Generate agile project plan PDFs from proposals with Claude and SharePoint
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 12 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects Microsoft SharePoint, Anthropic Chat Model and Microsoft Outlook.
How it runs
Trigger: When an HTTP POST request hits its webhook URL.
- Extract PDF Text (Extract from File): extracts data from a file (pdf)
- Merge PDF and AI Data (Code): runs custom JavaScript code
- Project Plan Generator Agent (Basic LLM Chain): sends a prompt to an LLM, with model: Extract Insights with Claude Model
- Parse Project Plan (Code): runs custom JavaScript code
- Generate HTML Report (Code): runs custom JavaScript code
- Format HTML for PDF (Code): runs custom JavaScript code
- Convert HTML to PDF (HTTP Request): calls an HTTP API (POST)
- Upload PDF to SharePoint Site (Microsoft SharePoint): upload
- Draft Notification Email (Code): runs custom JavaScript code
- Send Email Notification via Outlook (Microsoft Outlook): uses Microsoft Outlook
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 (8)
- Webhook
n8n-nodes-base.webhook - Basic LLM Chain
@n8n/n8n-nodes-langchain.chainLlm - Code
n8n-nodes-base.code - Microsoft SharePoint
n8n-nodes-base.microsoftSharePoint - Anthropic Chat Model
@n8n/n8n-nodes-langchain.lmChatAnthropic - Extract from File
n8n-nodes-base.extractFromFile - HTTP Request
n8n-nodes-base.httpRequest - Microsoft Outlook
n8n-nodes-base.microsoftOutlook
From the author
Quick overview This workflow receives a project outline PDF via webhook, extracts its text, uses Anthropic Claude to generate a structured project plan, renders it into an HTML report, converts it to PDF via an HTTP service, uploads it to Microsoft…