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Send pre-meeting context briefings with Outlook, SharePoint, Entra ID and Teams

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Send pre-meeting context briefings with Outlook, SharePoint, Entra ID and Teams preview
Open on n8n.io

1. Workflow Overview

Quick overview This workflow runs every 30 minutes to scan VIP Microsoft Outlook calendars, look up attendee details in Microsoft Entra ID via Microsoft Graph, search SharePoint for related documen...

Best for

  • Document Extraction automation workflows
  • advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.stickynote, n8n-nodes-base.scheduletrigger, n8n-nodes-base.set, n8n-nodes-base.splitinbatches, n8n-nodes-base.code, n8n-nodes-base.microsoftoutlook, n8n-nodes-base.if, n8n-nodes-base.noop

Source and attribution

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

Original n8n.io source

1.1 Workflow description

Title
Send pre-meeting context briefings with Outlook, SharePoint, Entra ID and Teams
Workflow name
Send pre-meeting context briefings with Outlook, SharePoint, Entra ID and Teams

Quick overview

This workflow runs every 30 minutes to scan VIP Microsoft Outlook calendars, look up attendee details in Microsoft Entra ID via Microsoft Graph, search SharePoint for related documents, and send a pre-meeting context briefing to a Microsoft Teams chat.

How it works

  1. Runs every 30 minutes and loads configuration such as the VIP mailbox list, time window, and Microsoft Teams chat destination.
  2. Iterates through each VIP mailbox and retrieves up to 10 upcoming Microsoft Outlook calendar events.
  3. Filters events starting soon and skips meetings that have already been briefed using workflow static data to prevent duplicates.
  4. For each qualifying event, extracts attendee email addresses and fetches attendee profile details from Microsoft Entra ID using a Microsoft Graph $batch request (or skips the lookup if there are no attendees).
  5. Builds a Microsoft Graph search query from the meeting subject and searches SharePoint for up to five recently modified related documents.
  6. Compiles a briefing message with the meeting details, attendee profiles, related SharePoint documents, and the meeting description, then sends it to Microsoft Teams.
  7. If the Teams message is sent successfully it marks the event as briefed; otherwise it posts an error alert to the same Teams chat.

Setup

  1. Add Microsoft Graph OAuth2 credentials with permission to read the target Outlook calendars, read user profiles in Entra ID, and run SharePoint search queries.
  2. Add Microsoft Teams credentials with permission to post messages to the destination chat.
  3. Update the Config values for VIP mailbox addresses, the Teams chat ID (and optional team/channel IDs), the recipient user ID, and any timing settings such as minutesBefore.

Requirements

  • Microsoft 365 Credentials: Active OAuth2 configurations in n8n for Microsoft Outlook, Microsoft Teams, and the Microsoft Graph API.
  • Graph API Permissions: Your Entra ID app requires scopes for Calendars.Read (or similar calendar access), User.Read.All (for attendee batch lookups), and Files.Read.All (for Microsoft Search/SharePoint queries).
  • Environment Configuration: Your n8n instance must allow the Luxon library. Ensure NODE_FUNCTION_ALLOW_EXTERNAL=luxon is set in your Docker/environment variables.
  • Target IDs: You will need your target Microsoft Teams Chat ID and SharePoint Site ID ready to paste into the configuration node.

Customization

  • Targeting & Timing: Easily swap out the VIP mailbox array, Teams destination, and the "minutes before meeting" trigger window directly in the Set Config Parameters node.
  • Attendee Enrichment: Modify the URL in the Build Attendee Request Payload node to pull additional Entra ID profile data points (like manager names or mobile numbers) into the Graph $batch request.
  • Briefing Design: The final Teams output is compiled in the Compile Event Briefing node using standard Markdown. You can easily adjust the emojis, spacing, and data mapping to match your organization's brand standards.

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

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

Block 2 - Sticky Note1

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

Block 3 - Sticky Note2

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

Block 4 - Sticky Note3

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

Block 5 - Sticky Note4

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

Block 6 - Sticky Note5

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

Block 7 - Sticky Note6

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

Block 8 - Sticky Note7

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

Block 9 - Sticky Note8

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

Block 10 - Sticky Note9

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

Block 11 - Sticky Note10

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

Block 12 - Sticky Note11

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

Block 13 - When Every 30 Minutes

Type / Role
n8n-nodes-base.scheduleTrigger - scheduleTrigger
Config choices
Version 1.2

Block 14 - Set Config Parameters

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

Block 15 - Loop Over VIP Mailboxes

Type / Role
n8n-nodes-base.splitInBatches - splitInBatches
Config choices
Version 3

Block 16 - Extract VIP Mailbox Data

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

Block 17 - Fetch Calendar Events

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

Block 18 - Filter Events for Briefing

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

Block 19 - Check Events to Brief

Type / Role
n8n-nodes-base.if - if
Config choices
Version 2.2

Block 20 - No Events Switch Mailbox

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

Block 21 - Loop Through Events

Type / Role
n8n-nodes-base.splitInBatches - splitInBatches
Config choices
Version 3

Block 22 - Extract Event Data

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

Block 23 - Post to SharePoint Search API

Type / Role
n8n-nodes-base.httpRequest - httpRequest
Config choices
Version 4.2

Block 24 - Build Attendee Request Payload

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

Showing the first 24 of 38 workflow blocks. Download the JSON for the full node graph.

3. Summary Table

Workflow Send pre-meeting context briefings with Outlook, SharePoint, Entra ID and Teams
Complexity advanced
Nodes 38
Categories Document Extraction
Author Mychel Garzon
Published 03 Jun 2026

4. Reproducing the Workflow from Scratch

  1. 1. Download the workflow JSON

    Use the JSON export at /data/workflows/16107/16107.json as the source template for this automation.

  2. 2. Import the template into n8n

    Open n8n, import the downloaded JSON, and review each node before activating the workflow.

  3. 3. Configure credentials and variables

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

  4. 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. 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.

Frequently asked questions

What does Send pre-meeting context briefings with Outlook, SharePoint, Entra ID and Teams do?

Quick overview This workflow runs every 30 minutes to scan VIP Microsoft Outlook calendars, look up attendee details in Microsoft Entra ID via Microsoft Graph, search SharePoint for related documen...

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.