From Template to Tailored:The Power Platform Way

Intro:
In today’s fast-paced business environment, efficiency and automation are key to staying ahead. Imagine a scenario where various teams within your organization need to generate Non-Disclosure Agreements (NDAs) quickly and accurately. Manually creating these documents can be time-consuming and prone to errors. By using Microsoft Forms as a trigger, we’ll collect the necessary information from users, pick a Word template from OneDrive, and populate it with the provided data. Finally, we’ll automate the process of emailing the completed NDA to the requester

Conceptual Architecture:

The below diagram illustrates the process from the user submitting the form to the final step of emailing the populated NDA

Logics in actions:

Some Business Logic to populate the word template were as below

1) Few Date Manipulation - all the dates are dummy values but were pulled / mapped from the Microsoft FORM template

To get the year of contract created

Year(DateValue("2024-09-11"))

To get the month of the contract created

Text(DateValue("2024-09-11"), "mmmm")

To calculate the no of terms of contract

RoundUp(DateDiff(DateValue("2019-06-01"), DateValue("2024-01-01"), TimeUnit.Years), 0)

To populate dates for periodic review
adds a specified number of units to a date value. In this case, you’re adding 425 days to the date “2024-01-01”.

DateAdd(DateValue("2024-01-01"), 425, TimeUnit.Days)

2) Had to create a custom connector to convert numbers into string / text as legal documentation you specify the value of the contract in text.

Numerical Alchemy: Converting Numbers to Text in C#

Bala Madhusoodhanan ・ Sep 2

#csharp #powerautomate #powerplatform #powerfuldevs

DEMO:
The demo is just a proof of concept as the solution was specific to the problem solving / opportunity I was exploring

Unit test to mimic the data from MS form

The email attached with the updated working document

The “Populate a Microsoft Word template” action in Power Automate can be incredibly versatile and useful in various business scenarios like

• Contract Generation
• HR documentation
• Customer Communication
• Report Generation
• Event invitation management
• Certification creation - Rezza Demo - Certificate Automation