AI-Powered Template Builder
Take advantage of AI to build templates faster and easier
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Take advantage of AI to build templates faster and easier
Last updated
Was this helpful?
Docupilot’s AI Template Builder helps you create document templates effortlessly using simple prompts. Instead of manually adding text, merge fields, and formatting, the “Build with AI” option automates the process, saving time and effort.
For now this feature is available only with Online builder, we are soon adding these capabilities to Word document templates.
From your dashboard, click on the "Create Template" > "Build with AI"
You will be prompted to enter a Template Name and a Template Description. The description should suit your template accurately as this will become part of the input passed along with the prompt to our AI engine. For example, if you are creating an employment agreement, you can add the following:
Template Name: "Employment Agreement"
Template Description: "Agreement between new hires and <My Company Inc.,> headquartered at 213 street, Brooklyn, NY"
Click "Create Template" to continue.
On the next page, you will see auto-generated prompt suggestions and an input box. Upon selecting an auto-generated prompt, it will be filled in the input box allowing to make changes to the prompt. Make sure the prompt is detailed enough to capture your requirements to get a more desirable outcome.
Click Generate. Our AI engine will create a structured template based on your input. You can then review the template and make any necessary adjustments, such as modifying text, adding merge fields, or refining formatting.
For example, if you want to include your Store Name and Address, select the section in your template where these details are to be added, and explain the changes needed for this section and hit send. Template content will be updated accordingly.
