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15Hi all,
I’m trying to achieve the following and would really appreciate some guidance — links to videos, documentation, or examples are perfect.
I’m looking for some direction on the best approach.
We have our internal documentation stored in SharePoint, and our Copilot Studio agent has access to that content.
My goal is to ask the bot to generate an SOP (Standard Operating Procedure) using an existing Word template.
This template contains multiple editable fields — the list below is just an example structure:
- Application Overview
- Roles & Responsibilities
- Standard Support Process
- Business Contacts Details
- Backups
- Disaster Recovery
- Other Documents
- Network Overview
Example use case:
If I ask, “Generate an SOP for the application Papercut”, I want the bot to:
- search SharePoint for related documentation
- auto‑populate the template fields based on what it finds
- but before generating the file, show me a preview of each field with options such as:
- Accept (keep the content)
- Change (ask what needs updating)
- Regenerate (produce a new version)
- Clear (leave that field empty so it won't appear in the final document)
After reviewing and confirming the content, I want a final action like “Generate Document” which creates the Word file which you can then open and save to a chosen location.
My question:
What is the best way to approach building this in Copilot Studio + Power Automate?
Are there any tutorials, videos, or articles that walk through a similar review‑and‑generate process with Word templates or adaptive cards?
Thanks in advance for any pointers!
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