Documents & Media Actions

Generating a PDF

What it does: Converts HTML content (or a variable containing HTML) into a PDF file. Use for reports, invoices, or downloadable assets.

Inputs

• HTML content (required) — The HTML to convert. Usually a variable from a previous step (e.g. from a template or “Generate Text” with HTML). Must be valid HTML; inline CSS is often supported.
• Options (optional) — PDF options if supported: page size (A4, Letter), margins, orientation (portrait/landscape), header/footer. Product-dependent.

Outputs

The generated PDF as a file reference (URL, base64, or variable) so you can attach to email, save to Drive, or return in an API.

Output schema

• file / pdf — The PDF file (URL, base64 string, or blob reference depending on product). Use in “Attach to email” or “Upload to Drive” steps.
• url (optional) — Direct link to the PDF if stored and linkable.

Generating a Word Document

What it does: Generates a Word (DOCX) document from content or a template. Inputs typically include template reference and variable map; output is a file reference. See your step configuration for the exact option (e.g. from HTML, from template, or product-specific).

Creating a Document from a Template

What it does: Processes a document template (e.g. Freemarker or product-specific) with a variable map. Replaces placeholders and returns rendered text or file.

Inputs

• Template content or ID (required) — The template string (e.g. “placeholders”) or reference to a stored template. For ID, the product loads the template from its store.
• Variable map (required) — Key-value map: placeholder name → value. Values can be variables from previous steps (e.g. name: #Trigger.contactName, date: #Step1.formattedDate). Keys must match placeholders in the template.

Outputs

Rendered document (plain text, HTML, or file) for use in email, PDF, or storage steps.

Output schema

• content / text — Rendered string when the output is text.
• file (optional) — File reference (URL or blob) when the output is a generated document (e.g. DOCX). Depends on product and template type.

Creating an Excel Document from a Template

What it does: Creates an Excel (XLSX) document from a template and a variable map. Placeholders in the template are replaced with values; output is a file reference for email, Drive, or later steps. See your step configuration for template format and options.

YouTube Transcribe

What it does: Fetches or generates a transcript for a YouTube video. Use for summarization, search, or training data.

Inputs

• YouTube video URL or ID (required) — Full URL (e.g. https://youtube.com/watch?v=xxx ) or just the video ID. Can be a variable.

Outputs

The transcript as plain text (or structured by timestamp if the product supports it) for use in “Create Summary”, “Extract Information”, or Knowledge Base.

Output schema

• transcript — Full transcript text (plain string).
• duration (optional) — Video duration in seconds or ISO, if exposed.
• segments (optional) — Array of timestamped segments (start time, end time, text) if the product returns them.