MS365 Board Report Automation

I currently spend too much time copying figures and narrative into our monthly board-report pack. I already have a polished template; what I need is a repeatable Microsoft 365 workflow that can read our source data and push it straight into that template, saving out a print-ready set of reports in Word/PDF (PowerPoint for charts is fine if it helps).

Data sources
• Excel workbooks that hold the latest financials, performance metrics and employee data
• Microsoft Forms responses submitted by team leads

Every month the flow should:
1. Refresh the data from the Excel files and Forms responses.
2. Map each figure or text block to the correct spot in the board-report template.
3. Generate the finished pack and deposit it in a designated SharePoint/Teams folder.

I expect this to be built entirely with native 365 tools—Power Automate, Power Query, Office Scripts, or any combination you recommend—so that we avoid extra licences and keep maintenance straightforward. The hand-over needs to include clear documentation or an on-screen guide so any future admin can adjust data connections or template fields without code changes.

Acceptance will be based on:
• One-click or scheduled run produces a complete report with zero manual edits.
• All financial, performance-metric, and employee sections match the source data exactly.
• Runtime under five minutes when tested with current data volume.

Let me know how you would architect the solution, which 365 services you’d link together, and the timeline you’d need to have a working prototype in place.