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AI Document Processing Steps and Exports in Workflows

A review of features designed to streamline your document-centric tasks in with Document Processing Workflow Steps

Updated over a month ago

Export Any Workflow Step to PDF or Word

Instantly export the output of any step in your workflow as a standalone PDF or Microsoft Word file. Whether it's a summary generated by an AI model, a block of formatted text, or a data table, simply click the export option on the workflow step to get a clean, shareable document. This is perfect for archiving results, creating quick reports, or sharing specific insights from a complex workflow.

AI Document Processing Steps in Workflows

Say goodbye to manual data entry and repetitive document creation. Workflow capabilities allow you to generate professional data driven Microsoft Word documents and fill existing PDF forms directly within your workflows, This feature is perfect for creating contracts, reports, invoices, intake forms, and much more.

How it Works: Word Document Generation

You can now upload your own Microsoft Word files (.docx) as templates. The system uses these templates to preserve your exact formatting, branding, and company styles while dynamically inserting data from your workflows.

  1. Create Your Template: In a standard Microsoft Word document, use unique placeholders for the text you want to replace. For example: {{client_name}} or [project_id].

  2. Add a new Document Processing Step: Upload this .docx file as a template in your workflow configuration.

  3. Select Your Output File Type:

    1. Append Document - preserve formatting and company styles for generated documents, add context directly to the end of the file

    2. Find & Replace: find text inside of word documents to fill specific parts of the document

  4. Map Your Data: Connect your workflow inputs, settings, or the outputs of previous steps to the placeholders in your document. The system will perform a "find and replace" action, inserting the correct data while keeping your document's structure and style intact.

Key Benefits:

  • Maintain Brand Consistency: Use your official letterheads and document styles.

  • Save Time: Automate the creation of hundreds of documents in minutes.

  • Ensure Accuracy: Reduce human error by pulling data directly from your workflow.

How it Works: Fillable PDF Forms

Have existing PDF forms that need to be filled out? Now you can automate that process too.

  1. Prepare Your PDF: Ensure you have a fillable PDF with clearly defined form fields (e.g., "FullName", "Address").

  2. Add a new Document Processing Step: Upload the fillable PDF file

  3. Map to Fields: Connect your workflow data (inputs, outputs, etc.) to the specific text fields in the PDF. The system will populate the form with the provided information.

This is ideal for compliance paperwork, government forms, and standardized client onboarding documents.

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