How To Fill SharePoint Metadata In Word Document Template Using Quick Parts And FLOW

Scenario

You might have come across a requirement to automate generating documents from templates with some dynamic information filled in automatically. You can do this easily using Quick Parts in a Word document. Quick parts are not new, this has existed for a decade. In this article, we will see how to automate such document generation from Microsoft FLOW.

Solution

In this article, we will see how we can generate a document from the template and fill the content in it dynamically. We will be using the below main steps to achieve it

1. Read content from a file (read word template)
2. Create a file (using the above content)
3. Update properties of the file (of above newly created file) with dynamic values
4. Return URL of the document to UI (in my case it's PowerApps app)

Generate your document template and store it in SharePoint library

Generate your document template with content inside it. Keep the values to be filled in blank. Upload this document to a document library in SharePoint.

Whatever metadata you want to fill automatically in the document, create those columns in the same document library.