Microsoft Copilot (Microsoft 365): Generate documents using forms in SharePoint with Power Automate
A new Power Automate action enables automated document generation from SharePoint forms and DocGen templates, allowing admins to configure flows that create contracts, invoices, letters, and reports with form-driven data mapping.
Key dates
- — preview (Generate document from form action currently in preview; general availability date not specified)
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.