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

Understanding Microsoft Content Assembly

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. Generate documents uisng Microsoft Syntex

Creating the Flow

Steps

  1. Trigger I am using a manual trigger
  2. Excel Action I am using List rows in table action to get the rows from excel get excel rows from table

  3. Content Assembly Action For each row , am creating the file with the employeename from the excel and the corresponding values from excel get excel rows from table

  4. Complete Flow The entire flow is illustrated below:

    Complete flow

Output

Navigate to the SharePoint library to view the generated files, each named after the corresponding employee. Complete flow

Document for Andrew Wood

Here is an example of a document generated for Andrew Wood:

Complete flow

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

  1. Use Microsoft Syntex Content Assembly to simplify document automation.
  2. Combine Syntex with Power Automate for bulk document generation.
  3. Ensure templates and data are organized for seamless automation.