The Autohive Microsoft Word integration connects your Microsoft 365 documents with Autohive’s automation platform, enabling:

  • Document discovery - Find and list Word documents (.docx) in OneDrive, SharePoint, or Group drives with filtering by name and folder path
  • Content reading - Extract document content in plain text, HTML, or markdown format with word count and paragraph statistics
  • Document creation - Create new Word documents with optional initial content or from templates
  • Content manipulation - Update entire documents, insert text at specific locations, and perform find-and-replace operations
  • Advanced formatting - Access and manage paragraphs with formatting information and style preservation
  • Table extraction - Retrieve structured table data from documents for data processing workflows
  • PDF export - Convert Word documents to PDF format for distribution and archival purposes

Install the integration

  1. Log in to Autohive and navigate to Your user profile > Connections or Your workspace -> Integrations

  2. Locate the Microsoft Word Integration card and click Connect to workspace

    List of integrations in Autohive

  3. Authorize with Microsoft - you’ll be redirected to Microsoft’s authorization page

  4. Review and approve permissions. Autohive requests access to:

    • Read and write files in OneDrive
    • Access SharePoint files

    Ensure you approve the permissions required in order for the integration to function as expected.

  5. Confirm installation - you’ll be redirected to Autohive with “Connected” status displayed

Use the integration

You can now use the integration with your agents, workflows and scheduled tasks!

  1. Follow our Create your first agent guide on how to create an agent.
  2. In the ‘Agent settings’, scroll down to the ‘Add Integrations and Agents’ section, click ‘Add integrations and agents’, and select Microsoft Word. You can choose what individual Word capabilities to turn on and off.
  3. Once the settings have been selected, begin prompting the agent with the workflow you’d like to achieve with Autohive and Microsoft Word!

Available capabilities

Document Discovery

  • List Word Documents: Find accessible Word documents (.docx) in OneDrive/SharePoint with filtering by name and folder path (up to 100 results per page with pagination)
  • Get Document Metadata: Retrieve document properties including metadata, permissions, file details, and modification history

Content Operations

  • Get Document Content: Read document text in plain text, HTML, or markdown format with word count, character count, and paragraph statistics
  • Get Paragraphs: Extract all paragraphs from documents with optional formatting information and style details
  • Get Tables: Extract structured table data from documents with row, column, and cell formatting information

Document Creation and Modification

  • Create Document: Create new Word documents with optional initial content or copy from template documents
  • Update Document Content: Replace entire document content with new text and optionally preserve existing formatting
  • Insert Text: Insert text at specific locations (start, end, or relative to paragraphs) for precise content manipulation
  • Search and Replace: Find and replace text throughout documents with case-sensitive, whole-word, and replace-all options

Export and Conversion

  • Export to PDF: Convert Word documents to PDF format with options to return base64-encoded content or save to OneDrive

Key features

Flexible Storage Access

  • Access Word documents stored in OneDrive for Business, SharePoint sites, or Microsoft 365 Group drives
  • Navigate folder hierarchies with path-based searching (e.g., ‘Documents/Reports’)
  • Filter documents by name with substring matching for efficient discovery
  • Pagination support (up to 100 documents per page) for large document libraries

Multiple Content Formats

  • Read document content in plain text format for simple text processing
  • Extract HTML format for web publishing or rich-text display
  • Get markdown format for documentation workflows and static site generation
  • Automatic statistics calculation including word count, character count, and paragraph count

Advanced Text Manipulation

  • Replace entire document content while preserving or resetting formatting
  • Insert text at the beginning or end of documents for headers and footers
  • Add text before or after specific paragraphs for targeted content injection
  • Search and replace with case sensitivity and whole-word matching options

Structured Data Extraction

  • Extract tables as structured data with row and column information
  • Access table cells with optional formatting details
  • Retrieve specific tables by index or all tables at once
  • Identify header rows for proper data processing

Document Automation

  • Create new documents programmatically with initial content
  • Copy template documents to maintain consistent formatting and structure
  • Specify folder paths for organized document storage
  • Automatic .docx extension handling for flexible naming

PDF Export Capabilities

  • Convert Word documents to PDF format using Microsoft Graph API
  • Return base64-encoded PDF content for immediate download or processing
  • Save PDF files directly to OneDrive with custom names and folder paths
  • Get PDF file size and metadata for storage management

Common use cases

Document Generation and Templating

  • Create personalized documents from templates for contracts, proposals, or reports
  • Generate documents with dynamic content based on data from other integrated systems
  • Automate document creation workflows triggered by business events or schedules
  • Maintain consistent document formatting by copying from template documents

Content Extraction and Processing

  • Extract document content for indexing, search, or AI processing workflows
  • Convert Word documents to markdown for documentation websites or knowledge bases
  • Extract tables from reports for data analysis or integration with spreadsheets
  • Read document content to trigger workflows based on specific keywords or patterns

Document Review and Editing

  • Perform bulk find-and-replace operations across multiple documents
  • Update document content based on data from CRM, project management, or other systems
  • Insert boilerplate text, disclaimers, or signatures at specific document locations
  • Preserve document formatting while updating content programmatically

Document Distribution and Publishing

  • Convert Word documents to PDF for email distribution or website publishing
  • Export reports and documents to PDF for archival and compliance purposes
  • Generate PDF versions of documents for secure, non-editable distribution
  • Automate document conversion workflows triggered by approval processes

Cross-System Document Workflows

  • Sync document content between Word and other content management systems
  • Create Word documents from data in spreadsheets, databases, or CRM systems
  • Extract data from Word documents to populate forms or update records
  • Trigger notifications or tasks when documents are created or modified

Team Collaboration Automation

  • List and organize documents in shared OneDrive or SharePoint folders
  • Monitor document metadata for changes and trigger team notifications
  • Create standardized documents in team folders based on project milestones
  • Extract content from team documents for status reports or summaries

Disconnect the integration

Important: Disconnecting stops data synchronization but preserves existing data in both systems.

  1. Navigate to Your user profile -> Connections or Your workspace -> Integrations
  2. Find the Microsoft Word Integration
  3. Click Disconnect and confirm

Data Impact: Existing data remains unchanged in both systems, but sync stops and Autohive loses Microsoft Graph API access.

Uninstall the app

From Microsoft: Go to your Microsoft Account settings > Apps & Permissions > Find Autohive and revoke access.