Building a file processing automation for SharePoint libraries

Improving business activities, especially recurring ones, is a top priority in every organization. Repeating a set of actions for a business process can be prone to errors because the personnel tends to replicate actions without validation. Power Automate builds upon this need to help organizations automate their tasks so that people can focus on the business.

In this recipe, we will automate a business process using a SharePoint document library that handles the quotes of a given company. Microsoft Word will generate these quotes with defined metadata to help classify their contents.

Users can manually execute a cloud flow when a quote is complete, converting the document into a PDF file with the same metadata as the original one. It also notifies the Finance team if the quote is over $100,000.

Getting ready

When using SharePoint, as far as licensing goes, a regular Microsoft 365 Business Basic license...