Quick Start Guide

Get started with Docaflex in minutes. This guide will walk you through the basic steps to create your first document automation workflow.

1. Create Your First Template

Start by creating a new document template. You can either:

Use our AI-powered template creator with natural language
Upload an existing document as a template
Start from scratch using our visual editor

// Example using our API
const template = await docaflex.createTemplate({
  name: "Invoice Template",
  type: "document",
  source: "natural-language",
  description: "Create an invoice with company logo, itemized list, and total calculation"
});

2. Connect Your Data Source

Connect your data source to populate the template automatically:

Connect to your database (MySQL, PostgreSQL, MongoDB)
Import data from spreadsheets
Use our API to send data programmatically

// Example database connection
const connection = await docaflex.connectDatabase({
  type: "postgresql",
  host: "your-database-host",
  name: "your-database-name",
  auth: {
    username: "your-username",
    password: "your-password"
  }
});

3. Design Your Workflow

Create an automated workflow for your document:

Set up approval processes
Configure automatic document generation triggers
Add digital signature steps
Set up notifications and reminders

// Example workflow configuration
const workflow = await docaflex.createWorkflow({
  name: "Invoice Approval",
  steps: [
    {
      type: "generate",
      templateId: "invoice-template",
      trigger: "on-form-submit"
    },
    {
      type: "approve",
      assignee: "finance-manager",
      timeout: "24h"
    },
    {
      type: "sign",
      provider: "docusign",
      signers: ["customer-email"]
    }
  ]
});

4. Test and Deploy

Test your workflow and deploy it to production:

Preview generated documents
Test the workflow with sample data
Monitor the process in real-time
Deploy to production with one click

// Example deployment
const deployment = await docaflex.deployWorkflow({
  workflowId: "invoice-approval",
  environment: "production",
  version: "1.0.0",
  rollback: true
});

Next Steps

Now that you've created your first workflow, explore our detailed guides to learn more about:

Advanced template features
Custom workflow actions
Integration with external systems
API documentation

Explore API Documentation →