Create Excel and PDF documents with Plumsail and send them in Outlook
Create Excel and PDF documents with Plumsail and send them in Outlook
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About
Run this scenario manually to create Excel and PDF files with Plumsail Documents. It uses a template stored in OneDrive and sends an email with the documents through Outlook.
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds an large attachement to a message.
Copies a file into new folder location.
Creates a new draft message.
Creates a new folder.
Creates and sends a new message immediately.
Deletes a file or folder.
Deletes a message.
Downloads a specified file.
Downloads an attachment to a message.
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