n8n Workflow: Claude Project Plan PDF to SharePoint

Turn a project outline PDF into a shareable SharePoint project plan—automatically

This n8n workflow accepts a project outline PDF via webhook, extracts the text, uses Anthropic Claude to generate a structured project plan, converts it into a PDF, uploads it to Microsoft SharePoint, and notifies stakeholders via Microsoft Outlook—all in one automated run.

What this workflow does

• Receives a POST request on an n8n webhook containing a project outline PDF in the expected binary field (“outline”) plus optional consultation notes.
• Extracts text from the uploaded PDF and combines it with the provided consultation notes into a single input payload.
• Sends the combined content to Anthropic Claude to generate a complete project plan as raw JSON.
• Parses the Claude JSON and renders it into a styled HTML proposal/report.
• Converts HTML to PDF by sending the HTML to an external HTTP HTML-to-PDF endpoint using HTTP Basic Auth.
• Uploads the resulting PDF to Microsoft SharePoint using OAuth2, targeting the configured site and destination folder/drive item.
• Sends an Outlook email notification with key plan details and the SharePoint link.

Use cases

• Generate consistent project plans from customer-provided outline documents and share them instantly in SharePoint.
• Turn intake forms (PDF + notes) into a formatted deliverable for internal project kickoffs.
• Automate documentation handoffs by sending an Outlook email that links stakeholders to the uploaded plan PDF.

Technical details

• n8n nodes/workflow components: Webhook, Extract from File, Code, Sticky Note, HTTP Request, Microsoft Outlook.
• AI integration: Anthropic Claude for structured project plan generation (JSON output).
• Document conversion: external HTML-to-PDF service via HTTP Request (HTTP Basic Auth).
• SharePoint integration: Microsoft SharePoint upload using OAuth2 (site ID + destination folder/drive item).