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Kujo
Ole Miss Fan
225-911-5736
Member since Dec 2015
5652 posts

Ms Forms to mail merge to email (power automate?)
I’m trying to covert an old excel to word mail merge (bulk) process monthly…to an on demand type process.

Example: clerk maintains excel table, then about~100 rows/ month, she mail merges to the template, and then prints and sends letters out.

I’d like to cut the job out using automate:

User clicks link and puts data into MS Forms,
Output Data sent to sharepoint
Upon new sharepoint record being submitted ,
Automate grabs data, merges with template, and saves the letter (word)
Then automate creates an email and sends the letter to the form filler.


Don’t ask why, the form fillers are internal and they must “wet” sign the letters, so no pdf or merge data into an email.

I just basically want to make an on demand letter generator where I can control the base template and staff can have a the letter updated using Forms.

Doable?
This post was edited on 7/30 at 5:39 pm


scottfruget
Wofford Fan
Member since Nov 2010
3153 posts

re: Ms Forms to mail merge to email (power automate?)
(no message)
This post was edited on 9/7 at 10:23 am


scottfruget
Wofford Fan
Member since Nov 2010
3153 posts

re: Ms Forms to mail merge to email (power automate?)
(no message)
This post was edited on 9/7 at 10:23 am


Kujo
Ole Miss Fan
225-911-5736
Member since Dec 2015
5652 posts

re: Ms Forms to mail merge to email (power automate?)
Thanks, but due to company “security” everything must be O365.


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