How to create PDF documents from Smartsheet new rows in Power Automate
This guide explains how to automate document generation from Smartsheet data using Power Automate. We will show you how to retrieve rows from Smartsheet, pass the data to Plumsail Documents, and generate documents such as Word, PDF, Excel, or PowerPoint files. This approach helps to streamline workflows and automate contract creation, reporting, and other business processes without coding, using intuitive connectors and templates.
Key Actions
Understand the limitations of Smartsheet document builder
Prepare and review data in Smartsheet for automated document creation
Configure a document template in Plumsail Documents for Smartsheet integration
Create documents from Smartsheet rows in Power Automate when a new row is created
Enhance document generation processes from Smartsheet with Plumsail Forms