AutomationFlowsGeneral › Automatically Update Stock Portfolio From Onedrive to Excel

Automatically Update Stock Portfolio From Onedrive to Excel

Original n8n title: 📂 Automatically Update Stock Portfolio From Onedrive to Excel

ByLouis @louisdl on n8n.io

This workflow is perfect for users who need a reliable, automated way to transfer and organize data from OneDrive into Excel—especially for tasks like portfolio tracking, inventory management, and record-keeping. By monitoring your OneDrive folder for new CSV files, it performs…

Event trigger★★★★☆ complexity15 nodesMicrosoft One Drive TriggerStop And ErrorMicrosoft One DriveMicrosoft Excel
General Trigger: Event Nodes: 15 Complexity: ★★★★☆ Added:

This workflow corresponds to n8n.io template #2507 — we link there as the canonical source.

The workflow JSON

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{
  "nodes": [
    {
      "id": "fc4361c6-494a-4962-9488-2fe8dda1948c",
      "name": "Triggers if new file in watched folder",
      "type": "n8n-nodes-base.microsoftOneDriveTrigger",
      "position": [
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        380
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "7e914111-ed3b-42c1-9461-5d36739db2b3",
      "name": "Not CSV",
      "type": "n8n-nodes-base.stopAndError",
      "position": [
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        500
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "43f092fe-9bc5-4e5f-a80b-db8aae53c9af",
      "name": "Extracts data from csv",
      "type": "n8n-nodes-base.extractFromFile",
      "position": [
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      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "142f14e7-663f-4225-8e58-551c1e089450",
      "name": "Microsoft OneDrive2",
      "type": "n8n-nodes-base.microsoftOneDrive",
      "onError": "continueErrorOutput",
      "position": [
        1300,
        260
      ],
      "parameters": {},
      "typeVersion": 1,
      "alwaysOutputData": true
    },
    {
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      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
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      "parameters": {
        "content": ""
      },
      "typeVersion": 1
    },
    {
      "id": "48186060-343b-458c-bf2e-a5df501445e2",
      "name": "Cleans the output",
      "type": "n8n-nodes-base.code",
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      "parameters": {},
      "notesInFlow": false,
      "typeVersion": 2
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    {
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      "parameters": {
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    {
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      "parameters": {},
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    {
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    {
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      "name": "Logs the update on sheet",
      "type": "n8n-nodes-base.microsoftExcel",
      "position": [
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      "parameters": {},
      "typeVersion": 2.1
    },
    {
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      "type": "n8n-nodes-base.microsoftOneDrive",
      "position": [
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      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "7cfa40a4-f3c9-464f-83d4-1eea2a869c75",
      "name": "Downloads the new file",
      "type": "n8n-nodes-base.microsoftOneDrive",
      "position": [
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      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "e936a8ec-5544-4d13-9dca-747983ab7e50",
      "name": "Checks if it's CSV format",
      "type": "n8n-nodes-base.if",
      "position": [
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        380
      ],
      "parameters": {},
      "typeVersion": 2.2
    },
    {
      "id": "f5b24101-4cb9-4a4a-be33-9b6191e20401",
      "name": "Prepares the fields to put in the excel table",
      "type": "n8n-nodes-base.set",
      "position": [
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      "parameters": {},
      "typeVersion": 3.4
    },
    {
      "id": "47793366-1655-4322-ba74-14a5b31b03e8",
      "name": "Updates the excel table",
      "type": "n8n-nodes-base.microsoftExcel",
      "position": [
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      ],
      "parameters": {},
      "typeVersion": 2.1
    }
  ],
  "connections": {
    "Cleans the output": {
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        [
          {
            "node": "Prepares the fields to put in the excel table",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Microsoft OneDrive2": {
      "main": [
        null,
        [
          {
            "node": "No Operation, do nothing",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Downloads the new file": {
      "main": [
        [
          {
            "node": "Checks if it's CSV format",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Extracts data from csv": {
      "main": [
        [
          {
            "node": "Cleans the output",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Gets the new file infos": {
      "main": [
        [
          {
            "node": "Downloads the new file",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Updates the excel table": {
      "main": [
        [
          {
            "node": "Microsoft OneDrive2",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Logs the update on sheet": {
      "main": [
        [
          {
            "node": "Gets the new file infos",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Checks if it's CSV format": {
      "main": [
        [
          {
            "node": "Extracts data from csv",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Not CSV",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Triggers if new file in watched folder": {
      "main": [
        [
          {
            "node": "Logs the update on sheet",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Prepares the fields to put in the excel table": {
      "main": [
        [
          {
            "node": "Updates the excel table",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
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About this workflow

This workflow is perfect for users who need a reliable, automated way to transfer and organize data from OneDrive into Excel—especially for tasks like portfolio tracking, inventory management, and record-keeping. By monitoring your OneDrive folder for new CSV files, it performs…

Source: https://n8n.io/workflows/2507/ — original creator credit. Request a take-down →

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