Docugenerate

documents 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 Visit Docugenerate

About this integration

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.

Connect Docugenerate to Definable and it becomes a set of typed tools your agents plan with — triggered by events, run on schedules, or invoked mid-conversation. Every write is checked by the verifier before it lands.

Auth OAuth2 · 2 clicks

Tools 9 exposed

Plans All, incl. Free

Data Never trained on

Docugenerate · in workflows

What teams actually run.

Three patterns teams run with Docugenerate on day one. Each one is a plain-English prompt — no canvas, no glue code — and you can remix them into anything.

Auto-index new files

│ Watch for new uploads

│ Chunk, embed, and index

└ Make queryable via your knowledge persona

Q&A against a folder

│ Pin a folder as a brain

│ Ask the persona questions

└ Returns answers with citations

Document-trigger flows

│ New contract uploaded

│ Persona extracts key terms

└ Routes to the right approver

9 tools available

The Docugenerate toolbox.

Every Docugenerate capability your agents can call, each with a typed schema the planner reads. The router picks the right tool per step; the verifier checks the result.

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 Use when you need to clean up generated documents or remove outdated files from DocuGenerate.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.

See it run

One prompt, start to finish.

A real prompt, the Docugenerate tools it calls, and what comes back. This is the whole interface — describe the outcome, agents handle the rest.

❯

Run a real Docugenerate task end-to-end — plan it, execute across the API, and hand back a verified result.

docugenerate.delete_document Tool to delete a document by ID. Permanently removes the document from storage. Use when y

docugenerate.delete_template Tool to permanently delete a template by ID. Removes the template and all associated versi

docugenerate.generate_documents_from_template Tool to generate document(s) from a template by merging JSON data or uploading a data file · verified

done

Done. Docugenerate responded across 3 calls, the verifier signed off, and the result is logged with every payload.

FAQ · Docugenerate

Questions, answered.

What teams ask before connecting Docugenerate.

01 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.

02 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.

03 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.

04 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.

05 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.

06 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.