Workspace Files block

The Workspace Files block (type: "workspace_files") saves, reads, moves, lists and deletes files in Files, the document store your workflows share. The operation field picks what it does. For the plain-language guide, see Files: documents your workflows use.

When to use it

• Keep a copy of each downloaded statement, remittance or invoice PDF as support for the run.
• Hand a saved file to an AI Agent step as a short-lived link.
• Open a ZIP from a portal download and keep the PDF inside it.

Operations

Configuration

Output

A file object has id, name, mimeType, sizeBytes, folderId, status, metadata, checksum, uploadedAt, createdAt and updatedAt. After saveFile, read the new file's id as {{steps.<step id>.file.id}}.

Example

This workflow saves a remittance PDF sent to an API trigger, then passes a link to it to an AI Agent step.

{
  "name": "File and read remittance",
  "trigger": { "type": "api" },
  "steps": [
    {
      "id": "save_remittance",
      "type": "workspace_files",
      "name": "Save remittance",
      "config": {
        "operation": "saveFile",
        "folderPath": "Remittances/{{input.customerId}}",
        "filename": "remittance-{{input.paymentId}}.pdf",
        "content": "{{input.pdfBase64}}",
        "contentEncoding": "base64",
        "mimeType": "application/pdf"
      }
    },
    {
      "id": "remittance_link",
      "type": "workspace_files",
      "name": "Get link",
      "config": {
        "operation": "getFile",
        "fileId": "{{steps.save_remittance.file.id}}",
        "mode": "url",
        "urlExpiresInSeconds": 900
      }
    },
    {
      "id": "read_remittance",
      "type": "agent",
      "name": "List invoices paid",
      "config": {
        "prompt": "List each invoice number and amount paid in this remittance.",
        "input": {
          "documentUrl": "{{steps.remittance_link.url}}",
          "documentMimetype": "application/pdf"
        }
      }
    }
  ]
}

Errors and limits

• A config that misses a field its operation needs fails the step, naming the field.
• getFile and extractArchive fail with File not found for an unknown or deleted id, and with File is not uploaded when the file has not finished uploading.
• getFile in content mode fails for a file larger than maxSizeBytes. Use mode: "url" for large files.
• saveFile needs content, from content or file.content.
• extractArchive fails when the archive holds no matching file, or holds several and allowMultiple is off.
• deleteFile on a file that is already deleted returns deleted: false rather than failing.
• Files are scoped to your company. A run cannot read another company's files.