Generate and Email Excel and PDF Documents Using Plumsail and SendGrid - Make Workflow | Neura Market

    Generate and Email Excel and PDF Documents Using Plumsail and SendGrid

    This workflow automates the creation of Excel and PDF documents using Plumsail templates stored in OneDrive and sends them via email through SendGrid.

    The workflow begins by downloading a template from OneDrive. It then applies data to this template using Plumsail Documents to generate an Excel file. This file is subsequently converted to a PDF. Finally, both the Excel and PDF documents are sent as email attachments using SendGrid.
    Platform
    Make
    Category
    File & Document Management
    Price
    Free
    Creator
    Fred Garcia
    • documentGeneration
    • emailAutomation
    • onedrive
    • sendgrid
    Back to MarketplaceMore Make Workflows
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    How to import this workflow into Make

    1. 1Purchase or download the workflow to get the Make blueprint JSON file.
    2. 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
    3. 3Reconnect each module to your own app connections when prompted.
    4. 4Run the scenario once to verify it, then set your schedule and turn it on.

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    More from Fred Garcia

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    All File & Document Management workflows →All Make workflows →

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