01
Auto-index new files
- Watch for new uploads
- Chunk, embed, and index
- Make queryable via your knowledge persona
Docugenerate
9 tools 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.
Connect Docugenerate to Definable to auto-index uploads, answer questions over a doc set, extract structured fields from contracts. Personas call Docugenerate's 9 tools directly from chat or scheduled flows. Connect this integration to a knowledge persona — the agent will ground answers in your documents with citations.
Common workflows with Docugenerate
02
Q&A against a folder
- Pin a folder as a brain
- Ask the persona questions
- Returns answers with citations
03
Document-trigger flows
- New contract uploaded
- Persona extracts key terms
- Routes to the right approver
Docugenerate actions 9
Every Docugenerate action below is a callable tool any Definable persona can invoke.
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 Use when you need to clean up generated documents or remove outdated files from DocuGenerate.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 the updated document metadata including the document_uri for downloading.
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.
Algodocs
AlgoDocs is an AI-powered platform that automates data extraction from business documents, offering fast, secure, and accurate processing without the need for templates or training.
API2PDF
Api2Pdf is a REST API that enables developers to generate PDFs from HTML, URLs, and various document formats using engines like wkhtmltopdf, Headless Chrome, and LibreOffice.
Boldsign
BoldSign delivers eSignature solutions, letting organizations create, send, and manage legally binding documents through streamlined digital signing workflows
Boloforms
BoloForms is an eSignature platform designed for small businesses, offering unlimited signatures, templates, forms, and team members at a fixed price.
Box
Box is a cloud content management platform for secure file storage, sharing, collaboration, and governance.
Carbone
Carbone is a fast and simple report generator that converts JSON data into various document formats such as PDF, DOCX, XLSX, ODT, and more, using templates.
Frequently asked questions
What can I automate with Docugenerate on Definable?
Anything Docugenerate exposes through its API. Common documents workflows on Definable include auto-index uploads, answer questions over a doc set, extract structured fields from contracts. Personas can call any of the 9 Docugenerate tools directly, then chain the result into another integration without you writing code.
How does Docugenerate authentication work?
Docugenerate uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.
Is the Docugenerate integration included in my Definable plan?
Yes — every Definable plan, including Starter, includes access to all 9 Docugenerate tools. You only need a separate Docugenerate subscription if Docugenerate itself charges per seat or per API call.
Is using Docugenerate through Definable secure?
Every call from a persona to Docugenerate is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.
How do I get started with Docugenerate on Definable?
Sign up for Definable, open the integrations page, find Docugenerate, and connect via OAuth or API key. You can immediately attach Docugenerate to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.
What Docugenerate actions does Definable expose?
Definable exposes all 9 Docugenerate actions as callable tools — including `Delete Document`, `Delete template`, `Generate documents from template`, plus 6 more. Each tool gets a typed parameter schema so personas know exactly how to call it.
Ready to automate with Docugenerate?
Wire it up in minutes. No coding required.