{ "id": "U7FRP9wgf1KgBBQY", "meta": { "templateCredsSetupCompleted": true }, "name": "Bulk Certificate and Contract Generator with Carbone, Excel and OneDrive", "tags": [], "nodes": [ { "id": "b02a48be-78eb-4744-a765-80a6a14156bc", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ 8656, -1440 ], "parameters": { "width": 614, "height": 1008, "content": "## Bulk Certificate and Contract Generator: Carbone PDF Batch with OneDrive Archive and Excel Status Update\n\n### Weekly Scheduled Document Generation from Excel via Carbone and Microsoft 365\n\n### How it works\nThis workflow runs every Monday at 08:00, reads pending rows from a Microsoft\nExcel workbook, generates batches of PDF certificates and contracts using\nCarbone's renderDocument operation, archives each file to OneDrive, notifies\na Teams channel with a summary Adaptive Card, and batch-updates the Excel\nstatus rows to Completed via the Graph API.\n\n### Setup steps\n- [ ] Open the Config node and replace all placeholder IDs: workbookId,\n worksheetId, certificateTemplateFileId, contractTemplateFileId,\n certificatesFolderId, contractsFolderId, teamsTeamId, teamsChannelId.\n- [ ] Connect your Microsoft Excel credential to the Read Pending Rows from\n Excel node.\n- [ ] Connect your Microsoft Graph OAuth2 credential to the Fetch Header Row\n and Batch Update Excel via Graph API nodes.\n- [ ] Connect your Microsoft SharePoint credential to both Fetch Template\n nodes and configure the file IDs from the Config node.\n- [ ] Connect your Carbone credential to both Generate nodes. Ensure your\n Carbone templates use the field names output by the Build Carbone Batch\n Arrays node: certificates array uses name, email, company, role,\n courseTitle, completionDate, score, certificateId, issuedBy, issuerName.\n Contracts array uses name, email, company, role, startDate, contractRef,\n issuedBy, issuerName.\n- [ ] Connect your Microsoft OneDrive credential to both Upload nodes and\n configure the target folder IDs from the Config node.\n- [ ] Connect your Microsoft Teams credential to the Notify Teams Channel\n node and configure the target team and channel IDs from the Config node.\n- [ ] Update issuedBy and issuerName in the Build Carbone Batch Arrays node\n to match your organization name and authorized signatory.\n\n### Required credentials\n- **Microsoft Excel** (row read)\n- **Microsoft Graph OAuth2** (header row fetch + Excel batch status update)\n- **Microsoft SharePoint** (template fetch)\n- **Carbone** (PDF batch generation via renderDocument)\n- **Microsoft OneDrive** (file archive)\n- **Microsoft Teams** (completion notification)\n\n### Required Excel columns\n`Name` \u00b7 `Email` \u00b7 `Company` \u00b7 `Role` \u00b7 `DocumentType` \u00b7 `CourseTitle` \u00b7\n`CompletionDate` \u00b7 `Score` \u00b7 `Status` \u00b7 `ProcessedAt`\n\n" }, "typeVersion": 1 }, { "id": "fd443d56-99b4-4f3d-9e59-80281b126fd8", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ 9344, -1008 ], "parameters": { "color": 7, "width": 1360, "height": 440, "content": "### Trigger \u00b7 Config \u00b7 Excel Read\nFires every Monday 08:00. All IDs loaded from Config. Header row fetched via Graph API to resolve column letters at runtime. Reads only Pending rows." }, "typeVersion": 1 }, { "id": "090f86db-afc1-4853-b5e5-15b2b3d2c91b", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ 