Document generation

Document generation automation is an action that automatically creates documents for you based on specific templates and data. Instead of manually writing or copying information into a document each time you need one, the automation action does it for you.

For example, if you regularly need to create contracts, invoices, or reports, you can set up a template with placeholders for key details like names, dates, or amounts. The automation action then fills in those details automatically, using the data you provide or pull from the system.

This process saves time, reduces errors, and ensures that all your documents are consistent and professional. It's especially helpful when you need to generate a lot of documents quickly or on a regular basis.