Add a Microsoft Word Document as a Template
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[NEW]: Did you know that you can now use Microsoft Word documents as templates in Portant—and have your generated outputs automatically saved to your OneDrive?
This means you can streamline your workflow, keep everything securely stored in your Microsoft account, and easily collaborate with your team in real time. Give it a try and see how much smoother your document automation can be!
In this article you will learn how to:
Add a Microsoft Word Document as a Template
Go to and click Log in with Microsoft.
Enter your email and password, then click Next.
Once logged in, click + Add Workflow. If this is your first time creating an automation, you can also select Start From Scratch.
Choose a Word Document as your template.
A modal will appear where you can:
Enter a title for your workflow
Pick a color and icon
Click Create to proceed
The next step is to add a Source to your Workflow. Click Add Source.
Select HubSpot as your source (or another available option).
Choose the HubSpot object you'd like to use—this can be a standard or custom object.
Note: If you haven’t connected your HubSpot account yet, you’ll be prompted to do so. Click Connect HubSpot to Portant and follow the steps.
Once you've selected your HubSpot source, your workflow will look like this: Open the Template block.
Click Edit in OneDrive (as a preview will not be available in Portant).
Important Note: Make sure your browser's pop-up blocker is disabled.
Then, two windows will open:
One with your Word template
One with the source table
We recommend positioning them side-by-side for easier copying and pasting.
To personalize your document:
Copy the tags from the Source Table using the Copy button
Paste them into your Word template where needed
Use all formatting tools available in Word to style your document as desired
Once you're happy with your template, you can go to your HubSpot object and run the automation from the App Card. To do so:
Find the Portant App Card
Click Generate/Actions, then select the workflow you created
Once the workflow is selected, a modal will appear showing the document being created.
You can find your generated outputs:
Inside the Portant App Cards in HubSpot
In your OneDrive account, under the connected folder
We’ve recently introduced Microsoft integration in Portant, and we’re eager to hear what you think. If you have any questions, suggestions, or find anything that could be improved—please let us know!
📬 Email: contact@portant.co
Your input helps us build a better Portant. Thanks for being part of the journey!
Portant Team
Tip: You can verify your Portant account is connected to both Microsoft and HubSpot at:
🔧 Don’t see the Portant App Card?
