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Documenterodocuments

4 available actions

What your AI agent can do in Documentero

Documentero generates Word, PDF, and Excel documents from reusable templates and structured data. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

  • Get Template JSON SchemaReturn the JSON Schema for the data object accepted when generating a document from a template.
  • Get Template MetadataReturn a template's Documentero field definitions, nested field options, supported output formats, and default output format.
  • List TemplatesReturn all templates available to the connected Documentero account, including each template identifier and type-bearing label.
  • Generate DocumentGenerate a DOCX, PDF, or XLSX document from a Documentero template and data.
Available actions
4
Connection
Customer-managed key
Access
Scoped to the role
Control
Revocable by you

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