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.
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
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