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Converts document content into a Microsoft Word file that can be downloaded or attached to other actions in your Workflow.
1

Add the action

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

Enter the document name

Provide a name for your Word document. This will be the filename when the document is generated.
Document name field for the Word document
3

Enter the document content

Define the content of your Word document. You can mix static text with variables from the trigger or previous steps to create dynamic documents.
Document content field with variables
4

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
5

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