Word
Create, fill, edit or read Word documents — from Markdown, your company template or with AI.
What it does
The Word step produces a real .docx document. Headings, bold and italic text, lists and tables from Markdown are formatted with the styles of the template. The result is a file in the run: it appears as a card in the Inbox and in the job details, where it can be previewed and downloaded. Optionally it is saved to a path on the server; to store it on WebDAV, add a Store file step.
Without a template the document uses a neutral base layout. With your company template (letterhead, fonts, footer) the content is placed where the template has the placeholder {@inhalt}.
Modes
| Mode | What happens | Needs |
|---|---|---|
create | Markdown or text becomes a document. | Content |
create-with-ai | The AI writes the document from an instruction and optional context, e.g. minutes from bullet points. | Instruction, model |
fill-template | Fills placeholders in your own document (see below). With instruction and model, the AI fills them — the fields are read from the template automatically. | Template, data (or instruction + model) |
edit | Changes an existing document. With AI: the AI gets the paragraphs and replaces, inserts or deletes individual ones; the formatting of each paragraph stays. Without AI: search and replace with { "search": "replacement" }, also across formatting boundaries. A document from a path on the server is saved back there. | Document; instruction + model or replacements |
read | Reads the text of a document; optionally as Markdown. | Document |
Placeholders in templates
| Placeholder | Meaning |
|---|---|
{field}, {customer.name} | A value; dot paths reach into objects. |
{#items}…{/items} | Repeats the enclosed part (e.g. a table row) for each entry of the list. |
{@field} | Inserts Markdown formatted: headings, lists, tables. |
{@inhalt} | Where the content goes in the create modes. |
{titel}, {datum} | Title (field Title) and today's date in the workspace format. |
What you configure
| Field | What it controls | Required | Notes |
|---|---|---|---|
| Mode | See above. | required | |
| Content / data | Markdown, the values for the placeholders, replacements, or additional context for the AI. | depends on mode | From memory. |
| Instruction (AI) / Model (AI) | What the AI should write or change. | for AI modes | |
| Document / template (memory) | A document from an earlier step, e.g. a mail attachment. | for template, edit and read | Either this or the path. |
| Document / template (path on server) | Absolute path; for the create modes a company template with {@inhalt}. | optional | Edited documents are saved back there. |
| Title | Fills {titel}. | optional | |
| File name | Name of the file. | optional | The extension is added. |
| Also save to (path on server) | Additional copy on the server. | optional | |
| Result | Memory key for the document (for read: the text). | required | |
| Result as Markdown | The document as Markdown. | optional | |
| Show file in inbox | Card with preview and download. | optional | On by default. |
📷 SCREENSHOT: The Word step in mode
fill-templatewith a template path.
Example scenario
Offer from a request. The Email received trigger delivers a customer request. An AI step extracts customer, items and quantities as structured data. The Word step in mode fill-template fills the company offer template ({customer.name}, a table row with {#items}{name}{quantity}{price}{/items}). A Request approval step lets sales check the offer before Store file files it.
Recommendations
- ✅ Keep the company template simple: one
{@inhalt}for free text, plain placeholders for fixed fields. - ✅ Use
editwith AI for small changes to existing contracts or letters — the rest of the document stays untouched. - ⚠️ Word templates use single braces (
{field}), Excel templates double braces ({{field}}). - ❌ There is no PDF output. Convert the document in your document management system if you need PDF.
What to do next
- Store the document: Store file.
- Let a person check it first: Request approval.