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Docugeneratedocuments

9 available actions

What your AI agent can do in 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. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get or list templatesTool to retrieve or list existing templates.
  • List documents by templateTool to list all documents generated from a template.
  • Generate documents from templateTool to generate document(s) from a template by merging JSON data or uploading a data file.
  • Update DocumentUpdate a document's name/title in DocuGenerate.
  • Update TemplateTool to update a template’s file and settings.
  • Delete DocumentTool to delete a document by ID.

Browse all 9 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 4 actionsHide actions
  • Get document by IDTool to retrieve a specific document by ID.
  • Get template by IDTool to retrieve a specific template by ID.
  • List documents by templateTool to list all documents generated from a template.
  • Get or list templatesTool to retrieve or list existing templates.
Create & communicateCreate records or send supported messagesView 1 actionHide actions
  • Generate documents from templateTool to generate document(s) from a template by merging JSON data or uploading a data file.
Update & manageChange and manage existing recordsView 2 actionsHide actions
  • Update DocumentUpdate a document's name/title in DocuGenerate.
  • Update TemplateTool to update a template’s file and settings.
Remove & cancelRemove records or cancel supported workView 2 actionsHide actions
  • Delete DocumentTool to delete a document by ID.
  • Delete templateTool to permanently delete a template by ID.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Docugenerate

How does the agent connect to Docugenerate?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Docugenerate?
The page above lists the 9 actions currently available through the Docugenerate connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Docugenerate included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Docugenerate is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Docugenerate to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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