Make a file from your rows.

The generate action builds an Excel workbook from the rows that match, or a Word document from a template. The action saves the file into the row.

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How actions work

Example 1

Make a statement

A new row gets a workbook of the customer’s orders.

Example 1 · Monthly Statement

Make a statement for a customer.

A new Statements row names a customer. The action took that customer’s rows from Orders and saved them as a workbook in the Statement column. The run took 0.7 seconds.

Demo: the page of the generate action Monthly Statement. It runs on Statements and reads from Orders, which has 10 rows. A pointer clicks Statements, which has no rows. A new row arrives for November 2026 and ana.costa@example.com. Then the Statement column fills with the workbook monthly-statement.xlsx.

What you set on a generate action.

These settings belong to the generate action. Inputs, outputs, columns and conditions work the same as on every action: see Actions.

Format

Excel or Word. Choose the format first. The format locks when you add a table or a template.

Table and match columns

For Excel: the rows that match every match column go into the workbook. With no match column, the whole table goes in.

Template

For Excel, upload a workbook to fill. Its headers, formats, formulas and other sheets stay as they are. Then set the sheet, the first data row and which column goes into which letter.

Word

A Word action puts the input values into the {{tokens}} of a .docx template. A Word action reads no table.

Good to know.

Without a template, every column goes in.

The workbook gets all the columns of the table, also Row ID and Created At. Use a template to choose the columns.

One file for each run.

The file goes into the file column of the row that started the run.

Cost.

1 credit a run.