10800, -1200 ], "parameters": { "color": 7, "width": 1320, "height": 540, "content": "### Certificate Generation & Upload\nFetches template from SharePoint, generates batch PDF ZIP via Carbone, extracts files, uploads each to OneDrive, aggregates before continuing." }, "typeVersion": 1 }, { "id": "8f7f4106-6431-40bd-a547-8682ab80b087", "name": "Sticky Note3", "type": "n8n-nodes-base.stickyNote", "position": [ 12208, -1200 ], "parameters": { "color": 7, "width": 1360, "height": 540, "content": "### Contract Generation & Upload\nFetches template from SharePoint, generates batch PDF ZIP via Carbone, extracts files, uploads each to OneDrive, aggregates before notification." }, "typeVersion": 1 }, { "id": "fe41ade8-08ed-46bc-98ec-e164f8b40def", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ 13648, -1040 ], "parameters": { "color": 7, "width": 1300, "height": 440, "content": "### Notify & Status Update\nBuilds Teams Adaptive Card with batch summary and posts to configured channel. Batch-updates Excel rows to Completed via Graph API using dynamically resolved column letters, chunked at 20 requests per call." }, "typeVersion": 1 }, { "id": "6691bf1a-ae61-4657-b61a-85367c51a210", "name": "Schedule Trigger (Monday 8am)", "type": "n8n-nodes-base.scheduleTrigger", "position": [ 9440, -800 ], "parameters": { "rule": { "interval": [ { "field": "cronExpression", "expression": "0 8 * * 1" } ] } }, "typeVersion": 1.2 }, { "id": "d98f2fed-a95f-416f-96a0-f42b4a7ff2cd", "name": "Config", "type": "n8n-nodes-base.set", "notes": "Replace all YOUR_* values before activating. workbookId and worksheetId: open the workbook in Excel Online \u2014 workbookId is after /items/, worksheetId is after /worksheets/. SharePoint file IDs: from the file URL, value between sourcedoc=%7B and %7D. OneDrive folder IDs: right-click folder \u2192 Details.", "position": [ 9664, -800 ], "parameters": { "options": {}, "assignments": { "assignments": [ { "id": "cfg-001", "name": "workbookId", "type": "string", "value": "YOUR_EXCEL_WORKBOOK_ID" }, { "id": "cfg-002", "name": "worksheetId", "type": "string", "value": "YOUR_WORKSHEET_ID" }, { "id": "cfg-003", "name": "certificateTemplateFileId", "type": "string", "value": "YOUR_CERTIFICATE_TEMPLATE_FILE_ID" }, { "id": "cfg-004", "name": "contractTemplateFileId", "type": "string", "value": "YOUR_CONTRACT_TEMPLATE_FILE_ID" }, { "id": "cfg-005", "name": "certificatesFolderId", "type": "string", "value": "YOUR_ONEDRIVE_CERTIFICATES_FOLDER_ID" }, { "id": "cfg-006", "name": "contractsFolderId", "type": "string", "value": "YOUR_ONEDRIVE_CONTRACTS_FOLDER_ID" }, { "id": "cfg-007", "name": "teamsTeamId", "type": "string", "value": "YOUR_TEAMS_TEAM_ID" }, { "id": "cfg-008", "name": "teamsChannelId", "type": "string", "value": "YOUR_TEAMS_CHANNEL_ID" } ] } }, "typeVersion": 3.4 }, { "id": "94bbe570-c425-4b0c-995d-3dac8b952c57", "name": "Fetch Header Row", "type": "n8n-nodes-base.httpRequest", "position": [ 9888, -800 ], "parameters": { "url": "={{ `https://graph.microsoft.com/v1.0/me/drive/items/${$('Config').first().json.workbookId}/workbook/worksheets/${$('Config').first().json.worksheetId}/rows/itemAt(index=0)` }}", "options": { "response": { "response": { "responseFormat": "json" } } }, "authentication": "predefinedCredentialType", "nodeCredentialType": "microsoftExcelOAuth2Api" }, "typeVersion": 