Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

OneDrive
Trigger: Watch Files
Microsoft Word Templates
Action: Select an action
1. Select a trigger
  • Triggers when you create or update a file in your drive.

  • Triggers when a file or folder is created or updated.

2. Select an action
  • Creates a new document based on a template and replaces placeholders with custom data.

Select a trigger and an action

Create workflow (opens in a new tab)