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I would be grateful for anyone's advice on how to do this.

I would like to be able to select a word document in OneDrive, convert it to a PDF with the same filename, save it to a OneDrive folder and attach it to a draft email from a shared mailbox. I would then manually input the email address and send the emails. How do I achieve this?

Thanks for any help.

Categories:

Building flows

Hi @JH-17060921-0,

This is a very common and highly practical automation scenario. You can achieve this perfectly by combining an instant trigger with OneDrive and Outlook connectors. This architecture generates the PDF dynamically and drops a staged draft directly into the shared mailbox so you can add the recipient manually.

Here is the exact layout you need to build this flow:

1. Trigger and File Content
Trigger: Use For a selected file (OneDrive for Business). This allows you to launch the automation directly from the right-click menu of any document in your OneDrive web interface.

Action 1: Add Get file content (OneDrive for Business). Pass the dynamic content File identifier from the trigger into the Id field of this action.

2. Convert and Archive
Action 2: Add Convert file (Preview) (OneDrive for Business). Pass your File identifier into the file field, and set the Target type to PDF.

Action 3: Add Create file (OneDrive for Business). Choose your target archive folder. For the File Name, use an expression to safely swap the extension:

concat(first(split(triggerOutputs()?['body/entity/name'], '.docx')), '.pdf').

For the File Content, select the File content output from the conversion step.

3. Stage the Shared Mailbox Draft
Action 4: Add Create draft email (V2) (Office 365 Outlook).

Click Show advanced options or expand the advanced parameters panel.
Find the Original Mailbox Address field and enter the exact email address of your shared mailbox (Note: Your account must have Full Access or Send As permissions to this mailbox).
Leave the To field completely blank so you can fill it in manually later.
In the Attachments grid at the bottom, enter your PDF filename for the attachment name, and pass the File content from your conversion step into the attachment content field.

Once saved, simply right-click any Word document in your OneDrive, select your flow from the Automate menu, and a fully formed draft will instantly appear in your shared mailbox drafts folder ready for your final manual review.

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Sunil Kumar Pashikanti, Moderator
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