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Microsoft 365 People - Create PDF, Word, Excel Documents
Microsoft 365 People can connect with Documentero to automatically generate documents whenever a contact is added or updated. By pulling details such as names, job titles, and email addresses, Documentero can fill templates and create files in .docx, .pdf, or .xlsx formats. This helps teams keep contact-related documents up to date without manual data entry.
Microsoft 365 People
Documentero
Triggers
Watch Contacts — Triggers when a contact is created or updated.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Microsoft 365 People using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Microsoft 365 People using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF reports from Microsoft 365 People contacts
Create employee contact sheets in .xlsx using Microsoft 365 People data
Export updated client directories from Microsoft 365 People into .docx
Build personalized contact letters in PDF from Microsoft 365 People updates
Generate vendor information documents from Microsoft 365 People records
Create formatted partner lists in Excel from Microsoft 365 People changes
Produce contact summary documents in Word from Microsoft 365 People updates
Automatically generate onboarding forms from new Microsoft 365 People contacts
Export updated staff directories in PDF from Microsoft 365 People
Create client meeting sheets in Word from Microsoft 365 People contact details
How you can use Microsoft 365 People + Documentero
Generate Contact Profiles
Create a PDF profile document every time a new contact is added in Microsoft 365 People.
Update Client Records
Automatically refresh a .docx client record whenever contact details are changed.
Produce Contact Lists
Export updated contact lists into .xlsx files whenever new people are added.
Create Welcome Letters
Generate a personalized welcome letter in PDF format each time a new contact is created.
Maintain Vendor Sheets
Update vendor information sheets in .docx format whenever vendor contact details are edited.
Setup Guides
Make Tutorial: Integrate Microsoft 365 People with Documentero
- Create a new scenario in Make.
- Add Microsoft 365 People to the scenario and choose one of the triggers (Watch Contacts). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Microsoft 365 People trigger.
- Run or schedule your scenario and verify the output.
Power Automate Tutorial: Integrate Microsoft 365 People with Documentero
- Create a new flow in Power Automate.
- Add Microsoft 365 People to the flow and choose one of the triggers (Watch Contacts). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Power Automate: Add Documentero as the next step and connect it using your API key.
- In your flow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Microsoft 365 People trigger.
- Test and save your flow.
