Overview
docuWeaver provides several Apex actions to automate various document processes. For automatically generating documents and sending emails, docuWeaver includes an Apex action called “Generate Email.”
The Generate Email Apex Action creates documents and emails from specified templates and sends them to the required participants.
This guide details the Flow configuration required for seamless automation.
Pre-requisites
Required document and email templates must be created in advance.
Ensure the running user has access to the Apex Action through the appropriate profile or permission set.
Flow Configuration Steps
Open Flow Builder and add an Action element after your desired step (e.g., trigger or screen).
Search for and select your Apex action method (e.g., "Generate Email").
Map Flow variables or static values to input parameters (for example, provide the template name, assign the record Id, specify the To,BCC & CC and other settings).
Under Advanced > "Manually assign variables", store outputs in a Flow variable (e.g., collection for
List<Result>).Connect to next elements and activate/debug the Flow.
Test in a Screen Flow or Record-Triggered Flow.
Refer to the Apex Action Documentation for detailed input parameters, including Template Name, Record ID, and optional settings.