ceven

Docugenerate

Turns raw data into polished PDF contracts and invoices by mapping JSON payloads to Word templates and automating the delivery of the final files.

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Why use Ceven?

  1. AI native Docugenerate integration

    • Describe the outcome and Ceven picks the right Docugenerate calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Docugenerate data, across all 9 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Docugenerate access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Docugenerate, when, and on whose behalf.
    • The agent pauses and asks when Docugenerate is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Docugenerate.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Docugenerate action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Docugenerate, and when to use it.

Generate document
Use this when you need to produce a single PDF by merging JSON data into a specific template ID.
Generate ZIP archive
Use this for bulk generation of multiple documents packaged into one ZIP file for batch delivery.
Generate with attachments
Use this to create a PDF that has other files embedded as attachments within the document.
Generate with merge
Use this to generate a PDF and append additional PDF pages to the end of the file.
Update document metadata
Use this when you need to rename a generated document after you have the document ID.
List templates
Pull a list of all available templates and their IDs to ensure the correct version is used for generation.
Get template details
Pull metadata for a specific template ID to verify the required input fields before sending data.
Update template file
Use this to upload a new version of a Word template file to an existing template ID.
Update template settings
Modify the configuration settings for a template such as output format or naming conventions.
Delete template
Remove an obsolete template from the account to keep the template library clean.
Check document status
Pull the current status of a generation request to confirm the PDF is ready for download.
Download generated file
Retrieve the final PDF or ZIP file using the document ID provided by the generation call.
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.
Generate documents as ZIP
Tool to bulk generate multiple documents into a ZIP archive. Use when you need a batch of docs packaged as ZIP.
Generate document with attachments
Tool to generate a PDF with embedded attachments. Use when you need to bundle extra files into the PDF output.
Generate document with merge
Tool to generate a PDF and append additional PDF files. Use when you need to merge extra pages into a generated document.
Update Document
Tool to update a document's metadata. Use when renaming an existing document after confirming the document ID.
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.

19 actions · scroll to see them all

Frequently asked questions

Ceven acts as the translation layer between your raw data source and the DocuGenerate JSON schema. When you define a workflow, the agent analyzes the placeholders in your Word template and maps them to the corresponding fields in your CRM or database. If a field is missing, the agent can be instructed to use a default value or flag the document for human review. This ensures that the data pushed to the API is perfectly formatted for the template, preventing generation errors caused by null values or mismatched data types. You can refine these mappings in real time by telling the agent to use a different field for a specific placeholder.
Yes. Using the generate document with merge action, Ceven can create a new PDF from a template and then append other existing PDF files to it. This is particularly useful for legal bundles where you have a standard cover letter generated from data but need to attach a static set of terms and conditions or a property deed. The agent handles the sequencing of the files, ensuring the generated content comes first followed by the appended documents in the exact order you specify in the workflow logic. The final output is a single consolidated PDF file ready for delivery to the client.
DocuGenerate imposes specific rate limits based on your subscription tier which can be hit during massive bulk generation tasks. Ceven manages this by implementing an exponential backoff strategy. If the agent receives a rate limit error from the API, it will automatically pause the workflow, wait for a short period, and then retry the request. For very large batches, the agent can be configured to stagger the requests over a longer window to avoid hitting the ceiling entirely. You will see a notification in the workflow logs if the agent is currently throttling requests to stay within your DocuGenerate plan limits.
As long as you keep the placeholder names identical in your updated Word document, your workflows will continue to function without interruption. Ceven references templates by their unique ID, not by the file name. When you use the update template action to upload a new version, DocuGenerate replaces the old file while keeping the ID the same. If you change a placeholder name, such as changing Customer Name to Client Name, you will need to tell the Ceven agent to update the mapping for that specific field to avoid leaving a blank space in the generated PDF.
No. Ceven treats the generated documents as transient data. The agent triggers the generation in DocuGenerate, retrieves the file or the download link, and then pushes that file to your designated storage system such as Google Drive, SharePoint, or an email attachment. Once the file is successfully delivered to your end destination, Ceven clears the file from its temporary cache. This ensures that sensitive client data does not sit on the platform longer than necessary for the workflow to complete. Your primary copy of the document always resides in your chosen storage or within DocuGenerate until their retention period expires.
When you trigger a bulk generation workflow, Ceven sends a list of data sets to the generate documents as ZIP action. DocuGenerate processes these requests in the background and bundles all resulting PDFs into a single compressed archive. The agent then monitors the status of this job. Once the ZIP is ready, Ceven pulls the archive and can perform further actions, such as uploading it to an S3 bucket or sending it to a manager for approval. This is significantly more efficient than generating hundreds of individual files and attempting to zip them manually on your own local machine.
Yes. You can build logic into your Ceven workflow that evaluates data before calling DocuGenerate. For example, you can tell the agent to use the New York State template if the address field contains New York and the California template if it contains California. The agent evaluates the condition first and then passes the corresponding template ID to the generation call. This allows you to maintain a library of regional or product specific templates while using a single automated workflow to handle all your document generation needs regardless of the specific variables involved in the deal.
DocuGenerate primarily uses Microsoft Word files as the source for templates because they allow for easy visual editing and placeholder placement. The output is almost always a professional PDF, which ensures the formatting remains locked regardless of where the document is viewed. While DocuGenerate handles the conversion process, Ceven manages the movement of these files. If you need the final output in a different format, you would typically generate the PDF first and then use a separate conversion tool, as the core value of the DocuGenerate integration is the high fidelity conversion from Word to PDF.

Alternatives to Docugenerate

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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