Batch Generate Word & PDF from SharePoint List with Power Automate (Step-by-Step)

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Turn any SharePoint list into a one-click document factory—batch-generate Word & PDF files with Power Automate!

In this step-by-step build, I show how to convert multiple selected SharePoint list items into Microsoft Word and PDF documents using Power Automate—no code required. We’ll wire up a “For a selected item” trigger, pull a batch via a Yes/No flag, loop over the results, populate a Word template, convert to PDF, and move files to final folders. I also cover multi-select choice fields, unique file naming, and a clean reset so records don’t re-run.

What you’ll learn:
✅ Configure For a selected item to process multiple records using a Batch flag
✅ Get items with OData filter (Batch eq true)
✅ Apply to each best practices (concurrency, collisions, and file locks)
✅ Populate a Word template from SharePoint list fields
✅ Convert Word to PDF and move outputs to organized libraries
✅ Handle multi-select fields
✅ Auto-reset Batch to “No” after success

Tips to avoid duplicates, timeouts, and bad separators

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YouTube revenue is modest! If these tutorials save you time or help you build better solutions, optional tips directly support continued content creation. Supporters may receive priority consideration for content requests or responses to questions. 👉 Support here: https://streamlabs.com/officesolution...


00:00 Introduction
00:09 Intro
00:55 Sharepoint List
01:17 SharePoint Document Library Template Storage
02:03 Template Setup
04:17 Final SharePoint Document Library
04:59 Create Power Automate
06:13 Add Yes/No Column in SharePoint
22:36 Testing the Automation


#powerautomate #sharepoint #microsoft365 #wordtemplate #pdf #sharepointonline