Document & File Management

Connect DocuGenerate to Your AI Agents

Enable your Wkil agents to generate documents from templates and look up previously generated files through a secure DocuGenerate integration.

Authentication: API key

What you can do

Available capabilities may vary by authentication and workspace configuration.

Generate documents from template

Fill a template with data to generate a finished document.

List documents by template

Retrieve documents previously generated from a template.

Get or list templates

Retrieve the templates available for document generation.

Update Document

Update the data or status of a previously generated document.

Get document by ID

Retrieve a specific generated document by its ID.

Get template by ID

Retrieve a specific template by its ID.

Update Template

Update a template's file and settings.

Delete template

Permanently delete a template by its ID.

Delete Document

Delete a generated document by its ID.

An agent generates a personalized proposal document from a template once a deal moves to negotiation.
An agent retrieves all documents generated for a given customer from a specific template.

1
Choose the integration
Add Docugenerate to your agent from inside the Wkil platform.
2
Grant the permissions it needs
Define precisely what the agent can access and perform.
3
Test, then run it
Test actions before they go live, with human approval where needed.

Permissions always stay in your control — you can scope access and require human approval before any sensitive action.

Can the agent design the template layout?

Template design happens in DocuGenerate directly; the agent fills existing templates with data.