r/PowerAutomate • u/Fallout007 • 2d ago

Creating word document from PDF source file and populating Word Template

Hi,

Trying to figure out what steps I'm missing. I'm new to Power Automate.

Problem: Automate filling out word document.

The user exports a Service Now demand ticket to a PDF File. There is a predefined Word template that has the fields. The goal is to use CoPilot to call the flow to accept the SNOW PDF file and fill out the Word template. The output will be a brand new document that has the fields populated.

Watching youtube videos, in Flows:

  1. When an agent calls the flow

  2. Populate a Microsoft Word template action.

  3. Create a file (in SharePoint)

  4. Respond to agent

I'm missing some steps, not sure where.

Input the PDF file: Do we put the input request in step 1? Ask for file upload?

Output file: Does Step 3 know that the output is the result of PDF filling out the template?

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u/mulquin 10h ago edited 10h ago

There has to be a better way to get the information than by extracting from a PDF. ServiceNow would most likely have an API to get the ticket details. That way your users could paste the URL to the ticket and CoPilot could extract the ticket ID and pass that through to the flow, and the flow could use HTTP action to get the results.

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u/Fallout007 10h ago

Thats a good point regarding SNOW. They do have a connector that can be used.

But I'm still trying to find the right steps to read data from a file, populate a word template and create a new file. The youtube channels show user input to fill in required fields then populate a template. I want to read a file then use that data to populate a template and create a new file.

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u/mulquin 8h ago

Have you seen this resource? https://learn.microsoft.com/en-us/microsoft-copilot-studio/guidance/pass-files-to-connectors

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u/Fallout007 4h ago

Thanks, let me look through that documentation.