New Feature
Auto-Fill Documents
Instantly populate your templates from conversation transcripts – saving hours of admin time and ensuring nothing gets missed.
What are Auto-Fill Documents?
Caption.Ed’s new Auto-Fill Documents feature transforms your conversation transcripts into structured documents at the click of a button. Upload your own template – like a performance review form, customer call notes, or meeting report – and Caption.Ed automatically populates it with the relevant information from your transcript. Instead of spending 15-20 minutes writing up notes after each meeting, you can have a completed document ready in seconds.
How does Auto-Fill Documents work?
Auto-Fill Documents works by taking the key details from your transcript and instantly populating your chosen template. It transforms how teams handle post-meeting admin. What used to take 10-15 minutes of manual work per meeting now takes just seconds. More importantly, nothing gets forgotten between the conversation and your documentation.
Reclaim hours every week
Massive time savings: What takes 10-20 minutes of manual work now happens in seconds.
Consistent documentation: Everyone documents in the same format, every time. No more incomplete notes or missing information.
Better conversations: Focus on building rapport and understanding needs rather than frantically taking notes. Your full attention stays on the person you’re talking to.
Compliance-ready: Use your organisation’s approved templates to ensure all documentation meets internal standards and regulatory requirements.
Structured
documentation
in three steps
Upload your template
Use your existing company templates in PDF or text formats. These could be performance reviews, call summaries, assessment reports, or any other structured document format you use.
Capture your conversation
Have your meeting, interview, or assessment whilst Caption.Ed captures everything with live captions and transcription. Focus on the person you’re speaking to, not on taking notes.
Auto-fill in seconds
Apply your template to the transcript. Caption.Ed instantly extracts the relevant information and populates your document, giving you a complete first draft ready for review.
Everything you need for effortless documentation
Your templates, your way
Upload any template format. Company performance review, CRM call notes format, assessment forms or project briefs. Whatever the template, Caption.Ed will adapt to you.
Apply templates anytime
Set up your templates before the meeting, or apply them to existing transcripts later. From project notes and case records to review forms or client updates, Caption.Ed gives you flexibility to work your way.
Review and edit
Auto-Fill Documents creates a smart first-draft. You can still review, edit, and refine to ensure everything is perfect before sharing.
Template library
Create multiple templates for different meeting types. Company templates can be used by anyone in your team.
Ready to eliminate post-meeting admin?
Join teams already saving hours every week with Auto-Fill Documents. Speak to our team about how Auto-Fill Documents can transform your documentation workflows.
Frequently Asked Questions
Yes, exactly. Upload your existing PDF, or text templates. Auto-Fill Documents works with your organisation’s standard formats, ensuring compliance with internal processes and standards.
You can review and edit everything. Auto-Fill Documents creates a smart first draft rather than final output, saving you time whilst keeping you in control. Think of it as an intelligent assistant, not a replacement for your judgement.
Yes. Build a library of templates – one for performance reviews, one for discovery calls, one for sprint planning, etc. Apply the right template for each situation.
Auto-Fill Documents is included in Caption.Ed Enterprise plans. Contact our sales team to discuss pricing for your organisation.
Same security as all Caption.Ed data. ISO 27001 certified, GDPR-compliant. Templates and transcripts are processed securely and never used to train AI models. You maintain full control over your data.
Ideally yes, but not required. You can apply a template to an existing transcript after the meeting. This gives you complete flexibility in how you work.
Yes. Once your template is populated, you can download, edit, and share the document through your usual channels. Auto-Fill Documents integrates with your existing workflows.
Seconds. Once you apply a template to a transcript, Caption.Ed processes the information and populates your document almost instantly.
We support PDF, and plain text templates. Upload the format that works best for your organisation.