Make a PDF File from a New Item Created in SharePoint List with Power Automate
In this tutorial you will learn how to automatically create a PDF file whenever a new item is created in a SharePoint list, using a Word template filled in with Quick Parts, all without needing a Power Automate Premium license.
-We start by setting up matching columns and three folders in the Shared Documents library
-Then we insert Quick Parts fields into the Word template so it can display data automatically
-Next we trigger the flow from a new SharePoint list item
-We copy the template from the Word template folder into the Word template copy folder and update its properties with the submitted data
-We convert the filled-in Word file to PDF using the free OneDrive for Business action
-Finally we save the PDF into the PDF template folder and email it as a working attachment
00:00 Introduction
00:23 Set up the Shared Documents library, folders and template
01:02 Insert Quick Parts into the Word document
01:30 Create the flow and set the trigger
01:48 Copy the Word template
02:16 Update the file properties
02:42 Get the file content and save to OneDrive
03:01 Convert the file to PDF
03:27 Save the PDF into SharePoint
04:07 Save and Test the flow
04:47 Outro
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