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Utilising Flow (and Powerapps) to perform mail merge function with Office Word - new idea

For a complete business workflow solution, the ability for Flow to query a datasource and retrieve a specific record and then use this information to pass into a Microsoft Word template would be of enormous benefit to many businesses.

The resulting document can be saved to SharePoint. emailed, PDFs or stamped / signed.

Can see some powerful applications here in either just Flow and Powerapps.

Is this something we can look forward to as would love to get the ball rolling on this..

Status: New
Comments
Level: Powered On

Hi @tkeller,

 

You can use Plumsail Documents to generate DOCX or PDF from template. You can apply your own data and send generated documents by email. Some examples for you:

 

Note: It is a paid solution

Level: Powered On

Thanks for the option of the paid solution however preference is for this to eventually be made available within Powerapps and Flow as a connector.

Level: Powered On

Very interested in getting this functionality.  How can you claim integration with O365 and not include Word?

Anonymous
Not applicable

This is a really needed integration. The ability to "mail merge like" word documents to be saved/emailed without the need for a paid solution!

Level: Powered On

This idea was posted in 2017. Any updates please?

 

Thanks

Jag