By 
Introduction
Automating document creation is one of the most powerful use cases of AI today. With Microsoft Copilot Studio, you can perform Copilot Studio document generation to create Word and PDF files dynamically from a template.
Instead of manually preparing invoices, you can generate them instantly using structured input and AI-driven automation.
What You Will Learn
In this guide, you will learn how to:
- Generate Word documents from a template
- Automate invoice creation using Copilot Studio
- Save documents to Microsoft SharePoint
- Convert Word documents into PDF
- Return downloadable files to users
I will pass the sample prompt below in my Copilot Studio agent, which will generate an invoice file in both PDF and Microsoft Word formats.
Hi, please create an invoice. The invoice date is August 1, 2026. The customer is Liam Anderson, located at 500 Elm Street in Seattle, Washington. His phone number is 9123456789. Please ship the items to Liam Anderson from CloudCore Inc at the same address in Seattle, Washington. The shipping contact number is 9123456789. Add the following items: - 2 units of Cloud Deployment Service priced at 250 each (total 500) - 1 unit of Premium Support Subscription priced at 300 (total 300) The subtotal is 800, the tax is 80, and the shipping cost is 20. The total amount due is 900. Add a comment that payment is due within 10 days.
Dynamic PDF Invoice Generated by Copilot Studio Agent:
Create PDF document in Copilot Studio using template demo
Dynamic Word Invoice Generated by Copilot Studio Agent:
Generate word document in Copilot Studio using template demo
Solution Overview
User → Agent → Prompt → Generate Document → Save to SharePoint → Return File
How to Generate Document Using Copilot Studio Step by Step
Step 1: Prepare Your Word Template
Before starting, you need a properly structured Word template.
If you haven’t created one yet, follow this guide on Word invoice template creation in Microsoft Word to set up your template correctly.
Your template should include placeholders like:
{{INVOICENUMBER}}, {{CustomerName}}, {{items.quantity}}, {{TotalAmount}}
Step 2: Create a Prompt
In Microsoft Copilot Studio:
👉 Go to Tools → Prompt
Configure Inputs:
- InvoiceNumber (string)
- UserInput (string)
Step 3: Add Prompt Instruction
Create an invoice document using the provided template.
InvoiceNumber is: {InvoiceNumber}
Use the following user input to fill the remaining details:
{UserInput}
Ensure all placeholders are filled, including customer details, shipping details, items, subtotal, tax, shipping, and total amount.
Always generate a valid document with line items.
The instruction should look like below:
Step 4: Configure Sample Data in the Prompt Instructions
Configure sample data for the invoice number and user inputs.
Invoice Number Sample Data:
User Input Sample Data:
Create an invoice with the following details: INVOICEDATE is August 1, 2026 CustomerName is Liam Anderson CustomerAddress is 500 Elm Street CustomerCity is Seattle, Washington CustomerPhone is 9123456789 ShipName is Liam Anderson ShipCompany is CloudCore Inc ShipAddress is 500 Elm Street ShipCity is Seattle, Washington ShipPhone is 9123456789 Items: - quantity: 2, description: Cloud Deployment Service, unitPrice: 250, total: 500 - quantity: 1, description: Premium Support Subscription, unitPrice: 300, total: 300 Subtotal is 800 Tax is 80 Shipping is 20 TotalAmount is 900 Comments is Payment due within 10 days
Step 5: Select Output Type
👉 Choose:
Document Preview
This is required for document generation in Copilot Studio.
Click on “Document Settings” and upload your document generation template file.
If your template is configured correctly, all the dynamic fields from your invoice document will be automatically detected or identified.
Now, let’s test the invoice document generation template. Click on the “Test” button in the top-right corner.
You will see that all the sample invoice data values are automatically mapped to their respective fields. This confirms that the invoice document generation template is ready to be used in your agent flow or automation.
Click on the “Save” button.
Step 6: Develop an Agent Flow to Generate Documents Dynamically
The next step is to create an agent flow where you will call the custom invoice document generation prompt and store the generated file in SharePoint as both Microsoft Word and PDF formats.
Below are my complete word invoice generation agent flow actions:
Document Generation Agent Flow: Action Explanation and Configuration
When an agent calls this flow trigger:
For the “When an agent calls this flow” trigger, you need to configure two text inputs:
- User Input and
- Invoice Number
Run a Prompt configuration:
For the “Run a Prompt” action, select the prompt you created for document generation. You need to pass two input parameters: Invoice Number and User Input.
For the Invoice Number, use the formula as shown below. For the User Input, pass the value from the “When an agent calls this flow” trigger.
Invoice Number Formula:
concat('INV-', utcNow('yyyyMMdd-HHmmss'))
Create File – Generate Word File:
For the “Create file” action, provide your SharePoint Online site URL and the folder path from your document library where you want to store the generated invoice document.
For the file name, use the formula as shown below. For the file content, select “Document Output Content Bytes” from the “Run a Prompt” action.
File Name formula:
concat('Invoice_',utcNow(),'.docx')
The above “Create file” action will generate the invoice file in the SharePoint document library as a Word file (.docx).
Convert Word Document to PDF
This “Convert Word Document to PDF” action converts the generated Word invoice file into a PDF and stores it in the SharePoint document library.
For the Location parameter, select your SharePoint site. For the Document Library, choose the library where you want to save the converted invoice PDF file. For the File parameter, pass “body/name” from the output of the “Create file” action.
Create File – Save the Invoice PDF in SharePoint:
Next, add another “Create file” action. This action will save the PDF version of the generated Word invoice file in the SharePoint document library.
For this, configure the following parameters:
- Site Address: Provide your SharePoint site URL
- Folder Path: Select the folder path from your document library where you want to store the invoice PDF file
- File Name: Use the formula shown below
- File Content: Pass the body output (PDF document) from the “Convert Word Document to PDF” action
File Name:
concat('Invoice_',utcNow(),'.pdf')
Respond to the Agent
Finally, in the “Respond to the agent” action, create a File Link output (text) variable. Add the formula below to construct the PDF invoice document link, which will be returned to the end user.
File link formula:
concat(
'https://ztncx.sharepoint.com/sites/DemoSite',
replace(body('Create_file_PDF')?['Path'], '', '%20')
)
That’s it—we’re done with the agent flow development. Now, save and publish the flow.
Next, add this agent flow as a tool so it can be automatically triggered based on user input.
Basically, your agent will have the below two tools:
- Generate invoice prompt
- Generate invoice agent flow
Watch Demo: Copilot Studio Document Generation (Word & PDF) – Full Tutorial
Summary
In this guide, you learned how to perform Copilot Studio document generation to create dynamic Word and PDF documents from a template. By using structured placeholders in a Word template and combining them with a prompt in Copilot Studio, you can automatically generate invoices based on user input.
The process includes creating a prompt, configuring an agent flow, saving the generated file to SharePoint, and returning it as a downloadable document. You also saw how to convert the Word file into PDF for final sharing. This approach helps streamline document automation, reduce manual effort, and ensure consistency across all generated invoices.
See Also
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