Connect Microsoft Word and Docugami to Build Intelligent Automations
Choose a Trigger
When this happens...
New Document Created1
New Document Created
Choose an Action
Automatically do this!
Create a docset
Create a project
Publish a project
Ready to use Microsoft Word and Docugami automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Created1
Triggers when a new Microsoft Word document is created.
New Document Created
Triggers when new document is created.
Create Project
Triggers when new projects are created within the selected time interval.
Create Docsets
Triggers when new docsets are created within the selected time interval.
Do thisActions
Action is the task that follows automatically within your Microsoft Word integrations.
Create Word Document
Creates a new Microsoft Word document from a template or blank.
List All Word Documents
Shows all Word documents stored in your OneDrive.
Create a docset
Create a docset in Docugami.
Create a project
Create a Project in Docugami.
Publish a project
Publish a project in Docugami.
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Frequently Asked Questions
To start, connect both your Microsoft Word and Docugami accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Word triggers actions in Docugami (or vice versa).
Absolutely. You can customize how Microsoft Word data is recorded in Docugami. This includes choosing which data fields go into which fields of Docugami, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Word and Docugami typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft Word and Docugami. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Microsoft Word
Microsoft Word is a powerful word processing application that allows users to create, edit, and format documents with ease. It offers a wide range of features including text formatting, spell check, and the ability to insert images and tables, making it an essential tool for both personal and professional document creation.
Learn MoreAbout Docugami
Enhance your document engineering processes with Docugami's specialized AI tools designed to transform how your business creates and understands documents.
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