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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

Optional: Name the Generated File​

On the same step, the Output Filename section builds the name of the generated file. Leave it empty to name the file after the template.

  • Click Insert Field to add a value from the triggering Wrike item: Task Title, Folder Name (the parent folder or project), Status, Assignee (the first assigned user), Date (today, in your organization's date format), Wrike ID, or one of your Wrike custom fields.
  • Click Add Separator or Add Text to put your own text between the fields. Drag the chips to reorder them.

Wrike ID is the number in the item's Wrike link. For a task at https://www.wrike.com/open.htm?id=1234567890, it is 1234567890. On a task trigger it is the task's own number, and on a folder or project trigger it is that folder's or project's number. If the link has no number, TurboDocx uses the item's Wrike API ID instead.

For example, Wrike ID, the text - and Task Title name the file 1234567890 - Acme Q2 Proposal.

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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