## Overview
In this tutorial, we will demonstrate how to integrate your Outlook calendar events into Obsidian daily notes using Make and the Templater plugin. This powerful combination allows you to automatically populate your daily notes with meeting details and provides an efficient way to manage your schedule and notes all in one place

[How I get calendar events into my Obsidian Daily Note](https://www.youtube.com/watch?v=o2JH_jIKY_Q)

## Flow
[![](https://mermaid.ink/img/pako:eNplkm9PwjAQxr_KpYZ3SOJfzF6Y4GCKESFgNHH1RdkOaeh6S9uZELbvbjdgxPiq7d3vuXuu7Y4llCILWKezk1q6YMeZW2OGnAWcLYX1my4cYu_CSLFUaH0SPJgbmQmzDUmRafiz_kUURaO9xGJCOv2bjwZ34bDPWVVVnQ7XXH8bka_hZc71IJ4WThFtIBQKa-EXnJ_fl4PZuI6oEh7iidhgL6EMFglqb4a-uH5oqIsefOBy7eUlhHFYWOepQ6SFLnswkYkhSysHV7c3bSc4NRnGj-hg9IPa2VZ41YM3I7RdkcnAETwvpq8ljOJ6PWWEk6RbzXXrCOZoc9IWS4j2kmPAw4_xdGllKoVuxoWn-A2zXAmHBmaq-JZ1xaemYm2sdbx3CC1cwvh0PcfG9UhePm7k4ywn869CCc_xUEi1hVdytSHWZRn6YWTqf8WOa4DTj_Bbr9xwxnXluSJPfetRKh0ZFqyEsthlonC02OqEBc4UeISGUvinzloqF_qT6HiufgHrVtuC?type=png)](https://mermaid.live/edit#pako:eNplkm9PwjAQxr_KpYZ3SOJfzF6Y4GCKESFgNHH1RdkOaeh6S9uZELbvbjdgxPiq7d3vuXuu7Y4llCILWKezk1q6YMeZW2OGnAWcLYX1my4cYu_CSLFUaH0SPJgbmQmzDUmRafiz_kUURaO9xGJCOv2bjwZ34bDPWVVVnQ7XXH8bka_hZc71IJ4WThFtIBQKa-EXnJ_fl4PZuI6oEh7iidhgL6EMFglqb4a-uH5oqIsefOBy7eUlhHFYWOepQ6SFLnswkYkhSysHV7c3bSc4NRnGj-hg9IPa2VZ41YM3I7RdkcnAETwvpq8ljOJ6PWWEk6RbzXXrCOZoc9IWS4j2kmPAw4_xdGllKoVuxoWn-A2zXAmHBmaq-JZ1xaemYm2sdbx3CC1cwvh0PcfG9UhePm7k4ywn869CCc_xUEi1hVdytSHWZRn6YWTqf8WOa4DTj_Bbr9xwxnXluSJPfetRKh0ZFqyEsthlonC02OqEBc4UeISGUvinzloqF_qT6HiufgHrVtuC)

```mermaidignore
%%{init:{"theme":"base", "themeVariables": {"primaryColor":"#71FFFE", "secondaryColor":"#FA8CD7"}}}%%

  

graph LR

A[Outlook Calendar] -->|API Call| B[Make.com Scenario]

B -->|1. Webhook| C[Custom Webhook]

B -->|2. Microsoft 365 Calendar API Call| D[Get Events]

B -->|3. Transform to JSON| E[JSON Transformation]

B -->|4. Webhook Response| F[JSON Response]

G[Obsidian] --> H[Templater Plugin]

H -->|Get Calendar Events Templater| I[Make.com Webhook Call]

I -->|Import Calendar Events| J[Daily Note]
```

## How to recreate this automation
### Resources
- [Obsidian](https://obsidian.md)
- [Templater plugin for Obsidian](https://github.com/SilentVoid13/Templater)
- [Make.com](https://www.make.com/en/register?pc=rymawby)

### Step 1: Create a Make.com Scenario
![Completed scenario will look like this](https://ry.d.pr/i/x6MJRz.png)
1. Log in to your Make.com account and create a new scenario.
2. Add a Webhook module with a Custom Webhook.
3. Name the webhook and add any necessary security measures, then copy the unique URL provided.
![Create a webhook](https://ry.d.pr/i/WqY4Ty.png)



### Step 2: Set up the Outlook Calendar Connection
1. In the Make.com scenario, add a Microsoft 365 Calendar module and choose the API call option.
2. Configure the API call using the date parameter passed from the webhook, adjusting the time zone if necessary.
![The Outlook 365 Calendar node](https://ry.d.pr/i/QeHxH5.png)

### Step 3: Transform the Data to JSON
1. Add a JSON module to the scenario and choose the "Transform to JSON" option.
2. Select the body returned from the previous step as the object to transform.
![JSON Transform node](https://ry.d.pr/i/GhnomZ.png)

### Step 4: Create a Webhook Response
1. Add a Webhook Response module to the scenario and set the status to 200.
2. In the body, use the JSON string created in the previous step.
3. Save the scenario and run it once to test the setup.
![Webhook response node](https://ry.d.pr/i/tZzeOJ.png)


### Step 5: Configure the Templater Plugin in Obsidian
1. Install the Templater plugin in Obsidian and create a new template.
2. In the template, write the code to call the Make.com webhook, ignore specified subjects, and output the events as Markdown text.
3. Save the template in a designated folder in Obsidian. Here is the code we used for our Templater plugin.
```
<%*
async function getDataFromAPI() {

const ignoredSubjects = ['SR', 'Standup/Knowledge Share', 'Review Day/Write up notes', 'Friday Afternoon Internal Meeting Free Zone'];
var ret = ''

try {
  const dateToRequest = tp.file.title;
  const response = await fetch('https://hook.eu1.make.com/12345678?date=' + dateToRequest);
  
  const data = await response.json();
  
	console.log('returned data')
  data.map((item) => {
    if (!ignoredSubjects.includes(item.subject)) {
      const line = '### ' + item.subject;
      console.log(line);
      ret += line + '\n' + '\n';
    }
  });
} catch (error) {
  console.error(error);
}

return ret;

}

tR += await getDataFromAPI();
%>
```


### Step 6: Integrate the Templater Template into Daily Notes
1. In your Obsidian daily note template, add the code `tp.file.Include` followed by the name of the Templater template created in Step 5.
2. This will ensure that the calendar events are imported each time a new daily note is created.

