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Power Automate - Create PDF, Word, Excel Documents
Power Automate connects with Documentero so you can turn information collected in your flows into ready documents. Data from apps like SharePoint, Outlook, or Dynamics can be sent to Documentero, which then creates Word, PDF, or Excel files using your templates. This lets you generate contracts, reports, or forms automatically without leaving your workflow.
Power Automate
Documentero
Triggers
Receive data — Receives data from Power Automate integrated apps inside your Flows.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Power Automate using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Power Automate using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF invoices from Dynamics 365 sales orders using Power Automate and Documentero
Create Word contracts from SharePoint list items with Power Automate connected to Documentero
Export Excel performance reports from SQL Server data via Power Automate into Documentero templates
Automatically generate employee onboarding documents from Microsoft Forms responses in Documentero
Create customer letters from Outlook email triggers through Power Automate and Documentero
Export compliance reports from Power BI datasets into PDF with Documentero
Automatically generate delivery notes from Microsoft Dataverse records using Power Automate
Create training certificates from Teams registrations with Documentero
Export project update reports from Planner tasks using Power Automate and Documentero
Automatically generate PDF receipts from SharePoint invoice libraries in Documentero
How you can use Power Automate + Documentero
Generate invoices from Dynamics 365
Send customer order data from Dynamics 365 through Power Automate to Documentero and get a PDF invoice instantly.
Create contracts from SharePoint lists
Trigger Documentero to produce a Word contract whenever a new record is added to a SharePoint list.
Produce reports from Excel updates
When an Excel file is updated in OneDrive, Power Automate can pass the data to Documentero for a formatted report.
Build HR forms from Microsoft Forms
Capture responses with Microsoft Forms and use Documentero to generate onboarding or HR documents.
Export meeting notes from Outlook
Send Outlook meeting details through Power Automate to Documentero and generate a PDF summary document.
Video Tutorial
Setup Guides
How to Set Up Power Automate & Documentero Native Integration
Please click here to see detailed instructions for using Power Automate with Documentero.
