GenDocX puts task instructions, source materials, and Word files into a single workflow. You describe the goal, the agent analyzes the relevant files and performs document operations, and then you can review the result, request changes, and download the file. The focus is on working on real documents — not just producing a chunk of text you still have to copy into Word by hand.
① Upload and explain
Provide the target document, template, style references, and source materials.
② Process the document
The agent generates content or edits existing Word files according to your instructions.
③ Review and deliver
Check content and layout, point out issues, and iterate.
Step 1: Define the role of each file
- Target document: the file to edit, or the template to fill in.
- Reference document: used for format, structure, or writing style — not a source of facts to copy.
- Source materials: provide names, dates, amounts, facts, clauses, or other specific information.
- Output requirements: the purpose, structure, and format of the final file, and what must be preserved or left blank.
Prompts you can try
- “File A is the contract template; files B and C are the sources of information. Extract facts only from B and C; leave uncertain fields blank and list them as items to confirm.”
- “Follow the heading, paragraph, and table styles of file A and generate a new document from the content of file B. Do not copy the body text of file A into the new document.”
Step 2: How the agent handles the task
- Understand the task: determine whether the goal is a new document, filling a template, revising content, fixing layout, or converting formats.
- Read the materials: extract relevant information from the files available to the task and supported. Scans, complex tables, or images may need extra verification.
- Organize the content: arrange headings, paragraphs, tables, and required fields according to the document’s purpose.
- Edit the Word file: handle content or styling as instructed; complex layout still needs checking in the preview or in Word.
- Provide the result: return the generated or modified file for you to review, download, and iterate on.
Automation doesn’t mean every step needs no human confirmation. Conflicting sources, missing key information, legal or financial risk, and complex pagination issues should all be handled through explicit instructions and a final review.
Template filling: no need to write placeholders first
You can upload an ordinary Word document as a template and say which materials to fill it from. Blanks, field labels, tables, and context can all help identify where to fill, so you don’t need to add specially formatted placeholders to every field first. That said, the clearer the template structure and the more explicit the field labels, the easier the result is to verify.
Prompts you can try
- “Use this lease agreement as the template and fill in the relevant content from the chat log and the item list. Keep the existing clauses and formatting; do not guess missing ID numbers, signing dates, or signatures.”
- “First list the fill-in fields you detected and the source file for each field. Ask about conflicts or missing information before generating the final file.”
Style replication: separate format from content
If you want the new file to follow the layout of a document, spell out which elements to reference — heading levels, fonts, paragraph spacing, table styles, headers and footers, or page layout — and say whether the reference document’s body text should be replaced entirely. Document length, font availability, and image sizes can affect pagination, so check tables, images, and pagination after generation.
Editing and conversion: describe verifiable results
When working on an existing document, point out the specific problems and what to preserve. For example, when fixing blank pages, say not to delete body text; when adjusting tables, say whether column widths may change; when converting Markdown to Word, specify heading levels, table of contents, and table requirements.
Pre-delivery checklist
- Check key data against the sources; don’t treat guesses as facts.
- Check heading levels, tables, images, pagination, and headers and footers.
- Check signature, seal, date, and other areas that need manual completion.
- Compare with the original file when necessary to confirm nothing was deleted or changed by accident.
- Arrange human review for documents used for formal purposes.