# Microsoft Word

**\[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:**

1. Add a Microsoft Word Document as a Template

## Add a Microsoft Word Document as a Template

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Go to[ Portant](https://app.portant.co) and click **Log in with Microsoft**.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdE3yH1M918CzQn-qh8UwfhRaIvBhKRwpI92Z3vpnm5JeFI_YfwoMVj_DoR6M0bDMD7iF5zNcs9_nFRa3amAckZlECAuRPk5nmT3ICGFm2zQw59L5t7GPKtkEHgANn-TXe1Sw4hGw?key=exgXnFyfE1neE2l6bm3aIg" alt=""><figcaption></figcaption></figure>

Enter your email and password, then click **Next**.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfg4H1ES1Ot0WaoVk7imBCNIqdzIyqUIXUqWepQIVQRg0F9vZCj_iO1XQw9JGb1lUNrdbTfkZxpOixAzdkz2KYEUugWouy5rYNEdjKecrghA9GgKqnCcxtPPfECmLBmvXnu_mH4_w?key=exgXnFyfE1neE2l6bm3aIg" alt=""><figcaption></figcaption></figure>

Once logged in, click **+ Add Workflow**. If this is your first time creating an automation, you can also select **Start From Scratch**.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc4boYaJyu_3wX44QtzEAElD6Y1qel_wo6xXSEJvxmoLrmw8eQDu7eUNtDDdQ7AHxBMis8RUmhmZN5x-Y1tuoSKjGfRq1eBLFxvnjamr-hnyNinfpMS3nBizB__lL7ryNN78Ki5OA?key=exgXnFyfE1neE2l6bm3aIg" alt=""><figcaption></figcaption></figure>

Choose a **Word Document** as your template.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcCXBt9PCsfXWBJUfeq50ORKsRYyFJj9X0fuzqeexReuOcQWGLc7gPD0WCehBMw0maOJefNm41uixsnExt1mccSt5NZkWFUGcBnCDSuvodfdClJZ2qnIlKvTikDuBWwfLvpptPU2A?key=exgXnFyfE1neE2l6bm3aIg" alt=""><figcaption></figcaption></figure>

A modal will appear where you can:

* Enter a **title** for your workflow
* Pick a **color** and **icon**
* Click **Create** to proceed<br>

  <figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfqpLQbZWR_ntRqTIMgC89QP-PmJBz4GI_hxlu-FpSYGZ9iVXHqNnyU1mx6eUdeX5xV6nSdx2uuG_eE6FGfkAxayJzbNacybBiYcgsh1WWdjKGeNFjvvH5Z_zO4779ANN405mBbcw?key=exgXnFyfE1neE2l6bm3aIg" alt=""><figcaption></figcaption></figure>

The next step is to add a Source to your Workflow. Click **Add Source**.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfL85vL_-qSYXkFLRzOT2MXBhquGmn_ym6kNxdpVY0wsZcE_5i2-uwG3US2fwR6tENYvlhGhnzkrsjSCvuwc0d4TOB9Xpa7x9sAe7tjRxcqJiWuO7P1sqM3Gal7ph6p1Jt-taot?key=exgXnFyfE1neE2l6bm3aIg" alt=""><figcaption></figcaption></figure>

Select **HubSpot** as your source (or another available option).

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe6nWjSA23TCnNWkvS6qWuctemSru4D_BdJGkuyX78Ut9WqEhQ84NG-t7xVQ9Lc8rf5At_hrdg5RwaZi7-Ulo2akjR6rHdwD5CRe9J0xOWoNzWWqSRFaVxw5s0q67qJ5dNkN4Y3jA?key=exgXnFyfE1neE2l6bm3aIg" alt=""><figcaption></figcaption></figure>

Choose the **HubSpot object** you'd like to use—this can be a standard or custom object.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdmrxFIO6jXtqvIkbTQfvhPx92GkzSmK9yLwwN3SHxjvXOg5iiHgTaYNQfqhVoUiHoyIej5p4Jm3r94p42AlRzCO0hO-0AIEkjP0runJuvo9WslEsSUHHAXHhMT1N2or20KVYU1rw?key=exgXnFyfE1neE2l6bm3aIg" alt=""><figcaption></figcaption></figure>

> **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.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdrTt7jRH6YbXyKRb5LDArgG19mxvEyNfm_LAcuBM2HC5NtAnPj70J8HwgmacTy02b6JapJnTuFpBnET2eA1LiHCqSTC2Nq387Ueqa7QkVYHAKatdmiuoZzJwLjyrF0Cj5egr5BiA?key=exgXnFyfE1neE2l6bm3aIg" alt=""><figcaption></figcaption></figure>

