Office Docs Auto-Population System

I keep the same client-details in multiple Office 365 files and want to stop re-typing them. The goal is simple: the moment I add a new record to my basic Word 365–based database, the system must instantly • update a formatted Word document (template already prepared), • append the corresponding row in an Excel workbook, and • drop an Outlook calendar event with the right date, time, and reminder. The trigger is “when new information is added” – no manual buttons or timed jobs. I am open to whichever Microsoft-friendly approach you prefer (VBA, Power Automate, Graph API, or an add-in) as long as it runs under my Office 365 subscription without extra licensing surprises. Deliverables 1. Working automation with clear installation steps. 2. Editable source code / flow export. 3. Quick guide showing me how to add a new record and see all three outputs appear. Acceptance Criteria • A single entry in the Word 365 data file creates all three outputs within a few seconds. • Fields map correctly every time (no mismatches or empty cells). • Solution works on current Office 365 desktop apps and Outlook calendar. If you have built something similar or can demo a proof of concept, that will move you to the top of the list.

Project ID: 40608778