Skip to main content

AI Operation Builder

Updated this week

The Avvoka AI Operations Builder enables users to create document logic using plain language and sentences—eliminating the need to manually write formulas or logic scripts. Whether you’re calculating a value, formatting text, or adding conditional logic, this tool simplifies the process by automatically generating operations based on your instructions.

What You Can Build with the AI Operations Builder

The AI assistant supports a wide range of operations, including:

  • Mathematical Calculations
    e.g., percentage calculations, addition, subtraction

  • Text Transformations
    e.g., converting to uppercase, trimming text, concatenating names

  • Logical Comparisons
    e.g., if-else conditions, value thresholds

  • Attribute-Based Expressions
    e.g., using custom attribute values in formulas

How to Access the AI Operations Builder

  1. Open your template in Avvoka

  2. Go to the “Operations” section in the left-hand menu

  3. Click the “+” button to create a new operation or select an existing one

  4. In the right-hand menu, scroll to the "AI-powered operation builder" section

Picture

How to Use the AI Operations Builder

  1. In the builder section, type your operation in plain English
    Example: “Divide salary in 12 months and convert result in words.”

  2. Click Generate with AI, followed by Add to operation

  3. Review the AI-generated logic. If it meets your needs, select the area of the template where you would like to insert the operation, then, from the Automation tab, click on the Insert quick operation symbol

  4. Save and use the operation like any standard logic block in your document

Tip: Be specific in your instructions. Use exact attribute names and clearly describe your intended result to help the AI generate accurate logic.

Picture

Examples

Here are some common use cases that illustrate the power of the AI Operations Builder:

1. Money Formatting

Goal: Format monetary values for consistency across the document.

Prompt:
“Round the NOTE AMOUNT attribute to two decimal places and format it in US style, adding a $ in front of the number.”

Picture, Picture


This will give you a number that is automatically formatted and rounded into the money format of your choice.

Picture, Picture


2. Calculating Total Share Value

Goal: Calculate the total cost of shares with conditional discount logic.

Prompt:
“Multiply an attribute SHARES by an attribute SHARE PRICE. Subtract 10% from this price if an attribute DISCOUNT equals Yes.”

Picture
Picture, Picture

Result:
Dynamic calculation of total share value with conditional pricing.

Picture, Picture

AI Operations Builder in Action:

By leveraging these capabilities, users can create powerful logic-driven templates more efficiently and with less manual setup. The AI assistant takes the heavy lifting out of coding, letting you focus on what matters most—your document content and business rules.

Did this answer your question?