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In this tutorial you’ll build Document Generator — an app that turns reusable templates into personalized documents using the data already in your CRM. Write a template once with {{placeholders}}, then generate a filled-in document for any Person or Company in one click — from the command menu, from an AI agent, or from a workflow.
A generated Sales proposal document

One template, generated for a specific person, opened as a printable page.

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What you’ll learn

Each chapter adds one capability. By the end you’ll have touched most of the SDK.

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Prerequisites

You should have finished the Quick Start: a local Twenty server running on port 2020 and the CLI authenticated to it. If not, scaffold and start one now:
Prefer to read the finished code? The complete app lives in packages/twenty-apps/examples/document-generator. Every snippet below is copied from it.

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How the app fits together

A template with placeholders is generated into a polished document with a PDF, triggered from the command menu, an AI agent, a workflow, or a shareable link
You write a template once in a rich-text editor, with {{placeholders}}. Picking a template and a CRM record fills the placeholders and stores a polished document (with a PDF file). Everything else — the command menu, the AI agent, the workflow step, the shareable link — is just a different way to trigger that one generator.

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Keep this loop running

Leave yarn twenty dev running in a terminal for the whole tutorial. Every time you add or edit a file under src/, it re-syncs to your server within a few seconds, so you can watch each capability appear in the UI as you build it.

Start building →

Chapter 1: model documents and templates.