Document Generation Overview

Document Generation enables AI Employees to produce documents asynchronously. Unlike chat (real-time) or dashboard (batch processing), document generation follows an async lifecycle where a request is submitted, processed in the background, and the result is retrieved when ready.

Async Lifecycle

Document generation follows a state machine with four statuses:

TRIGGERED → PROCESSING → COMPLETED
 → FAILED

Workflow

1. Create: Submit a document generation request with input data
2. Poll: Retrieve the document status periodically until COMPLETED or FAILED
3. Use: Access the generated document content from the response
4. Iterate: Optionally regenerate or update the document

Use Cases

• Report generation -- Generate summary reports from data
• Email drafting -- Create personalized email content
• Contract generation -- Produce documents from templates and data
• Content creation -- Generate marketing copy, documentation, etc.
• Data extraction -- Extract structured information into document form

Trigger Type

Document generation AI Employees use PersonaTriggerType.DOCUMENT_GENERATION (value 5). This trigger type determines the AI Employee's interaction pattern and the available API endpoints.

Preview and Iteration

The API supports a regeneration flow for iterating on documents:

1. Call Regenerate (preview) to generate a new version without replacing the original
2. Review the preview
3. Call Update to finalize changes

This allows safe iteration without losing the previous version.

Related

• Document Generation API -- API endpoints
• AI Employee Overview -- AI Employee architecture
• Workflow Overview -- How workflows process document requests