Docugenerate for AI agents
Agents read Docugenerate at once. Changes and sends are held for a person's approval by default.
About Docugenerate
DocuGenerate simplifies document generation by converting Word templates and JSON data into professional PDF files with ease. It supports automation of contracts, invoices, letters, certificates, and more, catering to both developers and non-developers. With an intuitive REST API and no-code integrations, it ensures seamless functionality for any scale.
What an agent can do in Docugenerate
Every Docugenerate action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Docugenerate without asking first. 4 actions.
- Get document by IDTool to retrieve a specific document by ID. Returns document metadata including name, format, template_id, and download URL. Use when you need to fetch details about an existing generated document.
- Get template by IDTool to retrieve a specific template by ID. Returns template metadata including name, format, region, and configuration settings.
- List documents by templateTool to list all documents generated from a template. Results are ordered by created time in descending order. Use when you need to retrieve a list of previously generated documents for a specific tem
- Get or list templatesTool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 5 actions.
- Delete DocumentTool to delete a document by ID. Permanently removes the document from storage. Use when you need to clean up generated documents or remove outdated files from DocuGenerate.
- Delete templateTool to permanently delete a template by ID. Removes the template and all associated versions from storage. Use when a template is no longer needed.
- Generate documents from templateTool to generate document(s) from a template by merging JSON data or uploading a data file. Use when you need to programmatically produce one or more documents and receive metadata including a downloa
- Update DocumentUpdate a document's name/title in DocuGenerate. Use this to rename an existing document after it has been generated. Requires a valid document ID (obtained from document generation or listing) and the
- Update TemplateTool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Changes wait in Needs you
Changes and sends in Docugenerate are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
Docugenerate questions
Can an agent change data in Docugenerate on its own?
Not by default. Changes and sends in Docugenerate are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Docugenerate?
This connector lists 4 read actions. Reads run at once, without waiting for approval.
How does Docugenerate connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.