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Julius Dela Peña

Selected WorkProject 08Document Automation

SharePoint Automation

Document Automation workflow built in n8n.

Receives documents by webhook, extracts and classifies their content and file metadata, then resolves the SharePoint folder hierarchy — company, project address, stage and document folders — creating any that are missing before uploading each document to its folder.

01Context

01Project type
Automation Work
02Tools
  • n8n
  • SharePoint
  • Webhooks
03Stages
04
04Steps
12
n8n workflow · Document Automation
n8n workflow that classifies incoming documents and files them into SharePoint folders, creating missing folders first; request URLs redacted
Open full-size image: n8n workflow that classifies incoming documents and files them into SharePoint folders, creating missing folders first; request URLs redacted (opens in a new tab)
SharePoint Automation: the full workflow. Select to open the full-size capture.

02Workflow

Step by step.

Every stage below is read straight off the node names in the workflow, in the order they run.

04 stages12 steps

  1. 3 steps

    01Intake

    1. Webhook
    2. Normalise SharePoint payload
    3. Split documents for analysis
  2. 3 steps

    02Classify

    1. Extract from file
    2. Classify extracted document content
    3. Filename + metadata classification
  3. 3 steps

    03Resolve folders

    1. Get administration site and jobs folder
    2. Check company, project address, stage and document folders
    3. Create any folder that is missing
  4. Output

    04File

    1. Merge classified documents
    2. Prepare SharePoint upload
    3. Upload document to SharePoint

03My role

What I was responsible for.

  1. Workflow Design
  2. Systems Integration
Tools
  • n8n
  • SharePoint
  • Webhooks

Contact

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Available for new projects

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