Plumsail

10/14/2026

Support requests can come from email, SharePoint, Teams, or your website. In this video, Borggo from Plumsail shows seven ways to capture them as Plumsail HelpDesk tickets:

- Email
- SharePoint and Microsoft Teams portals
- Website portal and custom forms
- Power Automate and REST API

Watch the video: https://youtu.be/KZXNhILwCSw

How does your team collect support requests today?

Managing support requests across email, SharePoint, Teams, and your...

10/14/2026

Our latest newsletter explores how to manage weekly timesheets in SharePoint when each week includes multiple hour entries, approvals, and payroll paperwork.

Nikita Kurguzov walks through a setup using a Plumsail form, a Power Automate approval flow, and a generated PDF with signature and approval details. The edition also explains how to prepare the list as data grows.

Read the newsletter: https://www.linkedin.com/pulse/sharepoint-timesheet-track-hours-approve-export-pdf-plumsail-oxaee

How does your team manage timesheets now?

Build a SharePoint timesheet system with weekly hour entry, project totals, e-signatures, approvals, and automatic PDF generation. Full setup with code.

10/07/2026

The data is already in your Airtable base, but someone still rebuilds the document by hand every time it changes.

Mecca Parker, The Airtable Architect, shows how to turn a grant record into a finished branded PDF with one click using Airtable and Plumsail Documents.

Watch the full walkthrough:
https://www.youtube.com/watch?v=E7IKk42qbtg

The same setup can work for invoices, agreements, certificates, reports, and other recurring documents.

What would you automate first?

This is the document generation pipeline I built so PDFs come out o...

10/06/2026

One equipment order form. Three systems updated automatically.

With Plumsail Forms + n8n, each submission can:
- add order details to Google Sheets
- notify the team in Microsoft Teams
- upload attachments to OneDrive

In the video, we build the full equipment-order workflow, including calculated fields and totals.

▶️ Watch here: https://youtu.be/3BArQrDF4DI

Which part of your order process would you automate first? 👇

10/02/2026

How do you build one SharePoint system for around 14,000 users while managing more than 150 lists, external access, automated approvals and sensitive data?

On Tuesday, 3 November, Katrina Frolkina and Catalin Soca will show how it was done for the Romanian Order of Architects in a live ESPC Learning Hub webinar.

You’ll see the real production setup, including public and internal forms, controlled access for external users, custom validation, Power Automate workflows for permissions and approvals, and automated document generation.

They’ll also share the architectural decisions and lessons learned as the requirements evolved.

🗓 Tuesday, 3 November, 2 PM CET

Register here:
https://espc.tech/learning-hub/webinar/turning-sharepoint-into-a-secure-information-system-with-public-internal-forms-and-document-generation/

10/01/2026

Your support team has already solved hundreds of tickets. A Copilot agent could help people find those solutions faster.

In this webinar, Katrina Frolkina and Jamal Smith-Graham from Lucidica demo two Copilot Studio agents built for a SharePoint HelpDesk. One helps users find answers in resolved tickets or open a new ticket. The other monitors ticket activity for negative sentiment, sensitive information and potential escalation, then alerts the support lead in Teams.

Stay for the Q&A on improving accuracy, measuring ROI and managing security.

Watch the full webinar: https://youtu.be/1PmCD41oW4I

Part of The Microsoft 365 Community Conference AI learning series.

Watch our webinar to discover how organizations are using Microsoft...

09/30/2026

🔔 SharePoint Alerts are gone. Do your users know what replaced them?

For teams that relied on those emails, a quieter inbox can mean missed updates, not less activity.

Microsoft recommends Power Automate or SharePoint Rules for replacement notifications.

But often the email was only the first step. Someone received it, then moved a file, changed permissions, or copied an item to another site.

Plumsail Actions can extend those Power Automate flows with operations like item-level permissions and cross-site file moves, so you can automate more than just the notification.

👉 Explore Plumsail Actions: https://plumsail.com/actions/

Has your team already replaced its old SharePoint Alerts?

Plumsail Actions adds advanced SharePoint actions to Power Automate and Azure Logic Apps. Manage permissions, files, sites, and lists across cross-site scenarios. No credit card required.

09/29/2026

Preparing a sales proposal often means creating several related files from the same client information.

In our latest newsletter, Angelika Cherina shows how to keep a Word proposal, Excel pricing sheet, and optional PowerPoint presentation in one Plumsail Documents Process. The proposal is generated as a PDF, and the resulting files can be sent together through Outlook.

See the setup, conditions, and sample data: https://www.linkedin.com/pulse/generate-set-documents-from-one-data-source-using-multiple-templates-1dovf

What document sets does your team create regularly?

09/25/2026

Ever opened a contact form and wondered why half the questions were there?

This makeover shows a simpler approach: choose what you need help with, and only the relevant questions appear.

A technical issue, product complaint or return each gets its own path. Customers can also attach files to show the problem.

Watch how we rebuilt it in Plumsail, with no coding needed.

Have a frustrating form in mind? Tell us about it below. We might rebuild yours next 👇

09/23/2026

New in Plumsail Documents: generate multiple documents in one Process!

Preparing a sales proposal often means creating several files: a project proposal, a pricing spreadsheet, and sometimes a PowerPoint presentation.

With the new set of documents feature, you can generate them all from the same data in a single run.

Add multiple DOCX, XLSX, PPTX, fillable PDF, or HTML templates to one Process, with separate settings and conditions for each. Generate only the documents you need, then keep them separate, merge them into one PDF, or package them into a ZIP.

Angelika Cherina has put together a step-by-step guide showing how to create a complete sales proposal package.

See how it works: https://plumsail.com/blog/generate-multiple-documents-from-one-data-source/

What documents would you include in your package?

Use new Document sets in Plumsail Documents to generate Word, Excel, PowerPoint, PDF, and HTML files from the same data in a single Process.