Plumsail Blog

Documents
May 23
How to generate Excel documents from Airtable records automatically
Learn how to generate an Excel file from an Airtable record using a Plumsail Documents extension button inside your table.
Sergey Kaigarodov
Internet Marketer
Org Chart
May 23
Save Filtered Views in SharePoint Org Chart by Department, Team, Location, and More
Learn how to create custom views in SharePoint Org Chart with options for advanced filtering using JavaScript.
Petr Bushuev
Customer Support Engineer
Forms
Customer Story
May 14
How Studio Source Yearbooks replaced PDF order forms with Airtable and Plumsail
See how a yearbook software company automated their ordering process using Plumsail Forms with complex calculations, conditional logic, and Airtable integration.
Michael Sheasby
CTIO at Studio Source Yearbooks
Forms
Documents
Apr 25
Must-have Apps & Extensions for Airtable
Unlock Airtable's full potential! Discover the top apps and extensions to manage your data, build powerful interfaces, and streamline your workflows.
Margarita Nikitina
Customer Support Engineer
Documents
Apr 22
How to convert JSON to Excel in Power Automate with data from Microsoft Dataverse
A step-by-step guide to converting JSON arrays to Excel in Power Automate using Plumsail Documents.
Sergey Kaigarodov
Internet Marketer
Forms
Apr 16
How to filter linked record fields in Airtable forms
Follow this guide to filter linked record fields in Airtable forms dynamically. Includes multiple use cases and JavaScript snippets.
Ilia Lazarevskii
Customer Support Engineer
HelpDesk
Apr 10
AI Assistant for SharePoint Help Desk
Set up an AI assistant for SharePoint Help Desk using SharePoint Agents and Plumsail HelpDesk for SharePoint and Microsoft Teams. Boost efficiency.
Borko Bacic
Digital Marketing Specialist
Documents
Apr 04
How to bulk create documents from CSV and Excel spreadsheet rows
Bulk generate Word and PDF documents from Excel and CSV spreadsheets without code using Plumsail Documents.
Sergey Kaigarodov
Internet Marketer
Forms
Customer Story
Apr 01
Leave requests management with SharePoint Forms at EFAFLEX
See how EFAFLEX automated their leave request process using Plumsail Forms for SharePoint Online, creating an efficient approval workflow.
Malte Schöppe
IT System and Network Administrator at EFAFLEX
Forms
Customer Story
Mar 19
SharePoint performance appraisal with Plumsail Forms at CWP Global
Learn how CWP Global automated their SharePoint performance review process using Plumsail Forms for SharePoint Online, creating an efficient and user-friendly system.
Dessislav Shekerletov
Head of IT and Process Improvement at CWP Global
Documents
Mar 14
How to merge PDFs from Gmail and save to Google Drive using Zapier
Learn how to merge multiple PDFs received via Gmail and automatically save them to Google Drive using Zapier and Plumsail Documents.
Sergey Kaigarodov
Internet Marketer