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Keegancurrie
Helper II
Helper II

Flow to Create Word Document Daily, Using Information from Three Separate Excel Sheets

Hello and thank you for taking the time to read today.

 

My situation is that I need to make a Word doc daily (based on a template) that acts as a Daily Schedule communicating which employee is responsible for a particular shift. The Word doc will need to be populated from 3 different Excel sheets that set out the schedule for 5 months at a time. I will attach examples of two of the Excel sheets and one of the Word doc template because the limit for attachments is three items.

 

My thought is that I can use a scheduled flow to grab the daily information each morning from the Excel sheet schedules and create a Word document in One Drive, but I'm a bit confused on how to get started.

 

Any help you could provide would be greatly appreciated! Thank you!

 

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Accepted Solutions
Keegancurrie
Helper II
Helper II

For future reference, this is what I did to solve this. I just used get a row x3 from an Excel table and used the key field as the date. Then once I grabbed the info I needed from each schedule as per the current date I plugged that dynamic content into the template and then used create a file to make a Word doc in my one drive for business each morning at 5am.ex1.PNG

ex2.PNG

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5 REPLIES 5
Hardesh15
Super User
Super User

@Keegancurrie  To fill your word document template you need to use Populate word document template action but first you need to design your word template using developer mode that will allow you to fill content dynamically via flow.

 

Please 'Thumbs Up' the posts that helped you and 'Accept as Solution' if my post answered your question.

@Hardesh /Gopenly.in

Thanks for the reply @Hardesh15 

 

I think I've gotten it to the point.

Keegancurrie_0-1704207107145.png

Next, would I need to do get rows from excel sheets and filter array by date?

Thanks for the reply @Hardesh15 

 

I think I've gotten it to the point.

Keegancurrie_0-1704207107145.png

Next, would I need to do get rows from excel sheets and filter array by date?

@Keegancurrie You need these steps before Populate a Microsoft Word Template so that you can supply dynamic content to your word template.

Please 'Thumbs Up' the posts that helped you and 'Accept as Solution' if my post answered your question.

@Hardesh /Gopenly.in

Keegancurrie
Helper II
Helper II

For future reference, this is what I did to solve this. I just used get a row x3 from an Excel table and used the key field as the date. Then once I grabbed the info I needed from each schedule as per the current date I plugged that dynamic content into the template and then used create a file to make a Word doc in my one drive for business each morning at 5am.ex1.PNG

ex2.PNG

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