Save a worksheet and email it as a PDF (preview)

Use Office Scripts to save a worksheet as a PDF and email it to yourself or your team.

Solution

1. Create a new Excel file in your OneDrive.
2. Add data to your workbook.
3. Create the script from this sample.
4. Replace name@email.com in this sample with your desired recipient email address.
5. Adjust the subject and content values.
6. Run the script.

Sample code: Save as a PDF and send via email

/**
 * This script saves a worksheet as a PDF, downloads that PDF to your computer, and emails the PDF to a recipient.
 */
function main(workbook: ExcelScript.Workbook) {    
    // Create the PDF.
    const pdfObject = OfficeScript.convertToPdf();
    const pdfFile = { name: "report.pdf", content: pdfObject }; // Enter your desired PDF name here.
    
    // Download the PDF.
    OfficeScript.downloadFile(pdfFile); // Not required. Remove this line if you don't want to download the PDF.
    
    // Email the PDF.
    OfficeScript.sendMail({
        to: "name@email.com", // Enter your recipient email address here.
        subject: "[Demo] Monthly Sales Report", // This is the subject of your email.
        content: "Here's the Monthly Sales Report", // This is the content within your email.
        attachments: [pdfFile]
    })    
}

Troubleshooting

Error: Protected document

The sensitivity label for your workbook is preventing the script from sending an email. To resolve this error, change the sensitivity label of your workbook to General, Public, or Non-Business. Reload the workbook, and then run the script again.