Enable AI-Powered Document Upload to Auto-Populate Custom Form Fields in Workfront

[#1]

Description - We would like the ability to upload a structured document (e.g., Word, PDF, linked SharePoint file) to a Workfront object (like a tactic or project) and have Workfront’s AI extract key data points and populate designated custom form fields. This would streamline the setup of records that rely on structured metadata already captured in offline templates.

Why is this feature important to you - This functionality would eliminate redundant manual entry and improve data consistency across Workfront objects. It is especially important for our marketing team, which uses Workfront tactics to manage a content inventory. Each tactic has structured metadata that already exists in a completed Word template. Currently, this information must be copied and pasted into custom form fields, which is time-consuming and error-prone.

How would you like the feature to work -

• Allow users to upload a structured document (e.g., .docx or .pdf) to a project, task, or tactic

• Workfront AI parses the document and suggests values for mapped custom form fields

• Admins can define mapping rules for which text fields in a document align to which custom form fields

• The user reviews and accepts or edits the extracted field values before saving

• Optionally, allow mapping to vary by object type or custom form template

Current Behaviour - Currently, documents can be uploaded or linked to Workfront objects, but there is no functionality to extract content from those documents and apply it to custom form fields. All structured data must be manually transcribed from the uploaded file into Workfront forms.

[#2]

this is a great idea. Would suggest including spreadsheet as a document type  🙂

[#3]

Hi DanaRo and CherylMy.

Have you tried using AI Form Filling in the requests form?

If yes, where did it meet your needs, and where didn't it?

https://experienceleague.adobe.com/en/docs/workfront/using/manage-work/requests/create-requests/auto...

[#4]

This is a great suggestion, and I agree it’s an area that could benefit from further development.

From my experience, AI models still struggle with Excel files. Since AI generally reads information in a linear way (left to right, top to bottom), the grid-based structure of rows and columns can be challenging. There are tools on the market that can process Excel data, but given where the Workfront AI Assistant is today, I don’t expect Excel handling in the near term.

That said, the ability to upload briefs is already a step in this direction. I also know there are ongoing discussions around how the AI Assistant could eventually support completing custom fields in Workfront. I can’t speak to timelines or when this might appear on the roadmap, but it’s an exciting possibility.

For now, I’d recommend "liking" @DanaRo  suggestion so it’s visible to the Workfront Team.

I really like this request and the use case you’ve outlined!

[#5]

@sargis-markosyan - That does not meet our need, as our use case is completing a custom form on an existing project. The data we are looking to complete does not exist at the point of when the project is requested. I appreciate this article though, as it may be useful for other things!