Skip to main content
Creates a Word document (.docx) from a template by filling in placeholders with dynamic values from your Workflow. With Cassidy’s Word document templates, you can:
  • Generate personalized contracts that pull client details from your CRM
  • Create dynamic reports with charts, tables, and conditional sections
  • Produce invoices that automatically calculate totals and format line items
  • Build proposals that adapt content based on client requirements
  • Generate certificates with participant information from your database
1

Add the action

In the Workflow builder, click + between blocks and select Create Microsoft Word Document from Template from the action library.
Action library with Create Microsoft Word Document from Template selected
Adding the Create Microsoft Word Document from Template action between blocks
2

Upload the Word template

Click to upload your Word document template (.docx file) that contains placeholders for dynamic content. See Template placeholders below for how to set up your template.
Uploading a Word template file
3

Enter the output document name

Provide a name for the generated Word document. This will be the filename when the document is created. You can use variables from previous steps.
Output document name field with variable support
4

Configure template fields

Under the Template Fields section, map each placeholder in your template to a variable from previous Workflow steps or trigger inputs.For example, in an RFP response template:
  • {Project Name} maps to a text variable from your trigger or previous step
  • {Requesting Organization} maps to your client company variable
  • {Requirements} maps to a list variable containing objects with “Requirement Description” and “Solution Details” properties
  • {Excel Uploaded} maps to a boolean variable that controls whether to show a conditional section
Template fields configuration with variable mappings
5

Preview and download the document

After running the Workflow, preview the generated Word document and download it by clicking the icons next to the action in the results panel.
Preview and download icons in the results panel
6

Attach the document to other actions (optional)

You can use the generated Word document as an attachment in other actions like Send Email. Reference the Word document output from this action when configuring email attachments.
Attaching the Word document to a Send Email action

​
Template placeholders

Use placeholders in your Word template to define where dynamic content should appear. Cassidy detects these placeholders when you upload the template and lets you map them to Workflow variables.
Word template with placeholder syntax examples

​
Text placeholders

Use text placeholders to insert text, numbers, or formatted content from your Workflow data. Syntax: {variableName} Example: 
We look forward to discussing how SprinterSoftwareGroup can best serve {Requesting Organization}.

{Contact Information}
  • Inline placeholders insert content within the same line or paragraph, like {Requesting Organization} above
  • Block placeholders replace entire paragraphs with formatted content including headers, bullet points, and multi-paragraph text, like {Contact Information} above

​
Conditionals

Use conditionals to display sections only when certain conditions are true, or to show alternative content when conditions are false. Syntax:
  • Standard: {#if:conditionName} … {/if:conditionName}
  • Inverse: {^if:conditionName} … {/if:conditionName}
Example: 
{#if:Excel Uploaded}
An Excel document has been attached for a detailed breakdown of requirements and responses.
{/if:Excel Uploaded}

​
Loops

Use loops to display repeating content for arrays of data. Syntax: {#loop:arrayName} … {/loop:arrayName} Example: 
{#loop:Requirements}
{Requirement Description}
{Solution Details}
{/loop:Requirements}

​
Variable scope in loops

When you’re inside a loop, you can access both properties of the current item and properties from outside the loop:
  1. Properties of the current item — use the field names directly
  2. Properties from outside the loop — these remain accessible
Company: {Requesting Organization}  ← From outside the loop

{#loop:Requirements}
Requirement: {Requirement Description}  ← From current item
Solution: {Solution Details}  ← From current item
Client: {Requesting Organization}  ← Still accessible from outside
{/loop:Requirements}

​
Nested loops

You can create nested loop structures for complex documents: 
{#loop:departments}
{name} Department

{#loop:employees}
- {name} ({role})

  Current Projects:
  {#loop:projects}
  • {projectName} - {status}
  {/loop:projects}

{/loop:employees}
{/loop:departments}

​
Data format for loops

If your template has this loop: 
{#loop:Requirements}
{Requirement Description}
{Solution Details}
{/loop:Requirements}
Your data must have an array with properties that match the placeholder names exactly: 
{
  "Requirements": [
    {
      "Requirement Description": "Modern responsive design with mobile optimization",
      "Solution Details": "We will implement a fully responsive design using the latest CSS frameworks."
    },
    {
      "Requirement Description": "Content management system integration",
      "Solution Details": "Our team will integrate a user-friendly CMS for easy content updates."
    }
  ]
}

​
Troubleshooting

If you see template tags in the final output, double-check that the names of your template tags match the names of your data fields exactly. For example, {Project Name} in your template must correspond to the exact field name in your data.
To avoid extra empty lines in the output, place the closing tag on the same line as your variable:
{#loop:Requirements}
- {Requirement Description}: {Solution Details}{/loop:Requirements}