Convert SharePoint List Items to PDF using Plumsail Documents in Power Automate

This guide offers a streamlined solution for converting SharePoint list items into custom PDF documents using Power Automate, specifically targeting users in the Powerusers community seeking better control and customization. By employing the Plumsail Documents connector, this method overcomes the limitations of traditional approaches that rely on the OneDrive for Business connector and basic HTML knowledge. This article is designed to enhance your document management workflow, providing a detailed walkthrough on generating tailored PDFs from SharePoint data with ease and precision, catering to advanced processing needs and ensuring optimal layout control.

Key Actions

  • Review SharePoint list details

  • Set up the document generation process in Plumsail documents

  • Develop a flow to transform SharePoint list items into PDF documents