Overview

The Generate step creates documents from templates or instructions. You can produce Word documents automatically by mapping flow variables to template fields or by providing generation instructions.

Use Generate when you need to create contracts, agreements, or other documents as part of your workflow.

Use When

• You're automatically creating contracts or documents

• You want to populate documents with data collected in Intake or earlier steps

• You need to generate customized documents based on flow variables

• You're creating standard templates with variable content

Configuration

Template-Based Generation

Select a pre-existing template and map flow variables to its fields. Variable values replace template placeholders when the document is generated.

Prompt-Based Generation

Provide instructions for document creation. The AI generates the document based on your specifications and available flow variables.

Conditional Generation

Generate now supports conditional logic for the generation of templates. You can configure steps to generate or skip templates based on specified conditions, creating dynamic and streamlined workflows. Conditional generation steps are visually indicated with an icon in the step builder.

Output Format

Generated documents are output as Word or PDF documents and become available downstream for approval, signing, notification, or other processing.

Variable Mapping

For template fields with link functionality, you can choose how to populate them using the Link field selector:

• From flow: Map the field value from a flow variable (Intake data or step outputs). Select this option and choose the specific variable from the available sources.

• Manual: Enter a static value directly into the field. Use this when you want to specify a fixed value that doesn't change based on flow data.

• Keep Empty: Leave the field blank/unfilled. Choose this option when the field should not be populated for certain cases or conditions.

• Add Condition: Set up conditional logic to dynamically determine the field value based on flow variables. This allows you to define multiple cases with specific conditions (If/Then statements) and configure different link field options for each case. You can add multiple cases and define a default behavior for the "Else" scenario when none of the conditions are met.

Example

Configuration

Template: MSA (Master Service Agreement)

Variable Mapping:

• Template field "Customer Name" → @Intake.CustomerName

• Template field "Contract Term" → @Intake.ContractTerm

Output

A customized MSA document is generated with the customer name and contract term populated from the Intake step.

Notes

• Templates must exist beforehand in the system

• Generated documents are available downstream for further processing

• Use the exact variable syntax when mapping to templates

• Documents are generated in Word format

• You can chain Generate steps if multiple documents are needed