Generate AI Word Documents with your Branding

What This Agent Does

This powerful automation workflow transforms simple form inputs into professionally formatted documents using AI and automated document generation. When a user submits a document request form, the workflow intelligently generates structured content using Claude AI, then converts it into a polished, downloadable document through the Json2Doc API—all without manual intervention.

Key benefits include:

• Save 2-3 hours per document by eliminating manual formatting and layout work
• Ensure brand consistency with automated company styleguide application
• Scale document creation without adding staff or resources
• Reduce human error through standardized, AI-powered generation

Perfect use cases: Creating marketing materials, generating client proposals, producing standardized reports, building documentation sets, or any scenario requiring consistent, professionally formatted documents at scale.

Who Is It For

This workflow is ideal for:

• Marketing teams who need to produce branded collateral quickly and consistently
• Sales professionals generating customized proposals and presentations
• Operations managers creating standardized reports and documentation
• Content creators who want to focus on strategy rather than formatting
• Small business owners who need professional documents without design expertise
• Agencies managing multiple client brands with different style requirements

Whether you're creating one document or one hundred, this automation ensures every output meets your quality standards while freeing your team to focus on higher-value work.

Required Integrations

Anthropic (Claude AI)

Why it's needed: Claude AI powers the intelligent content generation, transforming your form inputs into structured, professional document content formatted as JSON that the Json2Doc API can process.

Setup steps:

1. Create an Anthropic account at console.anthropic.com
2. Navigate to API Keys in your account dashboard
3. Generate a new API key and copy it immediately (it won't be shown again)
4. Set appropriate usage limits to control costs during testing
5. In TaskAGI, go to Integrations in the left sidebar
6. Click "Add Integration" and select Anthropic
7. Paste your API key into the configuration field
8. Name your integration (e.g., "Anthropic - Document Generation")
9. Test the connection to verify it's working properly

Important: Keep your API key secure and never share it publicly. The Claude Sonnet 4 model used in this workflow offers an excellent balance of speed, quality, and cost-effectiveness for document generation tasks.

Json2Doc API

Why it's needed: This service converts the AI-generated JSON structure into actual document files (PDF, DOCX, etc.) with proper formatting, styling, and layout.

Setup steps:

1. Sign up for Json2Doc at their official website
2. Obtain your API key from the dashboard or settings area
3. Note your API endpoint URL (typically provided in documentation)
4. Configure authentication in the HTTP request nodes (nodes 4147, 4149, 4151)
5. Set up any required headers such as Authorization: Bearer YOUR_API_KEY
6. Test with a sample request to verify connectivity

Configuration note: You'll need to update the HTTP request nodes with your specific Json2Doc endpoint URLs and authentication credentials. Store sensitive credentials using TaskAGI's secure credential management system rather than hardcoding them.

Configuration Steps

Step 1: Configure the Document Request Form (Node 4144)

This trigger node collects the information needed to generate your document.

Configure these form fields:

• Document Type (dropdown): Options like "Proposal", "Report", "Marketing Brief"
• Target Audience (text): Who will read this document
• Key Points (textarea): Main content points to include
• Tone (dropdown): Professional, Casual, Technical, Persuasive
• Additional Requirements (textarea): Any special instructions

Pro tip: Keep form fields clear and specific. The better the input, the better Claude's output will be.

Step 2: Set Company Styleguide (Node 4145)

This data editing node establishes your brand standards that will be applied throughout the document.

Configure these variables:

• brand_colors: Your primary and secondary color hex codes (e.g., #1A73E8, #34A853)
• font_family: Your brand fonts (e.g., "Roboto, Arial, sans-serif")
• logo_url: Direct link to your company logo
• header_footer: Standard header/footer text
• spacing_rules: Margin and padding preferences

Example configuration:

{
  "brand_colors": ["#1A73E8", "#34A853"],
  "primary_font": "Roboto",
  "logo_url": "https://yourcompany.com/logo.png",
  "margins": "1 inch"
}

Step 3: Generate Document JSON (Node 4146)

This Anthropic node uses Claude to create structured document content.

Key configuration:

• Model: claude-sonnet-4-5-20250929 (pre-configured for optimal performance)
• Prompt: The system prompt instructs Claude to act as a professional document creator
• Input variables: Reference form data using {{nodes.4144.output.field_name}}
• Temperature: Set to 0.7 for creative yet consistent output
• Max tokens: 4096 allows for comprehensive document generation

Customize the prompt to include:

• Your styleguide variables from node 4145
• Specific formatting requirements
• Industry-specific terminology or standards
• Document structure preferences (sections, headings, etc.)

Step 4: Create Json2Doc Job (Node 4147)

This HTTP request node submits the AI-generated JSON to the document creation service.

Configuration:

• Method: POST
• URL: Your Json2Doc API endpoint (e.g., https://api.json2doc.com/v1/jobs)
• Headers: Include authentication and content-type
• Body: {{nodes.4146.content}} (the JSON from Claude)

Example headers:

{
  "Authorization": "Bearer YOUR_API_KEY",
  "Content-Type": "application/json"
}

Step 5: Wait for Processing (Node 4148)

This wait node gives the Json2Doc service time to process your document.

Configuration:

• Wait duration: 5 seconds (adjust based on typical document complexity)
• Wait type: Fixed duration

Optimization tip: Start with 5 seconds and adjust based on your actual processing times. Longer documents may need 10-15 seconds.

Step 6: Check Job Status (Node 4149)

This HTTP request polls the Json2Doc API to check if processing is complete.

Configuration:

• Method: GET
• URL: https://api.json2doc.com/v1/jobs/{{nodes.4147.response.job_id}}
• Headers: Same authentication as node 4147

The response should include a status field indicating "processing", "completed", or "failed".

