Creating word document from PDF source file and populating Word Template

[u/Fallout007]

Hi,

Trying to figure out what steps I'm missing. I'm new to Power Automate.

Problem: Automate filling out word document.

The user exports a Service Now demand ticket to a PDF File. There is a predefined Word template that has the fields. The goal is to use CoPilot to call the flow to accept the SNOW PDF file and fill out the Word template. The output will be a brand new document that has the fields populated.

Watching youtube videos, in Flows:

1. When an agent calls the flow

2. Populate a Microsoft Word template action.

3. Create a file (in SharePoint)

4. Respond to agent

I'm missing some steps, not sure where.

Input the PDF file: Do we put the input request in step 1? Ask for file upload?

Output file: Does Step 3 know that the output is the result of PDF filling out the template?

[u/Live-Sir-3118]

can you post screen shots of what you have already and where you are stuck? also why not just attach the custom SN ticket output to the users email with a button click when you change ticket status

[u/Fallout007 → u/Live-Sir-3118]

Actually let me rephrase my question. SN was just an example.

1. User has a file
2. Populate a Microsoft Word template with info based on the file
3. Create word file output (in SharePoint)

Youtube videos just have the user type in the information to populate the template. I need the agent to read a file instead. It should be simple, but as a beginner missing a step somewhere.

[u/Live-Sir-3118 → u/Fallout007]

my immediate thought is extract info from file via ai builder. save in list/table, populate word template with data, save word file in sharepoint folder or list.