To generate a Word document using a template and save it to SharePoint and send an email, you can use the "Generate document using Syntex" action in Power Automate. This action allows you to automatically generate documents in bulk based on a modern template that is populated with values from a data source such as a SharePoint list or database. You can also use content assembly to create the template.
To implement this solution, you can follow these steps:
- Set up a SharePoint document library where you want to store the generated documents.
- Set up a SharePoint list with the required data for each document.
- Create a modern template using Word that is populated with values from the SharePoint list.
- Create a Power Automate flow using the "Generate document using Syntex" action and with a manual trigger to get items in the list. This ensures that you can generate documents when you want for all values in the list.
- In the Power Automate flow, add actions to save the generated document to the SharePoint document library and send an email with the document as an attachment.
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