How To Populate a Word Document Template with Power Automate?

word template
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How To Populate a Word Document Template with Power Automate?

Power Automate: Populate a Microsoft Word Template in a Few Easy Steps

Do you need to populate Word template power automatically with data? Perhaps you have an existing template that you would like to use, but the data is stored in a different location.

OR maybe you want to populate a Microsoft word template Power Automate with data. In either case, Power Automate can help!

In this blog post, we will share the best method to tell you how to populate the Power Automate word template.

Power Automate has a very useful tool for businesses that want to save time and automate their workflow.

How Does Power Automate work?

Power Automate helps businesses to automate mundane repetitive. And time-consuming tasks to enhance the productivity of their workforce.

This platform is rich with features that make it easy to create custom workflows and run them on any device. Power Automate puts all of your automation options at your fingertips.

Start one of many different actions by using various triggers like a button in an app, time, or data within any system. Such as updating a file, sending an email, or even populating a Word template with data from other systems.

With the increasing number of devices and services these days. Different types of organizations need an efficient way to manage their day-by-day operations, which Power Automate provides.

As it can help streamlines processes and eliminates tedious manual labor. Business owners can focus more on improving organizational growth efforts instead of investing time in mundane tasks.

By connecting the Power of Microsoft’s cloud platform. Office 365 services, Dynamics 365 services. And dozens of other apps and web services, the possibilities of power automation become limitless.

With its ability to replace mundane manual tasks with powerful automation flows plus a simple user interface. Power automation has everything you need to get the job done quickly.

Best Methods to Populate a Word Document with Power Automate

The modern workplace is becoming increasingly automated. And with the ability to use Power Automate, streamlining processes has never been easier.

The ability to populate a Word document with Power Automate can save time and resources when completing documents for the office.

Below we’ll be exploring the best methods for populating a Word document with Power Automate.

And providing guidance on how to set up document templates and automate your workflow quickly and efficiently.

Method 1: Populate a Certificate Word Document with Power Automate

Automating processes is becoming increasingly important for businesses in today’s digital age. Power Automate can help streamline complex processes and save you time.

Power Automate is a Microsoft cloud-based workflow automation tool that applies artificial intelligence (AI) capabilities to automate tedious and manual tasks.

Once configured, it can detect changes in data within databases and other sources. And allowing users to generate customized documents with minimum effort easily.

In this method, we will explore how Power Automate can be used to populate a Certificate type Word document. We will look at how to create an automated process that utilizes Power Automate’s triggers and actions.

Step 1: To populate the certificate in Microsoft Word, you must first enable the developer option in MS Word. It would be best if you went to the file menu to enable the developer option. And from here, you have to click on the options below.

certificate in Microsoft Word

Step 2: From the menu that appears in front of you after clicking on options. You must add the Developer section to the MS Word ribbon by clicking on the Customize option.

MS Word menu

Step 3: To start this method, you need to create a certificate template in Microsoft Word or download it. And use a free certificate template from Microsoft Word’s online feature. To search for a template through Microsoft word online platform. You first need to click on the New Word Document option and then click on the Search for Online option.

Microsoft Word's online feature 1

Step 4: After the Developer option is added to the MS Word Ribbon, you must open your desired document. Since this article describes an example of a certificate, the certificate is opened in MS Word.

Microsoft Word's online feature2

Step 5: In this step, you must select the written content in the certificate. Select first and last name, award title, issue date, etc. After that, you have to click on the Developer section. And click on the Plain Text Content Control option in the controls category. Clicking this option will give you control over the content written in your Word file, and you can change it as you wish.

Microsoft Word's online feature3

Step 6: Now we have the content control text in the document. And now, it’s time to update document content tags. To do this, you need to select the content in your document one by one. Like “first name and last name, and again click on the Properties option in the controls section.

Microsoft Word's online feature4

Step 7: As soon as you click on the property option, a small window will open in front of you. You must write the tag “Full Name” in both the title and tag boxes. Doing so will add a tag to the content of your document. When you add the tag in both boxes, click on the Ok button to save your setting and also do this with other content fields.

Microsoft Word's online feature5

Step 8: Your Word document file is ready to be populated by Power Automate. Save your file to your computer.

