Microsoft Word

Microsoft Word is the document editor at the centre of Microsoft 365. Word documents are stored as .docx files in OneDrive or a SharePoint document library, which is where this integration reads and writes them.

Learn how to integrate the Microsoft Word tool in Sim to generate, fill, edit, and export documents inside your workflows. This tutorial walks you through connecting a Microsoft account, choosing a document, and turning agent output into a finished Word file. Ideal for the document-heavy work a team would otherwise do by hand.

With Microsoft Word, you can:

• Write documents from agent output: Turn generated text into a real .docx with headings, bullets, and bold or italic emphasis
• Fill a template: Substitute placeholders in an approved template to produce a contract, offer letter, or report — the template itself is never modified
• Read a document back: Extract the text of any Word document so an agent can summarize, classify, or check it
• Edit in place: Append new paragraphs to a running document, or find and replace text across the body plus every header and footer
• Find the right file: List or search Word documents in a folder, a whole drive, or a SharePoint library
• Hand over a PDF: Convert a document to PDF through Microsoft Graph and pass the file straight to an email or messaging step

In Sim, the Microsoft Word integration lets your agents own a document end to end. An agent can find the standard template, fill it with data pulled from a CRM or a form, export the result as a PDF, and send it — without a person opening Word. Because the integration edits the .docx package directly rather than regenerating it, an append or a find-and-replace leaves the document's existing styles, images, headers, and footers exactly as they were.

How documents are addressed

Every operation identifies a document by its drive item ID, not by its file path. Pick one with the document selector, or paste an ID from an earlier step. Leave Drive ID empty to work in your personal OneDrive; set it to a SharePoint drive ID to work in a document library instead.

Writing content

Create Document and Replace Content accept a small, predictable subset of Markdown:

Unsupported Markdown is left as visible text rather than being dropped, so nothing goes missing silently.

Replace Content overwrites the whole document — its previous content and formatting are discarded. To add to a document instead, use Append Content, which adds plain paragraphs to the end and leaves everything already there untouched.

Filling templates

Create from Template is the fastest way to produce a formatted document. Point it at a template, give the new document a name, and supply Placeholder Values as a JSON object:

{
  "{{customer_name}}": "Acme Corp",
  "{{effective_date}}": "2026-01-31",
  "{{total}}": "$48,000"
}

Placeholders are matched as literal text — there is no pattern syntax — so you can use whatever delimiter your template already uses. Any placeholder missing from the template is simply ignored, and the number of substitutions made is returned as occurrencesChanged, which is worth checking: a count of 0 means the keys do not match what is actually in the template.

Word splits a sentence across several internal runs whenever formatting changes mid-line, so a placeholder like {{customer_name}} is often stored in pieces. Sim reassembles each paragraph before matching, so those placeholders are still found. When a match sits entirely inside one run, its formatting is preserved exactly; when a match straddles runs, that paragraph takes on the formatting of its first run.

Find and Replace Text applies the same matching to a document already in place, and covers headers and footers as well as the body. Matching never crosses a paragraph break, which mirrors Word's own Replace All.

Permissions

Connecting a Microsoft account grants Sim Files.Read and Files.ReadWrite, the permissions Microsoft Graph requires to read and write drive items. The same permissions cover SharePoint document libraries the account can already reach — Sim never gains access to anything the signed-in account could not open itself.

Usage Instructions

Integrate Microsoft Word into the workflow. Create .docx documents from text, fill a formatted template by substituting its placeholders, read a document back as text, replace or append content, find and replace text across the body plus headers and footers, list and search documents in OneDrive or SharePoint, and export a document as PDF.

Actions

Create Microsoft Word Document

Create a new Microsoft Word (.docx) document in OneDrive or SharePoint from text content. Supports Markdown headings (# ## ###), bullets (-), and inline bold / italic. An existing document with the same name is never overwritten — the new one is given a unique name instead.

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Output

Create Microsoft Word Document from Template

Copy an existing Microsoft Word (.docx) template to a new document and fill its placeholders. The template keeps all of its formatting, styles, headers, and footers, and is never modified. An existing document with the same name is never overwritten — the new one is given a unique name instead.

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Output

Read Microsoft Word Document

Read the text content of a Microsoft Word (.docx) document stored in OneDrive or SharePoint.

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Output

Update Microsoft Word Document

Replace the entire contents of an existing Microsoft Word (.docx) document with new text. The previous content and its formatting are discarded — use Append to add to a document instead.

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Output

Append to Microsoft Word Document

Append plain-text paragraphs to the end of an existing Microsoft Word (.docx) document, leaving the existing content and formatting intact. Fails rather than overwriting if someone else changed the document while the edit was in flight.

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Output

Replace Text in Microsoft Word Document

Find and replace text throughout a Microsoft Word (.docx) document, including its headers and footers. Use this to fill placeholders in a template document. Fails rather than overwriting if someone else changed the document while the edit was in flight.

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Output

List Microsoft Word Documents

List or search Microsoft Word (.docx) documents in OneDrive or SharePoint. Non-Word items are filtered out of the results.

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Output

Export Microsoft Word Document as PDF

Convert a Microsoft Word (.docx) document to PDF using Microsoft Graph and return it as a file.

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Output