n8n Workflow: Meeting Analysis with AI, Outlook, and Postgres

This n8n workflow automates the process of analyzing meeting data, enriching it with AI, and storing it in a PostgreSQL database. It can be triggered manually via a form or on a schedule, fetching meeting details from Microsoft Outlook, processing them with an AI agent, and then saving the insights.

What it does

This workflow performs the following key steps:

1. Triggers:
   • Manually via Form: Allows for an ad-hoc trigger to process meeting data.
   • On Schedule: Can be configured to run at regular intervals (e.g., daily, weekly) to fetch new meeting data.
2. Fetches Outlook Meetings: Retrieves meeting details from a specified Microsoft Outlook account.
3. Filters Meetings: Filters the retrieved meetings based on specific criteria (e.g., to include only relevant meetings for analysis).
4. Processes Meeting Data with AI:
   • Extracts HTML Content: Converts meeting body content from HTML to plain text.
   • Prepares Data for AI: Sets up the meeting data in a format suitable for the AI agent.
   • Analyzes with AI Agent: Uses an OpenAI Chat Model to process the meeting content, potentially summarizing, extracting key points, or performing sentiment analysis.
5. Stores Data in PostgreSQL: Saves the original meeting data and the AI-generated insights into a PostgreSQL database.
6. Handles Duplicates: Ensures that only unique meeting entries are processed and stored.
7. Responds to Webhook: If triggered by a webhook, it sends a response back.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Instance: A running n8n instance.
• Microsoft Outlook Account: Configured as a credential in n8n to access meeting data.
• OpenAI API Key: Configured as a credential in n8n for the AI Agent (specifically the OpenAI Chat Model).
• PostgreSQL Database: Access to a PostgreSQL database, configured as a credential in n8n, where the analyzed meeting data will be stored.

Setup/Usage

1. Import the workflow: Download the JSON provided and import it into your n8n instance.
2. Configure Credentials:
   • Microsoft Outlook: Set up your Microsoft Outlook credentials to allow n8n to fetch meeting data.
   • OpenAI: Provide your OpenAI API key for the AI Agent node.
   • PostgreSQL: Configure your PostgreSQL database credentials (host, port, database name, user, password).
3. Customize Nodes (Optional but Recommended):
   • Schedule Trigger (Node 839): Adjust the schedule to your desired frequency (e.g., daily, weekly).
   • Microsoft Outlook (Node 433): Configure the specific calendar, date range, or other filters for fetching meetings.
   • Filter (Node 844): Refine the conditions to filter meetings based on your specific needs (e.g., meeting title keywords, attendees).
   • AI Agent (Node 1119): Customize the prompt or instructions for the AI agent to perform the desired analysis (e.g., "Summarize the meeting notes," "Extract action items," "Identify decisions made").
   • Postgres (Node 30): Ensure the Insert operation is configured correctly with your table name and the mapping of workflow data to database columns.
4. Activate the workflow: Once configured, activate the workflow.
   • For scheduled runs, it will execute automatically.
   • For manual runs, use the "Execute Workflow" button or trigger the associated form/webhook.