| 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
