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Blog

AI-Powered Document Template Creation

Emma Douglas
June 6, 2024
|
4
Min Read

We, at Formstack, know that efficiency and time to value are crucial to our customers. One of the biggest challenges organizations face when using new digitization tools is the time it takes to go from idea to execution. This challenge often stems from the need to learn new tools as well as the time required to build digital workflows from the ground up. At Formstack, we empower your teams to work smarter with easy-to-use tools that automate repetitive tasks. With our newest release, AI-powered template creation in Formstack Documents, we are bringing the theme of ‘working smarter’ to new heights.  

When organizations are seeking to automate their document generation process, the first step is to create a document template. For those new to document generation, think of a template as a pre-designed blueprint that includes placeholders for dynamic data. These placeholders, or merge fields as we call them, allow you to automatically populate documents with information from various sources. Formstack Documents already offers customers flexibility in uploading existing document templates directly into the tool, choosing from our pre-built template library, or building a template from scratch using our native drag-and-drop document builder. Now, customers can leverage AI-powered template creation to produce high-quality, professional document templates by simply entering a prompt into our AI Assistant - no manual effort required.

Yes, you heard this right. Gone are the days of spending hours formatting documents or having to skim through help articles to get your first document template up and running. AI-powered templates take the heavy lifting out of the process, allowing your teams to focus on more strategic tasks. Simply describe your envisioned document template into the prompt and let our powerful AI Assistant handle the rest. In just a few clicks, you will have an AI-generated document template with relevant text and merge fields placed correctly. This empowers teams across your organization to go from idea to solution with ease, regardless of their technical aptitude. Not only does this unlock efficiency in your process, but it also ensures standardization across your templates. 

Whether you are automating contracts, agreements, invoices or proposals, Formstack is revolutionizing the way you work with new AI-powered automation tools. Achieve your document generation goals with ease, allowing automation to handle the heavy lifting so you can focus on what matters most. Experience the efficiency of accelerated workflows and effortless document generation with Formstack today. 

Tools Needed

In this video demo, we’re using: 

Instructions 

Step 1: Log into your Formstack Documents account. To get started, you will select New Document at the top right corner of the tool’s homepage and then give your document a name.   

Step 2: You will then be directed to choose the type of template you would like to use for your document. You will see a new option on the document type selection screen and will choose Use AI Assist

Step 3: Type the details of your document template in the prompt. Formstack’s secure AI template generator will then produce a template based on the input in your prompt, it will also add your merge fields for you. You can follow-up by customizing your brand assets, such as your logo or brand colors. 

Need more detail? Check out this resource

Start Building Documents Now! 

We hope you are as excited as we are about AI Template Creation in Formstack Documents! We want to make your document generation experience as efficient and seamless as possible with our AI-powered solution. This new feature empowers anyone to simplify processes and create delightful digital experiences without technical knowledge or IT support. 

Ready to try Formstack Documents? Dive into today with a 14-day free trial.

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Emma Douglas
Emma is a Product Marketing Manager at Formstack who is is committed to crafting content that highlights the Formstack Platform's capabilities and impact. When she’s not creating Formstack Builders tutorials, she can be found hiking with her dog, running, or spending time on the ski hill.
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