> **Tip:** You can verify your Portant account is connected to both Microsoft and HubSpot at: [Settings > Permissions](https://app.portant.co/settings/permissions)

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXftfZcw4oW49W5lsxkvhvD8caoNho6LefGM7UP2DZVIBNKmXm1e3cKOmR2LXQ25IVwWwHlBekCuBS14QYyFryfJ9dvdtHROMYWwrDY3LQM0vejr3S7DUZTxj829Dvkj7kOkRTVHsw?key=exgXnFyfE1neE2l6bm3aIg" alt=""><figcaption></figcaption></figure>

Once you've selected your HubSpot source, your workflow will look like this:\
**Open** the **Template** **block**.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXf0WDhn-BJj-8lVptZTY2JpVk4UQqfi6tVVVBuNXeFA3IXdv_DfA3vQevZ6uP5RdN1-PmW0hG-wEtqkBkvAtKUcYSUBOJpPh0Q6bP7FQQz3XsJbzXYNHJDU99CVwhjXdc3f-xp-OA?key=exgXnFyfE1neE2l6bm3aIg" alt=""><figcaption></figcaption></figure>

Click **Edit in OneDrive** (as a preview will not be available in Portant).

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdfK0pnDj6FPNSzYVm-IHm38Et9YIgBNKVfrzTcQcH3424t1hLjCGA6JuceCoblbLW1ZYZM1wKpn-ruVOwb_qTQb8uSLI30cCy627Q_OigVgsFS9xe2Su0OsnTSraoPO0OgFq7B?key=exgXnFyfE1neE2l6bm3aIg" alt=""><figcaption></figcaption></figure>

> **Important Note:** Make sure your browser's pop-up blocker is disabled.&#x20;

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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.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcXx6LHVJGpeo1AHKxHCwc5fOXIIyaTP9t3i_6kj4NybPX46S4Xygdphejrjcq7TNxvzTKR5jvRJqlQ_zTvZjD_nNQWjC1DOggzdTawOEjjDk3y6qoGyeYYNjm_KhCWEbByHL2bHg?key=exgXnFyfE1neE2l6bm3aIg" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdVkRkIhdi_MBQk_Pj8JqhyCQCX6KQX_zCEHsf5AUkpYl8zwDyaNNpWvXvhBrbXWJcGHTOJAEbsUCiFhqsQuuz4GPnA-SYfscVLmnUbXAAxnUldNlJ0DGzWhVtujWzliOjrgL2TVg?key=exgXnFyfE1neE2l6bm3aIg" alt=""><figcaption></figcaption></figure>

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
* &#x20;Click **Generate/Actions**, then select the workflow you created

🔧 Don’t see the Portant App Card?\
[**Learn how to install it here**](https://docs.portant.co/portant-docs/sources/hubspot/how-to-install-the-portant-app-in-hubspot/how-to-add-portant-app-cards-to-hubspot)

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcsH00ld9oYBLswIAi1MHBcGGAFjFwH8WMR9lOiMil6APpnFVxKOW0IoEk_QKLcCvYs3W7hrkq2lHgg1iUCB1-UqM03GJupbvL0vHJR998qbpTTNEDleW7QMntyxKzHdU4xsmpJmw?key=exgXnFyfE1neE2l6bm3aIg" alt=""><figcaption></figcaption></figure>

Once the workflow is selected, a modal will appear showing the document being created.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfZEgRC30mqIkoGPzZ65eVl9VsNz60o-er6yFsJIpA3UAl573SQRn_WSuIexkFgy0gKx49D-26158Lvz87ygApS6thUdp8JgQiJOrh1hV1hbzkFpKaQSk_-cwY7gO7Ntv3DZZAL1g?key=exgXnFyfE1neE2l6bm3aIg" alt=""><figcaption></figcaption></figure>

You can find your generated outputs:

* Inside the **Portant App** Cards in HubSpot
* In your **OneDrive** account, **under the connected folder**

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXciR41WiaW4KNhBg8ECH3IAjv7vaaPN91mTSRfChN7OJb_RhI5bH2VRivP3j6sjuLvpreaQCJjZQWhN98KfgWS07vpW2hdaqBNisl6vNeXfTjFl6tAMLSyRtYXmsX2dlGYEbE_s9g?key=exgXnFyfE1neE2l6bm3aIg" alt=""><figcaption></figcaption></figure>

## We'd Love Your Feedback 💬

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**

<br>
