Create a Word Document Based on a Template

It's fairly common for many business processes to somehow require the production of a document in their workflow. An easy example of that is of a salesperson needing to send out a well-formed quote to a potential client. Another would be when the process calls for some form of review and doing so means going …

Relationships Matter

Generating documents is a fairly common use case among organisations. A business entity that sells goods and services will always invoice its clients. A quote may need to be sent to a potential customer looking for a vendor that will provide them with what they need, the decision mainly driven by cost-effectiveness. These are just …

Insert Child Records into an Email via Power Automate and Custom Activity Workflow

In my previous post, I wrote about updating the status of the child and the children of these child records. Now that we already are able to get hold of the child records, what I want to do this time is to select details from these records and add them into the body of an …