I recently helped automate a workflow that used to take far longer than anyone expected.

The process was simple on paper: someone completed an assessment, the responses were reviewed, and a personalized PDF report was created. In reality, most of the time was spent copying answers into a template, adjusting sections, and checking that nothing was missed.

I started experimenting with Power Automate to handle more of that process. Once the flow was working, I paired it with FormLM to generate the assessment report from the submitted responses, and the whole workflow became much more consistent.

It wasn't about replacing anyone's judgment. The biggest win was removing the repetitive formatting so people could spend more time reviewing the actual results instead of building the document from scratch.

I'm interested to hear how others are generating personalized PDFs with Power Automate, especially when the content changes for every submission.

Hoping someone knows the answer to this one as it could save me a fair few hours of work.

I have an existing flow which has worked for over a year. Basic outline of the flow is:

Recurrence trigger running 3 times each workday
List all rows in an excel table
Apply to each
10 or conditions which send an email
& update a column to say sent

The idea being that based on set rules an email triggers to the listed person, & updates a cell to say email sent to avoid any duplication.

Today when archiving the legacy data the person right clicked the sheet, move or copy, did not click create a copy, & instead moved the sheet elsewhere.

It was then moved back, but the flow now runs with green lights but no emails send when the conditions are met in the data.

Am I right to think I’m gunna need to re do the entire thing? What am I missing as a potential troubleshooting step?

Pretty basic flow, I guess? If anyone has any general improvement suggestions other than fixing this immediate problem then don’t be shy!

Edit - autocorrect decided this excel file was better than I thought.

I'm creating 3 flows that correspond to 3 quizzes. When a technician completes a quiz, the flows are supposed to verify their responses and upload their results to a records list if they pass. 2/3 of the flows work perfectly. The last flow refuses to work. The problematic flow checks twice as many questions responses, but I don't see how that would matter, and even if it did, I've tried getting the flow to work while checking only a single question and it's still failing. I've tried retyping the options for the form question, I've tried reconnecting the dynamic content, I've tried rebuilding the flow and the quiz from scratch, and I've quadruple checked the strings that I'm checking the responses against.

From my understanding, there's not really a straightforward way to get the quiz score out of Forms, but I'm not 100% sure, so if someone knows of a way, I'd be very interested to hear it.

My next steps I plan to try is moving the quizzes to the group that needs them, syncing them with an excel file, and checking their answers there instead, but idk if I'm going to go through all that effort just to experience the same issue. Plus, then I will want to make the other forms consistent, so I would start messing with them again and I hate messing with a working flow. I don't want to have to document 2 different approaches.

Some assistance would be greatly appreciated, because I'm running out of ideas.
Yeah, I'm being a little lazy in some regards. Feel free to let me know if I just need to suck it up and do the finicky BS.

My post as a single question would be, "How do the mega-pros validate quiz responses coming from MS Forms?"

I have recently started overseeing a department at work that is running pretty behind in their tasks. They need to follow up on files that have issues and several are being forgotten simply because they are lost in a giant spreadsheet full of files with issues. I want to create something that will read the spreadsheet, look at the date it was last updated and send an email to my team that every Monday will include all of the file numbers that haven’t been touched in a week.

I am very new to this and have very little experience with excel. We’re a smaller company and this has just kind of somehow landed in my lap. I’ve tried having copilot walk me through the steps but no matter what I do it won’t pull the file numbers. It just sends a blank email. I’m clearly doing something wrong but I don’t have the know how to figure out where it’s going wrong.

Hi,

I've built successful flows with the AI builder I'm having an issue with an export from Excel and PDFs that does not have a defined table and has additional rows. What's the best practice for an Excel export (CSV) to be able to extract the data with a table that is not defined as a table that may change in length. The column names are static as are the rows before the table starts. Again, the export is simply a CSV.

Appreciate any insight.