mailmerge to word from SP list

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Posted on by DaveTQM

Very new to this, so please help me to undertand basic concepts.

I am looking to merge word documents from a data source of lists of students in our school. For example a SP list.

I was hoping to make a SP workflow or flow, which would trigger when a new student is added to the list or students table.

The flow would merge one or more word documents with student data and at best case would create a folder in onedrive or SP library and populate the document(s).

Is any of this possible please?

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v-monli-msft Microsoft Employee on at

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Hi @davetqm,

1. This can be achieved as long as you store the word file to one of the available connection in Flow. For example, in OneDrive for Business connection, the flow would be something like below:

2. The trigger should be "SharePoint - When a new item is created".

3. Still, you need to first tell us where is your word documents stores? If it is local, then this cannot be achieved in flow.

Regards,

Mona
DaveTQM 26 on at

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Hi Mona
Thanks for your reply. The word document would be stored in either sharepoint or onedrive for business.
I see in your screenshots how to make a new file. How then to use a word template and mailmerge?
v-monli-msft Microsoft Employee on at

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Hi @davetqm,

You cannot use a template in flow to create a word file.

You could post this idea in the Flow Ideas forum, so it might be considered for future releases.

https://powerusers.microsoft.com/t5/Flow-Ideas/idb-p/FlowIdeas

Regards,

Mona Li