From Conversation to Document in Seconds
Generate Excel spreadsheets, Word documents, PDFs, Google Docs, and Google Sheets directly from chat data. Invoices, reports, quotes — created and sent automatically.
Why You'll Love It
Key benefits that make this feature a game-changer for your business.
Multiple Formats
Generate Excel, Word, PDF, or native Google Docs and Sheets — whatever your workflow needs.
Data-Driven
Use conversation variables and context to populate documents with real customer data.
Auto-Delivery
Documents are generated and sent to the customer via WhatsApp automatically.
How It Works
Get up and running in three simple steps.
Define the Document
Set up columns, data sources, and format in your flow's generate step.
Collect the Data
Your logic flow gathers the information through the conversation.
Generate & Send
The document is created and delivered to the customer — no manual steps.
Use Cases
See how businesses use Document Generation to save time and delight customers.
Invoice Generation
Collect order details and generate a professional invoice automatically.
Quotation Builder
Walk through requirements and produce a formatted quote document.
Report Compilation
Gather data points through chat and compile them into a structured report.
Related Features
Combine these features for even more powerful WhatsApp automation.
Logic Flows
Create multi-step conversation flows with branching logic, conditions, and actions. Guide customers through booking, qualifying, ordering — all without writing a single line of code.
Team Inbox
Monitor all WhatsApp conversations in real time. Jump in with a human reply when AI isn't enough. Seamlessly hand off between AI and human agents without the customer ever noticing.
Super Powers
Vision analysis, web search, web reading, and GitHub documentation access — all available as capabilities your AI agent can use during conversations.
Ready to Try Document Generation?
Start your free trial today. No credit card required, no commitments.