Power Automate Reporting Workflow -- 2
Budget: $15 – $25 AUD
I need a straightforward Microsoft 365 workflow that lets staff choose from a SharePoint-hosted list of standardised clauses and then, with a single click, pushes those selections into a formatted Word report.
Here’s the picture:
• SharePoint Online list – one column per clause group, stored as Multiple lines of text, refreshed roughly once a year.
• Power Automate form or app – users tick the clauses they want, hit submit, and the flow takes over.
• Word template – the flow drops the chosen clauses into pre-defined placeholders so the final document looks client-ready every time.
Power Automate then saves the Template as a new Word Doc in Sharepoint and then notifies that the work has been done to manager.
This process then becomes a template for future reports as the process is brief, interim report then final certification in most case using the same clauses for each report.
Acceptance is simple: I open the form, select a few clauses, and within moments a Word file arrives with the right content in the right spots—no manual copy-paste. Provide the SharePoint schema, the flow, and a brief setup guide so I can tweak the clause list next year.
Tools on the table: SharePoint Online, Power Automate, (optionally Power Apps if it speeds up the form experience), and Microsoft Word content controls or templates—whatever delivers the cleanest, maintainable solution.
Here’s the picture:
• SharePoint Online list – one column per clause group, stored as Multiple lines of text, refreshed roughly once a year.
• Power Automate form or app – users tick the clauses they want, hit submit, and the flow takes over.
• Word template – the flow drops the chosen clauses into pre-defined placeholders so the final document looks client-ready every time.
Power Automate then saves the Template as a new Word Doc in Sharepoint and then notifies that the work has been done to manager.
This process then becomes a template for future reports as the process is brief, interim report then final certification in most case using the same clauses for each report.
Acceptance is simple: I open the form, select a few clauses, and within moments a Word file arrives with the right content in the right spots—no manual copy-paste. Provide the SharePoint schema, the flow, and a brief setup guide so I can tweak the clause list next year.
Tools on the table: SharePoint Online, Power Automate, (optionally Power Apps if it speeds up the form experience), and Microsoft Word content controls or templates—whatever delivers the cleanest, maintainable solution.