Case study

Document-to-Template Automation

Uploaded documents emerge as polished templates automatically.

Make.comSharepointDocCrafterOpenAIMicrosoft Word

The Challenge

Team spent too much time manually extracting data from uploaded documents and reformatting it into standard templates.

Our Solution

Built a Make.com automation that watches a SharePoint folder for new PDF or DOCX uploads, extracts and structures the data, populates a Word template, and saves the generated file to a separate folder.

Want something like this for your team?

Tell us the manual process that costs you the most time. We'll map the automation.