Document Processing Data Extraction into Word Template

[jackjpc]

At my job, I have to copy certain pieces of data from financial statements and put them in certain places in a word document template. I want AI to do this for me. My visions is, I will be able to drop in the files I would need to copy from, and the program spits out a completed template with this data. I have already trained a model to extract the data I need, but I would like that data to go directly into my word template for me. If anybody can give me advice, or point me in the right direction, I would be very grateful. Thank you.

[antoinec · Accepted solution]

Hi Jack, Have you tried looking into the "Populate a Microsoft Word template" action within the "Word Online (Business)" connector? Looks like it might be the missing piece of the puzzle for your end to end automation.

[jackjpc]

Thank you, this is huge! I will work on this.