💡 Challenge

The assumption that document automation in Word necessitates a premium subscription can deter users, particularly when it involves integrating external data, like from SharePoint.

✅ Solution

Utilizing Power Automate in conjunction with Quick Parts within Microsoft Word enables complex document automation tasks to be accomplished without requiring a premium subscription.

🔧 How It’s Done

Here’s how to do it:

  1. In Microsoft Word, set up Quick Parts placeholders.
    🔸 Go to the “Insert” tab.
    🔸 Select “Quick Parts” → “Document Property” to create placeholders.
  2. Create a Power Automate flow.
    🔸 Fetch data from your chosen source, such as a SharePoint list.
  3. Populate Quick Parts dynamically.
    🔸 Use the action to replace placeholders with dynamic content from your data source.
  4. Automate document delivery.
    🔸 Configure the flow to save or send the document automatically.

🎉 Result

The end result is an automatically generated document that is dynamically filled with the latest data from your selected source, all without incurring additional premium service fees.

🌟 Key Advantages

🔸 No premium subscription required for advanced document automation.
🔸 Saves time and reduces errors by automating data insertion.
🔸 Offers flexible, dynamic document creation with minimal manual effort.


🎥 Video Tutorial


🛠️ FAQ

1. Can I use Quick Parts with other data sources besides SharePoint?
Yes—any data source accessible via Power Automate (e.g., SQL, Excel, Dataverse) can be used to populate Quick Parts.

2. Do I need a premium Power Automate license for this?
No—this method uses standard connectors and Quick Parts, so no premium license is required.

3. What happens if the data changes after the document is generated?
You can re-run the flow at any time to generate a new document with updated data.


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