Documentation

Everything you need to populate templates with CustomTask.

Overview

CustomTask takes the manual work out of filling in forms and documents. You upload a template once, provide source data in whatever shape you already have it, and CustomTask extracts the right values and returns a finished document — in the template's original format.

It's powered by AI (Claude) for messy, unstructured inputs, with a deterministic rule-based engine as a reliable fallback.

Getting started

  1. Go to the app and register with your email, a password, and your country.
  2. You start on a 30-day free trial — no credit card required.
  3. Upload a template, provide data, and generate your first document.

Creating templates

You don't need to mark anything. Upload the form you already use — a PDF, Word, Excel, HTML or text file — and CustomTask detects the fill-in fields for you:

  1. In Template Library → Upload, name the template and choose your file.
  2. Click Detect fields. CustomTask reads the document and proposes the fields to capture.
  3. Review the list — rename anything that's off, remove fields you don't need — then Save template. It's marked up automatically behind the scenes.

It works for both a blank form (labels with empty spaces) and a filled sample you want to turn into a reusable template. Fillable PDFs use their own form fields directly.

Advanced: prefer to place fields yourself? Tick “My file already has {{field}} markers”, add double-brace placeholders like {{candidate_name}} where values go, and save without detection.

Providing data

In the Populate panel, pick your template and either paste text or upload a file.

Structured data (JSON/CSV with keys matching your field names) maps almost perfectly with no AI needed. Unstructured documents (a PDF invoice, a free-form resume) are where AI extraction shines.

Generating documents

  1. Click Generate document.
  2. Review the field table — each field and the value CustomTask filled in. Blanks (—) mean no value was found.
  3. Click Download filled document to save the result in its original format.

Supported formats

TXTHTMLDOCXXLSXPDFJSONCSV
Template✅✅✅✅✅*——
Input data✅✅✅✅✅✅✅

*PDF templates are filled via form (AcroForm) fields. Files up to 10 MB.

Plans & usage

CustomTask Pro — $25 CAD / month

  • First 30 days free (no card to start).
  • 500 document generations every 30 days.
  • A live counter in the app shows how many you have left and when it refreshes.
  • Cancel anytime from Manage billing.

Only AI generations count against your quota — rule-based fills (structured JSON/CSV) are free. Your allowance refreshes automatically every 30 days. After the trial, subscribe to keep generating; you can still sign in and view your templates without a subscription.

Tips & troubleshooting

If…Try…
Fields come back blankMake sure the value exists in the input and the label is recognizable; for structured data, match keys to field names.
A field matches the wrong valueUse a more specific field name (work_email vs email).
PDF didn't fillConfirm it's a form PDF (AcroForm) or contains {{placeholders}}.
Word placeholder ignoredRe-type {{field}} cleanly so it isn't split across styling runs.
"Could not read this Word file"Older .doc files aren't supported — open in Word and save as .docx.