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Templated

Generates dynamic PDFs and images from your templates and manages your design library to automate document production at scale.

Try Templated in Ceven

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Why use Ceven?

  1. AI native Templated integration

    • Describe the outcome and Ceven picks the right Templated 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 Templated data, across all 30 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Templated 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 Templated, when, and on whose behalf.
    • The agent pauses and asks when Templated is unclear instead of plowing ahead.

  4. Enterprise grade security

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

Supported tools

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

Create Template Render
Use this when you need to generate a PDF or image using a specific template ID and a set of dynamic variables.
List All Templates
Pull a list of every template in the account. Use this to find available IDs for rendering workflows.
Retrieve Template
Pull the full details of a single template using its unique ID to verify layout settings.
Clone Template
Duplicate an existing template to create a new version with a different name while keeping the layout.
Delete Template
Permanently remove a template from the account using its unique ID.
Add Tags to Template
Append new tags to a template without removing the ones already there to improve organization.
Remove Template Tags
Remove specific tags from a template to keep the design library clean.
Update Template Tags
Overwrite the entire tag list for a template to completely redefine its category.
List Template Renders
Pull a paginated list of all documents generated from a specific template ID.
Retrieve Template Render
Pull the details and access link for a specific rendered document by its ID.
Get Account Information
Pull account details including email and name to verify API connectivity.
Search Templates
Query templates by name or tag to find the correct asset for a render call.

12 actions · scroll to see them all

Frequently asked questions

Ceven acts as the bridge between your data source and the Templated API. When a workflow triggers, the agent pulls the necessary fields from your CRM or database and maps them to the variables defined in your Templated design. For example, it takes a customer name and a total price and injects them into the JSON payload sent to the render endpoint. This means you never have to touch the API yourself. The agent ensures the data types match what Templated expects, so you do not get rendering errors due to missing fields or incorrect formatting during the document generation process.
Yes. You can use the clone action to create copies of your base designs for different markets or seasons. The agent can automate this by cloning a master template and then using the update tags action to label the new version as a specific variant. This allows you to maintain a clean library while testing different layouts. You can tell the agent to switch which template ID it uses for renders based on a condition in your workflow, such as the customer location or the type of product purchased, making your document strategy fully dynamic.
When a render request is sent, Ceven monitors the API response. If Templated returns an error, such as a missing required variable or an invalid template ID, the agent captures the error message and can trigger a fallback path. You can configure your workflow to notify a human via Slack or try a different fallback template. Because Ceven logs every API interaction, you can look back at the exact payload that caused the failure to fix the mapping in your workflow or update the template design in the Templated dashboard.
Ceven can trigger as many renders as your Templated subscription allows. However, you should be aware that Templated enforces rate limits on their API endpoints to prevent abuse. If your workflow attempts to render thousands of documents in a very short burst, you may encounter 429 Too Many Requests errors. To handle this, Ceven can implement a queuing system that staggers the render calls over a longer period. This ensures you stay within your plan limits while still processing every document in the queue without losing data.
The agent uses tags to organize your assets. Instead of remembering long alphanumeric template IDs, you can tell Ceven to find a template with a specific tag like 'invoice' or 'welcome letter'. The agent will search your library, find the matching ID, and use it for the render. You can also use the manage actions to automatically tag templates based on their usage or date of creation. This makes your design library searchable and scalable as you add hundreds of different layouts for various business needs.
Templated generates the file and provides a URL or a binary stream. Ceven takes that output and passes it to your next tool. If you have an email integration like SendGrid or Gmail connected, the agent will take the render link or the file itself and attach it to an outgoing message. The workflow is end to end, meaning it goes from data trigger to Templated render to customer inbox without any manual intervention. You can even add a step to save a copy of the final PDF to Google Drive or Dropbox for your records.
You can build a review step into your Ceven workflow. Instead of sending the render directly to the customer, the agent can send the render link to a private Slack channel or an internal approval tool. A team member can click the link to verify the layout and data. Once the human gives a thumbs up, the agent proceeds to the final step of the workflow to deliver the document. This is highly recommended for high stakes legal documents or high value invoices where a mistake in the dynamic data could cause significant business friction.
Authentication is handled via an API token. You generate this token in your Templated account settings and provide it to Ceven during the connection process. Ceven stores this token securely and includes it in the header of every API request. Since Templated uses a simple token based system, there is no complex OAuth handshake. If you ever rotate your API key in the Templated dashboard, you simply need to update the token in your Ceven connection settings to restore service to your active workflows.

Alternatives to Templated

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

Bannerbear logoBannerbearPDFMonkey logoPDFMonkeyDocRaptor logoDocRaptor

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