How to Automate Document Generation in Wrike
Teams using Wrike for project management often spend hours manually creating statements of work, proposals, and client deliverables from project data. The TurboDocx integration eliminates this bottleneck by connecting your Wrike workspace directly to a document generation engine that supports both static field mapping and AI-powered content — a key part of any documentation automation strategy.
The setup takes minutes: create a TurboDocx template in Word, PowerPoint, or Google Docs with variables that map to your Wrike fields. Then configure an automation that triggers when a task moves to a specific custom status like "Generate SOW" or "Create Proposal." From that point on, every time a project manager changes a task to that status, TurboDocx automatically pulls the task data, maps fields directly into your template, and attaches a finished document back to the Wrike task. Teams that need to generate SOWs from project data find this eliminates their biggest bottleneck.
TurboDocx gives you both approaches in one platform. Static field mapping inserts Wrike values directly into template placeholders — task titles, custom fields, dates, assignee details, and more appear exactly as they are in Wrike. For complex sections like executive summaries, scope descriptions, and risk assessments, you can optionally enable AI variables that analyze project context and generate intelligent prose. The result is a document that combines precise data with content that reads like it was written by a human.
The integration supports all Wrike data types including custom fields (text, dropdown, numeric, email, date), task metadata (assignees, effort, billing type, priority), and folder-level information. You can monitor specific folders, entire spaces, or even account-wide activity, with recursive subfolder support for complex project structures. Output formats include DOCX, PPTX, and PDF — all from a single template. For teams building custom integrations, the TurboDocx API and SDK provide full programmatic access to these same capabilities.