MRC · In development

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 templa

Power AutomateSharePointMicrosoft Copilot (Microsoft 365) 03 Horizon

DIGITAL SKILL WORKS LTD / 12 PANES

What it is

Microsoft Copilot (Microsoft 365): Generate documents using forms in SharePoint with Power Automate is a Microsoft 365 roadmap item published via Microsoft Release Communications. Current status: In development.

What it does

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.

Why you should care

  • Board: Track as Horizon signal; decide whether it changes Wave 0 priority or stays on the watchlist.
  • CISO: Confirm identity, data access, and overshare exposure before enabling for broad cohorts.
  • CFO: Map licence or consumption impact to the frozen value case; avoid seat spray.
  • Adoption: Pilot with a named cohort and measure changed work, not vanity clicks.

Suggested action

Wave 0 first: Security → GRC → Cost & Value → Licence → Adoption. Add to Horizon watchlist with an owner. Pilot only after Steady controls for the affected surface are in place.

12 Panes: 03 Horizon

Communication needed

  • Security: Assess exposure, Conditional Access, and agent/tool permissions.
  • GRC: Update AI/agent register and evidence path; confirm DPIA triggers if personal data is in scope.
  • FinOps: Forecast seat or credit impact; align to frozen value case.
  • Adoption: Plan cohort messaging, clinics, and success measures.
  • Comms: One story for board and staff — what changes, what does not, who owns risk.

Benefits

  • May improve productivity on a specific Microsoft 365 surface when permissions and data quality allow.
  • Roadmap visibility helps Horizon planning without guessing dates.

Risks

  • Status and dates change; treat MRC as directional, not a contract.
  • Enabling without Steady controls can amplify overshare or cost leakage.
  • Preview or rolling features can change behaviour; fence exploration on Pane 12 Frontier.

Source

  • MRC id: 561026
  • Status: In development
  • Products: Power Automate, SharePoint, Microsoft Copilot (Microsoft 365)
  • GA / disclosure: October CY2026
  • Preview: May CY2026
  • Platforms: Web
  • Cloud instances: Worldwide (Standard Multi-Tenant)
  • moreInfoUrls: —
  • Open on Microsoft 365 Roadmap

Microsoft Release Communications / Microsoft 365 Roadmap (AI at Work). Content is subject to Microsoft API Terms of Use. Dates and status change; verify in the official roadmap before acting.

Back to roadmap intel