Services
Summary
Power Automate will introduce a preview action in May 2026 to generate documents from SharePoint forms by mapping inputs to templates. Available to AI in SharePoint Public Preview participants, it automates document creation and storage in SharePoint for workflows like contracts and reports.
Details
Introduction
We're introducing a new Power Automate action that enables automated document generation using document generation forms in SharePoint. This new capability allows customers to streamline document creation by mapping structured inputs directly into predefined templates.
- Generate document from form action allows customers to create documents from a template by mapping form or data inputs to predefined template fields.
- Documents are generated as part of an automated flow and stored in SharePoint.
This capability supports scenarios such as contracts, invoices, letters, and reports using structured templates and form-driven inputs. The action maps input data to template fields and returns the generated document with metadata.
When this will happen:
Public Preview:Â We will begin rolling out in early May 2026 and expect to complete by late May 2026.
How this affects your organization:
Who is affected:
- Organizations enrolled in AI in SharePoint Public Preview
- Power Automate users and flow creators
- Teams using SharePoint for document workflows
What will happen:
- A new action Generate document from form (Preview) will be available in Power Automate.
- Feature is only available to preview participants (opt-in required).
- Supports input mapping from forms, lists, Excel, and other sources.
- Documents are generated and stored in SharePoint.
- Automates document creation workflows end-to-end.
- Supports scalable document generation scenarios across business processes (e.g., HR onboarding, approvals, contract generation).
- No changes to existing workflows unless the feature
Important: This capability is only supported for Document Generation forms and requires enrollment in the AI in SharePoint Public Preview.
What you can do to prepare:
- Ensure Power Automate is enabled and accessible to users.
- Verify that your organization is approved for the AI in SharePoint Public Preview to use document generation features.
- Ensure appropriate permissions to SharePoint sites and libraries where generated documents will be stored.
- No additional setup required after enrollment.
Learn more: Microsoft SharePoint Connector for Power Automate | Microsoft Learn
Compliance considerations:
No compliance considerations identified, review as appropriate for your organization.