Fill out PDF forms like a W-9 from saved personal details
One practitioner notes that dave Swift put a blank W-9 in a folder and had Claude Code list the form fields. He then gave it his details, and it wrote a short script that filled the fields and saved a new PDF. Three W-9s came out in about thirty seconds in a batch run.
- Agent or tool
- Claude Code
- Topic
- Knowledge & Notes
- Reported on
- X
- Added
- 2026-10-15
Why it matters
Notes are only useful if you can find and connect them later. Agents that organise, summarise and link information make a personal knowledge base far easier to keep up. It is one of 44 sightings filed under Knowledge & Notes on Agent Sightings (number 15 by interest), and one of 164 involving Claude Code.
How you could try it
Here is a reusable prompt, written by us in our own words, that captures the task. Paste it into Claude Code or any similar agent and adjust the details to your situation.
Notes task: fill out PDF forms like a W-9 from saved personal details. Propose edits as a checklist, apply after approval, and finish with a short handover.
Tip: Start small: run it once on a low-stakes example, read what the agent did, and only then let it run on real work.
Source
Read the original first-hand account on X: https://x.com/jerryjliu0/status/2008954366762602527. Our summary is a paraphrase; details are in the source.