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From with Workflows to generate data from Excel to PDF or eMail

Question asked by amber.conklin on Nov 27, 2018
Hi everyone, I'm new to this tool.
I'm hoping some of you non-beginners can help me with some best practice solutions for the following.

 

My agency wants me to use Nintex for SharePoint to create a form with workflows that will generate data (based on the users selections) from an Excel spreadsheet into an email to the user or a PDF pop up. 

 

Basically the user will fill out the form, click submit and get their data results back in email or pdf form.

 

Can anyone help with the best practice solutions for something like this? 
Work flows, order in which to use them, variables, rules... any assistance would be fantastic.

 

Thanks in advance!

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