Step 7: Is Completed? (Node 4150)

This conditional node determines whether to download the document or wait longer.

Configuration:

• Condition: {{nodes.4149.response.status}} equals "completed"
• True path: Proceeds to download (node 4151)
• False path: Loops back to wait longer (node 4152)

Important: Configure a maximum retry limit to prevent infinite loops if processing fails.

Step 8: Download Document (Node 4151)

This final HTTP request retrieves your completed document.

Configuration:

• Method: GET
• URL: {{nodes.4149.response.download_url}}
• Response type: Binary (for file download)
• Save to: Configure output destination (storage, email, etc.)

Informational Nodes (4153-4156)

These workflow note nodes provide in-workflow documentation. Customize them with:

• Your specific API endpoints
• Team-specific instructions
• Links to internal documentation
• Troubleshooting contact information

Testing Your Agent

1. Run Your First Test

Start with a simple test case:

• Fill out the form with minimal, straightforward information
• Use a document type you're familiar with
• Keep "Key Points" to 3-4 simple bullets
• Select a standard tone like "Professional"

Click "Test Workflow" and watch the execution flow through each node.

2. Verify Each Step

At Node 4146 (AI Generation):

• ✅ Check that Claude produced valid JSON
• ✅ Verify all required fields are present
• ✅ Confirm content matches your input intent

At Node 4147 (Job Creation):

• ✅ Verify you received a job_id in the response
• ✅ Check for any error messages
• ✅ Confirm HTTP status code is 200 or 201

At Node 4149 (Status Check):

• ✅ Verify the status field is present
• ✅ Check processing progress indicators
• ✅ Note the time taken for completion

At Node 4151 (Download):

• ✅ Confirm file was retrieved successfully
• ✅ Open the document to verify formatting
• ✅ Check that styleguide was applied correctly

3. Expected Results

Successful execution should show:

• Total runtime: 10-30 seconds (depending on document complexity)
• All nodes showing green checkmarks
• A downloadable document file in your specified format
• Document content matching your form inputs
• Proper application of your brand styleguide

The final document should include:

• Professional formatting and layout
• Your company branding elements
• Content organized logically based on AI interpretation
• Proper typography and spacing
• All requested sections and information

Troubleshooting

"Anthropic API Error: Invalid API Key"

Cause: Your Anthropic integration isn't configured correctly.

Solution:

1. Go to Integrations and verify your API key is entered correctly
2. Check that there are no extra spaces or characters
3. Ensure your Anthropic account has available credits
4. Test the integration connection independently

"Json2Doc Job Failed" or Timeout

Cause: The JSON structure doesn't match Json2Doc's expected format, or the service is experiencing issues.

Solution:

1. Examine the JSON output from node 4146 in the execution logs
2. Validate JSON structure against Json2Doc documentation
3. Check your Json2Doc account for service status
4. Verify your API quota hasn't been exceeded
5. Increase wait time in node 4148 to 10-15 seconds

"Condition Never Resolves to True"

Cause: The status check condition in node 4150 isn't matching the actual API response.

Solution:

1. Check the exact status values returned by Json2Doc (might be "complete" vs "completed")
2. Add logging to see the actual response from node 4149
3. Verify the JSON path to the status field is correct
4. Consider adding additional status values (e.g., check for both "completed" and "success")

Document Formatting Doesn't Match Styleguide

Cause: Styleguide variables aren't being properly passed to the AI prompt or Json2Doc API.

Solution:

1. Verify node 4145 variables are correctly defined
2. Check that the AI prompt in node 4146 references {{nodes.4145.output.variable_name}}
3. Ensure Json2Doc supports the styling options you're specifying
4. Review Json2Doc documentation for correct style parameter names

"Rate Limit Exceeded" Errors

Cause: Too many API requests in a short time period.

Solution:

1. Implement exponential backoff in your retry logic
2. Increase wait times between status checks
3. Upgrade your API plan if you're hitting limits regularly
4. Add rate limiting logic to queue requests during high-volume periods

Next Steps

After Successful Setup

Congratulations! Your document generation workflow is now operational. Here's what to do next:

1. Create document templates for your most common use cases
2. Train your team on filling out the form effectively for best AI results
3. Build a library of styleguide configurations for different brands or document types
4. Set up notifications to alert stakeholders when documents are ready
5. Integrate with your storage system (Google Drive, Dropbox, SharePoint) for automatic filing

Optimization Suggestions

Improve AI output quality:

• Refine your prompts based on actual results
• Add example documents to the AI prompt for reference
• Create prompt variations for different document types
• Implement feedback loops to continuously improve

Enhance efficiency:

• Reduce wait times once you understand typical processing duration
• Implement parallel processing for multiple documents
• Cache styleguide configurations for faster execution
• Add conditional logic for different document complexity levels

Scale your operation:

• Create multiple workflow versions for different departments
• Build a dashboard to track document generation metrics
• Implement approval workflows before final document creation
• Add version control and document history tracking

Advanced Usage Tips

Multi-language support: Modify the AI prompt to include language parameters and generate documents in multiple languages simultaneously.

Dynamic branding: Create a database of client styleguides and automatically apply the correct branding based on form selection.

Content approval workflow: Add a human-in-the-loop step where stakeholders can review and edit the AI-generated JSON before document creation.

Batch processing: Extend the workflow to accept CSV uploads and generate multiple documents in one execution.

Analytics integration: Track which document types are most requested, average generation time, and user satisfaction to continuously improve the workflow.

Template marketplace: Build a collection of pre-configured prompts and styleguides that users can select from, reducing form complexity.

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Ready to transform your document creation process? Start with simple test cases, gradually increase complexity, and soon you'll wonder how you ever managed without this automation. Your team will thank you for the hours saved and the consistent, professional results!