Automate Forms: Save to SharePoint & Email with Power

Save Microsoft Forms Attachments to SharePoint or Send via Email. In this video, the presenter demonstrates how to handle attachments from Microsoft Forms. It's effective whether there are multiple or no file uploads.

Saving Microsoft Forms Attachments to SharePoint or Sending via Email Using Power Automate

Automating workflows between Microsoft Forms, SharePoint, and email systems can significantly streamline your business processes. This is particularly useful when dealing with form submissions that include attachments. Power Automate, a powerful tool in the Microsoft suite, allows you to set up automated workflows to handle these tasks efficiently. Let's delve into how you can use Power Automate to save attachments from Microsoft Forms to SharePoint or send them via email.

Automating Attachment Saving to SharePoint

When a Microsoft Form is submitted with an attachment, Power Automate can be configured to automatically save this attachment to a specified SharePoint location. This process involves:

• Creating a new automated flow in Power Automate.
• Setting the trigger as a new Microsoft Forms submission.
• Using the 'Get response details' action to retrieve form data.
• Applying a condition or action to extract the attachment from the form.
• Using the 'Create file' action in SharePoint to save the attachment in the desired SharePoint document library.

Sending Attachments via Email

Alternatively, you might want to email these attachments directly. This can also be automated using Power Automate:

• Similar to saving to SharePoint, start by creating an automated flow in Power Automate.
• Set the trigger to a new submission in Microsoft Forms.
• Retrieve the form details and extract the attachment.
• Use the 'Send an email' action from the Office 365 Outlook or Outlook.com connector, attaching the file directly to the email.

Both of these workflows can be customized further based on specific requirements, such as adding conditional logic, multiple recipients for emails, or different SharePoint libraries for different types of attachments.

By leveraging Power Automate, you can efficiently manage file attachments from Microsoft Forms, saving time and reducing manual work. This integration not only ensures consistency in how attachments are handled but also provides a seamless connection between Microsoft’s various productivity tools.

Expanding Automation Beyond Forms Attachments

While the recent video specifically discusses managing attachments from Microsoft Forms, the underlying tool, Power Automate, extends its capabilities far beyond. It serves as a bridge that connects different Microsoft applications, helping to orchestrate complex workflows with minimal user interaction. Users can customize these automated processes to fit their unique business needs, ensuring both efficiency and consistency in operations, be it in document handling, data processing, or communication tasks. It's transformations like these that pave the way for modern workplace productivity.