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NewPower Automate · SharePoint · Microsoft Copilot (Microsoft 365)

Microsoft Copilot (Microsoft 365): Generate documents using forms in SharePoint with Power Automate

A new Power Automate action enables automated document generation from DocGen forms in SharePoint, allowing admins to streamline document creation workflows for contracts, invoices, letters, and reports. This preview capability is now available for testing and integration into automated flows.

Microsoft's description

We are introducing a new Power Automate action that enables automated document generation using document generation (DocGen) forms in SharePoint. Generate document from form (Preview) allows customers to create documents from a template by mapping data inputs to predefined template fields. Documents are generated as part of an automated flow and stored in SharePoint. This capability supports scenarios such as creating contracts, invoices, letters, or reports using structured templates and form-driven inputs. The action works by mapping input data to template fields and returns the generated document along with file metadata such as location and status.

View on Microsoft roadmap →