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DocuGenerate

Automatically generate high-quality PDF documents from Word templates

Document → Generate Document

AI-generated

Overview

The DocuGenerate node automates the creation of high-quality documents in various formats (e.g., .docx, .pdf, .txt) using predefined Word templates. It is useful for scenarios where users need to generate customized documents dynamically by merging template content with input data, such as generating contracts, reports, or invoices automatically.

Use Case Examples

  1. Generate a PDF contract by selecting a contract template and providing client data.
  2. Create a Word document report by merging a report template with sales data from a previous workflow node.

Properties

Name Meaning
Template Name or ID Select or specify the template to use for generating the document. This is required.
Name Optional name for the generated document. Defaults to the template's name if not provided.
Format Output format of the generated document, such as .docx, .pdf, .txt, or .png. Defaults to .docx.
Data JSON data used to populate the template fields for document generation. Defaults to data from the previous node but can be customized manually.
Request Options Advanced options for request handling, including batching, SSL certificate validation, proxy settings, and request timeout.

Output

JSON

  • document_id - Unique identifier of the generated document.
  • name - Name of the generated document.
  • format - Format of the generated document.
  • url - URL to access or download the generated document.

Dependencies

  • DocuGenerate API key credential required for authentication.

Troubleshooting

  • Ensure the template ID is valid and accessible; invalid IDs will cause errors.
  • Check that the data provided matches the template fields to avoid generation errors.
  • If SSL issues occur, consider enabling the 'Ignore SSL Issues' option, but be aware of security risks.
  • Verify proxy settings if using a proxy to avoid connection failures.
  • Timeout errors may occur if the server is slow; increase the timeout setting if needed.

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