← ClaudeAtlas

build-gen-templatelisted

Turn a document that gets rewritten for every customer into a reusable template — find the values that change between copies, replace them with merge fields, declare the data behind them, and embed signature anchors so generated copies can go straight out for signature. Use when someone retypes the same contract, offer letter or statement of work each time, asks to templatize or parameterize a document, wants a reusable version of something they already have, or needs the same paperwork produced for many parties.
mypropper/skills · ★ 1 · Data & Documents · score 72
Install: claude install-skill mypropper/skills
# Build a generation template > **PREREQUISITE:** Use the `propper` skill for authentication, tool routing, and the > agreement status model. Drafting the template body needs no account; saving it does. A template is the document with its variable parts pulled out into named fields. Getting those boundaries right is the whole job — everything downstream is mechanical. To fill a template that already exists, use `generate-document`. For a ready-made library of common agreements, use `agreement-starter-pack`. ## Steps ### 1. Authenticate `get_current_user`. Report the organization. Stop on failure per the `propper` skill. ### 2. Choose the engine | Source | `generationKind` | Notes | |---|---|---| | HTML, Markdown or MDX text | `HTML_MDX` | The default when omitted. Styling via `cssStyles`, `headerTemplate`, `footerTemplate` | | A Word `.docx` file | `DOCX_HANDLEBARS` | `templateContent` is the file bytes base64-encoded, 25MB before encoding | | A DocuSign Gen export | — | Not created here. Use `manage_gen_template` with `action` `import_from_source` | `DOCX_HANDLEBARS` needs the DOCX upload capability on the account. Without it the call returns `422 GENERATION_KIND_NOT_SUPPORTED_HERE`. Say that plainly rather than retrying. `SIGN_PDF_DOCGEN` cannot be created here at all; supplying it returns the same `422`. ### 3. Separate what varies from what does not Work from the actual document. A span is a field when it would differ between two real copies: - party names, e