Automated Meeting Documentation with SharePoint, Word, Excel & Outlook Solution

Workflow overview

Why this workflow matters

Relevant for managed services and support workflows. Supports knowledge capture and document intelligence use cases.

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 AlekSystem) 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 Webhook — Receives meeting form JSON (POST). Code (Parse Meeting Data) — Parses/normalizes fields, builds semicolon‑separated strings for attendees/absentees, and flattens discussion points / action items. SharePoint (Download) — Fetches the DOCX template (e.g., meeting_minutes_template.docx). Merge — Combines template binary + JSON context by position. DocxTemplater — Renders meeting_{{now:yyyy-MM-dd}}.docx using the JSON context. SharePoint (Upload) — Saves the generated DOCX to a target folder (e.g., /Meetings). Microsoft Excel 365 (Append) — Appends a row to your sheet (Date, Time, Attendees, etc.). 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

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