What it is
A Copilot Studio and Power Automate solution that looks up products in Excel, fills a Word quote template, and emails the generated quote.
Why use it
- Turn natural-language product requests into consistent quote documents.
- Reuse an existing product catalog and branded Word template.
- Automate document generation and delivery while retaining configurable connections.
How to use it
- Download
Solution/ProductQuoteAgent.zipand upload the included Word template to SharePoint. - Import the solution in Power Apps and configure its connections and email environment variable.
- Point the included flow at the Word template, turn the flow on, and test the agent in Copilot Studio.
Prerequisites
- Microsoft Copilot Studio
- Power Automate
- Exchange Online
- Excel product catalog
- Word template with plain-text content controls