4.2 }, { "id": "07caa82d-1d67-4c84-b62d-e8e7cbd21f86", "name": "Read Pending Rows from Excel", "type": "n8n-nodes-base.microsoftExcel", "position": [ 10112, -800 ], "parameters": { "operation": "readRows" }, "typeVersion": 2 }, { "id": "2561472a-5eec-4d56-8280-b975d5fc7271", "name": "Check Rows Exist", "type": "n8n-nodes-base.if", "position": [ 10336, -800 ], "parameters": { "options": {}, "conditions": { "options": { "version": 1, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "operator": { "type": "number", "operation": "gt" }, "leftValue": "={{ $input.all().length }}", "rightValue": 0 } ] } }, "typeVersion": 2 }, { "id": "36459af1-b3d6-4081-afe1-a3121b10642b", "name": "Log No Rows", "type": "n8n-nodes-base.noOp", "position": [ 10560, -688 ], "parameters": {}, "typeVersion": 1 }, { "id": "f861e1e6-732c-415f-be33-6e344844556a", "name": "Build Carbone Batch Arrays", "type": "n8n-nodes-base.code", "position": [ 10560, -896 ], "parameters": { "jsCode": "const allItems = $input.all();\n\nif (!allItems || allItems.length === 0) {\n return [{ json: { certificates: [], contracts: [], totalCertificates: 0, totalContracts: 0, totalDocuments: 0, batchId: `BATCH-${Date.now()}`, processedAt: new Date().toISOString(), originalRows: [] } }];\n}\n\nconst rows = allItems.map((item, index) => ({\n ...item.json,\n _originalRowIndex: index + 2\n}));\n\nconst certificates = rows\n .filter(r => (r.DocumentType || '').toLowerCase().includes('certificate'))\n .map(r => ({\n name: r.Name || '',\n email: r.Email || '',\n company: r.Company || '',\n role: r.Role || '',\n courseTitle: r.CourseTitle || '',\n completionDate: r.CompletionDate || new Date().toISOString().split('T')[0],\n score: r.Score || '',\n certificateId: `CERT-${Date.now()}-${Math.random().toString(36).substring(2,6).toUpperCase()}`,\n issuedBy: 'Your Organization Name',\n issuerName: 'Your Name'\n }));\n\nconst contracts = rows\n .filter(r => (r.DocumentType || '').toLowerCase().includes('contract'))\n .map(r => ({\n name: r.Name || '',\n email: r.Email || '',\n company: r.Company || '',\n role: r.Role || '',\n startDate: r.CompletionDate || new Date().toISOString().split('T')[0],\n contractRef: `CTR-${Date.now()}-${Math.random().toString(36).substring(2,6).toUpperCase()}`,\n issuedBy: 'Your Organization Name',\n issuerName: 'Your Name'\n }));\n\nreturn [{\n json: {\n certificates,\n contracts,\n totalCertificates: certificates.length,\n totalContracts: contracts.length,\n totalDocuments: certificates.length + contracts.length,\n batchId: `BATCH-${Date.now()}`,\n processedAt: new Date().toISOString(),\n originalRows: rows\n }\n}];" }, "typeVersion": 2 }, { "id": "5dfd171f-8314-46f3-88ee-0f4d902781c0", "name": "Has Certificates?", "type": "n8n-nodes-base.if", "position": [ 10848, -896 ], "parameters": { "options": {}, "conditions": { "options": { "version": 1, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "operator": { "type": "number", "operation": "gt" }, "leftValue": "={{ $json.totalCertificates }}", "rightValue": 0 } ] } }, "typeVersion": 2 }, { "id": "344c966d-03b3-492c-a066-b84dd2041110", "name": "Fetch Certificate Template", "type": "n8n-nodes-base.microsoftSharePoint", "position": [ 11072, -976 ], "parameters": { "operation": "getFile", "requestOptions": {} }, "typeVersion": 