Document Templates with AI Generation
Automated PDF generation from process data with AI-assisted template creation across 18+ languages.
Overview
Designed the Document Templates feature that automates PDF generation from process data — offer letters, purchase orders, and more. Templates can be built from scratch or generated by AI from a natural-language prompt, then connected to processes via connectors.
Approach
Researched admin document-creation workflows to identify repetitive steps in PDF generation. Built a visual editor with field insertion, image support, headers/footers, and formatting controls, then layered in AI-assisted generation with up to 10 regenerable drafts. Supports 18+ languages for global teams.
Outcome
Streamlined document creation for process admins by automating PDF output tied to workflow instances. Reduced manual formatting effort and standardized organization-wide document output across languages.