Document Management Toolkit

The Document Management Toolkit is a workflow node. Its tools include Create Document, Edit Document, and List Documents. These tools run in the workflow and do not use a third-party account. Type @ in a field when the value should come from an earlier step.

Authentication

Document Management tools do not use a connected third-party account. Add the node to the workflow and set the fields on the tool.

Tools

Create Document

Creates document.

Field	Required	Description
Title	Yes	The title of the document. Type @ to select a variable.

Edit Document

Runs the edit document tool.

Field	Required	Description
Document ID	Yes	The ID of the document to edit. Type @ to select a variable.
Content	Yes	The content to write/update in the document. Type @ to select a variable.
Title	No	Optional new title for the document. Default is null. Type @ to select a variable.

List Documents

Lists documents.

Field	Required	Description
—	—	This tool has no input fields.

Related

Agents can use this integration from chat. See Document Management.

See all integrations on the toolkits overview.