Fill in any form
If you work in AEC, you spend a lot of time filling out forms from information that already exists somewhere in your project: QA/QC checklists, inspection reports, commissioning forms, compliance checklists, submittal review forms, closeout documentation — any standardized form somebody eventually has to sit down and complete.
You can attach those forms to the chat and have the agent fill them out for you — PDF, Word (.docx), Excel (.xlsx), and it isn't limited to those three: if you can attach it, the agent can almost certainly work with it, so try your format before assuming it can't. You can also just upload the form to the project workspace and the agent can edit it there directly.
Use case: Go from project information to a completed, editable form in a couple of minutes.
For example
Say you have an MEP Project Completeness Checklist: are the major systems shown, are schedules provided, has coordination been reviewed, and so on. Normally somebody goes through the project and fills it out line by line.
Instead, attach the checklist to the chat and ask:
"Can you fill out this form for me based on this project and the checks we've run?"
The agent goes through every item, checks it against the actual project — the drawings plus any QA/QC checks you've already run — and fills the form in. It takes a few minutes; start another chat and keep working while it runs.
The result isn't blind box-checking. In the example above, every coverage item passes — but the agent also pulls the open issues from the QA/QC review into the notes section and marks the overall status Complete with Comments. The form gets filled out from real project context, including the things that still need attention.
Still a normal, editable file
The completed form comes back in its original format. For a PDF, that means native PDF form fields: open the same file in Adobe Acrobat and you can click into any field, change an answer, or add a note — it's still a normal, editable PDF. Word documents and Excel workbooks likewise keep their formatting, tabs, and formulas.
The completed form is returned in the thread and saved to the project as a generated output, so the team can find it later.
Tips
- Point at the source when you know it: "based on the checks we've run" or "from the door schedule on A-601" gets a better result faster.
- Say what to leave blank: signatures, dates you'll fill by hand, fields for another party.
- Make it repeatable: if you fill the same form on every project, ask the chat to save the workflow as a custom check, or use chat memory to teach it how your firm fills it out.