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AI Task Generation

Don't want to build your task checklist from scratch? Let AI analyze your transaction and suggest tasks for you.

How it works​

  1. Open a transaction and go to the Tasks tab
  2. Click Generate
  3. DocJacket looks at the transaction details and existing tasks
  4. Review the Suggested Tasks panel
  5. Select the suggestions you want to keep, or use Select All
  6. Click Add Selected

The selected tasks are added to the transaction with their suggested name, description, and priority. Review the generated list before adding it; the generator is meant to supplement your judgment, not replace a checklist you already trust.

What makes the suggestions good​

The transaction task generator uses:

  • Transaction type — A residential purchase has different tasks than a commercial lease
  • Transaction side — Buyer-side and seller-side workflows differ
  • Financing type — Financing can change the work that needs to happen
  • Contract and closing dates — When available, these provide timeline context
  • Your existing tasks — AI avoids suggesting tasks you've already added

AI vs. Templates​

Both AI generation and checklists can populate your task list. Here's when to use each:

Use AI generation when...Use templates when...
You want tasks tailored to this specific dealYou have a proven checklist you use every time
It's an unusual transaction typeYou want consistent tasks across all deals
You're not sure what tasks you needYou've already customized a template you love

You can also use both — apply a template first, then run AI generation to catch anything the template missed. For reusable workflow design, use the template builder's AI generation tools instead of generating one-off tasks inside a transaction.