AI Document Builder Module

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This content applies solely to Requirements Management, which must be purchased separately from the Appian base platform. This content was written for Appian 26.6 and may not reflect the interfaces or functionality of other Appian versions.

AI Document Builder (AIDB) is an AI-powered module that integrates with Requirements Management (RM) to generate procurement documents directly from requirement records. AIDB uses configurable templates and AI to produce structured documents, reducing the manual effort required to draft acquisition packages.

What AI Document Builder provides

AIDB accelerates document creation by combining requirement data with pre-built templates. The module pulls context from your requirement records and uses AI to generate complete document sections based on that context.

Key capabilities of AI Document Builder in RM:

Template-based generation: AIDB uses configurable templates with predefined sections and questions to structure document output. Administrators can create and manage templates to match organizational standards.
AI-generated content: AIDB generates section content using AI, drawing from the requirement record context and uploaded reference documents. Users can review and edit generated content before finalizing.
Record context integration: AIDB connects directly to RM requirement records, pulling relevant data to inform document generation without manual data entry.
Document management: Users can create, edit, and manage AI-generated documents from RM. Each document links back to its source requirement for traceability.

See Create requirement documents using AI Document Builder.

Next steps

To use AI Document Builder with Requirements Management:

Install AI Document Builder in your environment.
Set up AI Document Builder to configure group memberships, record context, and enable the module in Solutions Hub.

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