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Document output (preview)

[This topic is prerelease documentation and is subject to change.]

The output of the Document (preview) feature lets you generate a Microsoft Word document for your prompt response instead of text. The generated document follows a layout that needs to be provided in the document output settings.

The following list contains some possible use cases with document output:

  • Generate business documents within automations such as invoices, request for proposals (RFPs), contracts, and more.
  • Build reports or write documentation by gathering information from various sources.
  • Answer users with a specific document during chat sessions when using an agent.

Important

Create a prompt with document output

This section describes how to select document as output and supply a Word document layout. Suppose you want to create an invoice using unstructured information passed to the prompt.

  1. As the output, select Document (preview) in the top-right corner.

  2. To the left of the Document (preview) output option, select Document settings.

    Screenshot of document settings option.

  3. Select select to browse and upload a Word document layout that contains fields to replace by the prompt.

    Follow these rules:

    • Fields to replace should be identified using double curly brackets. Example: {{FirstName}}
    • Fields to replace in a table should identify the table name and the column name, separated with a period. Example: {{items.quantity}}
    • Fields to replace shouldn't contain space in the name.

    Important

    Your document layout can't exceed 20MB, can't be confidential, or contain passwords.

    For this scenario, you'll use the following invoice document layout:

    Screenshot of invoice layout document.

  4. After you upload the layout, the identified fields to replace display for your review.

    Screenshot of fields to replace.

  5. Write the instruction that will allow you to generate the adequate text for each field to replace.

  6. Select Test.

    Screenshot of prompt instruction for document creation.

    The content of the Text input could contain all the information about an invoice.

    Example:
    Invoice INV-2025-074 – Payment Due by 2025-08-07
    Please find below the details of your invoice:
    Invoice Date: 2025-07-24
    Invoice Number: INV-2025-074
    Customer ID: CUST-45892
    Billed To: Adatum
    Billing Address: 145 Greenfield Avenue, Suite 12, Springfield, IL 62704
    Due Date: 2025-08-07
    Products/Services Provided:
    - Office Chair ErgoComfort X1 – Qty: 2 – Unit Price: $189.00
    - Standing Desk ProLift 120 – Qty: 1 – Unit Price: $499.00
    - LED Desk Lamp BrightLite – Qty: 3 – Unit Price: $49.00
    Subtotal: $1,024.00

  7. Download the document that appears on the right. All fields should be filled in.

    Note

    If the fields to replace have meaningful names, the AI model could efficiently generate the correct text for each field to replace with minimal instruction. We recommend that you add specific instructions to correctly fill in each field to replace, especially when:

    • The name of the field to replace might be ambiguous, like multiple people names.
    • There's a specific formatting needed, like date format.
    • Other rules must be applied, like text combinations or calculations.

Use a prompt with document output in a cloud flow or agent flow

  1. Create a new flow and select the trigger action When a new email arrives (V3).

  2. Add the action Run a prompt, and then select the prompt created in Create a prompt with document output.

  3. Select the body of the email as input of the prompt.

    Screenshot of prompt in a flow.

  4. Add the action Create file from OneDrive.

  5. Define the path and file name.

  6. From the prompt action in the File content field, select Document Output Content Bytes.

    Screenshot of file creation in a flow.

  7. You can now send yourself an email with invoice information and get your file created in your OneDrive folder.

FAQ

Why is the document layout analysis failing?

You might encounter the following error after uploading a layout: Error File analysis failed. Please check if your placeholders are in the correct format of '{{placeholder}}' and try again.

This error means one of several fields to be replaced doesn't have the right format. All fields to replace should be between {{ and }}.

Is it possible to generate a document without uploading a layout?

It's not possible to generate a document without uploading a layout.

Limitations

  • When moving a prompt from an environment to another one using Solutions, the Word template isn't moved with the prompt. You need to re-upload the Word template in the prompt output settings of the target environment.
  • Defining a text formatting in the instruction isn't supported. For example, you can't set a field in bold, or add a title, or change the color.
  • Generating only a Word document is supported.
  • A document layout can't be more than 20MB.
  • When you upload a document layout of more than 5MB, you need to save and reopen the prompt before testing.
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