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

💡 Help the Channel Grow
I’m working toward YouTube monetization, but in the meantime, tips are a huge help in keeping the tutorials coming.
👉 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