Document Generation

Generate new documents from extracted data and templates.

What is Generation?

Document generation creates new documents by combining:

• Extracted data from documents
• AI-powered content generation
• Custom templates

Use cases:

• Summary reports from multiple documents
• Filled forms and contracts
• Standardized reports from varied inputs
• Executive summaries

Generating Documents

From the Dashboard

1. Go to Generate in the sidebar
2. Choose your source:
   • Extraction results
   • Documents
   • Both
3. Enter generation prompt or select a template
4. Choose output format
5. Click Generate

From Extracted Data

Generate documents using extraction results:

1. Run an extraction on a document
2. Click Generate Report from the extraction view
3. Choose a template or write a prompt
4. Generate the document

Output Formats

Templates

Using Templates

Templates provide reusable generation patterns:

1. Go to Generate → Templates
2. Select a template
3. Provide source data
4. Generate

Creating Templates

Create custom templates:

{
  "name": "Invoice Summary",
  "template_prompt": "Create a professional summary report from the invoice data. Include:\n- Vendor information\n- Line item details\n- Total amounts\n- Payment terms",
  "output_format": "pdf",
  "settings": {
    "style": "professional",
    "sections": ["summary", "details", "totals"]
  }
}

Template Variables

Reference extracted data in templates:

Example prompt:

Generate a summary report for {{vendor_name}}.

Invoice: {{invoice_number}}
Date: {{invoice_date}}
Total: ${{total_amount}}

Include all line items and payment terms.

Generation Types

Summary Reports

Condense multiple documents into summaries:

{
  "source_document_ids": ["doc1", "doc2", "doc3"],
  "config": {
    "outputFormat": "pdf",
    "length": "medium",
    "style": "executive"
  }
}

Structured Reports

Generate formatted reports from extractions:

{
  "source_extraction_ids": ["ext1", "ext2"],
  "config": {
    "title": "Monthly Invoice Report",
    "outputFormat": "pdf",
    "sections": ["summary", "details", "charts"]
  }
}

Custom Documents

Generate any document with custom prompts:

{
  "template_prompt": "Write a cover letter summarizing the key findings from these documents...",
  "output_format": "docx",
  "source_document_ids": ["doc1"]
}

Settings

Style Settings

Length Settings

Monitoring Generation

Job Status

Track generation progress:

Viewing Results

Once complete:

1. Download the generated document
2. View in document viewer
3. Make additional edits if needed

Workflow Integration

Add generation to workflows:

{
  "type": "generate",
  "config": {
    "template_id": "invoice-summary",
    "output_format": "pdf"
  }
}

This enables automated report generation when documents are processed.

Best Practices

1. Clear prompts - Be specific about what you want
2. Test templates - Verify with sample data first
3. Review outputs - Always review generated content
4. Use extractions - Structure data before generating
5. Choose appropriate format - Match format to use case

API Reference

See the Generate API for programmatic access.