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This feature is currently in Beta. We’d love your feedback — use the feedback button in the AI editor to share your thoughts.
The AI Template Generator creates professional templates from natural language descriptions. Instead of manually building templates, describe what you need and AI generates a fully-formatted, ready-to-use template with the correct DocsAutomator placeholder syntax. It can produce either a Google Doc or a native Word (.docx) template, and the dialog tells you which format it is about to design.

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How It Works

1

Select Create template with AI

When your automation has no template yet, the template area shows three cards: Create template with AI, Browse templates, and Start from scratch, plus a drop zone for uploading a file. Select Create template with AI.
Template area with Create template with AI as the first option
2

Describe your template

Write a description of the template you need. For example: “Professional invoice with company logo, billing details, line items table, tax summary, and payment terms.” You can also click one of the example prompts to get started quickly.Optionally, set a document title, upload your logo (brand colors are extracted automatically), and pick a color theme.
Design a Word template with AI dialog: a filled-in description, example prompts, document title, logo upload and a design style gallery
3

Generate

Click Generate Template. AI creates a complete template with proper placeholder syntax, formatting, and layout, in the format shown in the dialog title.
4

Refine with AI chat

After generation, use the chat editor to make changes. Send instructions like “Make the header blue”, “Add a footer with page numbers”, or “Add an e-signature block for two signers”. Each edit updates the template in real time.
5

Done

Click Done Editing to save the template and continue setting up your automation.

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Features

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Logo & Brand Colors

Upload your company logo and AI automatically extracts the dominant colors to apply consistent branding throughout the template.

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Color Themes

Choose a color theme for your template:

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AI Chat Editor

After generating your template, refine it with natural language instructions:
  • Change colors, fonts, and layout
  • Add or remove sections
  • Insert placeholder fields, line items, or e-signature blocks
  • Upload additional images to include in the template

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Undo

Made a change you don’t like? Click Undo in the chat editor to revert to the previous version.

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Tips

  • Be specific: The more detail you provide in your description, the better the result. Mention specific sections, fields, and formatting preferences.
  • Include field names: If you know what data fields you’ll be mapping, mention them in the prompt. For example, “include fields for client_name, invoice_number, and due_date.”
  • Iterate with chat: Don’t try to get everything perfect in the first prompt. Generate a base template, then refine it with follow-up instructions.
  • Upload your logo first: This helps AI apply your brand colors from the start rather than having to restyle later.
Last modified on August 14, 2026