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.

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Good to know - Uses a community node: [DocxTemplater](https://www.npmjs.com/package/n8n-nodes-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).

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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.

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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](https://www.linkedin.com/in/wessel-bulte/)