Edit Word Files in Custom Agents

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
  • Edit multiple source documents using a single Document editing block
• New Document editing block

  • Define how documents are structured and updated
  • Control document outputs within the workflow
  • Upload source documents directly from your computer or vault
  • Upload supporting context files to reference while editing source documents
• 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 and uploaded context files to improve accuracy and completeness
• Reusable workflow agents

  • Share agents across teams
  • Standardize repeatable document processes

Why It Matters

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.

How to Use

1. Open Agent Builder
2. Create or edit a Workflow agent
3. Add a Document editing block
4. Configure the block:

   1. Upload or reference one or more source documents
   2. Upload supporting context files from your computer or vault (optional)
   3. Upload or reference a template (optional but recommended)
   4. Add instructions for document structure and content
   5. Connect relevant knowledge sources (optional)
   6. Define when the document is created or updated within the workflow
5. Run the workflow to generate or modify the document

To update an existing workflow agent:

1. Duplicate the workflow agent containing the older Document editing block
2. Add a new Document editing block with the updated UI
3. Move over the documents and instructions from the old block
4. Delete the older Document editing block
5. Test the updated workflow before publishing changes

Known Limitations

• This document drafting block only supports editing .docx files.
• Users will experience higher latency if they chain together multiple Document drafting blocks in a single workflow agent. For this reason, we recommend scoping down the number of documents to edit in a single workflow agent. We are making continuous updates to improve latency here.

FAQs

Q: What types of documents can Workflow agents create or edit?

Workflow agents will be able to generate and modify a wide range of Word documents, including standardized templates such as compliance forms, term sheets, and other structured legal or professional documents.

Q: How do teams control the structure and content of generated documents?

Teams will be able to configure agents using the Document editing block, embedding templates, instructions, and knowledge sources that guide how documents are created and updated.

Q: How does this relate to existing Assistant and Word Add-In capabilities?

This functionality will build on existing document generation and editing capabilities, allowing teams to incorporate them into custom Workflow agents and tailor how they are applied across different use cases.