Generate bulk certificates and contracts with Carbone, Excel and OneDrive

by Mychel Garzon ✓ · 120 views · created 2026-06-15 · Document Extraction, Multimodal AI

What this workflow does

This workflow has 23 nodes and runs on a schedule (cron 0 8 * * 1). Along the way it connects Microsoft Excel 365, Microsoft SharePoint, Microsoft OneDrive and Microsoft Teams and 1 more. It also calls graph.microsoft.com over HTTP.

How it runs

Trigger: On a schedule (cron 0 8 * * 1).

1. Config (Edit Fields (Set)): sets 8 fields: workbookId, worksheetId, certificateTemplateFileId…
2. Fetch Header Row (HTTP Request): calls an HTTP API
3. Read Pending Rows from Excel (Microsoft Excel 365): read rows
4. Check Rows Exist (If): checks a condition and branches into true / false
5. Build Carbone Batch Arrays (Code): runs custom JavaScript code
6. Has Certificates? (If): checks a condition and branches into true / false
7. Fetch Certificate Template (Microsoft SharePoint): get file
8. Has Contracts? (If): checks a condition and branches into true / false
9. Generate Certificates Batch PDF (Carbone): work with render document
10. Fetch Contract Template (Microsoft SharePoint): get file

…plus 11 more steps. See the full node list below.

Services it uses

Microsoft Excel 365Microsoft SharePointMicrosoft OneDriveMicrosoft TeamsCarbone (community)

HTTP calls to: graph.microsoft.com

Before you upgrade to n8n 3.0

Nodes used (13)

• Schedule Triggern8n-nodes-base.scheduleTrigger
• Edit Fields (Set)n8n-nodes-base.set
• HTTP Requestn8n-nodes-base.httpRequest
• Microsoft Excel 365n8n-nodes-base.microsoftExcel
• Ifn8n-nodes-base.if
• No Operation, do nothingn8n-nodes-base.noOp
• Coden8n-nodes-base.code
• Microsoft SharePointn8n-nodes-base.microsoftSharePoint
• Carbonen8n-nodes-carbone.carbone
• Compressionn8n-nodes-base.compression
• Microsoft OneDriven8n-nodes-base.microsoftOneDrive
• Aggregaten8n-nodes-base.aggregate
• Microsoft Teamsn8n-nodes-base.microsoftTeams

From the author

Quick Overview This workflow runs every Monday and reads pending rows from a Microsoft Excel workbook, generates certificate and contract PDFs in bulk with Carbone using templates stored in SharePoint, uploads the files to OneDrive, posts a summary card to…

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