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How to Setup Document Generation Automation

After setting up your Wrike automation with a trigger status and folder, follow these steps to configure it to automatically generate documents from a template.


Configure Document Generation​

Step 1: Select Generate Document​

Click the Generate Document action card in the automation step list to select it as the action to perform when the trigger fires.

Select Generate Document

Step 2: Advance to Template Selection​

Click the Next button at the bottom-right of the Create Automation dialog to proceed to template selection.

Advance to Next Step

Step 3: Browse Document Templates​

Click the Browse button in the Document Template section to open the template selection interface.

Browse Document Templates

Step 4: Choose a Template​

Click on the template card you want to use for automated document generation.

Choose a Template

Step 5: Confirm the Selected Template​

Click the Select Template button at the bottom-right corner of the dialog to finalize your template selection.

Confirm Selected Template

Step 6: Proceed to Final Configuration​

Click the Next button to advance to the final configuration step.

Proceed to Final Configuration

Step 7: Name Your Automation​

Click inside the NAME YOUR AUTOMATION text input field and enter a descriptive name for your automation (e.g., "Project Delivery - Generate Proposal").

Name Your Automation

Step 8: Create and Activate the Automation​

Click the Create Automation button to save and activate your automation workflow.

Create and Activate Automation


Test the Integration​

Now that your automation is active, test it end-to-end:

  1. Open the Wrike folder you configured in the automation
  2. Create a new task with some project details and a description (the AI will use this data to populate your template)
  3. Change the task status to the trigger status you configured (e.g., "Generate Document")
  4. Wait 30 seconds to 2 minutes depending on document complexity
  5. Check the task attachments — your generated document should appear!
Testing Tips
  • Use descriptive task titles and descriptions — the AI uses this data to generate better documents
  • Fill in custom fields with relevant project information for richer output
  • Start with a simple template to verify the connection works before using complex ones

What's Next?​

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