doc-automation

name	doc-automation
displayName	Document Automation
tagline	Automate document creation from templates with data merging and approval workflows.
description	Automates document generation using templates and data sources. Creates proposals, contracts, reports, and SOPs by merging data from Notion, Google Docs, or databases. Supports approval workflows, version control, and automated distribution to stakeholders.
department	["Operations","Legal","Sales"]
use_cases	["Document Generation","Template Automation","Workflow Automation"]
tools_required	["Notion MCP","Google Workspace MCP"]
agents_compatible	["Claude / Claude Code","Cursor","Windsurf","ChatGPT","Any MCP-compatible agent"]
author	Webrix
verified	true
updatedAt	"2026-05-08T00:00:00.000Z"
version	1.0.0
exampleInput	Generate a client proposal for Acme Corp using our standard template. Project: Platform Migration, Budget: $150K, Timeline: 3 months.
exampleOutput	Document Generated — Client Proposal DOCUMENT: Acme Corp Platform Migration Proposal Template: Standard Client Proposal v3.2 Pages: 12 MERGED DATA Client: Acme Corp Project: Platform Migration Budget: $150,000 Timeline: 3 months (July - September 2026) Team Size: 4 engineers + 1 PM SECTIONS 1. Executive Summary (auto-generated) 2. Scope of Work (from template + project details) 3. Timeline & Milestones (3 phases) 4. Team & Resources 5. Pricing Breakdown 6. Terms & Conditions (standard) STATUS: Draft created in Google Docs NEXT: Sent to @sales-lead for review and approval

Document Automation

Automate document creation from templates with data merging and approval workflows.

Integrations: Notion, Google Workspace

When to Use

• The user needs to generate documents from templates
• Repetitive document creation should be automated
• The user mentions "document automation", "proposal generator", or "template merge"

Steps

Step 1: Select Template

Choose the appropriate document template for the use case.

Step 2: Merge Data

Fill template variables with project-specific data.

Step 3: Generate Document

Create the final document with formatted content.

Step 4: Route for Approval

Send to reviewers and track approval status.

Output

Deliver:

• Generated document with merged data
• Approval workflow initiated
• Distribution to stakeholders