Select the folder where you want to create the PDF.

Add a Create file action from the OneDrive connector.

Select PDF as the Target type for the conversion.

Add a Convert file action from the OneDrive connector.

The first to convert the file and the second to create the file. You’re going to need to add two actions to your automation. The file you want to convert will need to be saved in OneDrive.

You could use this to do things like automatically create and send PDF invoices by email at the end of the month.

This means you can convert PDF files as part of some automated process. There is a Power Automate action that can convert files to PDF. Convert File to PDF in Power AutomateĪll the previous options to convert your Excel file to PDF are great and they will save you valuable clicks, but they are not automated. The PDF of the converted Excel file will also be added as an attachment.

When you press this command, it will automatically create a new Outlook email with a subject line of the Excel workbook name.

Press the Add button to add the command into your selection of Quick Access Toolbar commands.

Scroll down and select Publish as PDF or XPS.

Make sure you’re on the Quick Access Toolbar tab in the Options menu.

This will open up the Excel Options menu and you can add the Publish as PDF or XPS command from here. Right click anywhere on the quick access toolbar and choose Customize Quick Access Toolbar from the menu. You can add the publish as PDF command to the quick access toolbar to avoid the step of going to the File tab. Publish as PDF Quick Access Toolbar Command This will open up the Publish as PDF or XPS menu, which is exactly like the Save As menu and you can choose the location to publish as well as access advanced PDF Options. It turns out, you can use this to export your file as a PDF!

I never really noticed this, but there’s an Export option in the File menu.

Copy data from pdf to excel