outlook

Workflows, steps and prerequisites from cases tagged “outlook”.

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outlook · 2

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Tasks covered in this library

2 tag-associated cases; tool roles have not all been reviewed. This is not the product’s full capability range.

Money, Bills & Benefits · 1Work & Operations · 1

Latest case update：2026-10-25

Workflows, prerequisites & evidence

Money, Bills & Benefits

Auto-Generate Monthly Financial Reports with n8n + Gemini AI

SQL data → AI analysis → HTML report → Outlook email, automatically delivered monthly per Cost Center

Read the case’s method and prerequisites

Prerequisites: n8n instance (self-hosted or Cloud), MySQL/PostgreSQL/ERPNext database, Microsoft Outlook or Gmail account, Google Gemini API Key. Understanding of your data schema is required to adapt SQL queries. Template defaults to ERPNext schema (tabBudget Group Detail, tabGL Entry, tabProject, tabEmployee). The Filter node hardcodes 'AI DEPARTMENT' for testing; update or remove for production.

n8n · mysql · outlook

Associated by case tags. Verify costs, permissions and actual results in the case.

Work & Operations

Automatically create JIRA issues from Outlook email support requests

Scheduled poll of Outlook shared inbox → AI triage → auto-create JIRA issues with labels and priority

Read the case’s method and prerequisites

Prerequisites: n8n instance; Outlook shared inbox (recommended dedicated to support); OpenAI API key; JIRA Cloud project access. Three credentials required: microsoftOutlookOAuth2Api, openAiApi, jiraSoftwareCloudApi. Template runs hourly by default, fetching the last hour of mail. JIRA project/issueType defaults of 10000 must be replaced with actual IDs.

n8n · jira · outlook

Associated by case tags. Verify costs, permissions and actual results in the case.