Phoenix - Your AI AssistantPower Automate Expert: Form to Word Template to SharePoint Flow
- Posted:
- Proposals: 17
- Remote
- #4422182
- Awarded
Abuja 
Description
What we need built:
• A flow that triggers when a user submits (or resubmits) a Form.
• Up to 5 attachments allowed (Word, PDF, PPT, videos, etc.).
• Data maps into a Word template (final SOP format).
• SharePoint folder structure:
o Main folder = submitting department (e.g., Accounting).
o Subfolder = SOP Title (e.g., Paying an Invoice).
• Save the generated Word file + all attachments into this folder.
• The Word file should include a list of the attachment file names, with each filename linking to the stored file.
• Must handle simultaneous submissions from multiple users without errors.
• Provide a status item indicating if the submission is a draft or final version ready for testing with email alert to me the administrator.
Deliverables:
• A working Power Automate flow doing all the above.
• Basic documentation so our team can maintain/update it.
Extra Info:
• The solution should rely on Microsoft 365 tools (Forms, Power Automate, SharePoint, Word).
• Please highlight if any premium connectors or licenses are needed.
• Once all submitted SOP original drafts are set to final then SharePoint will begin version control in Phase2.
• Share past work examples (especially if you’ve done attachment handling + SharePoint automations).
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You know what stood out to me about your project? It’s not just about creating a flow—it’s about making it effortless for your HQ team to submit SOPs while keeping everything organized, traceable, and reliable. Submitting forms, attaching documents, and managing versions can feel scattered—but a well-designed flow makes it seamless.
If I were in your position, I’d be thinking about two things. One, how to ensure every submission is captured accurately, including attachments and metadata. And two, how to make the process easy for multiple users at the same time without errors or confusion.
The first thing I’d do is map out the full submission process: from Microsoft Forms to SharePoint folders, Word templates, and email notifications. Then I’d build a Power Automate flow that:
Triggers when a form is submitted or resubmitted.
Accepts up to five attachments of any type (Word, PDF, PPT, video, etc.).
Maps the data into a Word template for the final SOP format.
Saves the Word file and all attachments in a structured SharePoint folder (main folder = submitting department, subfolder = SOP title).
Inserts a list of attachment filenames in the Word document, each linking directly to the stored file.
Handles simultaneous submissions from multiple users flawlessly.
Indicates whether a submission is a draft or final version and sends an email alert to you, the administrator.
I’ve found the best results come when flows are designed thoughtfully—not just to automate tasks, but to make the process intuitive, reliable, and maintainable. My focus is on building something your team can trust and easily update in the future.
Once it’s done, you won’t just have a working flow. You’ll have a system that organizes SOPs efficiently, tracks submissions clearly, and keeps your team in control.
It doesn’t have to be complicated.
Would you like me to start by drafting the initial flow design and SharePoint structure? That way you can see how I’d approach attachments, Word integration, and notifications before we build the full solution