Plumsail

10/30/2026

The scariest costume this year? “Quick sync” 👻

Which Halloween mood are you today: ghost, zombie, vampire, or caught in meetings? 🎃

10/28/2026

Need to create dozens of invoices, proposals, or contracts from your Airtable records?

You don't have to generate every document separately.

With Plumsail Documents, you can create a reusable template, select the Airtable records you need, and generate a personalized PDF for each one in a single batch.

In this video, we walk through the entire setup, from filtering records and connecting your template to generating the finished PDFs.

Watch the step-by-step tutorial: https://youtu.be/rl0-vZKzlm8

What kinds of documents do you create most often from Airtable?

Generating documents one by one from Airtable records doesn’t scale...

10/27/2026

Not every lead needs the same follow-up.

Some prospects are ready to talk to sales, while others need more time. But how do you know which is which without reviewing every submission manually?

In our latest newsletter, Margarita Nikitina shows how to automate lead scoring and follow-ups using Plumsail Forms, n8n, and AI.

The workflow researches prospects using their business email, scores leads based on company fit, job title, budget, and urgency, and saves the results in HubSpot.

Then it handles the next steps: hot leads trigger a Slack notification for sales, warm leads get a personalized email draft for approval, and long-term leads move into a nurture list.

Read the full newsletter to see how it all works: https://www.linkedin.com/pulse/how-score-leads-ai-using-plumsail-forms-n8n-plumsail-d5adf

Hi there! 👋 We share practical, use-case-based tips on Documents & Forms automation. We talk about document creation, online forms, and forms for SharePoint, cover these topics more broadly, and show real use cases using Plumsail apps when possible and relevant, so all readers can find new ideas ...

10/22/2026

How do you turn SharePoint into a secure, flexible information system that supports an entire professional organization, including members, regional offices, administrators, and the general public?

Join Katrina and Catalin on November 3 as they share the challenges their development team faced and how they solved them.

🔍 In the live demo, you'll see how they use:

• Plumsail Web Forms to provide secure external access to selected SharePoint data
• Power Automate to manage permissions, approvals, and security checks
• Plumsail Forms for SharePoint to build dynamic forms with role-based views and custom validation
• Plumsail Documents to automate document generation

🎤 We're excited to be part of ESPC's Microsoft SharePoint Week

📅 November 3
⏰ 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/

Can't attend live? Register anyway, and ESPC will send you the recording.

💬 What SharePoint process would you automate first?

10/20/2026

Turn Airtable form submissions into personalized PDF proposals automatically!

When a customer submits a form, Plumsail Documents generates a custom PDF using their information and sends it straight to their inbox. 📧

In this step-by-step tutorial, you'll learn how to connect:

📝 Airtable Forms to collect customer information
⚙️ Airtable Automations to trigger the workflow
📄 Plumsail Documents to generate personalized PDFs
📧 Automatic email delivery to send the finished documents

The same workflow works for quotes, invoices, contracts, onboarding documents, and more.

▶️ Watch the full tutorial: https://youtu.be/ALOAZp1BWKo

A customer fills out a form, and seconds later they receive a perso...

10/15/2026

How do you let external users submit and track the information they need while keeping sensitive SharePoint data controlled?

The Romanian Order of Architects (SIOAR) built a system for around 14,000 architects. Join Katrina Frolkina and Catalin Soca on 3 November for a live ESPC Learning Hub demo covering public and internal forms, role-based access, Power Automate workflows and document generation.

Tuesday, 3 November 2026, at 2:00 PM CEST.

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

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? 👇