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Templated
Templated is a document generation platform that creates professional documents from customizable templates and dynamic data. It streamlines the creation of contracts, reports, proposals, and other business documents.
Overviews
Integrate Templated with CodeWords to automate document creation workflows and generate professional documents from your business data without manual formatting.
How it works?
01
Generate documents from templates
Create professional documents by merging data from your connected applications with Templated templates, producing customized contracts, reports, or proposals without manual document assembly or formatting.
02
Trigger on form submissions
Initiate document generation workflows when forms are submitted, quotes are approved, or deals close, ensuring stakeholders receive necessary documentation immediately without delays for manual preparation.
03
Populate dynamic content
Automatically fill template placeholders with customer information, transaction details, or calculated values from your CRM, spreadsheets, or databases, maintaining accuracy and consistency across all generated documents.
04
Apply conditional formatting
Control document content and appearance based on data values or business rules, including or excluding sections, adjusting language, or changing layouts to match specific scenarios or requirements.
05
Store completed documents
Save generated documents to cloud storage platforms, attach them to CRM records, or file them in document management systems, organizing business documents for easy retrieval and compliance.
06
Send documents for signature
Route generated documents to electronic signature platforms, initiating approval workflows and tracking signature status without manual file transfers or coordination between systems.
07
Schedule batch generation
Create workflows that generate multiple documents at scheduled intervals, producing monthly reports, recurring invoices, or bulk correspondence from lists of recipients or data records.
08
Track document versions
Maintain version history of generated documents by logging creation details, data sources, and template versions used, providing audit trails for compliance and quality assurance purposes.
Configure
Connect your Templated account to CodeWords and start automating document generation from templates using data from any connected application.
Build
Automated contract generation system
Build workflows that create customized contracts when deals reach specific stages in your CRM, populating client details, pricing, and terms from the deal record, then routing for approval and signature.
community
“You can’t do this anywhere else.”
My entire team created accounts because they immediately see it replacing people and workflows.
Dan
Founder @ Stocktree / Founders Factory
The most straightforward workflow builder compared to alternatives.
Brad
CTO @ GeoGen.io & CloudBlast.io
I would give you hugs right now. It's beautiful.
Simphiwe
Impact Advisory Consultant
I built an Outlook + Notion automation for a client in just two clicks. It took two hours with Twin, which lacked OAuth integration.
Henri
Freelance AI Automation Consultant
ChatGPT can describe things but can't execute tasks or access tools. That's the key differentiator.
Abdalla
Civil Engineer
Success metric: full migration from n8n to CodeWords.
Amelia
Co-founder & CEO @ Ivy
We want CodeWords as our main platform for automations.
Ilya
Head of AI @ PIABO
Using CodeWords felt like discovering a new power — I was building things that were otherwise impossible.
Moises
Co-founder & Student
It's sooo much easier than n8n. It's for people who don't have time to fiddle around.
Abby
Operations Manager
I built in CodeWords in 25 minutes what originally took a day in n8n.
Ben
Finance Manager
I've fallen in love a bit. It's incredibly powerful.
Mark
Founder @ SEEKR
Codewords feels like “magic” - it gives a glimpse into a very magical world of software.
Sai
Engineer
You're the first product that has taken the strain off me having to code and configure. There's nothing that comes close.
Todd
Founder
Using CodeWords felt like discovering a new power - I was building things that were otherwise impossible.
Moises
Co-founder & Student
Using CodeWords felt like discovering a new power - I was building things that were otherwise impossible.
Julien
Founder
I’m addicted to CodeWords.
Urav
Founder
CodeWords is magical. It just worked.
Daniel
Founder
My entire team created accounts because they immediately see it replacing people and workflows.
Dan
Founder @ Stocktree / Founders Factory
The most straightforward workflow builder compared to alternatives.
Brad
CTO @ GeoGen.io & CloudBlast.io
I would give you hugs right now. It's beautiful.
Simphiwe
Impact Advisory Consultant
I built an Outlook + Notion automation for a client in just two clicks. It took two hours with Twin, which lacked OAuth integration.
