Fill in a Template File
Fills in a template with provided placeholder values.
Overview
This procedure fills in a template with provided values. Currently, only .txt
and .docx
file types are supported for use as template files. This procedure is helpful in automation workflows where documents need to be dynamically generated, such as invoices, contracts, letters, certificates, or reports.
Use Cases
Customer Invoices
Automatically create invoices from billing data
{date}
, {customer_name}
, {total_amount}
Employment Contracts
Generate contracts for new hires based on HR forms
{employee_name}
, {start_date}
, {role}
Appointment Reminders
Send personalized reminders to patients or clients
{patient_name}
, {appointment_time}
Event Certificates
Create custom certificates for attendees
{participant_name}
, {event_name}
Purchase Confirmations
Generate confirmation emails or documents for online purchases
{order_id}
, {product_name}
, {price}
Service Agreements
Populate service agreements with client and project info
{client_name}
, {service_description}
Input Concepts
template
The .txt
or .docx
file to be filled in.
File
N/A
Yes
placeholder values
The text that will fill in the placeholders in the template. These must be enclosed in quotes. For example:
the name is "Jane Doe"
Text / String
N/A
Yes
template marker
The characters used to mark the placeholders in the template. Must be exactly two characters.
Text
"{}"
No
Output Concepts
file
The file with the specified placeholders replaced by the provided values.
Automation Example
Consider the following .txt
file, containing placeholders enclosed in < >
symbols:
Note: Line 1 will raise a question, prompting you to provide or upload the template
file itself.
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