Automation library · Data collection

Update stock portfolio from OneDrive to Excel

Started by an event in a connected app, and works across Excel. 12 steps, 1 branch: a working afternoon to understand properly.

Medium

12 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Logic 5Service 6

The steps in the order they run, from what starts it.

  1. 1Triggers if new file in watched folderMicrosoft One Drive triggerStarts it
  2. 2Logs the update on sheetMicrosoft ExcelService
  3. 3Gets the new file infosMicrosoft One DriveService
  4. 4Downloads the new fileMicrosoft One DriveService
  5. 5Checks if it's CSV formatIfLogic
  6. 6Extracts data from csvExtract From FileService
  7. 7Not CSVStop And ErrorLogic
  8. 8Cleans the outputCodeLogic
  9. 9Prepares the fields to put in the excel tableSetLogic
  10. 10Updates the excel tableMicrosoft ExcelService
  11. 11Microsoft OneDrive2Microsoft One DriveService
  12. 12No Operation, do nothingNo OpLogic

How it's built

Starts on
An event in a connected app
Steps
12, with 1 branch
Size
Medium: a working afternoon
Connects to
Excel
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Excel account. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an event in a connected app.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 12 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 12 steps before you point it at anything that matters.