Automate purchase order form submissions from Outlook Excel attachments with AI
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 16 nodes and runs on Microsoft Outlook events. Along the way it connects OpenAI Chat Model and Microsoft Outlook.
How it runs
Trigger: On Microsoft Outlook events.
- Is Submitting a Purchase Order? (Text Classifier): classifies text into categories with AI, with model: OpenAI Chat Model
- Is Excel Document? (If): checks a condition and branches into true / false
- Extract from File: extracts data from a file (xlsx)
- Reply Invalid Format (Microsoft Outlook): reply
- XLSX to Markdown Table (Code): runs custom JavaScript code
- Extract Purchase Order Details (Information Extractor): extracts structured fields from text with AI, with model: OpenAI Chat Model
- Fix Excel Dates (Edit Fields (Set)): sets or maps fields
- Run Checks (Edit Fields (Set)): sets 4 fields: has_po_number, has_valid_po_date, has_items…
- Is Valid Purchase Order? (If): checks a condition and branches into true / false
- Reply Accepted (Microsoft Outlook): reply
…plus 1 more step. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (10)
- Information Extractor
@n8n/n8n-nodes-langchain.informationExtractor - If
n8n-nodes-base.if - Edit Fields (Set)
n8n-nodes-base.set - Extract from File
n8n-nodes-base.extractFromFile - Code
n8n-nodes-base.code - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Microsoft Outlook
n8n-nodes-base.microsoftOutlook - Microsoft Outlook Trigger
n8n-nodes-base.microsoftOutlookTrigger - No Operation, do nothing
n8n-nodes-base.noOp - Text Classifier
@n8n/n8n-nodes-langchain.textClassifier
From the author
This n8n template imports purchase order submissions from Outlook and converts attached purchase order forms in XLSX format into structured output. Data entry jobs with user-submitted XLSX forms are time consuming, incredibly mundane but necessary tasks which…