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Export as Microsoft Word Document

Jake Rosenthal avatar
Written by Jake Rosenthal
Updated over 2 weeks ago

Converts document content into a Microsoft Word file that can be downloaded or attached to other actions. Follow these steps:

  1. Add an Export as Microsoft Word Document action: While editing a Workflow, click the plus button between existing blocks. This will open a modal where you can select from Cassidy's pre-configured actions. Choose the Export as Microsoft Word Document action to add it to your Workflow.

  2. Rename the action (if needed): If you want to make the action more descriptive or easier to reference as a variable later, enter a new name.

  3. Enter "Document Name": Provide a name for your Word document. This will be the filename when the document is generated.

  4. Enter "Document Content": In this field, you'll define the content of your Word document. You can mix hardcoded text that remains the same each time with variables that change based on the inputs from the trigger or previous steps.

    Variables are inputs from the trigger, or outputs from previous steps

  5. Preview and download the document: After running the Workflow, you can preview the generated Word document and download it by clicking the icons next to the action in the results panel.

  6. Optionally, attach the document to other actions: You can use the generated Word document as an attachment in other actions like Send Email. Simply reference the Word document output from this action when configuring email attachments.

Here's a sample of the type of output you can expect:

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