TurboDocx

Automate document generation and e-signature with TurboDocx. FlowRunner agents generate documents from templates, route signing and review, download signed files, and track audit trails.

17 actions available

A new client record lands in a source system

Agent reads the template variables the document requires

Agent confirms every required variable is populated from the source record

Agent generates the document from the template with the dynamic values

Agent prepares the document for signing and assembles the recipient list

A reviewer approves the generated document before it is sent for signature

On approval, agent sends the document for signing and tracks the audit trail

What This Integration Enables

Agents generate documents from templates with dynamic variables and read the variables a template expects so the flow can populate them. They manage templates with get by ID, preview link, variables, and a templates dictionary for selection, and can delete a template. For high volume, agents ingest a bulk batch, list batches, and list the jobs within a batch. On the signing side, agents prepare a document for review or signing, send for review or signing, download the document or the signed document into flow storage, and retrieve the signature audit trail. Create deliverable and create tag round out organization and tracking. The connector covers document generation and signing operations; the surrounding flow decides what data populates each document and who reviews it.

Without FlowRunner

Manual document merge Each contract is built by copying data into a template by hand

Signing handled ad hoc Documents are emailed for signature with no consistent tracking

Signed files scattered Completed documents are saved wherever the signer happens to return them

With FlowRunner

Documents generated from data Templates are populated from the source record as a flow step

Signing routed and tracked Documents are dispatched for signature with a tracked audit trail

Signed files filed automatically Completed documents are downloaded and stored in their destination

Use Case Scenarios

Contract Generation from CRM Data

A new client record lands in the source system. The agent reads the template's required variables with Get Template Variables, confirms each is populated from the record, and calls Generate Document to produce the contract. After a reviewer approves, the agent calls Send for Signing to dispatch it to the client. The contract is built from live data and routed for signature without anyone merging fields by hand.

Signed Document Filing

A signing event completes. The agent calls Download Signed Document to pull the finished PDF into flow storage and writes the file URL back into the originating record as a link. It retrieves the signature audit trail and attaches it for compliance. The signed document and its proof of execution land where the team expects them, automatically.

Bulk Generation from a Data Source

A batch of records needs documents generated at once. The agent calls Ingest Bulk Batch with the data, then uses List Jobs in Batch to track progress as each document is produced. High-volume document runs become a monitored flow step instead of a manual, one-at-a-time effort.

Human-in-Loop Highlight

Sending a document out for signature commits the company to it, so the agent generates but does not dispatch on its own. After producing a document from a template, the agent prepares it for signing and routes the draft to a reviewer via Slack: "Generated [document type] for [client] from the [template] template. Review the populated document and approve to send for signature, request a change, or cancel?" The reviewer decides. Only on approval does the agent call Send for Signing and begin tracking the audit trail. Document generation runs automatically; the irreversible step of putting a document in front of a signer gets a human in the loop.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

17 actions

Document Generation

Generate Document Generates a document from a template with dynamic variables. Used to produce contracts, proposals, and reports from CRM or spreadsheet data.
Get Template Variables Lists the variables a template expects so a flow can populate them. Used as a pre-check before generating.
Get Template By ID Retrieves a template by its identifier. Used to confirm the template before a run.
Get Template Preview Link Gets a preview link for a template. Used to let a human inspect a template before it is used.
Delete Template Removes a document template. Used to retire templates that are no longer in use.
Create Deliverable Creates a deliverable record for a generated document. Used to track an output through a flow.
Create Tag Creates a tag to organize documents or templates. Used to keep generated output categorized.

Review and Signing

Prepare for Review Prepares a generated document for an internal review workflow. Used before routing a draft to a reviewer.
Send for Review Sends a document to reviewers. Used to gather internal sign-off before signature.
Prepare for Signing Prepares a generated document for an e-signature workflow. Used to assemble the signing request.
Send for Signing Sends a document to recipients for signature. Used only after a human has approved the document for dispatch.
Get Signature Audit Trail Retrieves the signature audit trail for a document. Used to attach proof of execution for compliance.
Download Document Downloads a generated document into flow file storage. Used to file a draft or unsigned document.
Download Signed Document Downloads a completed signed document and returns its file URL. Used to file the executed document into its destination.

Bulk Operations

Ingest Bulk Batch Ingests a batch of data rows for bulk document generation. Used to produce many documents from a data source at once.
List All Batches Lists bulk generation batches. Used to track high-volume runs.
List Jobs in Batch Lists the individual jobs within a batch. Used to monitor per-document progress in a bulk run.

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