How to Auto Populate an Existent Excel File using Data from a Word Document

Krish Amin 75 Reputation points
2023-12-04T03:15:59.3133333+00:00

Hi,

I have a Word form and a "Project Info" Excel form template. Currently, the data from the Word form is used to manually populate the Excel form (Both forms have common fields such as project name, type, number, address etc.)

To reduce manual errors, I'm looking to automate this process. Specifically, I'm looking to extract specified data fields from the Word form and automatically populate those fields in the Project Info Excel template.

Ideally, I desire the end use-case to be as follows:

  1. Open Project Info Excel template
  2. Select the desired Word form to extract data from (perhaps through a "get data" button)
  3. Excel form is auto populated by selected Word form

Could I please have some assistance on how I could go about this, thank you. I'm open to using AI as well if applicable.

Microsoft 365 and Office Development Other
Microsoft 365 and Office Word For business Windows
Microsoft 365 and Office Excel For business Windows
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