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Use Workflows for Document Generations

Document Generation in Workflows Canvas

C3 AI Workflows now support document authoring directly within the workflow canvas, enabling automated document creation as part of your business processes.

Overview

You can now create documents as workflow outputs using structured data processing and AI-powered content generation. This allows you to automate report creation, documentation generation, and formatted output production within your workflow pipelines.

Document Generation Workflow

Basic Pattern

A typical document generation workflow follows this structure:

graph LR Start --> collect_json_input --> parse_json --> extract_fields --> generate_report

Key Benefits

  • Structured Input: Process JSON data to maintain data integrity
  • Automated Generation: Create documents without manual intervention
  • Consistent Formatting: Use templates for standardized outputs
  • Integrated Pipeline: Document creation as part of larger workflows

Building a Document Workflow

Step 1: Collect Data

Use the get_user_input_node_template to collect JSON input:

  • Prompt users for structured data (calculations, analysis results, etc.)
  • Validate JSON format to ensure clean data processing

Step 2: Process Data

Use modify_global_state_node_template nodes to:

  • Parse JSON into Python dictionaries
  • Extract specific fields and organize data
  • Transform data for document generation

Step 3: Generate Document

Use the document_generation_node_template to:

  • Create formatted reports from processed data
  • Apply consistent styling and structure
  • Output documents in various formats (PDF, HTML, etc.)

Example: Engineering Report Workflow

For engineering calculations:

  1. collect_json_input: User provides calculation results in JSON format
  2. parse_json: Convert to Python dictionary for processing
  3. extract_fields: Organize calculation data, metadata, and results
  4. generate_report: Create formatted engineering documentation

Why Use Workflows for Documents

  • Automation: Documents generated automatically from data inputs
  • Consistency: Standardized formatting across all generated documents
  • Integration: Document creation integrated with data processing workflows
  • Scalability: Generate multiple documents from the same workflow pattern

See Also

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