With this setup, your Outlook calendar events will be dynamically imported into your Obsidian daily notes, allowing you to easily manage your schedule and meeting notes in one place. This method can also be adapted to integrate other APIs or personal data using Make.com or similar automation platforms.

Learn how to get external data into your Obsidian Daily Note.

Getting calendar events into my Obsidian Daily note

## Automation overview
Nowadays you can be inundated with PDF reports and analysis from various sources and after a quick glance they are never viewed again. Here I show you a way of extracting and saving that data from a PDF you receive in an email into Excel.

[Extract data from a PDF email attachment into Excel using Make - YouTube](https://www.youtube.com/watch?v=yND9qt8JcG0)

## Automation flow for extracting data from PDFs using Make and inputting into Excel

![Data extraction PDF flow](https://mermaid.ink/svg/pako:eNptkE1rwzAMhv-K8Qik0A526shhMJrmNjbY2GH4ojrqYpJYwVFoS8h_n5K0WzeGQX5lPfqwem0pR53oKOqdd5z0RnOBNRqdGL2DVsRSnd_eITjYVdhKUAnYBFdDOG2oojDxN-u7LMu2c0qLlnz-O5493m_StdHDMESR8eP5DNAU6i0dNXVcEZXx83wvjK-hxPhJjOgm31uKX9Ls1pK4eLRYxdvRLq6S1WqlsAZXqYPjQgmugBlsUaNnCT6oseZceWKPHMDyX2hqdu55jeXA8E-VQ3CMc5BJBTpMzDTi_E2l9FLXGGSyXNbdjy8_qxYpmyqNNn4QrmukEm5zxxR0soeqxaWGjun15K1OOHR4gVIHssH6m2rAfxBd_OELTAijEQ)
```mermaidignore
graph TD

outlook(Outlook)
make(Make)
pdfco(PDF.co)
excel(Excel)

outlook -- email with PDF attachment --> make
make -- extract attachment --> pdfco
pdfco -- extract data --> make
make -- write data to row --> excel
```

## How to recreate this automation
### Resources
- [Make | Work the way you imagine](https://www.make.com)
- [PDF.co](https://pdf.co/)
- [Outlook and Excel](https://www.office.com/)

### Step 1: Setup an Outlook rule to move required emails to a folder
Setting this up simplifies the process within Make - as it means we won't need to do any tricky searches on our whole inbox. For this demo I created a folder called `Automation` and moved any messages from my personal email address containing the subject `Channel Stats` into it.

![Outlook Rule](https://ry.d.pr/7FCbAK.png)

### Step 2: Create a Make scenario that extracts email attachments
This is a 3 step process in itself - first of all you find the emails via a search, then you list out the attachments from that email and then finally you download the attachment.

![Three steps to getting the attachment](https://ry.d.pr/UC0C5K.png)

In the `Search Messages` node we want to grab emails from `Today` that are in the `Automation` folder we set up in `Step 1`. 

![Search Messages](https://ry.d.pr/qKrjSH.png)

In the `List Attachments` node we want to use the `Message ID` from the search result in the `Search Messages` node.

![List Attachments Node](https://ry.d.pr/3z2jaH.png)

In the `Download an Attachment` node we want to use the `Message ID` from the search result in the `Search Messages` node and the `Attachment ID` from the `List Attachments` node.

![Download an Attachment Node](https://ry.d.pr/cUdz2h.png)

### Step 3: Extract data using PDF.co
You need to create an account on PDF.co and create a document parser. In this document parser you are able to set up objects that will extract text/data from your PDF. Here you can see how it was set it up for the demo (for more detailed information on how to set this up watch the video above).

![PDF.co Document Parser](https://ry.d.pr/yefVJT.png)

After you save take note of the ID of the Document Parser Template.

![Document Parser Template ID](https://ry.d.pr/ej0VGY.png)

Add your PDF.co node in Make after the `Download an Attachment` node.

![Add your PDF.co node](https://ry.d.pr/Tqhdrh.png)

Set your PDF.co node up so that its `Input File` is `Upload a File` and the `File` is from the previous node. Then add the ID of your `Document Parser Template` that you set up earlier.
![PDF.co node setup](https://ry.d.pr/eD6bz7.png)

### Step 4: Write out the data to Excel
The final step is to write the data you have extracted from your PDF to your Excel spreadsheet. Add `Microsoft 365 Excel Add a Worksheet Row`  node as the final node.
![Microsoft 365 Excel node](https://ry.d.pr/0mP7WO.png)

Setup your node so that it uses the values from PDF.co to write to your spreadsheet (you need to have created your spreadsheet already). The values you set up in your `Document Parser Template` will be available in this node to write to your spreadsheet.

Select your `Workbook` and then your `Worksheet` and the rows you have setup in your spreadsheet will become available.

![Excel node setup](https://ry.d.pr/u2deCS.png)

Automate data extraction from your PDFs using Make and PDF.co and save to Excel

Learn how to automate with outlook