Back to Templates

Collect Conference Feedback with Forms and Log to Excel OneDrive with Outlook Notifications

Last update

Last update a month ago

Categories

Share


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: [email protected]
  • 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