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TemplateDocs ACTION

Generate Document

Generate a document by merging data with a template's placeholders. Returns the document as a file saved to /tmp. See the documentation
  • Action
  • Writes data
  • API key
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's TemplateDocs account once, then configure and run Generate Document from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "templatedocs-generate-document",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    templatedocs: { authProvisionId: "apn_xxxxxxx" },
    templateId: "Template",
    format: "Output Format",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Generate Document inputs
Property Type Description
templateId Template string
The unique identifier of the template
Required Dynamic
format Output Format string
The output format of the generated document. Defaults to docx.
Optional
outputFilename Output Filename string
Custom filename for the generated file (e.g. invoice.pdf). If not specified, defaults to generated-document.docx or generated-document.pdf. The file is saved to the /tmp directory.
Optional
emailTo Email To string[]
Primary recipients to email the generated document to.
Optional
emailCc Email CC string[]
Carbon copy recipients for email delivery.
Optional
emailBcc Email BCC string[]
Blind carbon copy recipients for email delivery.
Optional
emailSubject Email Subject string
Custom subject line for email delivery.
Optional
emailBody Email Body string
Text or HTML body content for email delivery.
Optional
syncDir SyncDir dir
Required

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
templatedocs-generate-document
Version
0.0.1
App
TemplateDocs
Authentication
API key
Read-only
No
Destructive
No
Open world
Yes