Generate & Merge PDF from Microsoft Forms

Welcome to my channel! In collaboration with Plumsail, I'm excited to showcase an incredibly powerful tool called 'Documents', part of Plumsail's suite designed to seamlessly integrate with Microsoft Power Automate. Join me as I walk you through a practical use case, demonstrating how to leverage Plumsail Documents alongside Microsoft Forms and Power Automate to streamline document generation and management.

Use case: An employee fills out a Microsoft Form for expense reimbursement and attaches all receipts related to their business expenses. We then send a request for approval to a supervisor. If the request is approved, our goal is to compile all the information from the Microsoft Form fields, including the attachment files, into a single PDF file. This consolidated file will be saved into a SharePoint folder.

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Get a one-month free version of Plumsail Documents at https://plumsail.com/documents/Enea

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0:00 Intro
0:46 What is Plumsail?
1:46 Setting up Plumsail Documents
7:22 SharePoint Library
7:35 Setting up Delivery
9:20 Microsoft Forms setup
9:56 Building the Flow
29:22 Testing the Flow
32:39 Conclusion and Closing

#MicrosoftForms #PowerAutomate #PDFCreation #DocumentAutomation #Plumsail #FormsToPDF #PDFMerge #AutomationTips