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Power AutomatePower Automate

Use Plumsail Documents in Power Automate to create and manage documents based on triggers from Microsoft 365 and other services — generate files from templates, convert formats, extract content, merge PDFs, and more. Build flows that react to data from SharePoint, Forms, Excel, Power Apps, and other sources. Below, you'll find everything you need to get started, from a quick intro to popular use cases and ready-to-go templates.

Direct integration

Introduction to using Plumsail Documents in Power AutomateIntroduction to using Plumsail Documents in Power Automate

Step-by-step tutorials

Convert SharePoint List Items to PDF using Plumsail Documents in Power AutomateConvert SharePoint List Items to PDF using Plumsail Documents in Power Automate
Create documents from template and convert to PDF with one action in Power AutomateCreate documents from template and convert to PDF with one action in Power Automate
Create documents from template in Power Automate and sign them using signNowCreate documents from template in Power Automate and sign them using signNow
Create Excel and PDF documents from Plumsail Forms in Power AutomateCreate Excel and PDF documents from Plumsail Forms in Power Automate
Create text document from template in Power AutomateCreate text document from template in Power Automate
Create Word and PDF documents from JotForm in Power AutomateCreate Word and PDF documents from JotForm in Power Automate
Create Word documents from SharePoint list in Power AutomateCreate Word documents from SharePoint list in Power Automate
How to convert an array of images to PDF in Power AutomateHow to convert an array of images to PDF in Power Automate
How to create PDF documents from Smartsheet new rows in Power AutomateHow to create PDF documents from Smartsheet new rows in Power Automate
How to dynamically create PDF file with multiple images in Power AutomateHow to dynamically create PDF file with multiple images in Power Automate
How to fill Excel template using Power Automate and Office ScriptsHow to fill Excel template using Power Automate and Office Scripts
How to fill in and flatten PDF form in Power Automate FlowHow to fill in and flatten PDF form in Power Automate Flow
How to parse CSV files in Power Automate Flow and bulk generate HTML and PDF documentsHow to parse CSV files in Power Automate Flow and bulk generate HTML and PDF documents
How to pass data to Plumsail Documents from Power Apps in Power Automate FlowHow to pass data to Plumsail Documents from Power Apps in Power Automate Flow
How to populate Word template with Power Automate Word Online (Business) connectorHow to populate Word template with Power Automate Word Online (Business) connector
Merge PDF files in Power AutomateMerge PDF files in Power Automate
Populate PDF forms from SharePoint in Power AutomatePopulate PDF forms from SharePoint in Power Automate
How to populate PowerPoint presentation using Power AutomateHow to populate PowerPoint presentation using Power Automate

Ready-to-go workflow templates

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