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

9. Notify Support (Microsoft Outlook)

• Purpose: Sends a notification email with key feedback details.
• To: test@gmail.com
• Subject: "New Feedback Submission Received"
• Body: Includes key details from submission

10. 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

1. Microsoft OneDrive (OAuth2)

• Used by: “Search Document”
• Credential Name: Microsoft Drive account

2. Microsoft Excel (OAuth2)

• Used by: “Append Data”
• Credential Name: Microsoft Excel account

3. Microsoft Outlook (OAuth2)

• Used by: “Notify Support”
• Credential Name: Outlook 0Auth2

❤️ Made with n8n by Akhil

🔗 Nodes Used

Microsoft Excel 365, Microsoft OneDrive, Microsoft Outlook, n8n Form Trigger, Convert to File

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup