Generate and Email Excel and PDF Documents Using Plumsail and Outlook
This workflow automates the creation of Excel and PDF documents using Plumsail templates stored in OneDrive, and sends them via email through Outlook.
The workflow begins by downloading a template file from OneDrive, which is then processed by Plumsail Documents to generate an Excel file. This Excel file is subsequently converted into a PDF. Both documents are attached to an email and sent to specified recipients using Outlook. This automation streamlines document generation and distribution, saving time and reducing manual effort.
- Platform
- Make
- Category
- File & Document Management
- Price
- $4.99
- Creator
- Gideon Nakamura
- onedrive
- plumsail
- outlook
- documentAutomation
How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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