A Self-Service Employment Certificate Generator with Copilot Studio

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The Problem

On its own, generating an employment certificate is easy. But in a company with 100 or more employees, these requests add up quickly.

They might be needed for visa applications, bank loans, rentals, school requirements, or other personal matters. Each request is slightly different, but the process is always the same.

The Idea

I wanted to see what would happen if this process was fully self-service. If an employee could request, generate, and download their own employment certificate in minutes, without waiting for HR.

That idea led me to build a self-service employment certificate generator using AI and grounded company data.

What I Built

The short screen recording below shows the full end-to-end flow from an employee’s point of view.

In the demo, you’ll see how:

  • The agent identifies the employee automatically whoever is logged in
  • Employee details are pulled from a SharePoint list
  • The document is generated using a fixed Word template
  • The final certificate is returned as a downloadable PDF

This is all handled in one automated flow, making the process easier for employees while reducing manual work for HR.

Highlights

  • I wanted to experiment with creating documents that are pre-filled using AI, while staying grounded in real company data
  • AI is used to help with structure and wording, not to invent facts
  • All employee information comes from a SharePoint list as the single source of truth
  • The document output follows a fixed Word template, keeping format and tone consistent
  • The result is a self-service experience

Where this approach applies

This same pattern works for any document that is created regularly using a template, such as:

  • Employment certificates
  • Contracts
  • Statements of work
  • Invoices
  • Internal letters
  • Newsletters

Once the structure and data sources are in place, AI can help fill the right sections, in the right order, using company-branded templates.

That’s what makes this approach practical for real business use.

Credits

Inspired by ideas shared by Matthew Devaney on AI-driven document generation: https://www.youtube.com/watch?v=g6SsJdbgSeM


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