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 an AI-powered document generation engine — 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, runs it through AI enrichment, 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.
What makes this different from basic template merging is the AI layer. TurboDocx doesn't just insert field values into placeholders — it analyzes task descriptions, understands project context from folder hierarchies, and generates intelligent content for complex sections like executive summaries, scope descriptions, and risk assessments. The result is a document that reads like it was written by a human, not auto-generated from a database.
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.