Create document from HTML text
Add custom HTML text and generate a document with a link you can use in Next Matter.
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In your workflow editor, click + Add step.
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Select Integrations > Quick action.
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Click Configure.
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Select the Generate Document from Custom Text operation.
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Add the text as data reference or enter it manually.
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Enter the title for the file (it will be used as H1) and the file name.
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(Optional) Provide a URL of the DOCX template to be used as the template for the generated file.
We’ll create a URL for the file. Note that you’ll need Next Matter access to access the link.