We use a custom report in Alloy to download a CSV templated data file and then use and Excel macro to mail-merge this into Word templates which our team use to respond to our consultations. It works but it’s a little clunky.
I’ve been chewing over whether it’s possible to use Power Automate combined with some manual workflows and HTTP requests to streamline and automate the process such that you can trigger the workflow in Alloy and end up with the filled-in Word template.
Has anyone attempted something like this before.