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Documents
Jun 26, 2024
Top Power Automate flow templates for document creation, conversion, and PDF processing
Plumsail Documents allow to create, convert, and process documents of different formats, including PDF. All the features are available in a Power Automate connector which provides multiple templates to start with. Instead of creating a flow from scratch, use one of them as is or customize to meet your needs.
In this post, I have gathered the most popular templates and grouped them into various categories to help you streamline your workflow. Let us explore these templates and see how they can enhance your productivity.
Table of Contents
- Create documents on form submission
- Convert Word documents to PDF
- Convert Excel workbooks to PDF
- Convert PowerPoint presentations to PDF
- Protect and compress PDF files
- Integrate document generation with CRM and other collaboration tools
Create documents on form submission
These templates generate documents from templates retrieved in a Power Automate flow:
- Create Word and PDF documents from Microsoft Forms
- Create Word and PDF documents from Typeform
- Create Word and PDF documents from JotForm
- Create Word and PDF documents from Cognito Forms
And these ones generate documents through starting a Plumsail process.
- When Microsoft Form is submitted, create document using Plumsail Documents
- When Typeform is submitted, create a document using Plumsail Documents
- When JotForm is submitted, create a document using Plumsail Documents
- When Cognito Form is submitted, create a document using Plumsail Documents
Convert Word documents to PDF
- Convert newly added Word files to PDF in SharePoint
- Convert newly added Word files to PDF in OneDrive
Convert Excel workbooks to PDF
Convert PowerPoint presentations to PDF
Protect and compress PDF files
- Protect PDF files in SharePoint with password or restrict actions
- Protect PDF files in OneDrive with password or restrict actions
- Compress newly added PDF files in OneDrive
Integrate document generation with CRM and other collaboration tools
- When SharePoint item is created, generate documents with Plumsail Documents
- When Smartsheet row is added, create a document with Plumsail Documents
- When Capsule CRM opportunity added, create document with Plumsail Documents
- When Insightly CRM project added, create a document with Plumsail Documents
- When Google Calendar event added, create documents with Plumsail Documents
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