Microsoft Word's online feature6

Now Set up a Power Automate Flow for Your Word Template with Power Automate

Step 1: To create a Power Automate Microsoft flow of a Word document, you must link the document to Power Automate. For this, you choose OneDrive.

save Microsoft Word's online feature

Step 2: After opening Power Automate, the first step is to create a new flow. For this, you must click on the “create” option from the right-side menu in Power Automate.

connect Microsoft Word's online feature

Step 3: As soon as you click on the Create option, some more options will appear in front of you. You have to select the “Automated cloud flow” option from these options.

Automated cloud flow

Step 4: For Automated cloud flow, you have to click on the “Microsoft Forums” option and also give this cloud flow an automated name.

Certificate ACF

Step 5: As soon as we create this automated flow, a new window will open in front of us. In this window, you must select your Microsoft Form, which you want to run Automated Cloudflow with Word document.

MS form

Note: To access Microsoft Forms, you need to subscribe to the monthly package of Microsoft 365. Only then can you design the Microsoft Forms as you wish.

PA workshops

Step 6: In this step, you need to add the Microsoft Forms action. This form action will be called “Get Response Detail.” This step will give users freedom to add their details to the form.

Create a certificate

Step 7: Here again, you have to select your Microsoft Forms ID. As I have named my form “Power Automate Workshop,” I will select that. And in the field below “Response ID,” select the Response ID from the dynamic section and click on the save button.

Microsoft Forms ID

Step 8: This step is the most important because now we have to add the Word document, which was saved in OneDrive, to the automated workflow. For this, you have to type “word online” in the search value and select the icon that appears.

OneDrive, to the automated workflow

Step 9: As soon as you select the Word Document Online option, two more options will appear in front of you. You have to select the option of Populate A Word Document from these options.

OneDrive, to the automated workflow1

Step 10: As soon as you select Populate A Word Document, three options will appear in front of you. In the first of these options, you have to select your OneDrive then the document library. And finally, your document file, in which you have designed the certificate.

OneDrive, to the automated workflow2

Step 11: You must select exactly the same details you gave in the document in the dynamic content section in these boxes, as shown below.

OneDrive, to the automated workflow3

Step 12: The create file section needs to be designed to create a file for this flow using the location of the OneDrive file. For this, you have to type create a file in the search section. And from the options that appear, you have to select “create a file,” which will use the OneDrive file path.

OneDrive, to the automated workflow4

Step 13: In this section, you must select the document’s folder, the student’s name, and the desired word file.

OneDrive, to the automated workflow5

Step 14: Now convert this Word file to PDF so the automatic flow can send it via email. For this, you have to type “Convert File” in the search box. After selecting the desired section that appears. Then select the file you have in OneDrive and leave the PDF in the box below.

OneDrive, to the automated workflow6

Step 15: In the following step, type “Send an Email” in the search box and select the desired option. And now fill more sections given below step by step that can also show in below pic and then save your settings.

OneDrive, to the automated workflow7

Now your automated workflow is ready to generate Word certificate data via Google Forms.

OneDrive, to the automated workflow8

Step 16: You can also test this automated workflow if you want. To test this workflow, you have to click on the Test button at the top right corner of the window. And from the two options that appear, you have to click on the Manually option.

OneDrive, to the automated workflow9

Step 17: Along with this, you have to open your Microsoft Form, which you have created on the Microsoft Forms platform. You need to fill out the form and click on the Submit button, and your certificate will be sent to you. The desired email will be delivered to your inbox and generated by an automatic workflow.

PA Workshop submit

Finally, Power Automated generated certificate file is automatically sent to your email. You can see your certificate properly generated through Power Automate when you open the following email.

Created certificate

Final Words

So, we have seen that Power Automate can be used to populate a word document template with data from an automated workflow. This can save time and ensure accuracy in data entry. We have also looked at some options available for creating a workflow and populating a template.

We hope you found this information helpful. If you have any questions or need help setting up a Power Automate workflow, please don’t hesitate to contact us. Thanks for reading!

If you want to learn more about Power Automate, we also recommend our detailed course on Power Automate Training.

Comments (2)

  1. Ahmed SASSI

    thank you for this article, but the populated word still contain the text control : “Full name” after the process of power automate , is it possible to transform to simple text without the content controler ?
    thank you

  2. Miles

    Thank you for sharing this!

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