Automate Daily Excel to Word

You can use this version, adapted to your exact requirement:

My team maintains pricing tables in Excel, and I currently have to manually copy those tables into different Word product documents whenever I need to issue updated pricing. I want to fully automate this process.
The job
• Source: One Excel workbook containing two clearly defined pricing tables in an Output sheet. I update the prices in these tables regularly. The tables already have the exact layout, borders, shading, number formats and formatting that I want to use.
• Target: Multiple Word master templates, each corresponding to a specific product or combination of products. For example:
- A.docx
- B.docx
- C.docx
- A and B.docx
- A and C.docx
- B and C.docx
- A and B and C.docx
• Product selection: I want to select the required product/product combination from Excel, for example "A+B".
• Template selection: The automation should automatically identify the correct Word master template based on the selected product combination. For example:
A+B → A and B.docx
• Word templates: The Word files are already prepared and contain all product information, descriptions, terms and other content. I do not want the automation to recreate the Word document from scratch.
• Table insertion: Each Word template will contain clearly defined locations for the two Excel tables, for example:


The automation should replace these placeholders with the corresponding Excel tables.
• Formatting: I want the Excel tables transferred as complete tables/images while preserving their appearance as closely as possible, including:
- Borders
- Header styling
- Row shading
- Number formatting
- Column layout
- Overall table appearance
I do not want to rebuild the tables cell by cell in Word.
• File generation: The original Word master template must never be modified or overwritten. The automation should create a new Word file.
For example:
Excel selection:
A+B
↓
Automatically identify:
A and B.docx
↓
Create a new copy:
A and B - Pricing - 13-Aug-2026.docx
↓
Insert Excel Table 1 at:

↓
Insert Excel Table 2 at:

↓
Save the completed Word document.
Daily operation
The process should be simple enough that I can update the Excel prices, select the required product, and trigger the automation with one click—or ideally have it run automatically on a schedule.
If I update the prices tomorrow and run it again, it should create another new Word document with the latest prices without changing the previous document or the original Word master.
Deliverables
• A reliable VBA macro, Power Automate flow, Office Script, Power Automate Desktop solution, or another suitable Windows/Microsoft 365 solution.
• Automatic selection of the correct Word template based on the selected product/product combination.
• Automatic creation of a new Word document from the master template.
• Automatic insertion of the two Excel pricing tables into their designated locations in Word.
• Preservation of the Excel table formatting as closely as technically possible.
• Clear setup instructions showing me how to:
- Add/change Word templates
- Change the Excel table ranges
- Change the output folder
- Add new product combinations
- Change the Word insertion locations
- Run or schedule the automation
• A brief test demonstrating that the generated Word document contains the correct product information and both pricing tables.
Acceptance criteria
The automation must:
1. Select the correct Word template based on the selected product/product combination.
2. Never modify the original Word master.
3. Create a new Word file every time it runs.
4. Insert both Excel pricing tables into the correct locations in the Word document.
5. Preserve the Excel tables' appearance and formatting as closely as possible.
6. Handle different numbers of rows in the pricing tables.
7. Produce the correct output without manual copy-and-paste.
8. Complete within a reasonable time for daily business use.
9. Be maintainable by a normal Excel/Windows/Microsoft 365 user after setup.
Important
Please do not assume that Power Automate alone is the best solution.
First evaluate the requirement and compare the most suitable approaches, such as:
- VBA
- Power Automate
- Office Scripts + Power Automate
- Power Automate Desktop
- Python/Windows automation
- Another Microsoft 365 approach
Then recommend the most reliable and maintainable solution.
The priority is not using a specific technology. The priority is achieving this workflow reliably:
SELECT PRODUCT
→ FIND CORRECT WORD TEMPLATE
→ CREATE NEW COPY
→ TAKE TWO EXISTING EXCEL TABLES
→ INSERT THEM INTO SPECIFIC WORD LOCATIONS
→ PRESERVE THEIR APPEARANCE
→ SAVE NEW WORD DOCUMENT.