Files & Documents
Files & Documents
Files & Documents nodes let a workflow work with files the way people do: build a spreadsheet or text file, read one that came in, break a large import into manageable pieces, or fill out a PDF form. The files they produce can be emailed, uploaded, or handed to the next step, so a run can turn raw data into a finished document without anyone touching a keyboard.
Build a text or binary file from content you supply and pass it downstream.
Turn a list of records into a spreadsheet file, choosing columns and headers.
Read a spreadsheet file into rows your workflow can loop over and act on.
Break a file too large to read at once into smaller pieces for processing.
Fill a fillable PDF, such as an ACORD form, from data your workflow gathered.