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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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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.

Microsoft 365 Email (Outlook)
Add an Attachment

Adds a large attachment to an email.

Action
OneDrive
Copy a File

Copies a file into new folder location.

Action
Microsoft 365 Email (Outlook)
Create a Draft Email

Creates a new draft email.

Action
OneDrive
Create a Folder

Creates a new folder.

Action
OneDrive
Delete a File/Folder

Deletes a file or folder.

Action
Microsoft 365 Email (Outlook)
Delete an Email

Deletes an email.

Action
OneDrive
Download a File

Downloads a specified file.

Action
Microsoft 365 Email (Outlook)
Download an Attachment (legacy)

Downloads an attachment from an email.

Action
Microsoft 365 Email (Outlook)
Forward an Email

Forwards an email.

Action

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Create Excel and PDF documents with Plumsail and send them in Outlook | Workflow Template | Make