This article details how to use Power Automate to create Word templates with SharePoint as the backend. We’ll also explore how to convert the document to a PDF and cover the process of adding a plain text content control to a Word document.
Step1.First, we will click on the developer tool and select plain text for a particular column.
Step2 . Click on Properties and enter the title and tag name.
Step3. Click on OK, and it will be shown as in the picture below.
Step4. Then, we will save this web template on SharePoint or OneDrive (we can choose either one). I will use SharePoint, and in the Document Library, I will upload the Word template named ‘Word document’.
Step 5. We will use this template in Power Automate and choose words online
Step 6. Choose the “Populate a Microsoft Word template” Action
Step 7. We will see those columns populate in Power Automate and we will take the values dynamically.
Step 8. We will take the values from the above trigger points
Step 9. Then save this .docx file into SharePoint. We can also convert it to PDF using the ‘Convert Word to PDF’ action.
Step 10. If we want to convert it to PDF, we will use the ‘Convert Word to PDF’ action.
Step 11. After running the Power Automate, we will receive the Word format with the populated values.
Upon conversion to PDF, the following file will be obtained.
In this article, we’ve walked through the process of generating Word Document templates using Power Automate, with SharePoint serving as the backend. We’ve explored how to set up and configure Power Automate flows to create and populate Word templates, making your document generation process more efficient and automated. Additionally, we covered the conversion of Word documents to PDF format and demonstrated how to add plain text content controls to enhance the flexibility of your templates.