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Hello All - Please see below my business case
1) I have a sharepoint list that is updated by the Managers every month
2) Once the details are updated, I would like to populate the same on a document (as a certificates) and send it to a user as an email as a PDF via email and parellely update on a sharepoint library
3) Can the above be achieved without premium connectors
Hi @sankhlay
You can use following link for word populate without premium connector.
It is really helpful and you can generate certificate pdf also.
Please click Accept as solution if my post helped you solve your issue. If the content was useful in other ways, please consider giving it Thumbs Up.
@sankhlay / @sandeepstw
Depends what you mean by premium. Microsoft's "Populate a Microsoft Word template" action is native but it is premium.
If you can only use standard connectors, you can use Encodian's Populate Word action which is Standard but its 3rd party.
So it depends if "premium" = strict definition / PA licensing issue or "premium" = 3rd party connectors.
Hi There,
Yes, the process can be achieved using Power Automate with standard connectors.
Use the "When an item is created or modified" SharePoint trigger to initiate the flow when Managers update the SharePoint list.
Use the "Get file content" action to retrieve a template Word document stored in SharePoint (or OneDrive) which acts as a certificate template. Utilize the "Populate a Microsoft Word template" action to populate placeholders in the Word document with the updated details from the SharePoint list.
After populating the Word document, use the "Convert Word document to PDF" action to transform the populated Word document into a PDF format. Use the "Send an email (V2)" action with the Office 365 Outlook connector to send the generated PDF as an attachment to the user.
Utilize the "Create file" SharePoint action to save the generated PDF to a designated SharePoint document library.
All the above steps can be accomplished using standard connectors available in Power Automate without the need for premium connectors.
Please give kudos and mark as solution if it helps.
Thanks,
Sandeep Mishra
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