Annotate once. Generate every file after

PDF, Word, or Excel. Mark the blanks. Same layout, new data.

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DIMA file labeling editor with fields marked on a live PDF

Templates

AI that fills document templates at scale

Mark the blanks once. Generate every file after that. The layout stays yours.

One template.
Populate the data after.

Mark the blanks once. Feed rows from a sheet, CRM, or chat. Each run fills the same layout with new data inside.

The original file
stays untouched

AI writes only into marked fields. Design, tables, and type stay exactly where you left them.

Automate
file population

Turn unstructured data into filled internal documents. Triggers, batches, and agents run on auto-pilot.

Populate with AI

Connect your data. AI fills the blanks.

01
Upload The PDF, Word, or Excel you already send.
02
Label each box One sentence per field. That is the rule.
03
Generate Review, download, send. Every copy is logged.
04
Automate Triggers, batches, and agents fill documents on auto-pilot.

Fields marked on a document in DIMA file labeling — **Fields on your PDF** PDF · Word · Excel

The editor

Same document template, endless generations

Upload the files your team already uses. Mark the blanks, connect the data, generate filled copies on demand or on auto-pilot.

Annotate

Mark where the data goes on your file

Upload the contract, form, or quote you already send. Draw a box on every blank that should get new values each run.

PDF, Word, and Excel. Use the file as-is, no reformatting or new layout
Design, tables, and type stay fixed. Only the marked blanks change
Save once as a template. The whole workspace can run it

Upload a template

Annotating fill fields on a document in DIMA

Instruct

Tell each field what data to pull

One label per box. "Client legal name from the deal." DIMA finds it in your CRM, sheet, or workspace files on every run.

Plain English, in the terms your team already uses
Pulls from CRM, Drive, spreadsheets, and files in the workspace
Dates, amounts, names, and values that depend on other fields

Label a field

One template generating filled documents in DIMA

Generate

New data in. Filled document out

Point at a CRM record, spreadsheet row, or file. DIMA fills every marked field. You review before download or send.

One source row in, one filled document out. CRM, Drive, sheet, or a file you drop in
Edit any value on the review screen before it goes out
Download PDF or editable Word. Every run stored with its source data

Generate a file

AI filling a template from unstructured text in DIMA

What you can generate

Quote from the CRM

The rate card you already designed. Names, SKUs, and totals drop in from the deal.

Proposal pack

Scope, price, and dates filled. The cover and the grid stay the ones brand signed off.

MSA for a new logo

Party names and seats change. Clause layout does not. Legal sees the file they know.

Order form

Line items from the sheet. The stamped form comes back ready to send.

Renewal quote

Last year’s file. This year’s numbers. The buyer recognises the document.

A batch for the pipeline

A list of accounts in. A folder of finished quotes out, each on the same template.

NDA in their name

Counterparty, date, and governing law. The rest of the page stays the approved draft.

Contract addendum

New dates and fees on the addendum you already use. No one redraws the clauses.

DPA pack

Processor name, systems, and annex rows filled. The structure counsel already checked.

Engagement letter

Client, matter, and fee block. The letterhead and the numbered terms stay put.

SOW from the brief

Deliverables and dates from the thread. The SOW grid is still the one operations runs.

A run of NDAs

A guest list in. A folder of signed-ready NDAs out, each on the same paper.

Invoice from the sheet

Bill-to, lines, and VAT on the invoice you already print. No one retypes the grid.

Purchase order

Vendor, SKU, and delivery window. The PO block stays the one warehouse scans.

Monthly statement

Balances from the ledger. The statement paper finance already sends to clients.

Credit note

Reason and amount filled. Numbering and footer stay on the original form.

Board pack numbers

Tables in the deck you already format. Figures land in the cells, not in a new slide.

Invoice run at month end

One template. Every open deal. A folder ready for the books.

Offer letter

Name, title, start date, and pay. The letter HR already approved with counsel.

Employment contract

Role, location, and grade filled. Clause order stays the one legal signed off.

Onboarding pack

Welcome, kit list, and access forms for this hire. Same pack, new name throughout.

Policy acknowledgment

Name and date on the form people already know. No new PDF to hunt.

Equipment form

Laptop, phone, and kit serials in the fields IT already uses.

Leaver pack

Dates, assets, and access on the exit forms. The checklist layout stays.

Vendor agreement

Supplier, SKUs, and SLAs filled. The terms page operations already runs.

SOP pack

Site, shift, and owner in the SOP you already train on. Steps stay numbered.

Delivery note

Address, lines, and window. The note warehouse already prints.

QA checklist

Batch, lot, and inspector on the sheet quality already files.

Site brief

Location, contacts, and kit list. The brief format the crew already opens.

Handover pack

Shift, issues, and owners filled. The pack the next team expects to see.

Campaign brief

Product, dates, and channels on the brief the studio already works from.

Partner agreement

Brand, territory, and term. The agreement legal already blessed.

Media authorization

Asset, usage, and dates on the form talent already signs.

Influencer contract

Handle, deliverables, and fee. The contract template stays the same page.

Brand usage form

Logo, lockup, and market filled. The rules page design already published.

Event pack

Venue, run of show, and contacts. The pack the team already prints.

You stay in control

It fills the fields. You keep the file.

You approve

A filled file sits until someone on your team reviews it.

Field-level trail

Template, source record, each box, who generated, who signed off.

No data training

Templates, fills, and source files stay yours. Never used to train a model.

Private by default

Roles and permissions follow the workspace. GDPR-ready.

Start with one file

Stop copy-pasting into the same PDF

Upload the contract, NDA, or form your team fills by hand. Mark the blanks once, connect CRM or sheets, and generate filled copies on demand or on auto-pilot.

Free · 30 credits Book a demo

PDF, Word, Excel
CRM and sheets
Free trial