Unlock Scalable Automation with DigiFi’s AI Agent and Dynamic Documents
We’re excited to announce a powerful new product release that unlocks the potential for process automation to be faster, smarter, and more flexible than ever before. With this release, DigiFi takes another important step toward fully autonomous workflows and richer document generation – helping teams save time, reduce manual work, and scale operations with confidence.
Let’s take a closer look at what’s new.
AI Agent Automation: Let the Agent Do the Work
From Guided Assistance to True Automation
Until now, DigiFi’s AI Agent primarily operated in a guided mode, requiring user confirmation for certain actions. While this approach ensures control, it also means more user involvement and slower execution.
With AI Agent Automation, the Agent can now run tasks and workflows automatically and independently – without waiting for user confirmations – once it’s properly configured. This opens the door to true end-to-end automation.
What’s New
Autonomous Agent Runs
Launch automated Agent executions using the new Run AI Agent action in the Automation Builder. Once configured, the Agent can independently process defined tasks through automation workflows, exactly as designed.
Automatic Execution from Task Details
When starting the Agent from the Task Details view, users can now choose to run it automatically. No in-session confirmations are required. Users can either watch the Agent execute the task in real time, step by step – or let it run in the background and return later to review all the changes made by the Agent.
This new automation layer is a key step toward scaling AI across your organization. By reducing manual touchpoints while preserving visibility and auditability, teams can move faster and clearly see the results.
HTML Document Generation: More Flexibility, Better Documents
Build Documents Exactly the Way You Want
Document generation just got a major upgrade. In addition to existing PDF templates, DigiFi now supports HTML-based document templates, giving you more control over layout, styling, and dynamic content.
What You Can Do Now
Create Custom HTML Templates
Write your own HTML code to design fully customized document templates – perfect for complex layouts and branded experiences.
Use Dynamic Data
Easily reference application variables and system fields to populate documents with real-time data.
Add Conditional Logic
Use conditional logic to show or hide sections and generate smarter, more tailored documents.
All generated documents are automatically converted into non-editable PDFs and saved under Application Documents, ensuring consistency and compliance. For full implementation details, examples, and advanced usage, check out DigiFi’s Developer Guide.
This release brings DigiFi users even closer to fully autonomous, end-to-end digital workflows:
- Faster execution with minimal intervention
- Scalable AI automation across business processes
- Greater flexibility in document design and data presentation
Whether you’re streamlining internal operations or building customer-facing workflows, these new capabilities help you move faster and operate more efficiently. Contact us today if you have any questions or would like to explore how DigiFi can support your specific use cases and challenges.