Automate Excel Invoice Templates with Power Automate & Office Scripts Tutorial

Effortlessly automate your invoice and receipt generation with Power Automate and Excel Office Scripts! Discover how to dynamically populate an Excel invoice template from any external data source—no advanced coding required—using low-code tools in the Power Platform.

In this hands-on walkthrough, you’ll see exactly how to set up a reusable Excel template, connect it to cloud flows, and push in customer and order data from sources like SharePoint, Dataverse, or another Excel file. If you’ve ever struggled with repetitive manual data entry or needed to personalize invoices at scale, this is your shortcut to digital transformation and workflow automation. Even if you’re new to scripting, you’ll see how easy citizen development can be with Power Automate and Office Scripts.

What You’ll Learn:
✔️ Build an automated workflow to create and populate Excel invoice templates using cloud flows
✔️ Connect external data sources (like SharePoint, Dataverse, or Excel) for seamless data integration
✔️ Leverage Office Scripts and arrays for dynamic, multi-line item population—perfect for invoices and receipts
✔️ Apply automation best practices to reduce manual errors and save hours on business process automation (BPA)

Timestamps:
00:00 – Instantly Populate Excel Invoice Templates with Power Automate & Office Scripts
01:35 – Exploring the Excel Invoice Template Structure and Key Fields
03:40 – Setting Up Office Scripts in Excel Online for Automation
05:00 – Designing the Power Automate Flow: Copying and Renaming the Template
07:10 – Integrating Customer & Order Data Arrays from External Sources
09:45 – Running the Script and Populating Your Invoice with Dynamic Data
12:30 – Reviewing the Automated Output: Fully Completed Invoice in Seconds
15:00 – Tips, Pitfalls, and How to Access the Full Blog & Code

#PowerAutomate #workflowautomation #PowerPlatform #LowCode #Excel

Ready to take your invoice process to the next level? Drop your questions or share your own automation wins in the comments below, and check the blog link for code samples and deeper dives! Don’t forget to like and subscribe for more Power Platform and workflow automation tips.

SEO Keywords: Power Platform, Power Automate, Office Scripts, workflow automation, low-code, digital transformation, citizen development, cloud flows, Dataverse, Excel, business process automation (BPA)

Additional Links:
🔗 https://www.damobird365.com/perfectly-complete-an-excel-invoice-template/ Learn how to create a dynamic Excel invoice template using Power Automate and external data sources.

🫠 About me:
👋 Hi, I'm Damien Bird — Power Platform Cloud Solution Architect at Microsoft ☁️
🧠 Former Forum Super User (2021/22) & Business Applications MVP (2022)
🎤 Speaker at conferences across Europe, the US, and local UK user groups
💡 Passionate about sharing knowledge, solving problems, and empowering the community with the Power Platform!

📚 Explore more:
🔗 Blog: https://DamoBird365.com
🎥 Video & Quiz CPD: https://DamoBird365.com/YouTube
🎓 Join the Community: https://DamoBird365.Teachable.com/p/DamoBird365Membership
💖 Support the Channel: https://youtube.com/@DamoBird365/membership
☕ Buy Me a Coffee: https://BuyMeACoffee.com/DamoBird365
💼 LinkedIn: https://LinkedIn.com/In/DamoBird365
🐦 Twitter: https://x.com/DamoBird365
🌐 Bluesky: https://bsky.app/profile/DamoBird365.bsky.social
📜 Feedback or Request: https://forms.office.com/e/WAV1iF2Wis

Видео Automate Excel Invoice Templates with Power Automate & Office Scripts Tutorial канала DamoBird365