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

Use Case	Description	Placeholder Examples
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

Concept	Description	Type	Default	Required
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

Concept	Description
file	The file with the specified placeholders replaced by the provided values.

Automation Example

Consider the following .txt file, containing placeholders enclosed in < > symbols:

Invoice

Date: <date>
Customer Name: <customer_name>
Item: <item_description>
Total Amount: <total_amount>

Thank you for your business!

Kognitos Automation

the template
fill in the template
  the template marker is "<>"
  the date is "4/23/2025"
  the customer_name is "Jane Doe"
  the item_description is "Web Design Services"
  the total_amount is "$2000"

Resulting File

Invoice

Date: 4/23/2025
Customer Name: Jane Doe
Item: Web Design Services
Total Amount: $2000

Thank you for your business!

Note: Line 1 will raise a question, prompting you to provide or upload the template file itself.