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Power Platform Community / Forums / Power Automate / MS Form to Word to PDF...
Power Automate
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MS Form to Word to PDF then emailed

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Posted on by 3

How do I pull certain info from an MS Form (to a Word document and then) to PDF and then have it emailed to the individual who created the form.

 

I have seen how others created an HTML code but where would I get that from?

 

I would rather have an MS Word document that I already have prepared, to be populated with some info from the form and then changed to PDF (so no changes can be made) and automatically emailed to:

-initial inputter of info into MS Form

-another individual 

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  • evymaz3 Profile Picture
    3 on at

    Thank you so much for this link.

    I am finding it difficult to follow - is there anyone I can contact to help me through it?

  • rzaneti Profile Picture
    4,483 Super User 2026 Season 1 on at

    Hi @evymaz3 ,

     

    It is possible to populate a MS Word template, save it to a PDF and send it via email to someone. You just need to have in mind that both actions (Populate Word Template and Print document as PDF) are premium connectors, so you will need a license that covers premium connectors to use it. If your current license does not covers premium connectors, you can start a free trial term for that (I believe that it is 90 days free) to you test the tool.

     

    About your flow, as a first step you will need to add a 'When a form is submitted' trigger and select your MS Form. After doing this, you will need to add a 'Get response details' action from Microsoft Forms, passing your current Form as template and the response from the trigger as dynamic value. 

     

    The next action will be to populate your MS Word template: you first need to create a document with fillable fields and these fields will be automatically loaded in the 'Populate Word template' action in your flow. For example, in this MS Word template, I have 2 fillable fields: 'Address' and 'Name', and both were automatically loaded by Power Automate when I selected the file. 

    rzaneti_0-1686951730282.png

     

    After populate your file, you will need to save it somewhere. For doing this, you may use the 'Create file' action, from SharePoint connector, and pass the 'body' from the output of your 'Populate Word Template' action as parameter in the 'File Content' input:

    rzaneti_2-1686951865006.png

     

    When creating the file, make sure to add a unique name to it and to include the extension (.docx).

     

    Finally, you will use the 'Convert Word Document to PDF' action, passing the 'file display' from your 'Create item' action as dynamic content right after you select the folder path of it. Also, may be useful to set a 'delay' of some seconds before it, just to make sure that your file will be created without any issues before you convert it to PDF.   

    rzaneti_5-1686952633195.png

     

    As a final step, you will need to create a second file for your just converted PDF. Pass your output from 'convert' action as input to the 'file content' in a 'Create file' action and select the folder where you want to save it. When assigning the file name, make sure to add the extension .pdf to it.

    rzaneti_6-1686952827532.png

     

    Let me know if it works for you or if you need any additional help!

     

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