Get Into Your PDF Flow using Microsoft’s Power Automate Desktop Software

Soooo many requests:

“I wish there was an easy way to convert all of these text files to PDF automatically.”

“Why can’t I just save an entire series of web pages as searchable PDF files?”

“How can I consolidate weekly reports from different applications and formats to a single PDF file without spending my whole afternoon doing so?”

These and other questions arrive in our email inbox daily. It seems everybody has some level of repetitive PDF processing that they do and are looking for an easier way to get it done. And since many of these issues are specific to a particular application or to your own business process, it’s not easy to find a one-size-fits-all solution that gives you the type of “push button” solution you really want.

That’s one reason why we’ve been so focused on creating tools like Win2PDF Auto-name, Win2PDF command-line processing, Win2PDF Plug-ins, and Win2PDF mail integrations. All of these features give powerful automation control to the user to eliminate repetitive steps and reduce processing errors.

Now, there’s something that combines all of these Win2PDF “tools” into a single problem-solving toolkit that works with all of your files and other applications. And best yet, it won’t cost you a penny!

Microsoft’s new Power Automate Desktop software is a free download for Windows 10 users that allows you to easily automate any repetitive tasks from your desktop, including the creation or manipulation of PDF files using Win2PDF. Once installed, you just need to create a desktop flow (the series of steps that automate a specific action or task). And no, you don’t need to be a coder to use it. Microsoft has a simple interface that most anyone can use.

It’s quite easy to build your first desktop flow using either pre-built drag-and-drop actions or by recording your own desktop flows to run later. For this latter method, it works similar to macros in Microsoft Office, by recording repetitive actions from your desktop across multiple applications—like your web browser, Microsoft Excel, Microsoft Outlook, Win2PDF, etc.—and then lets you replay the automation whenever needed.

For example, a quick desktop flow to convert all TXT files in a folder to PDF using Win2PDF (using the Win2PDF Auto-name feature) might look something like this:

A very simple recipe like this could save you a lot of time if you are currently working with PDF files regularly and in the same manner.

We’ll be diving into this topic in a bit more detail in future posts, including some more detailed examples where this might be useful. In the meantime, get into the flow and download the Power Automate Desktop software today and look at the Win2PDF Power Automate documentation to see what it can do for you.

Win2PDF Plug-Ins Extend Features Specific to Customers’ Needs

Last month we introduced a new Win2PDF Plug-In for Slack, and this month we’re back with several new Win2PDF Plug-Ins.

A Win2PDF Plug-In is simply a small customizable program that can be created, modified, or installed that will give the user an option to automatically take some action with the PDF file after it has been created. It allows Win2PDF’s functionality to be extended to address specific customer needs or workflow integrations. For example, it has already been used by customers to upload PDF files to a content management system, automatically make archival copies of PDFs, store PDF in cloud-based services, delete blank pages, split PDF files into single page documents, use multiple watermarks, and send a PDF file to a specific email program.

Why use Plug-Ins? Why not just add these features directly to Win2PDF?

The Win2PDF Plug-Ins were created specifically to add capabilities that might be unique to each customer. Most of the new Plug-Ins were unique or very specific to a customer request, so they may not be useful to the user base at large. Rather than clutter the main Win2PDF program with these types of unique features, we allow them to be created, customized and added as needed for each customer.

As of today, there are 8 additional Plug-Ins available for download at our GitHub page. [GitHub is a central code repository for our Plug-In samples — you can download compiled Plug-Ins that are ready to use, or, if you are a developer, you can download and modify the source code to build your own Plug-Ins specific to your needs. These examples show what can be done with Win2PDF, and provide a template for future solutions.]

The new Plug-Ins are:

  • PDF Send To Outlook – Add a “Send To Outlook” option to Win2PDF File Save window to automatically attach a PDF to an Outlook email message.
  • PDF Duplicate File – Automatically make a duplicate copy of the newly created PDF file in a designated duplicate file folder which may reside on a shared network location or in a cloud based folder (OneDrive, DropBox, Google Drive).
  • PDF Print Logger – Automatically log files created by Win2PDF to the Windows Event Log.
  • PDF Archive File – Automatically archive newly created PDF files created by Win2PDF in a designated archive file folder which may reside on a shared network location or in a cloud based folder (OneDrive, DropBox, Google Drive). Files are appended to an archive PDF named based on the current date.
  • PDF Delete Pages – Automatically deletes extra pages from a newly created PDF.
  • PDF Split Pages – Automatically splits a multi-page PDF into separate one page PDFs.
  • PDF Apply Multiple Watermarks – Automatically apply different watermarks to separate sections of a PDF [Requires Win2PDF Pro].
  • PDF Image Only Flattener – Automatically merge watermark layers into a single layer Image Only PDF [Requires Win2PDF Pro].

A few other notes:

  • The samples only allow one Win2PDF Plug-In used for each instance of the Win2PDF printer.
  • If you wish to remove a particular Win2PDF Plug-In, you can use the Windows Add/Remove Programs feature to uninstall.
  • All of the Win2PDF Plug-Ins hosted on this page can be used at no charge. Some only work with licensed versions of Win2PDF. Contact [email protected] for a 30 day evaluation license.
  • An evaluation version of Win2PDF can be downloaded for free at https://www.win2pdf.com/download/

If you have any requests for Plug-Ins, let us know. We’re interested in building out this capability with more examples, so if you have a particular integration or special need, send an email to [email protected] and tell us about your requirements. If it’s something we can assist with, we’ll be happy to help.

For now, hop over to the Win2PDF Plug-Ins page and take a look.