Archive Outlook email attachments to DATEV DMS with Slack notifications
UnknownWhat this workflow does
This workflow has 17 nodes and runs on Microsoft Outlook events. Along the way it connects Microsoft Outlook, Slack and Datevconnect (community).
How it runs
Trigger: On Microsoft Outlook events.
- Template - Configure variables (Edit Fields (Set)): sets 10 fields: templateConfig.clientSubjectHintLegalForms, templateConfig.clientFilterFallback, templateConfig.reviewCategory…
- Demo - Configure processing (Code): runs custom JavaScript code
- DATEV - Look up demo client (Master Data): uses Master Data
- Demo - Evaluate client match (Code): runs custom JavaScript code
- Demo - Exactly one client? (If): checks a condition and branches into true / false
- Attachments - Split and filter documents (Code): runs custom JavaScript code
- Outlook - Mark review required (Microsoft Outlook): update
- Attachments - Has archiveable document? (If): checks a condition and branches into true / false
- DATEV DMS - Upload file (Document Management): upload (document file)
- DATEV DMS - Combine upload context (Merge): merges the data from its input branches
…plus 6 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
We can't fully verify this one: it relies on 3 community packages, and n8n 3.0 turns unverified community packages off by default (N8N_UNVERIFIED_PACKAGES_ENABLED=false).
- Check that @klardaten/n8n-nodes-datevconnect is verified or supports 3.0 (used in DATEV - Look up demo client).
- Check that @klardaten/n8n-nodes-datevconnect is verified or supports 3.0 (used in DATEV DMS - Upload file, DATEV DMS - Create document).
- Check that @klardaten/n8n-nodes-datevconnect is verified or supports 3.0 (used in DATEV - Get current user).
Nodes used (10)
- Microsoft Outlook Trigger
n8n-nodes-base.microsoftOutlookTrigger - Edit Fields (Set)
n8n-nodes-base.set - Code
n8n-nodes-base.code - Master Data
@klardaten/n8n-nodes-datevconnect.masterData - If
n8n-nodes-base.if - Document Management
@klardaten/n8n-nodes-datevconnect.documentManagement - Identity And Access Management
@klardaten/n8n-nodes-datevconnect.identityAndAccessManagement - Merge
n8n-nodes-base.merge - Slack
n8n-nodes-base.slack - Microsoft Outlook
n8n-nodes-base.microsoftOutlook
From the author
How it works This workflow takes new Outlook emails with attachments and helps archive the relevant files in DATEV DMS. When an email arrives, the workflow checks the attachments, tries to match the email to a DATEV client, uploads each archiveable file to…