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Generating word docs from excel table with multiple rows of data

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Posted on by SLCBrew

Long time lurker, first time looking for help.

So I'm trying to power automate to send contracts and I pretty much have it all built and run successfully except for one piece of the puzzle. The end goal missing piece: To have contracts (word docs) automatically generated with the information provided by rows and data from an excel document. I think I can get single fields to fill in fine, it's when I need to somehow return multiple rows to the document, parsed from say 1000 records. And then I need power automate to run that process for each "individual" in the excel database until it has created a word document for each person.

If that is too wordy, then here it is in more layman's terms; Let's say I have an excel document with 1000 rows and multiple columns of information. Let's say column A is name and the values are "Fred Flintstone, Vanna White, and Mickey Mouse". I need power automate to look at that excel document and basically run a query and return ALL of the rows that contain "Fred Flintstone" and then put those rows of information into the right place in my word doc. Then, repeat for "Vanna White", then repeat for "Mickey Mouse" and whoever else until all the people are accounted for.

Once I got those word docs created, I convert those to .pdf, send for signature, etc. but I got all those steps down in my flow without a problem. Thanks in advance for any replies, ideas, or help.

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Jay-Encodian 2,920 on at

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@SLCBrew

You either going to need access to premium features to use the 'Word Online (Business)' Connector to use the 'Populate a Microsoft Word Template' action, demo video here by Jon L & Daniel L - Microsoft Power Automate Tutorial - Microsoft Word Connector

or a third party solution (like Encodian)to populate a word document: Populate a Word or PDF Document using Power Automate

The Flow would be simple... just obtain all the rows in your spreadsheet, then create a new document via one of the above methods for each row using the relevant data.

HTH

Jay

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manuelstgomes 6,625 on at

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HI @SLCBrew

I would recommend the following:

1. Get all values from Excel and put them into an array.

2. Use the "split" function to split the names and Loop them

3. Use the filter array with the "contains" comparison to check if the row contains that person.

4. If contains, then do your actions; if not do nothing.

Can you please check if and let me know if you have any questions?

If I have answered your question, please mark your post as Solved.
If you like my response, please give it a Thumbs Up.

Cheers
Manuel

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SLCBrew 6 on at

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Thanks Manuel. I think we are talking the same language, however, I don't understand how to split and loop. Could you assist me further. I got it so far as to obtain the right list and filter the array, but only when I specify what to search for. I having trouble understanding how to split, loop, and then search for the next name in the list.

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