Document Generator & Template Manager

Purpose

Document Generator & Template Manager supports automated permit document generation and compliance guide creation by producing customized templates, checklists, formatted documents, compliance guides, and version archives from the provided project and permit information.

Primary users

The primary users are external, client-facing users who need support preparing permit-related documentation and compliance materials based on project profiles, permit catalogs, zones, action plans, and available guidance.

Where it fits (process/stage/trigger)

This agent fits into the permit preparation and documentation process when a project profile, permit catalog, zone information, action plan, template library, and historical application references are available and need to be transformed into usable permit documents and compliance support materials.

Key capabilities / workflow

The workflow analyzes the project profile and permit catalog, retrieves relevant material from the permit template library and guidance sources through RAG, checks whether required inputs are complete, generates customized templates, checklists, compliance guides, and formatted documents, validates compliance alignment, and archives final versions for traceability.

Inputs

Typical inputs include the project profile, permit catalog, zones, action plan, template library accessed through RAG, past applications, permit template library, compliance databases, historical applications, and guidance documents.

Outputs / Deliverables

Typical outputs include customized templates, checklists, compliance guides, formatted documents, and a version archive containing generated permit documentation materials.

Value

The agent helps streamline permit documentation and compliance guide creation by using existing templates, compliance databases, historical applications, and guidance documents to produce structured, reusable, and client-facing deliverables.