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Hello All,
I'm currently engaged in an automation project and could use your assistance. Let me outline the situation below.
I've successfully employed web automation to download documents from external sources. Now, my focus is on the subsequent step: uploading these downloaded documents to a SharePoint Library. The process of obtaining documents from external sites is functioning smoothly.
My intention is to trigger a subflow once a document has been downloaded and stored in the designated folder. This subflow will then manage the task of transferring all the downloaded documents into the SharePoint Library.
Furthermore, I'm keen to explore the feasibility of categorizing these documents within the SharePoint document library based on their respective document categories. Is such a categorization process achievable?
You would need to use Get files in folder to get the relevant files, then use a For each loop to iterate through the list of files and use the steps I suggested earlier inside the loop.
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Hello Agnius,
I have tried the first approach and seems it's working fine for one file. Only thing I need to highlight it here is that I am downloading the documents every week from weekly email alerts and in the email we have multiple documents with different file formats.
In this case, how I can upload all the documents in SharePoint library using covert file to binary data and create file action. ( Please be noted that I am having PVA license.)
Thanks a lot for providing a very quick solution. I will give a try and update you, please.
If you have a Premium license, you can use the SharePoint actions. Specifically, the Create file action under the SharePoint actions group will create a file. To use that, you must first use Convert file to binary data to have the file contents as binary data, and use that in the Create file action.
See here for more reference on how to do that: https://learn.microsoft.com/en-us/power-automate/desktop-flows/actions-reference/sharepoint#how-to-upload-a-local-file-to-sharepoint
If you do not have a Premium license, the easiest way to do this would be downloading the OneDrive desktop app and synchronizing the SharePoint library to your local machine. This way you will end up with a folder in your local system that is directly synced to the SharePoint library. You will be able to use Move file(s) or Copy file(s) actions to move or copy the files like you would if the target directory was a local folder. The OneDrive app will take care of the sync.
As to your other question regarding classification of documents - can you please provide more context as to what you want to achieve? You want to have your flow read the file contents and then assign a category based on the contents? That's cognitive/AI functionality here. You will need external (paid) services to do that. AI builder is an option, but that requires a Premium license and can only be used via cloud flows. Also, depending on the number of documents processed monthly, it might require that you buy a capacity increase, which comes at a steep price of $500/month.
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Hi @AsheerHasan
So, you can build a child flow in that you can have the a Argument as the Path of the file which was downloaded
Now to upload the file to Sharepoint
Using API call to the Sharepoint
Documentation : https://learn.microsoft.com/en-us/sharepoint/dev/sp-add-ins/upload-a-file-by-using-the-rest-api-and-jquery
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