Getting Started

What is Drafta?

Drafta turns repetitive document work into a configurable pipeline: design a template once, connect your data, and generate one document - or a thousand.

The core idea

Most document work is the same document over and over with different details: a contract with a different client name, an offer with different pricing, a report with this month's numbers. Drafta separates the part that stays the same from the part that changes:

• The part that stays the same lives in a Template - a reusable document blueprint you build in a rich-text editor.
• The part that changes is a Placeholder - a dynamic variable embedded inline in the template's text, which resolves to a real value at generation time.

Where do Placeholder values come from? Three sources:

• Form - you type or select the value manually when generating. Typical use: client name, custom notes, one-off details.
• Dataset - a spreadsheet-like table you maintain inside Drafta. Typical use: your client list, employee records, product catalog.
• Integration - a live connection to an external API you configure. Typical use: CRM records, financial figures, build metadata.

Optionally, AI steps in at two levels: Magic Writer generates static text right in the editor, and AI Handlers transform raw Placeholder data into polished prose before it lands in the document.

The output is a Document - stored in Drafta, optionally exported to PDF.

One loop to remember

Structure once (Template) → Connect data (Form / Dataset / Integration) → Optionally refine with AI (Handlers) → Generate at scale → Export

If any Placeholder resolves to more than one value - say, a Dataset column with 40 clients - Drafta generates one document per value. That's Batch generation, and it's the feature that turns an afternoon of copy-paste into one click.

Your first document in 5 minutes

The shortest possible path from empty workspace to finished document. No Datasets, no Integrations, no AI - just the core mechanic, so you feel the loop once before adding complexity.

Step 1: Create a Template

1. In the sidebar, under Create new, click Template.
2. Name it something honest, like My first template.

Step 2: Write a sentence

In the editor, type:

This certificate confirms that our client has completed onboarding.

Step 3: Insert a Placeholder

1. Place your cursor right after "that" (replacing "our client").
2. Insert a Placeholder from the editor toolbar.
3. Configure it:
   • Name: Client name
   • Data source: Form — meaning you'll type the value manually at generation time.
   • Question / Description: What is the client's full name? - this is the question you'll be asked when generating.

Your template now reads: This certificate confirms that [Client name] has completed onboarding.

Step 4: Generate

1. In the sidebar, under Create new, hover over Doc from template and choose you Template My first template.
2. The Generation form opens with a live preview of your document on one side.
3. Answer the question - type a real name.
4. Watch the preview update, then click Generate.

Step 5: Admire the result

Your first Document is saved in your Documents folder (Templates can define a specific destination - see Templates → Template settings). Open it: the placeholder is gone, the real name is in.

What you just learned is 90% of Drafta. Everything else - Datasets, Integrations, AI Handlers, Batch generation - is this same loop with more powerful data sources plugged in.