Henri
Freelance AI Automation Consultant
ChatGPT can describe things but can't execute tasks or access tools. That's the key differentiator.
Abdalla
Civil Engineer
Success metric: full migration from n8n to CodeWords.
Amelia
Co-founder & CEO @ Ivy
We want CodeWords as our main platform for automations.
Ilya
Head of AI @ PIABO
Using CodeWords felt like discovering a new power — I was building things that were otherwise impossible.
Moises
Co-founder & Student
It's sooo much easier than n8n. It's for people who don't have time to fiddle around.
Abby
Operations Manager
I built in CodeWords in 25 minutes what originally took a day in n8n.
Ben
Finance Manager
I've fallen in love a bit. It's incredibly powerful.
Mark
Founder @ SEEKR
Codewords feels like “magic” - it gives a glimpse into a very magical world of software.
Sai
Engineer
You're the first product that has taken the strain off me having to code and configure. There's nothing that comes close.
Todd
Founder
Using CodeWords felt like discovering a new power - I was building things that were otherwise impossible.
Moises
Co-founder & Student
Using CodeWords felt like discovering a new power - I was building things that were otherwise impossible.
Julien
Founder
I’m addicted to CodeWords.
Urav
Founder
CodeWords is magical. It just worked.
Daniel
Founder
My entire team created accounts because they immediately see it replacing people and workflows.
Dan
Founder @ Stocktree / Founders Factory
The most straightforward workflow builder compared to alternatives.
Brad
CTO @ GeoGen.io & CloudBlast.io
I would give you hugs right now. It's beautiful.
Simphiwe
Impact Advisory Consultant
I built an Outlook + Notion automation for a client in just two clicks. It took two hours with Twin, which lacked OAuth integration.
Henri
Freelance AI Automation Consultant
ChatGPT can describe things but can't execute tasks or access tools. That's the key differentiator.
Abdalla
Civil Engineer
Success metric: full migration from n8n to CodeWords.
Amelia
Co-founder & CEO @ Ivy
We want CodeWords as our main platform for automations.
Ilya
Head of AI @ PIABO
Using CodeWords felt like discovering a new power — I was building things that were otherwise impossible.
Moises
Co-founder & Student
It's sooo much easier than n8n. It's for people who don't have time to fiddle around.
Abby
Operations Manager
I built in CodeWords in 25 minutes what originally took a day in n8n.
Ben
Finance Manager
I've fallen in love a bit. It's incredibly powerful.
Mark
Founder @ SEEKR
Codewords feels like “magic” - it gives a glimpse into a very magical world of software.
Sai
Engineer
You're the first product that has taken the strain off me having to code and configure. There's nothing that comes close.
Todd
Founder
Using CodeWords felt like discovering a new power - I was building things that were otherwise impossible.
Moises
Co-founder & Student
Using CodeWords felt like discovering a new power - I was building things that were otherwise impossible.
Julien
Founder
I’m addicted to CodeWords.
Urav
Founder
CodeWords is magical. It just worked.
Daniel
Founder
Your stack,
connected.
Works with the tools your team already uses every day.
What document formats can Templated generate through CodeWords?
Templated supports multiple output formats including PDF, Word documents, and HTML. You can configure which format to generate based on your workflow requirements and recipient preferences.
Can I use multiple templates in a single workflow?
Yes, you can configure workflows to select different templates based on conditions like document type, customer segment, or transaction value, providing flexibility in document generation.
How do I handle complex document structures with tables and lists?
Templated supports dynamic tables and lists that expand based on your data, allowing you to generate documents with varying numbers of line items, participants, or other repeated elements.
Can I preview documents before final generation?
While workflows generate documents automatically, you can set up approval steps that send preview versions to reviewers before final document creation and distribution.
Does the integration support document templates with images and branding?
Yes, your Templated templates can include logos, images, custom fonts, and branded styling elements that are preserved in all generated documents for consistent professional presentation.