Office Docs Auto-Population System

Job ID: 40608778

Budget: $30 – $250 USD

I keep the same client-details in multiple Office 365 files and want to stop re-typing them. The goal is simple: the moment I add a new record to my basic Word 365–based database, the system must instantly

• update a formatted Word document (template already prepared),
• append the corresponding row in an Excel workbook, and
• drop an Outlook calendar event with the right date, time, and reminder.

The trigger is “when new information is added” – no manual buttons or timed jobs. I am open to whichever Microsoft-friendly approach you prefer (VBA, Power Automate, Graph API, or an add-in) as long as it runs under my Office 365 subscription without extra licensing surprises.

Deliverables
1. Working automation with clear installation steps.
2. Editable source code / flow export.
3. Quick guide showing me how to add a new record and see all three outputs appear.

Acceptance Criteria
• A single entry in the Word 365 data file creates all three outputs within a few seconds.
• Fields map correctly every time (no mismatches or empty cells).
• Solution works on current Office 365 desktop apps and Outlook calendar.

If you have built something similar or can demo a proof of concept, that will move you to the top of the list.