Building a file processing automation for SharePoint document libraries

Improving business activities, especially the recurring ones, is a top priority in every organization. The tedious work of repeating a set of actions for a business process can be prone to errors because the personnel tends to act by replication and without validation.

Power Automate builds upon this need to help organizations automate their tasks so 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. These quotes get created using Microsoft Word with defined metadata to help classify its contents.

When a quote is complete, users can manually execute a cloud flow, which converts the document into a PDF file with the same metadata as the original file. 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...