1 }, { "id": "edf6bff5-39e6-40b9-85c1-6d656815370a", "name": "Generate Certificates Batch PDF", "type": "n8n-nodes-carbone.carbone", "position": [ 11296, -976 ], "parameters": { "data": "={{ JSON.stringify({ d: { certificates: $('Build Carbone Batch Arrays').first().json.certificates } }) }}", "resource": "renderDocument", "convertTo": "pdf", "templateSource": "file", "generateAdditionalOptions": { "batchOutput": "zip", "batchSplitBy": "d.certificates" } }, "typeVersion": 1 }, { "id": "e75b852f-378f-484e-a9d6-7eaf9f741283", "name": "Extract Certificate Files from ZIP", "type": "n8n-nodes-base.compression", "position": [ 11520, -976 ], "parameters": { "binaryPropertyName": "certificates_zip" }, "typeVersion": 1 }, { "id": "e54ddc2c-12b5-4717-918f-ee0cedb30f55", "name": "Upload Certificate to OneDrive", "type": "n8n-nodes-base.microsoftOneDrive", "position": [ 11744, -976 ], "settings": { "continueOnFail": true }, "parameters": {}, "typeVersion": 1 }, { "id": "c3465e6a-306f-446e-b721-d7459d8c4033", "name": "Aggregate Certificate Uploads", "type": "n8n-nodes-base.aggregate", "position": [ 11968, -976 ], "parameters": { "options": {}, "aggregate": "aggregateAllItemData" }, "typeVersion": 1 }, { "id": "9753af79-c2f9-42bf-8984-51c02e379ec8", "name": "Has Contracts?", "type": "n8n-nodes-base.if", "position": [ 12240, -880 ], "parameters": { "options": {}, "conditions": { "options": { "version": 1, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "operator": { "type": "number", "operation": "gt" }, "leftValue": "={{ $('Build Carbone Batch Arrays').first().json.totalContracts }}", "rightValue": 0 } ] } }, "typeVersion": 2 }, { "id": "b683b812-9090-4882-bfb5-a5a71525c810", "name": "Fetch Contract Template", "type": "n8n-nodes-base.microsoftSharePoint", "position": [ 12368, -1040 ], "parameters": { "operation": "getFile", "requestOptions": {} }, "typeVersion": 1 }, { "id": "3ae1b04a-b813-49c0-a156-c87f18e50e8c", "name": "Generate Contracts Batch PDF", "type": "n8n-nodes-carbone.carbone", "position": [ 12592, -1040 ], "parameters": { "data": "={{ JSON.stringify({ d: { contracts: $('Build Carbone Batch Arrays').first().json.contracts } }) }}", "resource": "renderDocument", "convertTo": "pdf", "templateSource": "file", "generateAdditionalOptions": { "batchOutput": "zip", "batchSplitBy": "d.contracts" } }, "typeVersion": 1 }, { "id": "44ff36f1-5982-4e30-bc8a-ac3cbdbba4b3", "name": "Extract Contract Files from ZIP", "type": "n8n-nodes-base.compression", "position": [ 12816, -1040 ], "parameters": { "binaryPropertyName": "contracts_zip" }, "typeVersion": 1 }, { "id": "9da9804a-934e-4d75-90a9-04754457b85d", "name": "Upload Contract to OneDrive", "type": "n8n-nodes-base.microsoftOneDrive", "position": [ 13040, -1040 ], "settings": { "continueOnFail": true }, "parameters": {}, "typeVersion": 1 }, { "id": "94e72e08-b9d2-4e1f-9679-09662904633b", "name": "Aggregate Contract Uploads", "type": "n8n-nodes-base.aggregate", "position": [ 13264, -1040 ], "parameters": { "options": {}, "aggregate": "aggregateAllItemData" }, "typeVersion": 1 }, { "id": "d0f08d2a-2d38-4ac2-981c-1c6adbe0e201", "name": "Build Teams Adaptive Card", "type": "n8n-nodes-base.code", "position": [ 13952, -864 ], "parameters": { "jsCode": "const batchData = $('Build Carbone Batch Arrays').first().json;\n\nreturn [{\n json: {\n attachments: [\n {\n contentType: 'application/vnd.microsoft.card.adaptive',\n content: {\n '$schema': 'http://adaptivecards.io/schemas/adaptive-card.json',\n type: 'AdaptiveCard',\n version: '1.4',\n body: [\n {\n type: 'TextBlock',\n text: 'Bulk Document Generation Complete',\n weight: 'Bolder',\n size: 'Large',\n color: 'Good'\n },\n {\n type: 'FactSet',\n facts: [\n { title: 'Batch ID', value: batchData.batchId },\n { title: 'Certificates Generated', value: String(batchData.totalCertificates) },\n { title: 'Contracts Generated', value: String(batchData.totalContracts) },\n { title: 'Total Documents', value: String(batchData.totalDocuments) },\n { title: 'Processed At', value: batchData.processedAt }\n ]\n },\n {\n type: 'TextBlock',\n text: 'All files uploaded to OneDrive. Excel rows updated to Completed.',\n wrap: true,\n color: 'Default'\n }\n ]\n }\n }\n ]\n }\n}];" }, "typeVersion": 2 }, { "id": "c972a888-24b8-40aa-9534-6417c79e2f8c", "name": "Notify Teams Channel", "type": "n8n-nodes-base.microsoftTeams", "position": [ 14176, -864 ], "parameters": { "operation": "sendMessage" }, "typeVersion": 2 }, { "id": "e17c269f-61b5-4e10-ab10-57173b17d540", "name": "Build Graph Batch Payload", "type": "n8n-nodes-base.code", "position": [ 14400, -864 ], "parameters": { "jsCode": "const headerValues = $('Fetch Header Row').first().json.values[0];\n\nconst colIndex = {};\nheaderValues.forEach((name, i) => {\n if (typeof name === 'string' && name.trim()) {\n colIndex[name.trim()] = i;\n }\n});\n\nconst statusIdx = colIndex['Status'];\nconst processedAtIdx = colIndex['ProcessedAt'];\n\nif (statusIdx === undefined || processedAtIdx === undefined) {\n throw new Error(\n `Required columns missing. Found: ${JSON.stringify(colIndex)}. Need: Status, ProcessedAt.`\n );\n}\n\nfunction colLetter(idx) {\n let letter = '';\n let n = idx;\n while (n >= 0) {\n letter = String.fromCharCode(65 + (n % 26)) + letter;\n n = Math.floor(n / 26) - 1;\n }\n return letter;\n}\n\nconst statusCol = colLetter(statusIdx);\nconst processedCol = colLetter(processedAtIdx);\n\nconst rows = $('Build Carbone Batch Arrays').first().json.originalRows;\nconst workbookId = $('Config').first().json.workbookId;\nconst worksheetId = $('Config').first().json.worksheetId;\nconst now = new Date().toISOString();\n\nconst requests = [];\nrows.forEach((row, i) => {\n const excelRow = row._originalRowIndex;\n requests.push({\n id: `status_${i}`,\n method: 'PATCH',\n url: `/me/drive/items/${workbookId}/workbook/worksheets/${worksheetId}/range(address='${statusCol}${excelRow}')`,\n headers: { 'Content-Type': 'application/json' },\n body: { values: [[ 'Completed' ]] }\n });\n requests.push({\n id: `time_${i}`,\n method: 'PATCH',\n url: `/me/drive/items/${workbookId}/workbook/worksheets/${worksheetId}/range(address='${processedCol}${excelRow}')`,\n headers: { 'Content-Type': 'application/json' },\n body: { values: [[ now ]] }\n });\n});\n\n// 2 requests per row \u2014 chunk at 10 rows to stay under Graph $batch limit of 20\nconst chunks = [];\nfor (let i = 0; i < requests.length; i += 20) {\n chunks.push({ json: { requests: requests.slice(i, i + 20) } });\n}\n\nreturn chunks;" }, "typeVersion": 2 }, { "id": "7f2fab32-6d9a-407d-b5ff-162afef8fc53", "name": "Batch Update Excel via Graph