Archive Outlook email attachments to DATEV DMS with Slack notifications

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1. Workflow Overview

How it works This workflow takes new Outlook emails with attachments and helps archive the relevant files in DATEV DMS. When an email arrives, the workflow checks the attachments, tries to match th...

Best for

Document Extraction automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.microsoftoutlooktrigger, n8n-nodes-base.set, n8n-nodes-base.code, @klardaten/n8n-nodes-datevconnect.masterdata, n8n-nodes-base.if, @klardaten/n8n-nodes-datevconnect.documentmanagement, @klardaten/n8n-nodes-datevconnect.identityandaccessmanagement

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Klardaten.

Original n8n.io source

1.1 Workflow description

Title: Archive Outlook email attachments to DATEV DMS with Slack notifications
Workflow name: Archive Outlook email attachments to DATEV DMS with Slack notifications

How it works

This workflow takes new Outlook emails with attachments and helps archive the relevant files in DATEV DMS.

When an email arrives, the workflow checks the attachments, tries to match the email to a DATEV client, uploads each archiveable file to DATEV DMS, creates the matching document entry, and then marks the email as archived in Outlook.

A short Slack notification can be sent after a successful run. The message is intentionally minimal and only includes the document count and n8n execution ID.

Emails that cannot be matched clearly, or that do not contain useful document attachments, are marked for manual review instead.

Set up steps

Connect your Microsoft Outlook credentials.
Connect your DATEVconnect credentials.
Connect Slack credentials if you want notifications.
Select the Slack channel in the Slack node.
Update Template - Configure variables with your Outlook categories, DATEV DMS metadata, and client matching defaults.
Replace the demo client matching with your own client lookup logic.
Review the DATEV DMS document fields and adapt them to your DMS setup.
Adjust the Outlook archive and review actions to match your internal process.

Before using this in production, add duplicate checks, monitoring, error handling, and a proper manual review queue.

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Sticky Note - Overview

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 2 - Sticky Note - Trigger

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 3 - Sticky Note - Client matching

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 4 - Sticky Note - Attachments

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 5 - Sticky Note - DMS upload

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 6 - Sticky Note - Completion

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 7 - Outlook - New email with attachments

Type / Role: n8n-nodes-base.microsoftOutlookTrigger - microsoftOutlookTrigger
Config choices: Version 1

Block 8 - Template - Configure variables

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 9 - Demo - Configure processing

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 10 - DATEV - Look up demo client

Type / Role: @klardaten/n8n-nodes-datevconnect.masterData - masterData
Config choices: Version 1

Block 11 - Demo - Evaluate client match

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 12 - Demo - Exactly one client?

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2.3

Block 13 - Attachments - Split and filter documents

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 14 - Attachments - Has archiveable document?

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2.3

Block 15 - DATEV DMS - Upload file

Type / Role: @klardaten/n8n-nodes-datevconnect.documentManagement - documentManagement
Config choices: Version 1

Block 16 - DATEV - Get current user

Type / Role: @klardaten/n8n-nodes-datevconnect.identityAndAccessManagement - identityAndAccessManagement
Config choices: Version 1

Block 17 - DATEV DMS - Combine upload context

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 3.2

Block 18 - DATEV DMS - Create document

Type / Role: @klardaten/n8n-nodes-datevconnect.documentManagement - documentManagement
Config choices: Version 1

Block 19 - Archive - Summarize successful DMS archive

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 20 - Slack - Notify archive success

Type / Role: n8n-nodes-base.slack - slack
Config choices: Version 2.4

Block 21 - Outlook - Mark archived

Type / Role: n8n-nodes-base.microsoftOutlook - microsoftOutlook
Config choices: Version 2

Block 22 - Outlook - Move to archive folder

Type / Role: n8n-nodes-base.microsoftOutlook - microsoftOutlook
Config choices: Version 2

Block 23 - Outlook - Mark review required

Type / Role: n8n-nodes-base.microsoftOutlook - microsoftOutlook
Config choices: Version 2

3. Summary Table

Workflow	Archive Outlook email attachments to DATEV DMS with Slack notifications
Complexity	advanced
Nodes	23
Categories	Document Extraction
Author	Klardaten
Published	07 May 2026

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/15524/15524.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source Document Extraction workflows

Frequently asked questions

What does Archive Outlook email attachments to DATEV DMS with Slack notifications do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Document Extraction use case.

Klardaten

2 workflows

Nodes

n8n-nodes-base.stickynote n8n-nodes-base.microsoftoutlooktrigger n8n-nodes-base.set n8n-nodes-base.code @klardaten/n8n-nodes-datevconnect.masterdata n8n-nodes-base.if @klardaten/n8n-nodes-datevconnect.documentmanagement @klardaten/n8n-nodes-datevconnect.identityandaccessmanagement

Complexity

advanced

Published 07 May 2026

Likes 0

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Install path: /data/workflows/15524/15524.json

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Archive Outlook email attachments to DATEV DMS with Slack notifications

Workflow preview

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

How it works

Set up steps

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Sticky Note - Overview

Block 2 - Sticky Note - Trigger

Block 3 - Sticky Note - Client matching

Block 4 - Sticky Note - Attachments

Block 5 - Sticky Note - DMS upload

Block 6 - Sticky Note - Completion

Block 7 - Outlook - New email with attachments

Block 8 - Template - Configure variables

Block 9 - Demo - Configure processing

Block 10 - DATEV - Look up demo client

Block 11 - Demo - Evaluate client match

Block 12 - Demo - Exactly one client?

Block 13 - Attachments - Split and filter documents

Block 14 - Attachments - Has archiveable document?

Block 15 - DATEV DMS - Upload file

Block 16 - DATEV - Get current user

Block 17 - DATEV DMS - Combine upload context

Block 18 - DATEV DMS - Create document

Block 19 - Archive - Summarize successful DMS archive

Block 20 - Slack - Notify archive success

Block 21 - Outlook - Mark archived

Block 22 - Outlook - Move to archive folder

Block 23 - Outlook - Mark review required

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions