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Use Generate File when you want a workflow step to create a downloadable file that later steps or runs can reference. The generated file is stored in the workspace media library.

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Configuration

Add this step from the Generation group in Search steps….

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Content by format

  • PDF and Word (DOCX) use markdown. Headings, lists, tables, and emphasis are converted into the generated document.
  • Excel (XLSX) and CSV use CSV text. Put headers in the first row, then one record per line.
Use Insert Variable to combine text from Inputs or earlier Workflow Steps before you generate the file.

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Output

Click Run in the step header to test the step. Fetch Hive shows the generated file in Output after the run completes. The file is also saved to the workspace media library. Use the variable picker in a later step to insert the exact output path available for that run. The base reference is:
Use the variable picker if you need a deeper field or file reference from the generated result.

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Cost

Each run of this step costs 1 task, for every output format.

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Example

Add Generate File from the Generation group in Search steps…. Set Name to something like Create weekly report. Choose PDF as the file format. Write the document in Content with markdown headings, lists, and inserted workflow values such as {{step_2.output.summary}}. Choose what should happen in When the step fails. Click Run and check Output to confirm the generated result before using it elsewhere in the workflow.

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Notes

  • This page lives under utility in the docs tree, but the actual step appears under Generation in the Fetch Hive step picker.
  • Existing PDF Generation steps are now Generate File steps with the PDF format selected.
  • Google Docs and Google Sheets remain separate integration steps when you want to create a document in a connected Google account instead of storing a file in the media library.
See also: Creating and Editing, Testing and Iteration, and Error Handling