Automate Meeting Documentation with SharePoint, Word, Excel & Outlook

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 WEBHOOK_URL 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., meeting_minutes_template.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