---
schema_version: "1"
id: e57bca3fc9143d1975fb6c9ed66aece25260d35c248611ce69e7aec9ea2afb27
title: Work with Quip from a Process
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/process_action_quip.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.process_action_quip.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fba5964ddd8e78fb54f6c7d6bf783c5ef4d58145c9232c360c31fa80131231f1
description: Create documents, chat rooms, and folders when important events occur. Attach a document to a record so your users have information in context. Update your spreadsheets with the latest Salesforce data. Send a message to a chat room or document. Add new slides to a deck, copy documents, add members to a document or chat, and more.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Work with Quip from a Process

Create documents, chat rooms, and folders when important events occur. Attach a document to a record so your users have information in context. Update your spreadsheets with the latest Salesforce data. Send a message to a chat room or document. Add new slides to a deck, copy documents, add members to a document or chat, and more.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (<a href="https://help.salesforce.com/s/articleView?id=xcloud.overview_edition_lex_only.htm&amp;language=en_US" target="_blank">not available in all orgs</a>) and Lightning Experience</td></tr><tr class="" id="process_action_quip__d3742e343"><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <span id="process_action_quip__d3742e347"><a name="process_action_quip__d3742e347"></a><strong>Essentials</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</span></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d137904e84">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="" id="process_action_quip__d3742e977">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d137904e84 ">To create, edit, or view processes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d137904e84 ">
              <p>Manage Flow</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View All Data</p>
            </td>

          </tr>
        </tbody>
      </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_important.png)

Important Support and updates for Process Builder have ended as of December 31, 2025. This means that support won't be provided for any process and bugs in the Process Builder product won't be fixed. See [Workflow Rules & Process Builder End of Support](https://help.salesforce.com/s/articleView?id=001096524&type=1&language=en_US).

After December 31, 2025, existing processes continue to run, and you can activate, deactivate, and edit them; however, we recommend using Flow Builder. To migrate existing processes, plan your [switch to Flow Builder](https://help.salesforce.com/s/articleView?id=platform.flow_migrate_to_flow_learning_map.htm&release=264.0.0&type=5 "Flow Builder combines the capabilities of workflow rules and Process Builder in a single point-and-click tool, making it easier to create a triggered process. If you created triggered processes with workflow rules or Process Builder, use the Migrate to Flow tool to move them to Flow Builder. Start by migrating and testing in a sandbox environment before moving your new flows to production.") and use the [Migrate to Flow](https://help.salesforce.com/s/articleView?id=platform.flow_migrate_to_flow.htm&release=264.0.0&type=5 "Use the Migrate to Flow tool to convert your Process Builder processes and workflow rules into Flow Builder, including scheduled actions. The tool also supports partial migration of processes for most actions.") tool. For new automations, create flows in [Flow Builder](https://help.salesforce.com/s/articleView?id=platform.flow.htm&release=264.0.0&type=5 "Automation reduces repetitive work and helps your team complete tasks faster and more accurately. With Flow Builder, you can build simple or complex automations, forms, and guided experiences with no code. You can add forms to Salesforce pages and Experience sites, and launch flows using buttons, record triggers, or schedules.").

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_note.png)

Note To replace the existing Process Builder processes and Workflow Rules with flows before Process Builder and Workflow Rules reach [end of support](https://help.salesforce.com/s/articleView?id=001096524&type=1&language=en_US), see [Quip Actions in Flow Builder](https://help.salesforce.com/s/articleView?id=xcloud.quip_automation_flow.htm&type=5&language=en_US).

- **[Create a Document, Folder, or Chat Room from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_create_doc.htm&release=264.0.0&type=5)**  
    Use Process Builder to create documents, folders, and chat rooms.
- **[Add a Document to a Folder from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_add_doc_folder.htm&release=264.0.0&type=5)**  
    Add a document to one or more folders.
- **[Remove a Document from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_remove_doc.htm&release=264.0.0&type=5)**  
    Remove a document from a folder. Make a shared document private again.
- **[Add a Live App to a Template from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_live_app.htm&release=264.0.0&type=5)**  
    Keep your templates up to date with the latest Salesforce data. Add live Salesforce records and list views to your templates using Process Builder.
- **[Attach a Document to a Record from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_attach_doc_record.htm&release=264.0.0&type=5)**  
    Keep information in context by attaching a document to a Salesforce record.
- **[Copy a Document from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_copy_doc.htm&release=264.0.0&type=5)**  
    To use a document as a template, create a copy. By default, copied documents are saved to the running user’s Private folder in Quip.
- **[Add Members to a Document or Chat from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_add_members_chat.htm&release=264.0.0&type=5)**  
    Add up to 50 members to a document or chat.
- **[Add Members with Different Access Levels to a Document from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_granular_perms.htm&release=264.0.0&type=5)**  
    Automatically share a document with members with different permissions using Process Builder.
- **[Remove Document Members from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_remove.htm&release=264.0.0&type=5)**  
    Trigger a process to auto-remove users from a document when the collaboration is over.
- **[Copy Content from a Process (Retired)](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_copy_content.htm&release=264.0.0&type=5)**  
    Copy content from one slide deck to another.
- **[Edit a Document from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_edit_doc.htm&release=264.0.0&type=5)**  
    Add content to an existing document.
- **[Update a Template Section from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_edit_section.htm&release=264.0.0&type=5)**  
    Edit a section of a template using text detection. Update sections of cloned documents at scale.
- **[Copy Content with Live Paste from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_live_paste.htm&release=264.0.0&type=5)**  
    Copy content from a source document and paste it with Live Paste in a new document. After you update the source content, set the content to automatically update in all documents that reference it.
- **[Update Content Based on a Document Range from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_document_range.htm&release=264.0.0&type=5)**  
    Edit or add content to a defined template section, called a document range, when something changes in Salesforce.
- **[Edit a Spreadsheet from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_edit_spreadsheet.htm&release=264.0.0&type=5)**  
    Add data to an existing spreadsheet.
- **[Edit a Slide from a Process (Retired)](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_edit_slide.htm&release=264.0.0&type=5)**  
    Insert a new slide or change an image in an existing slide deck.
- **[Lock Document Edits from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_lock_edits.htm&release=264.0.0&type=5)**  
    Lock edits to mark a document as complete.
- **[Lock Section Edits from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_lock_section.htm&release=264.0.0&type=5)**  
    To keep a document or template section safe from edits, lock it.
- **[Export a Document to a PDF from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_export_to_pdf.htm&release=264.0.0&type=5)**  
    To mark a document as complete or to keep a document view-only for record keeping, export it to a PDF. You can choose to attach the PDF to a document or to a Salesforce record.
- **[Send a Message from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_send_message_doc.htm&release=264.0.0&type=5)**  
    Send a message in a chat room or in a document. Messages sent in a document appear as inline comments or in the document body.
- **[Copy Comments from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip_copy_comments.htm&release=264.0.0&type=5)**  
    Copy comments from a template’s source document to the newly-created target document.