Document generating agent

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Posted on by HJ-20081433-0

I would like to create a custom agent in copilot studio that can access templates and other word or pdf files in share point and be able to generate a word document based on the exact instructions that I provide. This is a contract type of document so the agent must be very accurate to generate the final word document.

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Jihane_Lazrag 7 on at

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Document generating agent

1. Create the template

To do this , you need to define the template and store them in a dedicated SharePoint library (e.g., “Contract Templates”), it is easily when using office documents like word rather than pdf.

2. Build a Power Automate Flow

Trigger: From Copilot Studio (via “Call an action” node).

Actions:

Get file content → from SharePoint (the chosen template).

Populate template → with dynamic values you pass in (using Word Online (Business) connector: “Populate a Microsoft Word template”).

Save the file → back into SharePoint (e.g., “Generated Contracts” folder).

(Optional) → Convert to PDF and save alongside the Word file.

3.Build the Copilot Studio Agent

Define Topics: e.g., “Generate NDA”, “Draft Service Agreement”.

Entity Extraction: Collect required inputs from user (e.g., Client Name, Start Date, Jurisdiction).

Call the Power Automate Flow:

Send these inputs as parameters.

Flow returns the link to the generated document.

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Arild Aarnes 164 on at

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Document generating agent

Hi,

Maybe you could take a look at using a prompt to do that. There is new functionality in preview where you can generate a document based on a template as your output. I think you would need to do something like that to make sure the contract is accurate. This is in preview but looks promising for what you are after.

Document output (preview) | Microsoft Learn

Regards,
Arild

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