Create New Document from Template - Relevance AI Documentation

The Create New Document from Template tool step allows you to create new documents using existing documents as templates

Add the ‘Create New Document from Template’ Tool step to your Tool

You can add the ‘Create New Document from Template’ Tool step to your Tool by:

Creating a new Tool, then searching for the ‘Create New Document from Template’ Tool step
Click ‘Expand’ to see the full Tool step
Select the account you would like to use
Select the template you would like to use (this is just any existing document in your Google Drive)
Select the folder to save the new document in
Pick a name for the new document
Select the output file type (PDF, DOCX or both)
Enter the text you want to replace the placeholders with
Click ‘Run step’ to test out the Tool

Parameters

Templatestringrequired

Select the document you would like to use as a template.

Folderstringrequired

Specify the folder where the new document will be saved.

Namestringrequired

This will be the name of the new file.

Modeoptionsrequired

This is the file type of the new document. Choose from PDF, DOCX or both.

Replace Text Placeholdersjsonrequired

This is a JSON object that contains the text placeholders and the text to replace them with.

{
  // This will replace all instances of {{Name}} with "John Doe"
  "Name": "John Doe",
  // This will replace all instances of {{Date}} with "2025-01-01"
  "Date": "2025-01-01"
}

Frequently asked questions (FAQs)

Where do I get a template from?

You can use any existing document as a template. Add custom text to the template by using placeholders. Then, in the “Replace Text Placeholders” field, specify what each placeholder should be replaced with in the new document.

What are placeholders?

Placeholders are special markers in your template that get replaced with custom text when the document is created.

To add a placeholder, wrap the name in double curly braces. For example: {{Name}} or {{Date}}.

What happens if there is more than one instance of the same placeholder?

All instances of the same placeholder will be replaced.