Automation in populating word template with the extracted information from a document

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Posted on by Community Power Pla... Microsoft Employee

Hi all,

I've been looking at Power Automate if it is capable of such:

Extracting information from a document
use that extracted information to populate word template (ex. week status report template, project management plan template)
and ability to keep the word template updated if there are changes or updates

This is the simplest way i can put it. I will greatly appreciate yall help.

Mahalo!

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SudeepGhatakNZ 14,396 Most Valuable Professional on at

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@JO443 ,

Depends on the format of your documents.

If these are word documents you could follow the steps here to extract content.

Extract text from Word docx files with Power Automate (tachytelic.net)

If you are looking for a simpler way (use encodian actions). Encodian supports PDFs as well.

Extract data from documents with Microsoft Flow - Power Platform Community

Populating the word document with content can be achieved using

Quickparts (free option)

Power Automate & Quick Parts - @WonderLaura

or using premium connectors like (Populate Word Template or Encodian actions)

Quickparts rely on SharePoint fields so if the underlying data changes, the documents update automatically.

The other way is re-generate the documents based on a trigger. Hope that helps!

How To Populate a Word Document Template with Power Automate (citizendevelopmentacademy.com)

Populate a Word or PDF Document using Power Automate V2 (encodian.com)

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Mira Ghaly 11,415 Moderator on at

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@JO443

Power automate can do this with the help of AI Builder custom models and using the Predict Action in Power automate you can achieve what you want.

Some Links that would help you:

https://learn.microsoft.com/en-us/power-automate/use-ai-builder

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Community Power Pla... Microsoft Employee on at

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Sorry, if im misunderstanding something.

So after the information is extracted from a document using power automate, how can i use the extracted information (which i assume will be in JSON format) to populate a word template?

Thanks

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SudeepGhatakNZ 14,396 Most Valuable Professional on at

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@JO443 ,It is hard to advise without looking at your source and output documents.

But the general idea is that once you get the JSON data, like below

[ "How to extract ", "text ", "from a Microsoft Word docx file", ".", "This document explains how to extract text from a Microsoft Word document using standard Power Automate actions. The result isn’t perfect, but it should be good enough for basic usage." ]

you could then use the Populate Word Template action to populate the relevant fields by parsing the array variable after some string manipulation.

How To Populate a Word Document Template with Power Automate (citizendevelopmentacademy.com)

The option suggested by @Mira_Ghaly is also a good one. It is useful if you have documents that are of similar format (such as invoices) that could be used to train a recognition model, which can extract relevant content by comparing your document against the model. You need a separate AI builder license for it though.

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