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Microsoft Excel 365 and Rootly integration

Save yourself the work of writing custom integrations for Microsoft Excel 365 and Rootly and use n8n instead. Build adaptable and scalable Data & Storage, Productivity, workflows that work with your technology stack. All within a building experience you will love.

How to connect Microsoft Excel 365 and Rootly

Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Microsoft Excel 365 and Rootly integration: Create a new workflow and add the first step

Automatic Microsoft Outlook attachment storage to OneDrive with Excel logging

📥 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.

Build your own Microsoft Excel 365 and Rootly integration

Create custom Microsoft Excel 365 and Rootly workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Microsoft Excel 365 supported actions

Supported methods for Rootly

Delete
Get
Head
Options
Patch
Post
Put

To set up Rootly integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to Rootly to query the data you need using the API endpoint URLs you provide.

See the example here

Requires additional credentials set up

Use n8n's HTTP Request node with a predefined or generic credential type to make custom API calls.

Microsoft Excel 365 and Rootly integration details

Microsoft Excel 365

Microsoft Excel 365

Microsoft Excel is the most famous spreadsheet tool in the world. It is developed by Microsoft as part of their Office Suite. It is widely used by individuals, professionals, developers, and companies for many uses in statistics, accounting, data analysis, etc.

Rootly

Rootly

Rootly is a platform that streamlines incident management by automating manual tasks. Trusted by thousands globally, it simplifies the incident resolution process, ensuring consistency and efficiency for users.

Other integrations with Microsoft Excel 365 and Rootly

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FAQ about Microsoft Excel 365 integrations

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Discover our latest community's recommendations and join the discussions about Microsoft Excel 365 and Rootly integration.

  • Elliot Smart

    Is anyone working on improving the Excel node? The current limitations seem to me to be massive when it comes to tables and simple actions like creation and overwrite

    Elliot Smart

    I’m just wanting to understand if n8n is going to be useful for dealing with a number of critical excel files that are created by another process but which have to have additional data processing over the top of them. I…

    Open topic
  • Colton Haseltine

    Excel Node is not loading ANY files

    Colton Haseltine

    Describe the problem/error/question I’m running n8n self hosted and I’ve created an excel credential following the steps on n8n docs. The credential is made but when I try to select a workbook, nothing loads. It says “No…

    Open topic
  • n8ndev123

    ObjectHandle is Invalid in Microsoft Excel nodes

    n8ndev123

    Hi, Hi everyone, I’m experiencing an intermittent issue with the Microsoft Excel node in n8n. Setup Node: Microsoft Excel Operation: Append row to table n8n: 2.4.6 (self-hosted) Node version: v2.2 Storag…

    Open topic

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Why

Why use n8n to integrate Microsoft Excel 365 with Rootly

Handle branching, merging and iteration easily. Pause your workflow to wait for external events.

Re-run single steps to test changes in no time. And pin your data to avoid generating trigger events every time you execute.

Your data is displayed alongside your settings, making edge cases easy to track down.

Use 1000+ workflow templates available from our core team and our community.

Copy and paste, easily import and export workflows.

Simple enough to 
understand + sophisticated 
enough to ship