I’m new to Plumsail—trying to pull data from an excel file to populate a Docx template using Plumsail. It needs to have rich text.
This is what my flow looks like, but the test flow just keeps running and doesn’t complete.
Hello @ako ,
Could you please share a few more details about your flow?
- Please describe your scenario a bit more: do you want to create a document when a new row is added to your Excel file?
- Or do you want to create, for example, a DOCX document based on data from an existing Excel file?
- What type of document would you like to generate in the end - DOCX, PDF, XLSX, etc.?
- Where does the data come from to fill the document? Is your Excel file stored in SharePoint?
- Do you need to use the entire file or only newly added rows?
This will help me better understand your needs and assist you accordingly.
Additionally, we have several useful articles and blog posts about document generation:
- Power Automate actions and triggers (list of actions with examples and explanations)
- How to bulk create documents from CSV and Excel spreadsheet rows
- Convert Excel to PDF in Power Automate
Best regards,
Aleksandra
Plumsail team
I want to create a Docx based on an existing Excel file, using the entire file. The excel file is stored in OneDrive. The Docx is the final form, it won’t be converted to PDF.
Hi @ako ,
Thank you for the details.
For your flow, please follow these steps:
- Create a new process in your Plumsail account with your DOCX template (or create template online). You can select output file type, in your case, it should beDOCX:
- You can collect data from your Excel file in Power Automate as described in this topic, and use it as jsonContent to populate your DOCX file.
I also see you’ve already found this topic and asked about rich text - yes, you can add rich text to the template. For this, you need to use the HTML operator in your template:
- html (Modern) - preferred
- html (Classic)
To better understand the difference between engines, please refer to our article:
Modern vs. Classic DOCX engine.
Additionally, we have a very helpful post about HTML formatter:
Insert HTML and rich text into a Word Document with Power Automate
Please note that this post describes Classic engine syntax. For the Modern engine, please use:
{{#html text}}
Please let me know if you have additional questions, and how it goes on your side.
Best regards,
Aleksandra
Plumsail team
My flow is working, except for the rich text part. The italics in my Excel aren’t showing up in my Docx.
This is my Excel:
This is my template:
This is my flow:
This is my append to array variable:
And this is the result:
Hi @ako ,
Great to hear that your flow is working!
The HTML operator in Plumsail Documents is used when your data already contains formatted text (for example, HTML content). In that case, Plumsail can correctly render styles such as bold, italic, lists, etc. in the generated document.
However, when Power Automate reads data from an Excel file (for example, using the List rows present in a table action), it retrieves only the cell values, not the formatting. This means that text styles such as italic, bold, or other visual formatting from Excel are not passed to the flow.
You can read more about this in Microsoft documentation:
Instead, you can simply apply the required formatting directly in the Plumsail Documents editor. For example, you can set the text style (italic, bold, etc.) in the editor itself so that it is applied during document generation.
Best regards,
Aleksandra
Plumsail team