Who is this workflow for? Streamline your data management by automatically syncing CSV files from OneDrive to Excel using n8n. This workflow ensures your stock portfolio remains up-to-date with minimal manual intervention..

What does this workflow do?

  • Automated Monitoring: The workflow initiates a scan of a specified OneDrive folder every minute to detect new CSV files.
  • File Verification: It verifies whether the detected file is in CSV format. If the file is not a CSV, the workflow halts and logs an error.
  • Data Extraction and Cleaning: The CSV data is imported, and any irrelevant headers are removed. The remaining data is then mapped to designated columns in the Excel sheet.
  • Excel Update: The workflow updates the Excel sheet by adding only new or modified records, identified by a unique identifier such as “Ticker/ISIN.”
  • Cleanup: After successfully updating Excel, the processed CSV files are deleted from OneDrive to maintain folder organization.

🤖 Why Use This Automation Workflow?

  • Automation: Eliminates the need for manual data transfers, saving time and reducing errors.
  • Real-Time Updates: Ensures your Excel sheet reflects the latest data from OneDrive promptly.
  • Data Integrity: Cleans and organizes data automatically, maintaining consistency and accuracy in your records.

👨‍💻 Who is This Workflow For?

This workflow is ideal for individuals and businesses who:

  • Manage stock portfolios and require up-to-date tracking.
  • Handle inventory management and need seamless data synchronization.
  • Maintain records that benefit from automated data organization and updates.

🎯 Use Cases

  1. Portfolio Tracking: Automatically update your stock holdings and performance metrics in Excel as new data becomes available in OneDrive.
  2. Inventory Management: Keep your inventory records current by syncing product data from CSV files to an Excel spreadsheet.
  3. Record-Keeping: Maintain consistent and accurate records for financial, operational, or compliance purposes without manual data entry.

TL;DR

This n8n workflow offers a reliable and efficient solution to keep your OneDrive CSV files and Excel spreadsheets synchronized. By automating the monitoring, verification, and updating processes, it ensures your data remains accurate and up-to-date with minimal effort.

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