Connect Docugenerate to your AI agent

Productivity 9 actions available

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.

We set up the connection using your own Docugenerate account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Docugenerate

Each one is a real action the agent can take on its own, the same things a person clicking around Docugenerate could do. Read-only by default; write actions are confirmed against your policy.

  • Delete Document Tool 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 Use when you need to clean up generated documents or remove outdated files from DocuGenerate.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 template Tool 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 template Tool 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 download URL.
  • Update Document Update 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 new name. Returns…
  • Get document by ID Tool 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 ID Tool to retrieve a specific template by ID. Returns template metadata including name, format, region, and configuration settings.
  • List documents by template Tool 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 template.
  • Get or list templates Tool to retrieve or list existing templates. Use when needing template IDs and metadata before making updates or generating documents.
  • Update Template Tool to update a template’s file and settings. Use after confirming the template ID and desired inputs.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Docugenerate, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Docugenerate questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Docugenerate's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Docugenerate to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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