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Automate Purchase Order Form Submissions from Outlook Excel Attachments with AI

n8n template #3545
This n8n template imports purchase order submissions from Outlook and converts attached purchase order forms in XLSX format into structured output. Data entry jobs with user-submitted XLSX forms are time consuming, incredibly mundane but necessary tasks which in likelihood are inherited and critical to business operation. While we could dream of system overhauls and modernisation, the fact is that change is hard. There is another way however - using n8n and AI! N8N offers an end-to-end solution to parse XLSX form attachments using LLM-powered OCR and send the extracted output to your ERP or otherwise. How it works An Outlook trigger is used to watch for incoming purchase order forms submitte

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Prompt

Help me set up the n8n workflow "Automate Purchase Order Form Submissions from Outlook Excel Attachments with AI" (https://n8n.io/workflows/3545). It uses: Microsoft Outlook, Code, OpenAI Chat Model, Text Classifier, Information Extractor. Import the template JSON into my n8n instance, list every credential I need to create, and walk me through testing it.

Paste into Claude Code and it will do the rest.

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