Early Access Feature

Edit Word Files in Custom Agents

Create, populate, and update Word documents directly within Workflow agents to standardize and streamline document workflows.

Timeline

May 6 (GA)

What’s New

Workflow agents can now create and edit Word documents directly using a new Document editing block in Agent Builder.

This update introduces:

Document creation and editing within workflows
- Generate new Word documents
- Modify existing documents as part of a workflow
New Document editing block
- Define how documents are structured and updated
- Control document outputs within the workflow
Template-driven document generation
- Embed standardized templates
- Ensure consistent formatting and structure
Instruction and knowledge integration
- Guide document content with embedded instructions
- Use knowledge sources to improve accuracy and completeness
Reusable workflow agents
- Share agents across teams
- Standardize repeatable document processes

Document workflows often require manual exporting, formatting, and rework. This update moves those steps into the workflow itself.

Reduce manual work — Eliminate repetitive formatting and document setup
Improve consistency — Ensure outputs follow the same structure and standards
Increase speed — Generate complete, ready-to-use documents in one flow
Scale team workflows — Reuse agents to apply the same process across matters and teams

This allows your organization to move from manual document preparation to structured, repeatable document workflows.

Open Agent Builder
Create or edit a Workflow agent
Add a Document editing block
Configure the block:
- Upload or reference a template (optional but recommended)
- Add instructions for document structure and content
- Connect relevant knowledge sources (optional)
Define when the document is created or updated within the workflow
Run the workflow to generate or modify the document