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Power Platform Community / Forums / Copilot Studio / How co pilot studio ca...
Copilot Studio
Suggested Answer

How co pilot studio can simply use formatted template in word ?

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Posted on by 5
 

I do have my Agentic AI required to generate an output in word, with a format defined in KB, and the output works in copilot (not studio). However, with same KB and instructions, when added in the agent, it returns unformatted. The feedback from studio is " The document generation tool I have access to does not support rich formatting. It only accepts a plain text string — meaning I cannot programmatically apply:

Poppins font at any size

Word Heading styles

Bold runs

Word table objects with grid borders

This is not a content issue — as you confirmed, the content is accurate. It is a tool capability limitation that prevents me from delivering a fully KB04-compliant formatted document."

How co pilot studio can simply use formatted template in word ?

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  • Suggested answer
    Arild Aarnes Profile Picture
    570 Super User 2026 Season 1 on at
     
    Have you looked at using an AI Prompt and Document Output to get your agent to use a word template to create a structured output?
     
     
    Regards,
    Arild
  • Suggested answer
    Nanit Khanna Profile Picture
    11 on at
    Hi,

    Copilot Studio, at its core, generates responses as plain text. Even if your knowledge base contains nicely structured or “formatted-looking” content, the agent doesn’t have the ability to translate that into real Microsoft Word formatting. It can reproduce the content correctly, but it cannot apply things like custom fonts (Poppins), heading styles, bold text segments, or proper Word tables with borders. The formatting you might notice when testing in Copilot is just how the UI renders text, it’s not actual document formatting underneath.

    The key thing to understand here is that a knowledge base in Copilot Studio only influences what is written, not how it is styled in a Word document. So even if your KB defines a format, the agent treats it as instructions for text structure, not as a template it can enforce programmatically. That’s why, when you move the same logic into an agent, everything comes out unformatted.

    To get a properly formatted Word document, the practical way is to shift the formatting responsibility outside Copilot Studio. Typically, this is done using Power Automate with a predefined Word template. The idea is simple: let Copilot generate the content, but let another tool handle how that content is presented in a document.

    A working approach usually looks like this:

    • Create a Word template where all formatting is already set (fonts, headings, tables, layout, etc.)

    • Add content controls inside the template (these act as placeholders for dynamic data)

    • Store that template in SharePoint or OneDrive

    • Build a Power Automate flow that uses the “Populate a Microsoft Word template” action

    • Pass the content generated by Copilot Studio into that flow

    • Let the flow generate the final .docx file with all formatting applied

    Once you connect this flow back into your Copilot Studio agent as an action, the experience becomes seamless, the agent generates the content, sends it to the flow, and the user receives a properly formatted document.

    So in your case, nothing is wrong with your KB or instructions. The limitation is simply that Copilot Studio doesn’t currently support rich document formatting on its own, and the only reliable way around it is to combine it with Power Automate and a Word template.
     

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  • Suggested answer
    Kalathiya Profile Picture
    1,862 Super User 2026 Season 1 on at

    This is actually a limitation in Copilot Studio. Even though your content is correct, the agent can’t apply rich Word formatting (fonts, styles, tables) through instructions alone.

    Microsoft also confirms this in their documentation—formatting can’t be defined via prompts, and you need to provide a Word template layout instead of.

    Reference Link:

    https://learn.microsoft.com/en-us/microsoft-copilot-studio/generate-document-output-prompt

     

    If this response resolves your issue, please mark it as the Verified Answer so it can help other community members as well.
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  • Suggested answer
    Beyond The Platforms Profile Picture
    149 on at

    Hi!
    What you’re seeing is a known platform limitation, not a configuration issue.

    Why formatting is lost

    Copilot Studio’s native Document Output currently supports plain text only.

    It cannot apply or preserve:


    • Fonts (e.g. Poppins)

    • Word Heading styles

    • Bold / rich text

    • Tables with borders


    •  

    This is expected behavior and matches the feedback your agent returned.

    Recommended pattern (official workaround)

    To generate fully formatted Word documents, the supported approach is:

    Copilot Studio Agent + Power Automate


    1. Create a Word template with all formatting already applied

      (fonts, headings, tables, styles).

    2. Add placeholders / Content Controls where AI content must go.

    3. In Copilot Studio, create an Agent Flow that:

      • Receives the generated text from the agent

      • Uses Power Automate – “Populate a Microsoft Word template”

      • Saves the file to SharePoint or OneDrive

      • Returns the download link to the user


      •  
      The agent generates content only, the template handles layout and formatting.


    4.  

    Important note

    Even with Populate a Word Template, Content Controls accept plain text.

    If you need true rich text or HTML support (bold, lists, conditional sections), you’ll need:


    • A third‑party connector (e.g. Encodian – Populate Word Document)


    •  
     
    Hope this helps!
    Paolo


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