We’re introducing Fill PDF Action, a new capability within StackAI – a secure, no-code AI agent building platform used by enterprise teams to automate regulated, high-volume operational workflows.
Why we built it
It’s 2026, and most companies are still filling out PDF forms like it’s the 1990s.
Across banking, healthcare, insurance, and government, form handling remains one of the largest sources of manual effort and operational risk:
• PDFs arrive by email
• Staff copy data across 5–10 systems
• Fields are manually verified
• Errors require rework
• Audit trails are maintained by hand
At scale, this becomes a significant operational bottleneck and compliance risk.
Fill PDF Action replaces this pattern with an automated, auditable workflow.
From emailed form to completed document, automatically
With Fill PDF Action, teams can configure workflows that:
Listen for incoming emails with PDF attachments (e.g. with a blank mortgage application form)
Identify the correct customer or employee in SharePoint, Drive, or Box (choose from over 100+ integrations)
Extract verified data from internal knowledge base / KYC repository
Populate every PDF field automatically
Route completed forms via email for review or signature
Log every request to SharePoint for audit, traceability, and reporting
All AI-filled fields can be highlighted for reviewer visibility.
Designed for real operational workloads
Fill PDF Action supports common regulated workflows including:
Mortgage & loan applications
Grant filings
Claims & reimbursements
HR onboarding
Compliance & legal paperwork
This is what real AI infrastructure that brings ROI from day 1 looks like.
Enterprise security, governance, and auditability
StackAI is built for environments where governance is non-negotiable:
Role-based access control (RBAC)
Full audit logs of every request and action
SOC 2 Type II, HIPAA and GDPR-aligned workflows
On-premise and private deployment options
StackAI Fill PDF Action is available now. Want to learn more? Get a demo here.
Bernard Aceituno
Co-Founder at StackAI
Building AI Agents that simplify work and solve real problems.
