AI

Describe it. Get a draft.

AI drafts. People decide. Everything works without it.

Build with AI in Docable Studio: What document do you need? Describe it in your own words, with the brief typed, A solar PV commissioning certificate for the work order: system details, string readings as a table, site photos, pass or fail, customer and technician signatures, hide anything blank; a Create draft button; Work Order suggested, the HelioGrid Brand Kit and PDF and Word chosen; and the note that only your words and field names go to Salesforce AI in your org, no record data.

From a sentence to a template.

Describe the document. Docable drafts it with your Salesforce fields and your Brand Kit, then opens it in the editor for you to finish.

The AI draft open in Docable Studio: a Solar PV commissioning certificate on a Work Order with HelioGrid's logo, a field grid for the work order, customer, site address, asset, serial number and technician, a Scope of work section shown only when the description is filled in, a String readings table that repeats for each inspection, site photos, a commissioning result and two signing lines in the outline; the Assistant panel reports Draft created, describes the document, lists five assumptions and says nothing blocks proof now.

Or start from a template

Wherever you work with AI.

Build with AI in Docable, the assistant in the editor, Claude through Docable's MCP server, or your own Agentforce agents. Each ends in the same draft.

  • The assistant in Docable

    For people writing templates in Docable.

    Inside the editor. Choose Describe it with AI, or ask for changes.

    Needs Salesforce AI (Einstein) in your org

  • An Agentforce agent

    For teams that already use Agentforce.

    In Salesforce, using Docable's actions.

    Needs Agentforce in your org

  • Claude, or another AI app that supports MCP

    For people who already work in an AI app.

    Connected to Docable's MCP server, which Salesforce hosts in your org.

    Can rebuild a template from a PDF, Word file or picture you share.

    Needs Enterprise Edition or above

  1. A draft template in Docable

    With your fields and your Brand Kit.

    AI works with your template and field names. It prepares. It never approves.

  2. A person checks the proof and makes it live

    Approval and activation always stay with a person.

  3. Generate PDF and Word

    By hand or in bulk.

AI is optional. Everything also works by hand.

In Agentforce, too.

Give the sample Docable Template Assistant a brief on the record. It asks what it needs, drafts the template with Docable's actions, and hands you the placeholders to connect in Studio.

The Docable Template Assistant, an Agentforce agent, open beside a Work Order: the brief typed, Create a solar PV commissioning certificate template for work orders, branded with the HelioGrid kit, system details, the string readings as a table, site photos, pass or fail, and customer and technician signatures collected on the phone; the agent's plan listing what the template will include, and three questions it asks before it starts.

What AI sees. And doesn't.

Your words, the template and the names of fields you can see. Never record values or the files Docable makes.

And more.

AI needs Einstein generative AI in your org and the Salesforce licence your administrator names. Salesforce charges for its AI separately. Without it, everything else in Docable works.

Learn how.

Step-by-step guides, with the screens.

Be first in line.

Docable is on its way to the Salesforce AppExchange. Join the waitlist and we'll tell you the moment it's ready to install.

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