Document Automation

Updated May 13, 2026

What this skill does

Automates document generation using templates and data sources. Creates proposals, contracts, reports, and SOPs by merging data from Notion, Google Docs, or databases. Supports approval workflows, version control, and automated distribution to stakeholders.

Example

PROMPT

Generate a client proposal for Acme Corp using our standard template. Project: Platform Migration, Budget: $150K, Timeline: 3 months.

OUTPUT

Document Generated — Client Proposal DOCUMENT: Acme Corp Platform Migration Proposal Template: Standard Client Proposal v3.2 Pages: 12 MERGED DATA Client: Acme Corp Project: Platform Migration Budget: $150,000 Timeline: 3 months (July - September 2026) Team Size: 4 engineers + 1 PM SECTIONS 1. Executive Summary (auto-generated) 2. Scope of Work (from template + project details) 3. Timeline & Milestones (3 phases) 4. Team & Resources 5. Pricing Breakdown 6. Terms & Conditions (standard) STATUS: Draft created in Google Docs NEXT: Sent to @sales-lead for review and approval

Required Tools

Notion

Google Workspace

Compatible Agents

Claude

Cursor

Windsurf

ChatGPT

Any MCP-compatible agent

Add to your agent

Download Skill

Or install via CLI:
$ npx skills add webrix-ai/agent-skills --skill doc-automation

Deploy Org-wide

Provision to teams via RBAC

Identity-aware execution

Signed & verified skills

Full audit trail

Auto-bundled with required MCP servers

Use with

Free for up to 5 users

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