What are forms?

Forms for Document Automation

Forms allow you to automate the creation of customized PowerPoint presentations and Word documents. By filling out a simple form, the system uses intelligent logic and dynamic placeholders to automatically generate professional, on-brand documents.

This feature saves time, reduces errors, and ensures consistency across all your company documents.

💡To get started, make sure your document is already set up with correct placeholders. (image placeholders, standard text placeholders or section placeholders)

How Forms work

When you set up a Form, you create a questionnaire that collects specific information from users. Based on their answers, the system automatically:

Populates placeholders with the correct information
Inserts or skips entire sections
Generates a customized document ready to use

Common use cases: Employment contracts, Client proposals, Policy documents, Terms and conditions, Benefit packages.

Building your Form: Step-by-step guide

For Word document automation:

For PowerPoint presentation automation:

Presentation automation 2025

Updated on: 12/23/2025

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