Use Cases
- Automate the retrieval of specific list items from SharePoint for reporting purposes.
- Streamline project management by accessing relevant data directly from SharePoint lists.
- Enhance data analysis by quickly fetching and reviewing list items based on specific criteria.
How It Works
User initiates the workflow using a manual trigger. The workflow connects to Microsoft SharePoint to access specified lists. Items are filtered based on defined criteria, such as title. Retrieved items are available for further processing or review.
Setup Steps
- 1Import the workflow template into your n8n instance.
- 2Configure the Microsoft SharePoint credentials for authentication.
- 3Specify the list and site parameters in the SharePoint node.
- 4Set the desired filter criteria for retrieving list items.
- 5Run the workflow by clicking the 'Test workflow' button.
Apps Used
Microsoft SharePoint
Categories
Target Roles
Industries
Tags
#workflow management
#process automation
#data extraction