---
title: "Connect Flatfile and Microsoft Word - APIANT.ai"
description: "When \"New Agent\" fires in Flatfile, your agent runs \"Create Document\" in Microsoft Word."
canonical: "https://apiant.ai/connect/flatfile-to-microsoft-word"
---

# Connect Flatfile and Microsoft Word

When **New Agent** fires in [Flatfile](https://apiant.ai/connections/flatfile), your agent runs **Create Document** in [Microsoft Word](https://apiant.ai/connections/microsoft-word), or **New Word Document** in Microsoft Word to **Create Document** in Flatfile. Describe the whole flow and it is built, tested on every scenario and kept running.

Flatfile **8** triggers Flatfile **4** actions Microsoft Word **1** trigger Microsoft Word **8** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want Flatfile and Microsoft Word to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.

### Set it up in your client

### Claude Code

Run this in the directory you want to work in.

`claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai`

Start Claude Code there, approve the server, and sign in in the browser page it opens.

[Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code)

### Claude, web and desktop

Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Cursor

Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Codex and the ChatGPT desktop app

Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### Any other MCP client

Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

Example flows

## What Flatfile and Microsoft Word can do together

### From Flatfile to Microsoft Word

- When **New Agent** in Flatfile then **Create Document** in Microsoft Word
- When **New App** in Flatfile then **Convert Document to PDF** in Microsoft Word

### From Microsoft Word to Flatfile

- When **New Word Document** in Microsoft Word then **Create Document** in Flatfile
- When **New Word Document** in Microsoft Word then **Get Document** in Flatfile

Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.

Everything your agent can do with Flatfile and Microsoft Word

## Triggers and actions 9 triggers · 12 actions

- Trigger

**New Agent**

Triggers when a new agent is created.

- Trigger

**New App**

Triggers when a new app is created.

- Trigger

**New Document**

Triggers when a new document is created in a space.

- Trigger

**New Event**

Triggers when a new event occurs in Flatfile.

- Trigger

**New Prompt**

Triggers when a new prompt is created.

- Trigger

**New Sheet**

Trigger when a new sheet is created in a Flatfile workbook.

- Trigger

**New User**

Triggers when a new user is created.

- Trigger

**New Workbook**

Trigger when a new workbook is created in Flatfile.

- Action

**Create Document**

Creates a new document in Flatfile.

- Action

**Create Prompt**

Creates a new AI prompt in Flatfile.

- Action

**Get Document**

Retrieves a single document from a Flatfile space by its ID.

- Action

**Upload File**

Uploads a file to Flatfile.

- Trigger

**New Word Document**

Triggers when a new Word document (.docx file) is added to a OneDrive folder.

- Action

**Convert Document to PDF**

Converts a Word document in OneDrive to PDF and returns the PDF file. The original document is not changed.

- Action

**Copy Document**

Makes a copy of a Word document in OneDrive, in the same folder or another one, optionally under a new name. OneDrive finishes the copy in the background, usually within seconds.

- Action

**Create Document**

Uploads a Word document (.docx) to a OneDrive folder and returns the new document's details.

- Action

**Delete Document**

Deletes a Word document from OneDrive, moving it to the OneDrive recycle bin.

- Action

**Download Document**

Downloads the contents of a Word document from OneDrive as a.docx file that later steps can attach, upload or save.

- Action

**Get Document**

Returns the details of one Word document in OneDrive: its name, size, link, folder and dates.

- Action

**List Word Documents**

Returns the Word documents (.docx files) in a OneDrive folder, optionally only those whose name starts with some text.

- Action

**Replace Document Content**

Replaces the contents of an existing Word document in OneDrive with a new.docx file, keeping its name, location and sharing.

## Each app on its own

- [ **Flatfile** Flatfile is an AI-powered data import and exchange platform that helps teams and businesses seamlessly...](https://apiant.ai/connections/flatfile)
- [ **Microsoft Word** Word processing software for creating, editing, and formatting documents.](https://apiant.ai/connections/microsoft-word)

Reviews

## What our customers say

## More from Flatfile

- [ **Flatfile to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/flatfile-to-hubspot)
- [ **Flatfile to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/flatfile-to-salesforce)
- [ **Flatfile to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/flatfile-to-slack)
- [ **Flatfile to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/flatfile-to-google-sheets)
- [ **Flatfile to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/flatfile-to-google-calendar)
- [ **Flatfile to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/flatfile-to-google-drive)

## More into Microsoft Word

- [ **HubSpot to Microsoft Word** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-microsoft-word)
- [ **Google Sheets to Microsoft Word** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-microsoft-word)
- [ **Gmail to Microsoft Word** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-microsoft-word)
- [ **Google Calendar to Microsoft Word** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-microsoft-word)
- [ **Google Drive to Microsoft Word** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-microsoft-word)
- [ **Mailchimp to Microsoft Word** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-microsoft-word)

Questions

## Flatfile and Microsoft Word, answered

###

### What can start an automation from Flatfile?

Any of Flatfile's 8 triggers in the catalog, including New Agent, New App, New Document and New Event. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Microsoft Word when something happens in Flatfile?

Any of Microsoft Word's 8 actions, including Create Document, Convert Document to PDF, Copy Document and Download Document. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Microsoft Word to Flatfile?

Yes. When something happens in Microsoft Word, your agent can act in Flatfile too. This page covers both directions: Microsoft Word's triggers and Flatfile's actions are listed here as well.

###

### Do I have to build a connector for Flatfile or Microsoft Word?

No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.

###

### Can my AI client use Flatfile and Microsoft Word without building an automation?

Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.

###

### What happens when something fails?

Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.

###

### Is there a free plan?

Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.
