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