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Automated Form Filling

Automated multi-agent workflow for filling out forms: extract data from documents using OCR, map it to form fields, and generate filled PDFs. The pipeline uses a W-9 tax form as an example, which can be extended to accommodate other forms.

We use:

  • CrewAI (agentic design) for multi-agent orchestration
  • Datalab (document conversion & form filling) for OCR and form filling
  • Streamlit for an interactive UI
  • MiniMax-M2.1 (via OpenRouter) as the LLM for the agents

Set Up

Follow these steps one by one:

Create .env File

Create a .env file in the root directory of your project with the following content:

OPENROUTER_API_KEY=<your_openrouter_api_key>
DATALAB_API_KEY=<your_datalab_api_key>

Install Dependencies

uv sync
source .venv/bin/activate

On Windows (PowerShell):

uv sync
.venv\Scripts\activate

This installs all required dependencies (CrewAI, Datalab SDK, Streamlit, etc.).

Run CrewAI Workflow (CLI)

To run the form-filling workflow from the command line (e.g. with the bundled W-9 example):

python main.py

You can also use the workflow programmatically via run_form_flow() in main.py, passing paths to your source document, blank form PDF, and form schema (YAML).

Run Streamlit Interface

To run the Streamlit interface:

streamlit run app.py

This starts the web UI where you can upload documents, choose a form schema, and run the pipeline. Use the URL shown in the terminal (e.g. http://localhost:8501) to open the app in your browser.

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Contribution

Contributions are welcome! Feel free to fork this repository and submit pull requests with your improvements.