Generate a PDF with Power Automate
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🚀 Generate PDFs from Word & Excel Using Power Automate
Need to automatically create PDF documents from forms, SharePoint, or other business processes?
In this video, I'll show you two different approaches for generating PDFs with Power Automate. First, we'll use Microsoft Word templates with dynamic content controls. Then, we'll build an Excel-based solution using Office Scripts to populate data and convert spreadsheets into professional PDF documents automatically.
This solution is perfect for:
• HR documentation
• onboarding packets
• equipment requests
• approval forms
• audit documentation
• business reports
• document automation workflows
In this video you'll learn:
✔ How to populate Microsoft Word templates dynamically
✔ How to use Content Controls in Word
✔ How to convert Word documents to PDF automatically
✔ How to use Office Scripts with Excel
✔ How to populate Excel files dynamically with Power Automate
✔ How to convert Excel documents into PDFs
✔ How to trigger document generation from Microsoft Forms
We'll also cover:
• Word Online premium connectors
• Excel Online and Office Scripts
• dynamic file creation
• OneDrive file management
• Microsoft Forms integration
• hidden mapping tabs
• formulas and calculated fields in PDF outputs
By the end of this video, you'll know how to build automated document generation workflows that take data from Microsoft Forms, SharePoint, or other sources and transform it into professional PDF documents using Power Automate.
#PowerAutomate #MicrosoftForms #ExcelAutomation #WordAutomation #PDFGeneration #Microsoft365 #WorkflowAutomation
00:00 - Intro
00:41 - Set up your Microsoft Word Document
02:27 - Power Automate for Microsoft Word
06:24 - Turn the Word Doc to a PDF
07:54 - Create Microsoft Excel as a PDF
09:02 - Write the Excel Script
10:19 - Power Automate Excel
12:55 - Formatting the Excel Document
13:56 - Update the flow with a Microsoft Form
14:43 - Test the Microsoft Form
15:26 - Final Thoughts