📂 Automatically Update Stock Portfolio from OneDrive to Excel — n8n Workflow

Mittel KomplexitĂ€t⚡ Auslöser12 KnotenđŸ·ïž File Management👁 7,231 Aufrufevon Louis

Übersicht

Seamlessly Sync and Update Data from a csv in OneDrive to Excel with n8n

This workflow is perfect for users who need a reliable, automated way to transfer and organize data from OneDrive into Excel—especially for tasks like portfolio tracking, inventory management, and record-keeping. By monitoring your OneDrive folder for new CSV files, it performs data cleaning, transformation, and real-time updates in an Excel sheet, ensuring only new or changed records are added.

How it Works

Automated Mo

Verwendete Knoten

Microsoft Excel 365Microsoft OneDriveCode

Workflow-Vorschau

⚡
T
Triggers if new file in 

N
Not CSV
E
Extracts data from csv
Microsoft OneDrive2
Cleans the output
N
No Operation, do nothing
Logs the update on sheet
Gets the new file infos
Downloads the new file
C
Checks if it's CSV format
P
Prepares the fields to p

Updates the excel table
12 nodes11 edges

So funktioniert es

  1. 1

    Auslöser

    Der Workflow startet mit einem auslöser-Auslöser.

  2. 2

    Verarbeitung

    Die Daten fließen durch 12 Knoten, connecting code, extractfromfile, if.

  3. 3

    Ausgabe

    Der Workflow schließt seine Automatisierung ab und liefert das Ergebnis an das konfigurierte Ziel.

Knotendetails (12)

MI

Microsoft Excel 365

microsoftExcel

#1
MI

Microsoft OneDrive

microsoftOneDrive

#2
CO

Code

code

#3

So importieren Sie diesen Workflow

  1. 1Klicken Sie rechts auf die SchaltflÀche JSON herunterladen, um die Workflow-Datei zu speichern.
  2. 2Öffnen Sie Ihre n8n-Instanz. Gehen Sie zu Workflows → Neu → Aus Datei importieren.
  3. 3WĂ€hlen Sie die heruntergeladene Datei automatically-update-stock-portfolio-from-onedrive-to-excel und klicken Sie auf Importieren.
  4. 4Richten Sie Anmeldedaten fĂŒr jeden Dienstknoten ein (API-SchlĂŒssel, OAuth usw.).
  5. 5Klicken Sie auf Workflow testen, um zu ĂŒberprĂŒfen, ob alles funktioniert, und aktivieren Sie es dann.

Oder direkt in n8n → Aus JSON importieren einfĂŒgen:

{ "name": "📂 Automatically Update Stock Portfolio from OneDrive to Excel", "nodes": [...], ...}

Integrationen

codeextractfromfileifmicrosoftexcelmicrosoftonedrivemicrosoftonedrivetriggersetstopanderror

Diesen Workflow holen

Herunterladen und mit einem Klick importieren

JSON herunterladenAuf n8n.io ansehen
Knoten12
KomplexitÀtmedium
Auslösertrigger
Aufrufe7,231
KategorieFile Management

Erstellt von

Louis

Louis

@louisdl

Tags

codeextractfromfileifmicrosoftexcelmicrosoftonedrivemicrosoftonedrivetriggersetstopanderror
⚡

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