The Word Online (Business) connector for Power Automate allows you to generate documents. Beginning with a Microsoft Word template, you can use the connector in a flow to take inputs, populate them in a template, and save the document. Here, we’ll take a look at how you can use a conversation with a bot to collect these inputs, create the document, then return a link to the file back to the user.

Screenshot of generated document and PVA conversation

1. Create a Microsoft Word template

You will first need to create a template in Microsoft Word for the document you want to generate. In my example, I am using an NDA template. Throughout the document, I have used the Developer tab in Microsoft Word to insert controls. These correspond to the places I want my inputs from Power Virtual Agents populated.

Screenshot of Developer tab in Microsoft Word

For example, if I wanted to populate the Jurisdiction field in my NDA, I would place my cursor in the location of the document, then click on the plain text control from the Developer tab.

Screenshot of created a plain text control in Word template

Then, click on Properties.

Screenshot of editing control properties in Word template

You can enter in a Title for the control so that it is easy to identify, as well as set the Show as to Start/End Tag.

Screenshot of editing controls in Word template
Screenshot of control in Word template

Your template will need to be stored in an online location in order to use it with PVA. This could be OneDrive or SharePoint. This this example, it will be stored in Microsoft Teams (SharePoint).

Screenshot of Word template stored in Microsoft Teams

2. Create your topic in Power Virtual Agents

You can create the topic in PVA for generating the document. Here, I’ve built a topic in a Teams bot called Draft NDA. My topic asks the user a set of questions, each corresponding to a control on the Word template that needs to be populated.

Screenshot of variables collected in a PVA topic

My ones are: What is the permitted purpose? (PermittedPurpose), What is the Governing Law? (GoverningLaw), What is the Term? (Term).

Remember to save your topic. Then once you have asked the questions you need, you can select Call an action > Create a flow.

Screenshot of inserting Call an action node in PVA

3. Build flow to generate the document

This is what the end result of the flow looks like. If you stored your file in OneDrive, you would use the OneDrive connector rather than SharePoint.

Screenshot of completed flow for generating the document

In the Power Virtual Agents trigger, list the inputs from your bot conversation. These would correspond to the questions you asked. I’ve used the Text input for most of them except for Term, since I am expecting a number value back from the user.

Screenshot of inputs in the PVA trigger of flow

Insert the Word Online step, Populate a Microsoft Word template. Your location, document library and file would direct you to where the file is located. Since mine was in the Microsoft Team called Legal Team, I’ve made the selections below. Once it is pointing to the Word template, the action will show you the controls from your template. Here, use the dynamic content from the PVA trigger to insert it in the right place.

Screenshot of the flow action Populate a Microsoft Word template

The next step is optional. I’ve inserted the step Current time, just so I can have a unique value used for the name of the document being created. If the file name isn’t unique, you will get an error when your flow runs. This is the Date Time connector- Current time.

Screenshot of the flow action Current time

Add in the SharePoint action, Create a file. This is where you are specifying the location for the newly created document to be stored. You will also enter in a name for the document. Use the dropdown arrow and folder button to specify the location. For my file name, I have used dynamic content from the User’s name (from PVA) and the current time. Make sure to type in .docx at the end of your file name. For File Content, insert the dynamic content Body from the Word online step.

Screenshot of the flow action Create file

At this point, the actions to create the file are complete. The next SharePoint action shown- Get file properties, is used in order to send a link to the file back to the user in PVA. To get a link to the file, point the Site Address and Library Name to the location your new document is stored. Id should be the dynamic content from the previous SharePoint action- ItemId.

Screenshot of the flow action Get file properties

Finally, in your Return value (s) to Power Virtual Agents, name an output Link to file. Insert the dynamic content Link to item from the SharePoint action. Save your flow and return to your topic in PVA.

Screenshot of the flow action Return value(s) to Power Virtual Agents

4. Link your flow to your PVA topic

Back in your PVA topic, add in the call an action node, and select the flow you have just built. You will need to go through and match up the inputs from your flow to the variables in your conversation.

Screenshot of adding flow in the PVA topic

Add in a message node and insert the LinktoFile variable.

Screenshot of message node in PVA with a link to the file

5. Save and test

You are now done, and can test out your topic. Using the Test bot pane, talk to your bot. You can click on the link to the file provided by the bot to see your generated document.

Screenshot of testing the bot and clicking on the link to the file
Screenshot of the generated Word document

If you can’t see the file listed in Microsoft Teams, you may need to click on Reload tab for the files area.

Screenshot of refreshing Files tab in Microsoft Teams.

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