Templates / Automate meeting documentation with SharePoint, Word, Excel & Outlook

Automate meeting documentation with SharePoint, Word, Excel & Outlook

Unknown

by Wessel Bulte ✓ · 4,025 views · created 2025-09-17 · Document Extraction

Unknown. This template uses community nodes we can't verify statically. Uses community nodes that can't be verified statically (unverified community packages are off by default in 3.0). Static check, last run 2026-10-19.

Community nodes

These come from third-party npm packages. In n8n 3.0 unverified community packages are off by default (N8N_UNVERIFIED_PACKAGES_ENABLED=false).

Nodes used (7)

Microsoft OutlookMicrosoft Excel 365Microsoft SharePoint

What it does

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 WEBHOOKURL with your Webhook URL before testing. - Microsoft nodes require Azure app credentials with correct permissions (SharePoint, Excel/Graph, Outlook). --- How it works 1. Webhook — Receives meeting form JSON (POST). 2. Code (Parse Meeting Data) — Parses/normalizes fields, builds semicolon‑separated strings for attendees/absentees, and flattens discussion points / action items. 3. SharePoint (Download) — Fetches the DOCX template (e.g., meetingminutestemplate.docx). 4. Merge — Combines template binary + JSON context by position. 5. DocxTemplater — Renders meeting{{now:yyyy-MM-dd}}.docx using the JSON context. 6. SharePoint (Upload) — Saves the generated DOCX to a target folder (e.g., /Meetings). 7. Microsoft Excel 365 (Append) — Appends a row to your sheet (Date, Time, Attendees, etc.). 8. 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

View the original on n8n.io → Check your own copy

Get the weekly “what broke” email

New templates, newly broken ones, and n8n release changes. One short email a week.

Form not loading? Subscribe here.