The Generate document tool allows AI Agents and Copilots to automatically generate documents. It supports generating documents using a built-in blank template or Word template files stored in document libraries. This tool is suitable for contracts, reports, notices, meeting summaries, proposal documents, approval documents, and other business scenarios.

Add the Generate document Tool

In the Tools section of an AI Agent or Copilot:

Click Add a tool
Select Generate document
Click Next
Enter the tool name
Click Add or Add and configure

Detail

In the Detail section, you can:

Modify the tool name
Enter a tool description
Select the document generation mode

It is recommended to provide a clear description so the AI can better understand the purpose of the document generation tool.

Document generation mode

The system supports two document generation modes:

Mode	Description
Generate	Generate a document using a built-in blank template with a Rich Text content input
Generate with templates	Generate a document using one or multiple Word template files from document libraries

Generate Mode

When Generate mode is selected, the system uses a built-in blank template to generate the document. This mode is suitable for documents with relatively simple structures where most content is dynamically generated by AI.

This mode contains a single input parameter:

Input name	Input type	Description
Content	Rich text	Used to populate the main body of the generated document

Fill using

The Content field supports two fill methods:

Fill method	Description
Custom value	Manually enter fixed content as the document body
Dynamically fill with AI	Let AI dynamically generate the content based on the configured parameters

When Custom value is selected, you can directly enter fixed text in the Value field. The content will be inserted into the generated document as the document body. This is suitable for fixed instructions, standard text, or predefined notifications.

When Dynamically fill with AI is selected, click Customize to configure AI content generation parameters. In the popup window, you can configure:

Display Name
Description

Clear parameter names and descriptions help the AI better understand what content should be generated.

Generate with templates Mode

When Generate with templates is selected, you can generate documents using Word template files stored in document libraries. This mode is suitable for structured business documents with fixed layouts and formatting requirements.

This mode supports:

Using a single Word template file to generate a document
Using multiple Word template files and merging them into one final output document

If multiple template files are selected, the system merges them sequentially into a single output document.

Template file

In the Template file configuration area, you need to configure the following settings:

Setting	Description
Application	Select the application containing the template file
Data source	Select the document library storing the template file
Path	Select the specific Word template file

Click the button on the right side of the Path field to select a Word template file from the selected document library.

After selecting a file and clicking OK, the system will:

Automatically parse the Word document
Identify content controls inside the document
Display the detected content controls in the Content value section for dynamic content mapping

To use multiple template files, click Add another template file.

Configure content controls

After the template is parsed, you can configure values for the content controls inside the Word template.

Click Customize in the Value column to select output variables from the current Agent or Copilot. The AI-generated content will then be dynamically mapped into the template.

For example, a Word template may contain content controls for contract numbers, customer names, contract terms, or report summaries. After configuration, the AI automatically fills the template with the mapped values.