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Quick Overview
This workflow runs every Monday and reads pending rows from a Microsoft Excel workbook, generates certificate and contract PDFs in bulk with Carbone using templates stored in SharePoint, uploads the files to OneDrive, posts a summary card to Microsoft Teams, and marks the Excel rows as completed via Microsoft Graph.
How it works
- Runs every Monday at 08:00 on a schedule.
- Fetches the Excel header row via Microsoft Graph and reads the pending rows from the configured Microsoft Excel worksheet.
- Splits the rows into certificate and contract batches and prepares the data arrays Carbone uses to render documents.
- If certificate rows exist, downloads the certificate template from Microsoft SharePoint, generates a zipped batch of PDFs with Carbone, extracts the files, and uploads them to Microsoft OneDrive.
- If contract rows exist, downloads the contract template from Microsoft SharePoint, generates a zipped batch of PDFs with Carbone, extracts the files, and uploads them to Microsoft OneDrive.
- Posts an Adaptive Card summary (batch ID and document counts) to the configured Microsoft Teams channel.
- Uses Microsoft Graph $batch requests to update each processed Excel row with Status = Completed and sets ProcessedAt to the current timestamp.
Setup
- Add Microsoft 365 credentials for Microsoft Excel (OAuth2), Microsoft SharePoint, Microsoft OneDrive, and Microsoft Teams, plus a Carbone API credential.
- In the Config step, replace all placeholder IDs for the Excel workbook/worksheet, SharePoint template file IDs, OneDrive folder IDs, and the target Teams team and channel.
- Ensure your Excel sheet includes header columns named Status and ProcessedAt (and the fields used in the workflow such as Name, Email, Company, Role, DocumentType, CourseTitle, CompletionDate, and Score).
- Update the organization/signatory values (issuedBy and issuerName) and make sure your Carbone templates reference the workflow’s certificate and contract fields.