Power Automate

Usage

Use Power Automate Connector for Documentero to generate documents.

Connector documentation page: https://learn.microsoft.com/en-us/connectors/documentero/

Sample Usage

  • Create or upload template(s) (.docx/.xlsx) to Documentero (https://app.documentero.com)

  • [Optional] Once the template is added, decide on the output format and output file name on the template overview page in Documentero

  • Use the "Generate Document - Word Excel PDF" action if you want to pass the document to a different service (e.g., OneDrive/Google Drive/Outlook) or use "Generate and Email Document - Word Excel PDF" to generate the document and email it via the Documentero service

  • Once the connector is using the correct connection, Documentero templates should populate in the dropdown list ("Document Template")

  • Select the template that you want to use for document generation. After selection, all template fields should appear ready for mapping

  • Provide/map values for all desired fields

  • Test your flow

Supported Operations

The connector supports these operations:

  • Generate Document - Word Excel PDF: Populate an .xlsx or .docx template and generate a document

  • Generate and Email Document - Word Excel PDF: Populate an .xlsx or .docx template and send the generated document as an email attachment

Response Fields

The connector returns the following fields:

  • data.fileName: Name of the generated file

  • data.fileContent: Base64-encoded content of the generated file

  • data.fileExtension: File extension of the generated document

  • data.contentType: MIME type of the generated file

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