How to design templates or create documents using AI in Zoho Writer

Overview

Zia now enables you to design templates or create different types of business documents such as sales orders, resumes, and proposals with easy-to-use prompts. You can choose between Zoho's AI or OpenAI to design templates or create documents.

Prerequisites

If you wish to use OpenAI to generate documents, you need to add your OpenAI API key from your own OpenAI account (ChatGPT 4 or higher) in Zoho Writer to enable this integration. Steps to add your OpenAI key in Zoho Writer.

Steps

How to generate documents from Writer's dashboard

Go to the Zoho Writer dashboard, Create New -> Document using AI.
A dialog will open with a pre-generated prompt, which you can customize as needed.
Click Generate. Zoho Writer will generate and display the document in three different styles (Professional, Modern, and Casual).
Click Preview or Regenerate to preview or regenerate the document.
Click Use This to convert the generated document to a new Writer document. You can also convert the document into an automation template (merge, fillable, or sign).

How to generate documents from a Writer document

Open a Writer document, File menu -> New -> Document using AI.
A dialog will open with a pre-generated prompt, which you can customize as needed.
Click Generate. Zoho Writer will generate and display the document in three different styles (Professional, Modern, and Casual).
Click Preview or Regenerate to preview or regenerate the document.
Click Use This to convert the generated document to a new Writer document. You can also convert the document into an automation template (merge, fillable, or sign).

How to convert the generated document into an automation template

Open the generated document in Zoho Writer.
Click the hamburger menu on the left side of the document.
Click the Automate tab to display the automation template options.
Select your preferred automation template type to convert the document.

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