Microsoft Copilot (Microsoft 365): Generate documents using forms in SharePoint with Power Automate
- Vendor
- Microsoft
- Product
- Microsoft 365
- Type
- Licensing
- Announcement date
- 2026-04-30
- Effective date
- Date not published
- Impact
- Affected
In brief
Microsoft Copilot (Microsoft 365): Generate documents using forms in SharePoint with Power Automate
What the source says
We are introducing a new Power Automate action that enables automated document generation using document generation (DocGen) forms in SharePoint. Generate document from form (Preview) allows customers to create documents from a template by mapping 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 creating contracts, invoices, letters, or reports using structured templates and form-driven inputs. The action works by mapping input data to template fields and returns the generated document along with file metadata such as location and status. GA date: June CY2026 Preview date: May CY2026 In development General Availability Preview Worldwide (Standard Multi-Tenant) Power Automate SharePoint Microsoft Copilot (Microsoft 365) Web
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Who is affected: The audience described by the Microsoft update is represented by: Microsoft Copilot (Microsoft 365): Generate documents using forms in SharePoint with Power Automate We are introducing a new Power Automate action that enables automated document generation using document generation (DocGen) forms in SharePoint. Generate document from form (Preview) allows customers to create documents from a template by mapping data inputs to predefined template fields. Documents are generated as part of an automated flow and stored in SharePoint. This capability supports scena
Why it matters: The change matters because the official source describes: Microsoft Copilot (Microsoft 365): Generate documents using forms in SharePoint with Power Automate We are introducing a new Power Automate action that enables automated document generation using document generation (DocGen) forms in SharePoint. Generate document from form (Preview) allows customers to create documents from a template by mapping data inputs to predefined template fields. Documents are generated as part of an automated flow and stored in SharePoint. This capability supports scena
Urgency: Monitor
Next action: Review affected accounts with the customer using the official announcement.
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Questions to ask the customer
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Risks and objections
- The official source does not establish facts beyond the quoted material.
Points to confirm
- The effective date is unknown and must be confirmed before scheduling action.
Evidence and traceability
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- Raw capture
2026-08-29T09:22:49.319599+00:00
- Event
Microsoft Copilot (Microsoft 365): Generate documents using forms in SharePoint with Power Automate We are introducing a new Power Automate action that enables automated document generation using document generation (DocGen) forms in SharePoint. Generate document from form (Preview) allows customers to create documents from a template by mapping 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 creating contracts, invoices, letters, or reports using structured templates and form-driven inputs. The action works by mapping input data to template fields and returns the generated document along with file metadata such as location and status. GA date: June CY2026 Preview date: May CY2026 In development General Availability Preview Worldwide (Standard Multi-Tenant) Power Automate SharePoint Microsoft Copilot (Microsoft 365) Web
source - Product Microsoft 365
Microsoft Copilot (Microsoft 365): Generate documents using forms in SharePoint with Power Automate We are introducing a new Power Automate action that enables automated document generation using document generation (DocGen) forms in SharePoint. Generate document from form (Preview) allows customers to create documents from a template by mapping 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 creating contracts, invoices, letters, or reports using structured templates and form-driven inputs. The action works by mapping input data to template fields and returns the generated document along with file metadata such as location and status. GA date: June CY2026 Preview date: May CY2026 In development General Availability Preview Worldwide (Standard Multi-Tenant) Power Automate SharePoint Microsoft Copilot (Microsoft 365) Web
source - Insight a salesperson
Microsoft Copilot (Microsoft 365): Generate documents using forms in SharePoint with Power Automate We are introducing a new Power Automate action that enables automated document generation using document generation (DocGen) forms in SharePoint. Generate document from form (Preview) allows customers to create documents from a template by mapping 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 creating contracts, invoices, letters, or reports using structured templates and form-driven inputs. The action works by mapping input data to template fields and returns the generated document along with file metadata such as location and status. GA date: June CY2026 Preview date: May CY2026 In development General Availability Preview Worldwide (Standard Multi-Tenant) Power Automate SharePoint Microsoft Copilot (Microsoft 365) Web
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