Shane Bartholomeusz

Technical Solutions Consultant

How To: Create PDF Email With Power Automate

Overview

Do you have a need to generate emails with PDF attachments using the Power Automate (aka Microsoft Flow) workflow engine?

Guess what! You're in luck because in this post I'll show you how to do exactly that. I'll show you how to generate a PDF document and send it via email.

Power Automate Logo

Solution

At a high level, the solution is to create a HTML document containing the body of your document, save it to OneDrive, convert it to PDF and then attach the PDF document to the email.

Microsoft Power Automate Screenshot

Lets walk through it step-by-step:

1) First, add an ‘Initialise Variable' action.

2) Now we need to create a HTML version of the PDF document you'd like to generate. Append your HTML to the variable we created earlier.

I'd recommend using an online HTML editor such as jsbin.com to quickly compose the HTML document and view the edited HTML in real-time. It's much easier than editing it in Power Automate.

Microsoft Power Automate Screenshot
JSBin.com Screenshot

3) Next, add a ‘OneDrive – Create File' action to save the HTML content to a file in OneDrive. You can name the file anything you'd like. The file content should come from the variable you created earlier.

4) Add a ‘OneDrive – Convert File' action to convert your saved HTML file to PDF. Use the file Id from the previous step and select Target Type as ‘PDF'.

Microsoft Power Automate Screenshot

5) Add a ‘Outlook – Send an email' action. To attach the PDF file to the email, expand the ‘Advanced Options' section, specify a file name and set the Content field to the Content from the ‘Convert File' action.

Microsoft Power Automate Screenshot

Here is the PDF file I generated in the above example:

Microsoft Power Automate Screenshot

6) Finally, I suggest you delete the html temporary file you created earlier. Add a ‘OneDrive – Delete file' action and specify the ‘Id' of the HTML file you created earlier.

Microsoft Power Automate Screenshot

Final Thoughts

Well that's it folks. It's that simple!

If you have any tips or comments to help others, feel free to share it in the comments below.

Shane Bartholomeusz
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2 Comments

  1. Looks easy – how would you insert text captured, say, from a Microsoft form into the HTML?

    • Shane Bartholomeusz

      16th September 2020 at 12:08 pm

      Hey Richard,
      It’s a similar process,

      1. Create a flow which triggers upon Form Response being submitted.
      2. Use the ‘Get Response Details’ step to fetch specific details of the response using the Submission ID from Step 1.
      3. Add the relevant form responses values to the variable containing the HTML.

      Hope that helps.

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