GravityMerge AI

Deterministic DOCX automation for Gravity Forms with optional AI-powered assistance. Upload Word templates, use readable merge tags like {{ Field Label }}, and generate finished DOCX documents automatically from Gravity Forms submissions. Add AI Fields to your form if you'd like Claude to generate content to insert into your finished document.

  • Features
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Features

  • Easy to use: Build your form, upload your DOCX template, map it to your form, then publish a confirmation page with a download button (and/or email delivery).
  • Readable merge tags: Use {{ Field Label }} in your Word template (not numeric field IDs), so templates stay navigable and maintainable.
  • Conditional content: Include or exclude paragraphs and sections with {% if %} … {% endif %} merge tags. Supports compound conditions, emptiness checks, comparisons, and “contains”.
  • List-field loops: Populate repeating rows from Gravity Forms List fields using {% for row in List Field %} … {% endfor %}. Ideal for tables and schedules.
  • Image support: Insert into your built document an image uploaded through the form.
  • Optional AI Field (using Anthropic's Claude): Add an AI-powered field type to generate content via Claude. Requests are nonce-protected and restricted to logged-in users.
  • Word-specific reliability fixes: Automatically consolidates Word’s fragmented XML runs so tags don’t “look correct” but fail at merge time.
  • Form-specific merge tags: In a form's settings page, you can see a list of all available merge tags you can use in a template that you may wish to connect to the form, and you can also download a .docx starter template that contains those merge tags.
  • Template validation on upload: Templates are inspected to detect merge fields, loops, and conditionals, and saved with helpful metadata for troubleshooting.
  • Delivery built in: The form submitter can download the built document or send it to an email address or both. Configurable per form.
  • Attach document to notification emails: Built documents can be attached to notification emails through an option in the form's notifications settings. 
  • Retention controls: Keep merged documents, delete after delivery, or delete after a configured period. Includes an admin “Saved Documents” area.