API", "type": "n8n-nodes-base.httpRequest", "position": [ 14624, -864 ], "parameters": { "url": "https://graph.microsoft.com/v1.0/$batch", "method": "POST", "options": { "response": { "response": { "responseFormat": "json" } } }, "jsonBody": "={{ $json }}", "sendBody": true, "sendHeaders": true, "specifyBody": "json", "authentication": "predefinedCredentialType", "headerParameters": { "parameters": [ { "name": "Content-Type", "value": "application/json" } ] }, "nodeCredentialType": "microsoftExcelOAuth2Api" }, "typeVersion": 4.2 } ], "active": false, "settings": { "binaryMode": "separate", "executionOrder": "v1" }, "versionId": "c25540c0-a406-48f6-87d1-40053c48ce8e", "nodeGroups": [], "connections": { "Config": { "main": [ [ { "node": "Fetch Header Row", "type": "main", "index": 0 } ] ] }, "Has Contracts?": { "main": [ [ { "node": "Fetch Contract Template", "type": "main", "index": 0 } ], [ { "node": "Build Teams Adaptive Card", "type": "main", "index": 0 } ] ] }, "Check Rows Exist": { "main": [ [ { "node": "Build Carbone Batch Arrays", "type": "main", "index": 0 } ], [ { "node": "Log No Rows", "type": "main", "index": 0 } ] ] }, "Fetch Header Row": { "main": [ [ { "node": "Read Pending Rows from Excel", "type": "main", "index": 0 } ] ] }, "Has Certificates?": { "main": [ [ { "node": "Fetch Certificate Template", "type": "main", "index": 0 } ], [ { "node": "Has Contracts?", "type": "main", "index": 0 } ] ] }, "Notify Teams Channel": { "main": [ [ { "node": "Build Graph Batch Payload", "type": "main", "index": 0 } ] ] }, "Fetch Contract Template": { "main": [ [ { "node": "Generate Contracts Batch PDF", "type": "main", "index": 0 } ] ] }, "Build Graph Batch Payload": { "main": [ [ { "node": "Batch Update Excel via Graph API", "type": "main", "index": 0 } ] ] }, "Build Teams Adaptive Card": { "main": [ [ { "node": "Notify Teams Channel", "type": "main", "index": 0 } ] ] }, "Aggregate Contract Uploads": { "main": [ [ { "node": "Build Teams Adaptive Card", "type": "main", "index": 0 } ] ] }, "Build Carbone Batch Arrays": { "main": [ [ { "node": "Has Certificates?", "type": "main", "index": 0 } ] ] }, "Fetch Certificate Template": { "main": [ [ { "node": "Generate Certificates Batch PDF", "type": "main", "index": 0 } ] ] }, "Upload Contract to OneDrive": { "main": [ [ { "node": "Aggregate Contract Uploads", "type": "main", "index": 0 } ] ] }, "Generate Contracts Batch PDF": { "main": [ [ { "node": "Extract Contract Files from ZIP", "type": "main", "index": 0 } ] ] }, "Read Pending Rows from Excel": { "main": [ [ { "node": "Check Rows Exist", "type": "main", "index": 0 } ] ] }, "Aggregate Certificate Uploads": { "main": [ [ { "node": "Has Contracts?", "type": "main", "index": 0 } ] ] }, "Schedule Trigger (Monday 8am)": { "main": [ [ { "node": "Config", "type": "main", "index": 0 } ] ] }, "Upload Certificate to OneDrive": { "main": [ [ { "node": "Aggregate Certificate Uploads", "type": "main", "index": 0 } ] ] }, "Extract Contract Files from ZIP": { "main": [ [ { "node": "Upload Contract to OneDrive", "type": "main", "index": 0 } ] ] }, "Generate Certificates Batch PDF": { "main": [ [ { "node": "Extract Certificate Files from ZIP", "type": "main", "index": 0 } ] ] }, "Extract Certificate Files from ZIP": { "main": [ [ { "node": "Upload Certificate to OneDrive", "type": "main", "index": 0 } ] ] } } }