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AiMe

AiMe for Administrators

AiMe for Document Automation

Composer administrators can use the AiMe Template Generator to create templates easily and effectively. There is no end-user use case for this Skill.

AiMe Template Generator for Composer

The AiMe Template Generator is an AI Skill introduced by Conga to generate templates quickly and efficiently. The Template Generator provides an easy interactive system that produces a structured layout.

Unlike other Skills, which mostly serve the end user, the Template Generator facilitates a task that is usually a manual effort for administrators. For the traditional administrative use case, see the general Composer configuration information in Composer for Administrators.

How it works:
  • Upload: Provide a .docx file and a Salesforce or JSON data payload.
  • Generate: AiMe identifies variable content and maps it to the fields in your payload.
  • Adjust if needed: A drag-and-drop interface lets you move fields to a preferred location if necessary.
  • Preview and save: Preview the template with your data, then save it to CLM.

Using the AiMe Template Generator to Create a Template

From the Advantage Platform Admin window, using the navigation bar on the left, follow these steps to initiate the AiMe Template Generator.
  1. Click Documents > Template Generator.
    This raises the Template Generator interface.
  2. You can import a Word document into the Template Studio by dragging and dropping it or by clicking to browse your files in the Select Document window. Alternatively, use the Quick Start buttons to create a basic Quote, Invoice or Service Agreement template.
  3. In the Template Studio's Select Data Set panel, click Add from Library or Add Data Set to select the data set your template will pull merge fields from.
    You can also use Style Document with AiMe to add a style for your document.
  4. Click Generate Template.
    As it generates the template, AiMe may ask for input:
    Template Generator advances to the Refine Template step.
  5. In the window on the right, use the Fields element to determine which fields are mapped and formatted correctly and which are unmapped. Use ths step to alter your template by text entry or moving fields to produce the best template.
    You can slide the Preview Merged Data toggle to see an example of your merged template.
  6. Click Review & Save when you are ready.
    The Review & Save step appears.
  7. Name your template. You can also provide a brief description.
  8. Click either of the Save Template buttons to save your generated template.
You are taken to the Conga Drive UI where you can see your newly generated template listed.
Administrator Guide
User Guide
AiMe Agent

October 10, 2026