Power Platform Community Forum Thread Details

First off, I'm brand new to automate, and I'm currently going through the tutorials. Just wanted to drop my question here in case someone has specific experience with this:

I've created a Form that needs to auto-populate a legal document in Word. I was able to figure out how to merge the excel sheet and the word document, but I would like to have Power Automate send out an email whenever someone completes the form, then go ahead and auto-populate the designated fields in the legal document so we can go in and clean up formatting.

Has anyone done something similar? Since Forms creates the Excel sheet with a button press, it isn't a huge time sink to merge the excel sheet and the word doc. I just want to anticipate a larger volume of people completing the form, and try to set up something to handle the increased volume.

Thanks in advance for any guidance you can offer! I'm excited to learn more about power automate!

Categories:

Power Automate Desktop

Hi @Anonymous

By "Forms" I assume you are referring to Microsoft Forms (and not an Excel Form or something like that).

If so, it would be easier for you to use Power Automate (Cloud Flows) but this is a Power Automate Desktop forum (for Desktop flows).

This is because the cloud flows have a readymade built-in template to send an email as soon as a Form is submitted.

You can search out for more but I think this could be of help to you

https://www.lsuhsc.edu/admin/it/helpdesk/office365/office365-flow-send-email.aspx

This link already talks about the template. But you can also go the cloud flows tool and in the templates section search for all templates that have Forms and email together.

Also you mentioned you were able to figure out how to merge the excel sheet and the word document. Is that in Cloud flows or Desktop flows?

If you are looking for everything in Cloud flows then let me know and I will move your post to the other forum.