# How to fill any form with the Agent

> Step by step: hand the Instafill.ai Agent a blank form and your source files, answer its questions, then check, adjust and download the filled form.

Last updated: 2026-10-06
Web page: https://instafill.ai/docs/fill-any-form

This guide walks you through filling a form with the Agent, from a blank form to a finished file. You hand over a form and the files that hold your data. The Agent fills the form, asks you when a fact is missing, and gives it back for you to check, adjust and download.

![A short film of the Agent filling a W-9: files handed over, a question answered, the filled form opened, updated and downloaded](https://kitcutst.blob.core.windows.net/films/studio-20261005-195624-abbvx7/r1/film_web.mp4 "Watch: filling a form with the Agent, start to finish.")

## What you need before you start

| You need | What that means |
|---|---|
| **A form to fill** | A blank PDF, fillable or scanned. You can also use a form that is already in your forms library. |
| **Source files** | Documents with data, notes you type, or both. |
| **Credits** | A run holds 1 credit when it starts. A free account starts with 10 credits, which last 1 year. |
| **A paid plan, for three things** | Attaching Word files, filling from a spreadsheet, and downloading the filled form. |

The Agent reads these file types: PDF, PNG, JPG, JPEG, GIF, WEBP, HEIC, TIF, TIFF, CSV, XLS, XLSX, DOC, DOCX and TXT.

## 1. Attach a form and your source files

Open **Agent** in the top bar. Drop the blank form and your source files into the message box, or add them with the plus button. Type a note if there is something the Agent should know that is not in your files.

![The agent screen with a blank W-9, a spreadsheet and a certificate attached, and a note typed in the message box](https://instafill.ai/docs/assets/fill-any-form-start.png "Attach your files (1), add a note (2), and send (3).")

- **No labeling needed**: The Agent works out which file is the form and which files hold your data. It asks if it cannot tell.
- **A form you used before**: Name it in your note. A form in your forms library does not need attaching again.
- **A scanned or flat PDF**: Attach it as it is. The Agent makes it fillable first, and it stays in your forms library for next time.

![The same agent screen on a phone, with two files attached above the message box and the send button](https://instafill.ai/docs/assets/fill-any-form-start-phone.png "The same steps work on a phone.")

## 2. Choose a model

The message box has a model menu beside the send button. You can leave it as it is, or open it and pick the other model before you send.

| Model | When to pick it |
|---|---|
| **GPT-6 Sol** | Smartest, for demanding forms. It is the one selected when you start. |
| **GPT-6 Luna** | Fastest and most efficient. |

![The model menu open under the message box, listing two models with a line about each and a tick beside the selected one](https://instafill.ai/docs/assets/fill-any-form-models.png "Open the model menu (1) to see both models. The tick marks the one in use.")

![The message box after choosing the other model, with its name now showing on the model menu beside the send button](https://instafill.ai/docs/assets/fill-any-form-model-picked.png "After you pick, the menu (1) shows the model your next run will use.")

Your pick is remembered for new conversations. In a conversation that has already run, a new pick applies to its next run.

## 3. Send it, and answer what the Agent asks

Press the blue arrow to send. The Agent reads your files and starts filling the form.

When a fact is missing, it stops and asks you instead of guessing. Each question comes with a few answers to pick from. You can also answer in your own words, or attach a file when the question asks for one. Press **Send answer**, and the Agent carries on from there.

![The agent asking which tax classification the form should carry, with three suggested answers and a row to answer in your own words](https://instafill.ai/docs/assets/fill-any-form-question.png "A question from the agent. Pick an answer, or write your own.")

You can stop a run at any time. Its credit comes back.

## 4. Check the filled form

When the Agent finishes, it tells you what it filled and gives you the form. Press **Open PDF** to read it.

![A finished conversation: the agent says the W-9 is filled, links to it, and offers the filled form to open or download](https://instafill.ai/docs/assets/fill-any-form-done.png "A finished form. Press Open PDF to read it.")

![The filled W-9 open in the viewer, with the practice name, tax classification, address and tax number typed into their boxes](https://instafill.ai/docs/assets/fill-any-form-filled.png "The filled form, opened for you to check.")

Read every answer. The Agent fills the form, and checking it and signing it off stays with you.

## 5. Update any value that is not as expected

If anything needs to be updated, click that value on the form and retype it. A **Save** button appears as soon as you make a change. Press it to keep your changes.

![The address line of the filled W-9 being retyped in the viewer, with a Save button now showing beside Download PDF](https://instafill.ai/docs/assets/fill-any-form-edit.png "Update any value in place (1). A Save button appears once you make a change (2).")

## 6. Fill the form again in the same conversation

You do not have to start over to get a different result. Send another message in the same conversation, and the Agent fills the form again.

- **Add a source file**: Attach a file you did not include the first time.
- **Change your instructions**: Type what should be different this time.

![A finished conversation with a new file attached and a new note typed in the message box below it, ready to send](https://instafill.ai/docs/assets/fill-any-form-again.png "Attach a file (1), say what should change (2), and send (3). The Agent fills the form again.")

Each new message is a new run, and it holds a credit of its own. The form from the earlier run stays in the conversation.

## 7. Download the form

Press **Download PDF** to keep the finished form. Downloading needs a paid plan.

## Fill out many forms at once

You are not limited to one form per request. There are two ways to fill many.

1. **Several forms in one request**: Ask for up to 25 forms at a time. You download each one on its own, or all of them as one ZIP file.
2. **A spreadsheet of records**: Attach the spreadsheet that holds your data along with the form. The Agent fills one copy for each row.

![Three credit applications filled in one request, each with its own open and download buttons, and one button to download them all](https://instafill.ai/docs/assets/fill-any-form-several.png "Three forms from one request. Download each one, or all of them together (1).")

## How your credits are used

- **One run**: A run holds 1 credit when it starts.
- **When the credit comes back**: It is returned if you stop the run, if it fails, or if it ends with nothing to deliver.
- **Several forms**: Each form that is filled uses its own credit.
- **Spreadsheets**: Each row uses one batch-fill credit. Batch-fill credits come with a paid plan.