Automated Chronicles: Documenting with Content Assembly
Empowering documents with Power Automate & Syntex
Introduction
Document generation is a crucial part of every organization. In the previous blog, we discussed how to create a document by changing only metadata using content assembly. This blog guides you through on how to achieve this in bulk using the Power platform capabilities
Use Case
In our earlier example, we discussed an HR scenario where salary increment letters were generated for employees by creating and using templates. This blog extends that scenario by demonstrating how to generate these documents in bulk with minimal effort.
Demonstration
This section walks you through generating documents for multiple users with a single click.
Template for the Use Case
To complete the use case scenario, I am using the template below that helps HR to generate salary hikes for the users. Ensure that you upload the template into your Syntex Content Center or any site collection where you wish to save it.
The first step in using the templates is to have the details of the users in any area here am using dataverse
Preparing the data
Below is a sample Excel file containing employee details. This file has been uploaded to a SharePoint library.Note I have marked the content as Table and named it as Table1
PowerAutomate for Template Creation
Content Assembly Action
Microsoft Syntex provides specialized SharePoint actions to perform tasks like generating documents. The Generate Document Using Microsoft Syntex action is crucial for automating this workflow.
Creating the Flow
Steps
- Trigger I am using a manual trigger
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Excel Action I am using List rows in table action to get the rows from excel
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Content Assembly Action For each row , am creating the file with the employeename from the excel and the corresponding values from excel
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Complete Flow The entire flow is illustrated below:
Output
Navigate to the SharePoint library to view the generated files, each named after the corresponding employee.
Document for Andrew Wood
Here is an example of a document generated for Andrew Wood:
Conclusion
This blog concludes our series on automating document generation using Microsoft Syntex and Power Automate. By leveraging these tools, organizations can streamline document creation, saving time and ensuring consistency across all generated content.
Key Takeaways
- Use Microsoft Syntex Content Assembly to simplify document automation.
- Combine Syntex with Power Automate for bulk document generation.
- Ensure templates and data are organized for seamless automation.
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