Imagine you are the a senior developer of a midsize company. You are responsible for all development coordination and construction. In order to do your job effectively, you need timely and accurate data from a variety of sources – including site information, development estimates and planning approval information. You also need to be able to quickly create documents such as planning documents, utility service requests or client status reports for various sites.

Or imagine you are the a project manager and are responsible for all project documents like a business case or project initiation document. Again, In order to do your job effectively, you need timely and accurate data from a variety of sources. You also need to be able to quickly create documents with similar data. So what do you do….Copy Paste?

Wouldn’t it be great if there was a way to automate the process of creating these documents? Well, now there is! With our Microsoft Automated Workflows , you can easily transform your data into actionable documents.

Here’s how it works:

  1. First, you’ll need to have the data in database, list or spreadsheet
  2. Secondly you need to have a document template that will be used dynamically with the data to create new documents
  3. And finally you need Power Automate | Microsoft Power Platform to create the workflow that will take your data and create new documents on demand or on a schedule.

There are a few details needed in order to populate the template with data but our team can help with that. We have many years of experience in document creation and would be happy to assist!