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

[tkeller]

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..

[antonkhrit]

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:

• Create DOCX from template
• Create PDF from DOCX template
• Create PDF from HTML template

Note: It is a paid solution

[tkeller]

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.

[lburgess]

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

[Anonymous]

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!

[jsb81]

This idea was posted in 2017. Any updates please?

Thanks

Jag

[-KSL]

I'm asked for this stuff all the time. Clients want to auto generate a doc/report from an excel file when the new file lands in one drive and then use the content as data for mail merge, they want to save merged content as a doc in OneDrive and email a link.  This seems like it should be a no brainer in Power Automate, so why still not here?